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EndNote X8: Managing your EndNote library

Referencing software

Managing your library

Highlight the references you want to delete. Drag the selected references to Trash , or open the References menu and select Move References to Trash. The references are now removed from the library.

EndNote will find duplicates of references and allow you to compare them side by side on the screen, with auto-highlights and locked scrolling, so that you can select which one you want to keep. Click on References and select Find Duplicates. Compare the records displayed on the screen and select the one to keep by clicking the Keep This Record tab (the older or first entered reference will always appear in the left column. The duplicate will be automatically discarded from your library.

Warning: Before selecting Keep This Record, which will delete the duplicate, check the record numbers to be sure that you are not deleting a reference already cited in a paper.

EndNote can automatically eliminate duplicate references retrieved from an online search. Open the Edit menu, select Preferences and then Duplicates. Tick the box Automatically Discard Duplicates. Click OK

This feature allows you to find full text articles associated with your bibliographic records.

When using Find Full Text for the first time you need to add the open URL path.

To use, select required references, go to References>Find Full Text or use the icon  . If a PDF is found it will automatically be attached to the reference along with the PDF URL. You will find that the success rate when using this is function off-campus is much lower than on-campus.

This search can work in the background, so you could continue working in your library. Depending on the results, you may see one of the outcomes below:

You can merge libraries by importing one library into another. The newly added references will be assigned new record numbers in the order that they are added to the library. This means that a reference that was #23 in a smaller library could become #600 in a larger library.

Open the Endnote library you want your references imported  into. From the File menu, select  Import and File… or use the icon  At Import File: click on Choose… to select the EndNote library you want imported and click Open. Ensure that at Import Option: EndNote Library is highlighted. At Duplicates select Discard Duplicates and then click on Import.

Note: Before merging libraries, it is a good idea to make a backup copy of the library into which you are transferring references.

For a quick search from the main EndNote library, click on All References and use the Quick Search box located on the toolbar

Type the author's family name or a keyword, press Enter, and the matching records will appear on the screen. If you want to search a group only, then instead of All References click on the particular group you wish to search.   

NB: Quick Search will now search in your PDF files including sticky notes.

When you open a library, you will see headings like: Author, Year, Title, Journal etc. Clicking on these headings enables you to sort your library references alphabetically or chronologically.

To make other changes to how EndNote displays in the main library window, from the Edit menu choose Preferences and then click on Display Fields. For example, choosing Record Number from the column 1 drop-down menu will display the record number instead of the figure attachments. The position of the column headings can changed by dragging the headings across the toolbar.

Clicking on the EndNote Defaults button and OK will change the fields displayed back to the original EndNote settings.

Select a reference, click on the icon or right hand click and choose Find Reference Updates. EndNote highlights the differences in a side by side comparison. You can choose to update the empty fields only, replace all the fields or copy and paste specific information.

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