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EndNote X8: Create an EndNote Library

Referencing software

Library window layout

The library window consist of separate panels:

  • Groups panel - displays various groups of references
  • Search panel - enables you to search your whole library including PDFs
  • Reference list panel - contains all your references
  • Reference quick edit panel - allows you to edit the contents of the highlighted reference
  • Preview panel - this allows you to view the reference in the style selected
  • PDF Viewer panel - allows you to preview your PDF files

To change the way these panels display in your library window choose your preferred option from the layout menu .

Note: you can also hide the search panel or the groups panel by clicking on the layout button drop arrow.                             

Mark references and apply ratings

In your EndNote library you can mark your references as read or unread by simply clicking on the dot. To select whether you want your unread references to appear in bold text or not go to EndNote X8>Preferences> Read/Unread and choose.

You can also rate your references.  Highlight your reference then click on the dots in the rating column to create your own star rating 

You can choose whether you want to display this field in the Reference quick edit panel or not.

Creating, opening and closing your library

EndNote allows you to create multiple libraries however it is strongly recommended that you work with one library only.

  • To open EndNote go to Macintosh HD or Finder>Applications>EndNote X8
  • To create a new library go to File and click on New. At Save As: name your library and click on Save
  • To open an existing library open EndNote X8 from applications or the icon on the dock.  Go to File, Open Library... (or Command + O). Click on your library
  • To close, click on the red x at the upper left hand corner or use Command + Q to exit the program or Command + W the library

Save and Back-up

It is important to keep a back-up copy of your library. Save your library or part of it to a compressed file as a back-up. See Saving and restoring a compressed copy of a library from the Saving your library tab under Macs.