EndNote21 Desktop: 2. Set up Endnote Preferences

What are term lists?

Three types of term lists are available with every library file: Authors, Journals, and Keywords.  These lists are linked to their corresponding fields and serve as an index, improving the consistency and accuracy of your references, citations, and bibliographies.

How can I abbreviate journal names?

Sometimes different citation styles use abbreviations for the journal names. EndNote uses the journal terms list to abbreviate journal names. We recommend that you define the Journal term list for each new library. This helps ensure that all journal names and abbreviations are consistent.

Define the Journal Term list

Note: If you did not define your Journals term list when you created your library, then your term list has been created automatically as you enter new references into your library (whether by importing or manually entering them). To ensure consistency and accuracy, we recommend that you discard your existing Journal term list and import Journal term lists from EndNote.

1. In your library, select Library > Open Term Lists > Journals Term List.
   
   
    
2. Click on the first journal name and then press [ctrl] + A on the keyboard to select all of the journals.
3. When all of the journals are highlighted, select Delete Term.
   
   

To import a new journal terms list:

1. In your library, select Library > Define Term Lists from the menu bar.  The Term Lists dialog box will open.
2. In the Lists tab, highlight Journals, then click the Import List... button.  A dialog box will open displaying the available term lists in your EndNote Program Files. 
   
   
    
3. Select the term list you wish to import.  For the health sciences, we recommend that you import the Medical and Humanities term lists.  Click Open.  An Updating Term Lists box will appear and, once the update is complete, a different box will display the number of terms inserted into the Journals term list. Repeat for each term list that you wish to add. Click Close when you have finished.

Modify the Citation Style to Use Journal Abbreviations

1. Select the output style you want to modify by using Edit > Output Styles > Edit [Name of style of want to edit]. If the style you want is not shown, click on Open Style Manager and select it from there.
2. Select Journal Names on the left column. Under Journal Name Format, select the field you want. This is usually Abbreviation 1.
3. Save the output style with a new one, such as "APA 6th Edit".

What is Find Full Text?

• EndNote uses data stored in your references to search the Web for the corresponding full text file as a PDF or URL.  Once found, the file is automatically downloaded and attached to the appropriate reference.

Connecting Find Full Text to the UNC Libraries

The Find Full Text feature works best when your computer is connected to the UNC campus network.  To improve retrieval of full text files when off-campus, do the following:

1. In your EndNote library, select Edit > Preferences from the menu bar.  The EndNote Preferences dialog box will open.

2. In the left column, click on Find Full Text.

3. Check all four boxes for Web of Science, DOI, PubMed, and OpenURL.

4. Copy and paste the following text into the field called OpenURL Path:

http://vb3lk7eb4t.search.serialssolutions.com/

5. Verify that the information in the dialog box matches the box picture below.

6. Click the Apply button. Then, click OK.

You can sync one library with EndNote Web.

Therefore, we recommend storing your references in one library and then organizing your references into groups. Syncing your references makes it easier to share references with colleagues and collaborate in shared documents. 

1. Open the library that you would like to designate as your EndNote Sync library. 
2. Click Library -> Sync
3. Click Sign Up to create a new EndNote Web account or sync with an existing EndNote online account by inputting your login credentials. 
4. By default, every 15 minutes, EndNote 21 will check your library for changes to send or receive. Click Sync Status to confirm that all reference details synchronize between your desktop library and EndNote Web account. 
5. To sync on a secondary computer, create a blank EndNote library by choosing File -> New. Click Library -> Sync to input your EndNote Web account credentials and perform you initial sync to copy down all existing library information.
6. Your email address will appear in the library that you designate as your Sync library above Sync Status.