EndNote Library Basics
Creating a Library
Opening a Library
In EndNote, you can open and annotate a PDF file using the PDF Viewer Panel.
Opening the PDF Viewer Panel
Using the PDF Viewer Panel
The toolbar at the top of the PDF Viewer Panel has several options that allow you to add notes, highlight text and find words and phrases within the PDF document. You can hover your cursor over an icon to view text explaining its function.
Using the Find Feature
Groups, Group Sets, and Smart Groups
The panel in the left column of the library window displays all the Groups and Group Sets in your library. The Groups called All References, Unfiled, and Trash are built into your library and cannot be changed. Additionally, if you use the Find Full Text feature, EndNote will automatically create a Group Set with 3 Groups titled Found PDF, Found URL, and Not Found. Any time you use Find Full Text for a citation, EndNote will automatically add the citation to one of those 3 Groups.
Note that when you add a citation to a Group, EndNote makes a copy of that citation that is linked with the "root" citation in your library. Removing a citation from a Group will not delete the citation from your library.
Groups are subsets, or folders, used to categorize and organize references. Groups can be organized into Group Sets.
To create a Group or Group Set, select Groups from the menu bar. Select Create Group or Create Group Set.
When you create a Smart Group, EndNote will automatically add citations into the group if they fit the parameters you have specified.
Adding References to a Group
Removing References from a Group
Deleting References from a Library
File Attachment Basics
You can attach up to 45 files from your computer (PDF, Word document, Excel document, graphic) to an EndNote reference.
Attach a File
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.
To import a new journal terms list:
Modify the Citation Style to Use Journal Abbreviations
For more information and screenshots on modifying citation styles, see the Advanced Tips.
Sometimes you may want to create a document that contains just a bibliography, with no citations. Here is one way to do it.
Creating a Bibliography without Citations