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Remove duplicates

To keep your library organised it is a good idea to regularly remove any duplicate records. You may have duplicate records from importing the same record from different databases or from doing similar searches in the same database.

Follow the steps

  1. Click on the Library tab.
  2. Click on Find Duplicates, you will be presented with records to compare, highlighting the differences.
  3. Select the reference you would like to keep.

Watch the video (1 min 2 sec)

NOTE: Set which fields to match by setting preferences (the less fields selected the more possible duplicates will be found).

Watch the video (51 sec)

Annotate PDFs

Once you've attached a PDF to a reference in your EndNote library, you can annotate the PDF

  • Highlight the reference
  • Select EndNote Summary
  • From the PDF drop down menu, select Open

NOTE: You can add notes and other markups, including highlighting, underlining and striking out text.

Watch the video below, no audio (1 min 16 sec)

More help

Change reference type for many records

You can use the Find and Replace tool in EndNote to change all your references or a group of references.

NOTE: Create a back up of your library before you make a large change as there is no undo function if you make a mistake.

Data restoration

The single reference restoration feature is the ability to compare and restore previous versions of individual references to correct any accidental mishaps. If your library files get deleted or damaged, you can restore your library with the data restoration function, ensuring your research is not lost.

image comparing reference versions in EN library

 

Watch the video (3 min) below

Create Groups

Groups and Group Sets

Groups are folders into which you can organise your references. Create custom Groups into which you can manually drag-and-drop references. You can add the same reference into multiple Group Sets.

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More info

Smart Groups

Smart Groups (including combination/combined groups) are automatically updated as you add references to your EndNote library.

  1. In the navigation pane, right-click on My Groups
  2. Select Create Smart Group
  3. Name your group, then use the fields to set up rules for your smart group, then select Create

Watch this video (1 min 6 sec)

Combination/combined Groups

  1. In the navigation pane, right-click on My Groups
  2. Select Create From Groups...
  3. Name your group, then use the fields to select how you want to combine your groups

Watch this video (1 min)

Library tags

Tags are customisable labels that help you find references faster with colour-coded tags. You can add tags to references and customise the colour and name of the tags. You can add multiple tags to a reference and anyone who you share your library with can view a tag.

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Labels and notes

EndNote provides several extra fields that can be used to organise your references (they won't appear in the bibliography). These fields are searchable using the Search panel. Fields include:

  • Labels - can be used for many purposes including adding a keyword or a code
  • Research notes - useful for adding detailed notes
  • Notes - can also be used to add notes (be aware some imported references will come with info here)