In EndNote, 'groups' are folders into which you can organise your references.
You can create custom groups into which you can manually drag-and-drop references.
You can also create smart groups (including combination/combined groups) which are automatically updated as you add references to your EndNote library.
Watch the videos below to learn how to set up groups sets and organise your references into custom groups:
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To see a demonstration of these processes, watch the video below.
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You can attach PDFs to your references either automatically or manually:
To get EndNote to find and attach PDFs to your references:
Sometimes EndNote will not download a PDF, although one is available. Try to open the URL found, which may lead to find the PDF, download the PDF and then manually attach it.
Attach PDFs to your reference, by dragging and dropping the files onto the relevant references or by selecting file attachment from the References menu (or right click).
Watch the following demonstrations:
Note: To enable EndNote to search the full range of UniSA-licensed resources, ensure you've set up your UniSA preferences.
Three ways to import references from PDFs:
To import a single PDF that you have already saved to your PC:
PDFs are stored in the .data file associated with your EndNote library.
NOTE: For references which EndNote does not find the details add some information e.g. author and title and use the Find Reference Update option (see below).
PDFs are stored in the .data file associated with your EndNote library.
NOTE: For references which EndNote does not find the details add some information e.g. author and title and use the Find Reference Update option (see below).
To set up EndNote to automatically import references in this way:
When you save a PDF to the selected folder, the next time you open EndNote (if it isn't already open), the reference and the PDF will be automatically imported into your EndNote library, and the PDF will be moved to a subfolder (automatically created and named 'Imported').
PDFs are stored in the .data file associated with your EndNote library.
NOTE: For references which EndNote does not find the details add some information e.g. author and title and use the Find Reference Update option (see below).
NOTE: this will only work 100% with PDFs which include a DOI (Digital Object Identifier), it will not work on scanned copies of PDFs.
Once you've attached a PDF to a reference in your EndNote library, you can annotate the PDF by selecting Open from the PDF drop down menu in your EndNote Summary.
You can add notes and other markups to the PDF, including highlighting, underlining and strikeouting text.
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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.
Click on the Library tab> Find Duplicates. EndNote will present you with 2 records to compare, highlighting differences. Select the reference you would like to keep.
You can also set which fields to match (the less fields selected the more possible duplicates it will find) by setting preferences.
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:
You can use the Find and Replace tool in EndNote to change all your references or a group of references.
NOTE: Create a backup of your library before you make a large change as there is no undo option if you make a mistake |
Every EndNote library is made up of an .enl file and an associated .data folder. To back up or move your library you need both of these files.
TIP: Store your back up in a different location than your main library just in case.
Use the compressed library feature inside the EndNote program. This will allow you to save a single file under a new name which can be saved on to an external hard drive or in cloud services (do not use from there).The compressed package appears as an .enlx file.
Mac OS allows you to package both the .enl file and .data folder together so that it looks like a single file. When you save a copy select the 'Save as Package' option. The compressed package appears as an .enlx file.
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