With EndNote you can customize the program and your Libraries by changing the default options under Preferences (Edit on the PC and EndNote on the Mac). See details under Install & Backup: Basic settings tab
You may want to consider altering the following:
Editing a Record
To view the complete entry for an individual record in your library, double click on the reference. With the reference window open you can edit fields; you will be prompted to Save your changes.
Selecting a Layout
EndNote offers different layout options for how you view your Library. The layout options vary slightly from the PC and Mac versions.
Sorting
Within the Library, you can click on a displayed Field (e.g., Author, Year, Title, etc.) to change the sort.
The search function in EndNote allows you to locate references within your library. This is an especially helpful feature if your library is very large.
Searching Tips
EndNote files can be difficult to transport (e.g., email) due to their size and easy-to-lose supporting files. You may solve both problems by saving your file as a Compressed Library. This single file can be attached to an email, saved to USB drive, or uploaded to the Cloud (e.g., Google Drive).
EndNote will search for updated reference information for existing records. This feature is particularly helpful if you transferred records from earlier versions of EndNote that are missing PMCID or NIHMSID numbers. It is also useful when authors are using e-pub ahead of print citations.
To use this feature:
Organizing references into Groups or Group Sets makes it easy to break a large library into subsets. A group simply points to a subset of references that already exist in the library. Groups may be organized into “sets” of groups and “smart groups.” Finally, you may combine groups using the Boolean concepts of AND, OR, and NOT.
Groups feature allows you to define your own set of handpicked citations – organize your library by theme, the project you’ll use the citations for, the items you’ll need to order, etc.
To create a group(s):
Group Sets allow you to create “groups of groups.” This may be useful to organize groups into different categories. For example, a group called “Databases” differentiates the results from CINAHL, PsycINFO, and PubMed search from the results.
You may often wish to pool the contents of individual groups. Groups can be combined using the Boolean operators of AND, OR, and NOT.
Smart Groups are much like persistent search results. Create a smart group based on a particular field (e.g., Author contains Jones), and Endnote will automatically populate the smart group with every record that matches your criteria. To create Smart Groups:
Please Email Us
The staff acknowledges your request within 24 hours.
Circulation Department: circulation@lifewest.edu
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Reference Assistance, Off-Campus Access and Questions: jcox@lifewest.edu