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Using EndNote at Princeton: Getting Started

If you need help with Zotero, see this guide .

Creating a Library


Creating an EndNote library is similar to creating a file or document; think of a name for your library and where you would like to store it.

Adding References to a Library

There are three ways to add references to an EndNote library:

  • Manually: do this ONLY if the reference does not exist in electronic form anywhere!

  • Direct Connection: using EndNote's direct connection feature to search the Main catalog (and other library catalogs) and Pubmed.

  • Importing: for most of Princeton's databases, you'll need to import references from saved database searches. SEE "Importing References from databases" tab for instructions.

Elements of the Endnote Library

Open Endnote: 1. From the Start menu, choose Programs, select EndNote, and then choose the EndNote Program. A dialog box will appear prompting you to open a reference library.

2. Select Open an existing EndNote library, or, if you want to create a new library, go to File and then New. At this point you can give a name to your library.

The Library window and its panes: The Reference List pane displays a multi-column list of references.By default, the first column in the reference list shows a paper clip icon for references that include an attached file in the File Attachments field. Then, the first author’s last name, the year, the title, the journal name or secondary title, the reference type, the URL, and the Last Updated date are displayed for each

The Groups pane at the left of the window lists various groups of references for easy retrieval.

The Tab pane displays a Preview tab to view formatted references and a Search tab for searching either the current library or an online database.

Preview a Reference: You can easily see more detail about a reference by highlighting the reference and viewing the Preview tab at the bottom of the Library window. To open a reference, first select that reference and then double-click on it to see the full details or select the reference, then go to References in the menu and then Edit.

Sorting References: References can be easily sorted by clicking on the column heading (such as Author, Year, or Title). For e.g. click the Author column heading to change the current Author sort from ascending order to descending order.

Groups: The left pane of the library window lists groups of saved references. In a new library, only the All References group contains references, and displays all of the references in the library. However, you can organize these by sorting them into groups; you can create a maximum of 500 custom and smart groups to a library.

A custom group is built by specifically adding individual references to the group.

A smart group is generated automatically, and is based on a search strategy.


EndNote Preferences

Set a default library to open each time you start EndNote, change the display fonts, etc.

To view or change the EndNote preferences:

From the Edit menu, choose Preferences. Click on the options on the left side, such as Libraries, Display Fonts, etc. and set your preferences.

Foreign characters:

EndNote uses Unicode to correctly handle extended characters. By selecting a Unicode(such as Arial Unicode MS) font under Display Fonts in Library tab , you can view extended characters in the Library window, such as the Japanese characters found in the sample library.