When you first open a library in EndNote, you see a Library window made up of five different panels.
You can click on a panel to make it active or press F6 to jump from one panel to another.
The selection of groups and menu commands depends on the display mode that you select. See Selecting a Display Mode in this help topic. See also The Display Modes
The Library toolbar provides various commands that allow you to manage your references. For a description of each command, see Toolbars (Windows). For a description of each command, see Toolbars (Macintosh).
Your purchase of EndNote desktop entitles you to a two-year free subscription to EndNote online—our online version of EndNote desktop.
The Sync feature allows you to synchronize the references (including file and figure attachments) in your EndNote library with the references in your EndNote online library. You must register and have an active EndNote online account to initiate the Sync process.
Click the Sync button in the toolbar to go to an EndNote online login dialog.
Enter your EndNote online email address.
Enter your EndNote online password.
Click OK.
The Sync process should automatically begin synchronizing your EndNote desktop references with your EndNote online references so that an exact match exists in both libraries.
Since you already have an EndNote online account, EndNote populates the fields on the Sync Preferences page with the e-mail address and password that you entered on the EndNote online login dialog. You can change the data in these fields if you ever change your email address or password.
Note: The Sync library that you defined in Sync Preferences must be open and currently active to perform the Sync process. Moreover, you cannot initiate the Sync process while in Online Mode.
Since you do not have an EndNote online account, you must create one. Registration is fast and easy and activates your two-year EndNote online account when completed.
Click the Sync button in the Library toolbar to go to an EndNote online login dialog.
Click the Sign Up button to go to a User Registration dialog.
Enter your email address in the User Registration dialog. Retype your email address, and then click the Continue button.
Enter your personal information in the required fields on the next User Registration form. For example, enter your name, a password, a title, and fill in the remaining fields.
Click the I Agree button to complete the registration process and to begin synchronizing your EndNote online library with your EndNote library.
Once you create your EndNote online account, EndNote populates the fields on the Sync Preferences page with your email address and password that you entered during registration. Later you can change the data in these fields if you ever change your email address or password.
Note: We recommend that you create a compressed library backup the first time you initiate the Sync process. See Saving a Compressed Copy of a Library for more information.
See Sync Preferences and Overview of the Sync Process for more information about this feature.
Click the Layout button in the lower right-hand corner of the Library window to change layout view of the Library window. There are seven layout options from which to choose.
Left / Off: This layout allows you to hide or show the Groups panel. Use this option in combination with any of the other layout options.
Right: This layout allows you to combine the Reference, Preview, and PDF Viewer panels as one panel to the right of the reference list in a columnar arrangement. This is the default layout option.
Right - Split: This layout allows you to arrange the Reference/Preview panels and the PDF Viewer panel to the right of the reference list in a columnar arrangement.
Bottom: This layout allows you to combine the Reference/Preview panels and the PDF Viewer panel in a split arrangement below the reference list.
Bottom - Split: This layout allows you to combine the Reference, Preview, and PDF panels in one panel below the reference list.
Off: This layout allows you to hide the Reference, Preview, and PDF Viewer panels. EndNote displays only the Groups panel and the reference list side- by-side.
The view of the library window depends on the layout that you select from the Layout menu located in the upper right-hand corner of the Library window.
There are eight layout positions.
Show Groups / Hide Groups: Either shows the Groups panel or hides the Group panel.
Bottom - PDF: Displays the PDF Viewer panel below the reference list in a split arrangement.
Bottom - Split: Display the Preview, Reference, and PDF View panels below the reference list in a split arrangement.
Bottom - Preview: Displays the Reference panel below the reference list . The Preview panel is below the reference list.
Right - PDF: Displays the PDF Viewer panel to the right of the reference list in a columnar arrangement.
Right - Split: Displays the Preview, Reference, and the PDF Viewer panels to the right of the reference list in a columnar arrangement.
Right - Preview: Display the Preview and Reference panels to the right of the reference list in a columnar arrangement.
References Only: Displays only the Groups panel and the reference list.
The Search panel displays at the top of the EndNote window regardless of which layout option you select.
The Show Search Panel and the Hide Search Panel toggle buttons in the top right-hand corner of the window allows you to show or hide the Search panel.
The Show Search Panel and the Hide Search Panel toggle button in the Library window toolbar allows you to show or hide the Search panel.
To begin a search of your EndNote library, select the group of references you want to search and then select Search Library from the Tools menu. You can also click the Show Search Panel button to display the Search panel and the Hide Search Panel to hide the Search panel.
To begin a search of an online database, click on the database name in the Groups panel under Online Search or go to the Tools menu and select Online Search. See The Search Panel for more information.
Choose from three different display modes in the Library window.
.gif)
Local Library Mode: Displays automatic groups, custom groups, and smart groups, but not Online Groups. This mode keeps you from inadvertently downloading references found during an online search into your currently open library. This is the default mode.
Online Search Mode: Search and download references from online databases. In this mode, only Online Search groups are available. References are downloaded into a temporary library. They are removed when you close EndNote.
Integrated Library & Online Search Mode: All groups and commands are available. When you download references from an online database. EndNote saves them to a group under the Online Search group set and to your open library.
If you decide that you do not want to keep the retrieved references, select them, and then move them to the Trash folder.
Note: We recommend that you use Online Search Mode if you do not want the references downloaded to the All References group.
For more information, see The Display Modes.
Resize the Library window by clicking the window border in the lower right window corner in the resize box in the lower right corner of the library and dragging to the desired size or by clicking the maximize/minimize buttons in the upper corner of the Library window.
EndNote remembers the new size of the Library window as well as its location on the screen. The next time you open EndNote, the library appears with the same dimensions and in the same location as when you last closed it. Each EndNote library can have its own unique dimensions and screen location.
By default, EndNote displays the recommended system font specified for your version of Windows.
Select a different font and size for the text displayed in the Library window by using EndNote’s preferences. The list of references in the Library window uses the font and font size as defined from the Library tab in Display Fonts preferences.
The Preview panel uses the General display font. Changes made to the display fonts apply to all EndNote libraries opened on that computer.
See Display Fonts Preferences for more information.
Note: Changing the display fonts does not affect the font EndNote uses when it creates a bibliography. EndNote uses the font of your paper for the bibliography.
By default, the first column in the Library window displays a Read / Unread indicator followed by:
File Attachments
Author
Year
Title
Rating
Journal / Secondary Title
Last Updated
Reference Type
Reorder the fields in the Library window heading columns using drag and drop. Select a field heading and move it to the desired location in the column headings. For example, you can move the Ratings field to be the last field or the first field in the heading column. Your changes are reflected in the Display Fields preference dialog.
Customize which columns / fields display in the Library reference list by right-clicking on the column headings to display a contextual menu. Select or remove fields.
See also Display Fields Preferences
By default, the references listed in the Library window are sorted by the first author’s last name.
Change the sort order by selecting Sort Library from the Tools menu or by clicking the column headings. When you sort a library, that sort order is retained even after you close and reopen a library. See Sort Library Dialog for more information about sorting.
