Search Command Tips

Canceling Searches

Pressing Command+Period (Command Key +.)Esc cancels a search in progress.

Matching Partial Words

Unless you have selected the Match Words option, EndNote matches partial words when searching for text (both right- and left-truncation are enabled). Consequently, you can search for just the root of a word and find all related terms. This is a good tactic for general subject searches. Select an appropriate comparison operator such as "Field begins with" or "Word begins with" to apply truncation to your search term.

Diacritics (Accents)

To search for specific diacritical marks, select the Match Case option; letters such as é, ü and î will match those letters exactly. Thus, a search for "résumé" will not find "resume." If you want to find all variations of a letter, deselect the Match Case option. See Entering Special Characters for information about entering diacritics.

Finding Tabs and Carriage Returns

Click the Action menu and select Insert Tab or Insert Carriage Return. Use the Options button to insert a Tab or a Carriage Return in the search line.

Searching for Numbers

When you search for a number, EndNote looks for that exact text string  in your reference text. For example, a search on "Any Field" which "Contains" the search text "0025" will match the numbers 00025 and 0025, but it will not match 25.

There is an exception for record numbers. Record numbers, which are assigned by EndNote, cannot include leading zeros. When you search Any Field for a number, EndNote looks for an exact match in all text fields; however, leading zeros are stripped from your search text before comparing it to record numbers. Only an exact match of a record number will be returned. So, a search for "0025" will match record number 25. It will not match record number 250.

Searching with Multiple Libraries Open

The Search Library command searches one library at a time. View the library you want to search, and use the Search panel.

Author Fields

The field names in the Field list are EndNote’s "Generic" field names, which means that Author represents Reporter, Editor, Artist or any other variations of the Author field used in the different reference types.

If you wish to search for author initials, make sure to include a space between the first and second initial. For example:

Smith, J P

If you do not include a space between initials, EndNote will assume that JP is a complete first name.

To limit your search, select the "Match Words" check box. For example, a search for “Smith, J P” with Match Words selected will find only those works with “Smith, J P” in the Author field. A search for “Smith, J P” without Match Words selected will also find references by authors such as “Smith-Wilkins, Jeremiah.”

The Year Field

When searching in the Year field, a search for "1994" retrieves only references published in 1994, where as a search for "94" retrieves references from the 1940s and 1994.

Finding Empty Fields

EndNote can search for empty fields. Select the desired field from the Field list, select "Is" as the comparison operator, and leave the search term blank. Click Search and EndNote finds references in which the chosen field is blank.

Finding File Attachments

You can easily search for a specific file attachment by name. Search for:

 

File Attachments

Is

[name of the file]

To search for all references that include file attachments, enter these two search lines:

 

Record Number

Is greater than or equal to

1

NOT

File Attachments

Is

[blank]

The first line ensures that all references are searched, and the second line looks for references in which the File Attachments field is not blank.

Note: Another easy way to see references with file attachments is to click on the paper clip header in the Library window to sort those references at the top of the list of references.

Cleaning Up Search Results

After executing a search, there may be a handful of references that you want to exclude from the search results. Select those references and select Hide Selected References to hide them from the set of found references and display exactly the references that you want. Often this is much easier than trying to refine your search.

Viewing the Opposite of Your Search Results

Let’s say that you have searched for all of the references written by Billoski or Hall, so you are currently viewing only those references. Now, you would like to view the references not written by those authors. Instead of doing another search:

  1. Click in the list of references.

  2. From the Edit menu, choose Select All ( CtrlCommand Key+A) to select all of the Hall and Billoski references.

  3. From the References menu, select Show All References (Ctrl+Command Key +Shift+M). Notice that the original selection is maintained.

  4. From the References menu, select Hide Selected References.

You are left viewing only those references that were not previously showing in the Library window, that is, all references not written by Hall or Billoski.

Setting and Restoring Defaults for the Search Panel

Use the Action menu and select Set Default Click the Options button and select Set Default to save the current configuration of the Search panel as your default. The default configuration will appear whenever you first display the Search panel.

The layout of the window (such as the number of search lines) is saved, as are all of the operators, field names, and the Match Case and Match Word settings. The search terms are not saved.

Use the Action menu and select Restore Default Click the Options button and select Restore Default on the Search panel to clear out all of the search terms currently entered in the Search panel, and reset all of the settings back to the default configuration.

Related Topics

Combining Results from Separate Searches

Combining Search Lines with And, Or, and Not

Restricting Searches to Specific Fields

Saving Search Strategies

Simple Searches

The Search Window

Using Comparison Operators