The Search Panel

The Search panel displays at the top of the EndNote window regardless of which layout option you select from the Layout menu located in the right-hand corner of the Library window.

The Show Search Panel and the Hide Search Panel toggle buttons in the top right-hand corner of the window allow you to show or hide the Search panel.

The Show Search Panel and the Hide Search Panel toggle buttons in the Library window toolbar allow 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 from view.

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.

Search Line

A search line includes a Logical operator, the field to be searched from the Field list, the Comparison operator, and a blank field in which you enter your search terms. Use the plus or minus buttons to the right of each search line to insert or delete a line.

The Search Panel

Boolean Operator List

The AND, OR, and NOT operators between the search lines indicate how the search lines are to be combined. See Combining Search Lines with AND, OR, and NOT Operators

Field List

The Field list allows you to restrict your search to a particular field—such as Author, Year, or Keywords—or Any Field. By default, the Field lists are set to search Author, then Year, then Title.

You can also restrict your search to PDF files attached to a references by selecting the PDF option from the field list. The Any Field + PDF option allows you to search any field within a reference and all PDF files in the selected group that you are searching.

See Restricting Searches to Specific Fields for more information.

Comparison List

Select an item from the Comparison list to indicate how the search term should relate to the field(s) being searched. For example, you can find references in which:

See Using Comparison Operators for more information.

Search Fields

The search term is the word or phrase that you want to locate in a reference. Enter your search terms in one or more search fields.

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

Asterisk ( * ) Wildcard

Expand your library retrieval results by adding wildcards before and after search terms. The asterisk represents any group of characters.

Reminder: EndNote automatically applies left- and right-hand truncation to your search terms. However, you can still use the asterisk (*) wildcard before and after a search term.

Search Set List

Use the search set list above the search fields to specify the set of references to search and how the search results should be combined with other references in the Library window. By default, EndNote searches the group of references currently displayed and shows only the results of the search.

Match Case

By default, EndNote ignores capitalization when searching for text in a library. For example, a search for the text paleontology also finds Paleontology.

When you select the Match Case option, EndNote finds records in which the search term is spelled exactly as you type it in a search field. For example, if you enter AIDS and you select Match Case, EndNote ignores the words "aids" and "Aids" and finds only the acronym "AIDS."

When you select the Match Case option, a search for specific diacritical marks 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.

Match Words

When you select the Match Words option, EndNote finds exact matches of the search term rather than partial-word matches. For example, a search for the term state finds references with the word "state" while ignoring words like "statehood" or "understated."

Save Search and Load Search

If you frequently use the same search strategies on the Search panel, you can use the Options button to save these searches and later load them when you need them. See Saving Search Strategies.

Set Default and Restore Default

Use the Action menu and select Set Default or Click the Options button and select Set Default to save the configuration of all of the items on the Search panel except for the search terms. Use the Action menu and select Restore Default or Click the Options button and select Restore Default at any time to return the tab to that configuration. See Search Command Tips for more information.