EndNote Preferences

The settings for configuring EndNote’s display, formatting preferences, and other options are organized in the Preferences section of the EndNote program.

To access EndNote preferences:

1. From the EndNoteEdit menu, select Preferences.

2. A list of the available preference panels appears on the left side of the window. Click on the name of a panel in the list that corresponds to the setting you would like to change.

• • Change Case

  • Display Fields

  • Display Fonts

  • Duplicates

  • Find Full Text

  • Folder Locations

  • Formatting

  • Libraries

  • PDF Handling

  • Read / Unread

  • Reference Types

  • Sorting

  • Sync

  • Spell Check

  • Temporary Citations

  • Term Lists

  • URLs & Links

Saving or Discarding Your Changes

All of the preferences panels have the following options:

• EndNote Defaults: Reverts the settings for just the current panel to the original EndNote settings.

• Revert Panel: Removes any changes made to the current panel since it was last saved.

• Save: Saves the changes made to the current panel.

• OK: Saves all changes to the preferences and closes the Preferences window.

• Cancel: Discards all changes to the preferences and closes the Preferences window.

• Apply: Saves and applies all changes to the preferences and keeps the Preferences window open so that you can continue to modify the preferences as necessary.

Where Preference Settings are Saved

Most general preferences are saved in the Windows registry. This includes many EndNote Preferences, subject bibliography settings, and Cite While You Write settings. Some preferences are stored in user-specific folders; this allows multiple users to access a single library while saving each user’s preferred settings. The preferences folders listed below store files such as the connect.log file created during an online search, the RefTypeTable.xml file that contains reference type definitions, and a Search folder that contains saved search strategies.

Windows XP: C:\Documents and Settings\User Name\Application Data\EndNote

Windows Vista: C:\ Users\User Name\ App Data\Roaming\EndNote

Windows 7: C:\ Users\User Name\ App Data\Roaming\EndNote

Windows 8: C:\ Users\User Name\ App Data\Roaming\EndNote

Preference settings are saved to the current user account, which allows multiple users to access a single library while saving each user’s preferred settings. Many EndNote preferences are saved in a " com.ThomsonResearchSoft.EndNote.plist file found in the folder Users/[Your Folder]/ Library/Preferences/EndNote. You can reset many preferences to the default setting by quitting EndNote, deleting the preference file, and then restarting EndNote to recreate the preference file.

Reference Type definitions are saved in a RefTypeTable.xml file which is located in the folder Users/[Your Folder]/Library/Application Support/EndNote.