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EndNote Tips: Get Started

A basic guide for installing, navigating and using EndNote X5, EndNote X6, and EndNote X7. Note: If you share EndNote online folders with colleagues, sharing can be done on EndNote online as usual.

Creating a Library

All functions in EndNote are built around the EndNote Library.  You may

  • have an unlimited number of libraries although one library is recommended.
  • have an unlimited number of references with 52 fields each.
  • use 45 predefined reference types (book, journal, etc.) + 3 reference types that you may customize.
  • create groups to hold references on different topics.

After opening the program for the first time, create your EndNote Library.  Click on the "Create a new library" as shown below.

If you are using a public computer, create your library on a removable USB drive. 

This one Library can be subdivided into Groups, so you should not need more than one EndNote Library even if you are managing references on more than one topic.   

Create an EndNote Library

If you want to learn a bit about EndNote, explore the first option above from within the EndNote program, "Learn about EndNote".

If you are a previous user and already have a Library created, begin with the third option, "Open an existing library". 

Basic Terms

EndNote library: Your database of literature references/citations. Each reference in an EndNote library is stored as an individual record with specific fields for the author, title, publisher, date, and more.

Reference types: There is a template for each reference type in an EndNote library (e.g. journals, books, newspaper articles, conference proceedings). Version X4 has 47 reference types with 3 unused templates for user-created reference types.

Connection files: These files allow you to search selected databases without leaving the EndNote program. Some of these resources, such as library catalogs and PubMed, are freely available and either install with the EndNote program or are available for download from the EndNote Website.

Import filters: These files provide a match between references downloaded from databases or systems and the data fields in EndNote records. Import filters are designed to work with specific information providers (such as Ebsco and Ovid) and specific databases (such as CINAHL, ERIC, PsycINFO)

Output styles: These files are used to control the appearance of in-text citations and references in a bibliography. The style names are based on style guides (APA, Chicago, MLA) and journal publications, such as Nature, American Educational Research Journal, Educational Administration Quarterly, Journal of Banking and Finance, and many more.

Term lists: These are lists of words or phrases that serve as indexes for your EndNote library. Term lists are used for searching, helping with data entry, and creating bibliographies. Three terms lists are automatically created and updated: Authors, Journals, and Keywords

Opening an EndNote Library

An EndNote library consists of two files.

  • My_EndNote_Library.Data
  • My_EndNote_Library.enl

Always open the .enl file.

Create a New EndNote Library (after the first one)

Go to File-->New

Create a New Library (after the first one)

The EndNote Window

View the Library Window with its Panes and types of Groups available for the Macintosh for EndNote X7.

View the Library Window with its Panes and types of Groups available for EndNote X6/X7.

View the Library Window with its Panes and types of Groups available for EndNote X5.

View the Library Window with its Panes and types of Groups available for EndNote X4.

View the Library Window with its Panes and types of Groups available for EndNote X3.

View the Library Window with its Panes and types of Groups available for EndNote X2.

Your Librarian

Donghua Tao's picture
Donghua Tao
Contact:
Interim Assistant Director for Information Services/Professor
Medical Center Library
Saint Louis University

Email: donghua.tao@slu.edu
314-977-8812