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EndNote X7 : Customizing EndNote

Ways to Customize EndNote

EndNote has a number of features that can be customized to the way you like to work.  A few of them are highlighted below.

Display Fields

Styles Favorites List

 

 Customizing Your Organization

Working with Groups or a "Group of Groups"

Everything in One Group

Creating "Smart Groups"

 

Internet Access

Creating an EndNote Basic account for Web-based Access

Customizing EndNote's Display Fields

The Display Fields refer to the columns of information – Title, Author, etc.- and can be re-ordered,

taken off the list, or added to – for a total of 8 column headings for EndNote X1-X5, 10 headings for

EndNote X6 (limit of 5 column headings for older versions of EndNote).

1) Under Edit, click on Preferences (Mac Preferences are under the EndNote menu).

Select Display Fields. Rearrange fields as desired using the pull down menus.

2) Add fields you would like to be a column and column heading, e.g., Column 2 field as the

Record Number.

3) Choose another preference or click OK if finished.

Note: Other useful preferences are Display Fonts and Find Full Text (older versions of EndNote

Preferences only have the URLs & Links). See page 32 for Find Full Text settings.

Adding Styles from EndNote to Your Favorites List

Using the methods described in the previous section allows you to add one style at a time to your EndNote and Word drop-down menus. This section will help you add several styles at once. EndNote refers to these publication styles as “Output Styles”. Follow these steps to add more styles to your favorites list (the top drop-down menus), in EndNote and Word, to use them to easily change the style of the references in your document’s bibliography.

 

1. In EndNote, under Edit click on Output Styles, and then select Open Style

Manager.

2. Click on Find by to view a list of all the output styles in a subject category, e.g.

Chemistry, Geoscience, Marine Biology, etc.

3. Mark the output style (journal name) you would like to add to your favorites by clicking

in the box next to the title (see below).

4. The selected output style should now appear in your favorites list.

5. Note the Style Info/Preview button at the bottom of the screen.

6. Simply close this box after selecting, your choices will be saved, there is no OK

button

Customizing Your Organization

Piles vs. Files

How do you like to organize your work space?  Are you a piler or a filer?  In RefWorks that means, do you want to group citations or leave everything on the All References list?  Whichever way you prefer, RefWorks provides a way to keep you organized.  The "filers" can have folders with 1 level of subfolders, and the "pilers" have several ways to sort or search through their references.

 

Working with Groups

 

Grouping several Groups Together

 

All References in One Group

 

Creating Smart Groups

 

 

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Libraries

EndNote databases of references are called “libraries”, each library can hold an unlimited amount of data, and you can have an unlimited number of “libraries”, but we recommend you use one library only with your references organized in “groups”.  This will also facilitating syncing your library with the web version of EndNote.