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EndNote X9: Customizing EndNote

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.

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 Scheme

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 10 column headings for recent versions.  

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