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EndNote Guide

How to create a Library

The first time you open EndNote you will see the following screen:

  • EndNote X8

EndNote Welcome screen

Click on the X to close. Go to File > New and create a new library.

OR

Click on Set up your account if you want to work with an EndNote online account.

Choose Create a New Library. Name your library and save it.

 OR

Go to File > New and create a new library.

The EndNote Library

The Library window includes four panes:

EndNote window panes

1. Groups pane: groups you have created to sort your references for easy retrieval.

2. Search pane: to search your references.

3. Reference List pane: multi-column list of references including the author, year, title, rating, journal, last updated and reference type.

4. Edit/Preview/PDF pane: to view or edit your reference and add or view a PDF.

Edit/Preview References

Preview a reference: Highlight a reference in the Library. The preview pane shows the bibliographic details in the current output style.

View or edit a reference: Double click on a reference. A screen will appear showing the components of the reference.

Sort the references: References can be  sorted by clicking on a column heading, such as Author, Year or Title.