In this section we will look at the basics of setting up and using an EndNote library. EndNote is very customisable, and we will only be looking at a few features here. As you use it more, you will learn to customise it to your liking.
Open EndNote and use
A lot of work goes into creating your EndNote library and backing it up is essential. It is advisable to back it up periodically, using a 'compressed library' (this is easy to do). A compressed library consists of a single file, called an .enlx file. This is a 'snapshot' in time and not something that is automatically updated, so you need to remember to do this periodically, especially after you have done significant work on the library.
To back up using a 'compressed library,' in EndNote select
File > Compress library
and choose the relevant options for you, e.g. whether to include PDFs in the back up.
Remember to select an appropriate place to store the library, e.g. your H:\ drive, Cloud storage, Flash storage. Do not back-up to your local hard drive.
There are various ways to customise the layout of your EndNote libraries. For the basic layout,
To resize panes, left click and hold on any border and move as required
You can close the right side preview window by clicking on the cross.
You can make it visible again by clicking just inside of the right scroll bar of the application.
In EndNote, go to Edit > Preferences and the select Display Fields. You will then be presented with a dialog box in which you can select the fields (columns) that you prefer to view. Record number can be useful as every entry in your library has a unique record number.
To re-order your references by e.g. Title, simply click on the top of the column
When you view a library in EndNote, remember to think about what is considered your 'local library', which is in effect your permanent library saved to e.g., the H:\ drive, and the results in your online search. You might find sometimes that EndNote documentation refers to your local library, which is why it is worth highlighting this. While it might sometimes look like they are part of your library, the results in the Online search section are in fact only temporary and will be deleted when you close you library. To retain any references for your local library, you need to add them using the Add the selected online records button.