Screening references quickly
Storing your library
Synchronising your desktop library with your EndNote online account
Sharing your library
Writing for publication
If you do not want to use Cite While you Write to build citations and references in your Word document and you just want to create a stand alone bibliography, you can do this quite simply.
From within your library:
In your Word document:
To ensure the BU Harvard referencing style is outputted correctly, remember to change the reference type for the following
One of the major advantages to using EndNote desktop is the ability to quickly review articles at title and abstract level. If you create yourself relevant groups on the left of the screen, you can review the title (centre of page) and abstract (right of page) and drag and drop refences to relevant groups e.g. include; exclude; unsure)
It also helps to have your monitor in portrait profile (see below)
Clarivate advise saving the library to your C:\ drive, but not a networked drive, flash drive or cloud storage. However the University has reviewed the options and suggest you keep it on your H:\ drive (networked drive) when at work. You should NOT keep it on cloud storage or a flash drive. At home, you should keep a copy on your C:\ drive. You must also keep a compressed back up (.enlx file) on your H:\ drive (or other suitable storage, e.g. Cloud, Flash etc.). You can also back it up by synchronising to EndNote online (see our instructions on Sync'ing). This is always necessary and particularly so when using a C:\ drive as opposed to the University network (H) drive as the C:\ drive is NOT backed up.
Related Clarivate guidance.
You may synchronise one EndNote library to an online account. If you have a second library that you want to synchronise, you will need to create a second online account. To create an EndNote online account, see our guidance
To synchronse your library, in EndNote desktop
To initiate the sync
So you may want to work at home using EndNote desktop via AppsAnywhere, but your EndNote library is at work on your hard drive. What do you do? The answer is quite simple
You now have a replica of the library that is on the C:\ drive of your machine at work. You can work on this library and save changes back to EndNote online. When you get to work, sync your work library with EndNote online and the changes will be pulled back through.
[Caveat: there are two ways to share a library, using EndNote online (which shares individually specified groups) and using EndNote desktop (which shares your entire library to another desktop machine, including attached documents). In this article we are talking about sharing using EndNote desktop]
To share a desktop library with someone else, they will need to have an EndNote online account (for authorisation purposes).
Changes you make to the library as a recipient will be saved back to the online account of the library owner when you press the Sync Library button. Similarly, changes made by the owner will be saved to the online account of the library owner when then press the Sync Library button and then back to your library whe you press the Sync Library button.
When you import references of journal articles from databases, they arrive with either the abbreviated OR full journal name as part of the reference, depending on how that database stores references.
This poses a potential problem in that, if you imported a reference that contained the full journal name, but want to write for a journal that requires an abbreviated name in the referencing style, EndNote can only insert the data it has (in this case a full journal name) which would be incorrect. You could amend your reference in your library, but this would be time consuming (for all references requiring this) and you would have to reverse the change if you then wanted to publish in a journal requiring the full journal name .
EndNote desktop (NOT EndNote online) can inset the correct journal format for you automatically, but only if you configure Term Lists for your library (a look up table which is easy to create).
How does it do this? - Example
The 'Journal of rural health' requires an abbreviation of the journal name in it's reference lists, e.g.
as defined by the Output style in EndNote
but the reference you imported contains the full journal name
It uses a lookup table
to identify the correct arrangement for the output style (in this case Abbreviation 2).
Journal term lists need to be applied to each local library you create. Open an EndNote library, then navigate/click as follows…
You can import more than one term list file if your research is cross discipline (repeat the step above).
Editing your term lists
It is best to import a term list when you first create a library, but none the less, your term lists will need to be edited as you build your library. This may be because you imported references before importing your term list (EndNote automatically tries to build term lists) or the journal name in the reference you imported is not matched by an existing record in your term list (EndNote just adds what you have imported).
To edit a record:
Select Edit term to open a dialogue box where the record can be edited
Similarly, to remove incomplete but duplicate records, use the Delete Term option
If you have any questions about term list, please email firstname.lastname@example.org
One of the most useful features of EndNote is it's ability to replicate the citation/referencing style of 6000+ journals. Many of the styles are already available to you in EndNote, but more can be found on the Clarivate support pages. To install another style, you need to add it to one of two locations.
1) EndNote program files
The program files contain a folder called 'Styles.' If you add a new style file to this folder, it will then appear in the drop down list of styles available to you. The problems with doing it this way are a) that you will need to ask BU IT Services to install the file as you are unlikely to have administration rights to your machine; b) when a new version of EndNote is installed, additional styles will be overwritten and you will need to install them again.
2) Local folder
EndNote is designed to link to a local folder for additional styles (which avoids the problems of admin rights and program updates). To set this up:
Important: before you save, change the underscores in the filename back to brackets.
Last update: 13th December 2016.