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EndNote - Citation Management Software

Finding References

The easiest way to find references is using library databases, SmartSearch, or electronic journals and books, all accessible from the library homepage. The internal search options within EndNote are difficult to set up and not as reliable. Once you find an article or other publication you wish to save to your library you can export and download the citation in either EndNote or EndNote Web format, or in RIS format (provided EndNote is set up as the default program for RIS files). Then when you open the downloaded file it will load into EndNote. It is also a good practice to download the PDF file of the full text of the work, if available, so it can be attached to the reference. Once you have saved a reference to your library it is always good practice to check the fields for accuracy. If no citation file is available for an item you wish to use you can create a new reference from scratch.

Organizing References

Once you have accumulated enough references, it will likely be helpful for you to organize them into groups. Groups are also a useful method of sharing references for group projects or publications with joint authorship, as references can be shared at the library or group level. You can create as many groups as you like and can even create group sets to sort your groups. References can be in as many groups as you wish, but if they are not part of any group they will be placed under "Unfiled." If you delete a reference from the Unfiled group it will go to your trash. There are other ways to optimize the display of your references in EndNote - please reach out to us if you would like to learn more.

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