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How to use EndNote to organize references and format papers

Creating groups of references

You can use Groups to organize your references by project, paper, or topic: 

  1. Create a group by going to Groups and then selecting Create Group.
  2. A folder will appear on the left. You can name it whatever you like.
  3. Select the references you want to add and drag them into the group you want to assign them to.

A reference can be assigned to more than one group. You can remove references from a group without deleting them from your library. Right-click on the reference and select Remove References from Group. If you wish to delete a reference entirely, instead select Move References to Trash.

Adding "Journal Term Lists"

Adding a journals term list helps avoid problems with journal names displaying incorrectly in bibliographies. For users in the health sciences, just import the medical list – these will follow the Index Medicus (MEDLINE) journal abbreviations. Do not import both the medical and bioscience lists.

  1. In EndNote, go to the Tools menu, click on Open Terms Lists, and click Journals Term List.
  2. Click the Lists tab at the top of the window that opens.
  3. Click the label “Import Lists”
  4. Navigate to your Endnote Program files and open the TERMS folder
  5. Choose the term list you want to import. Endnote will import the terms list and tell you how many terms have been added to your library. Click OK to continue.

Deduplicating references

  1. Go to Library and then click Find Duplicates. You will see a side-by-side comparison of the duplicate references.
  2. Click Keep to maintain a copy of one of the references, The other will automatically be moved to the trash. You also have the option to Skip which means both references will be kept.
  3. If you do not want to compare each set of duplicate references, click Cancel. You will see then a list of all Duplicate References found, with the duplicate records highlighted. To delete these duplicates, right-click (or Control-click on Mac) and select Move References to Trash.

Find Full Text

You can change your EndNote preferences to enable the software to try to find and attach PDFs for your references. (This does not work all of the time, regardless of whether we subscribe to a particular journal.)

  1. If you are on Windows, open EndNote, go to the Edit menu (at the very top of the screen) and then choose Preferences. If you have a Mac, open EndNote, go to the EndNote menu (at the top of the screen) and then choose Preferences.
  2. From the menu, click Find Full Text.
  3. Make sure all of the checkboxes for the find full-text search options are checked (you do not need to check the box for "Automatically invoke Find Full Text on newly-imported references").
  4. Copy and paste this URL into the OpenURL box:
  5. Copy and paste this URL into the "Authenticate with URL" box:
  6. Apply the changes you made and click OK.

Once you've changed your preferences, you can have EndNote try to find the full text:

  1. Select the references that you would like to find full text for.
  2. Right-click (or Control-click on Mac) and choose Find Full Text. In a pop-up window, you will be prompted to log in with your NYU NetID and password, and you will be redirected to the library homepage.
  3. Click Continue in the bottom right corner of this pop-up window. Then close the pop-up window, select your EndNote records, and choose Find Full Text again.