A Guide to EndNote

EndNote 21 desktop only

• Organize References with Tags
  Tags are customizable labels that can be used to organize your references. You can add tags to references and select the colour and name of the tags. You can add multiple tags to a reference and anyone who you share your library with can view a tag.

• go to the Tags menu and select Create Tag... to open the Create Tag window > in the New Tag box, enter a name for your tag and select a colour (7 choices) > click the Create Tag button
  or
• go to the MY TAGS section on the left and select the + sign to open the Create Tag window >in the New Tag box, enter a name for your tag and select a colour (7 choices) > click the Create Tag button

Once created, your tags will appear in the MY TAGS section. The number of references associated with each tag are noted and can be displayed.

To add a tag to a reference ...

• select the reference(s) that you want to tag in the Reference List panel
  • to select several references, click on one reference and hold down the Ctrl key while selecting more references
  • to select all references on a screen, click on one reference and then press Ctrl+A to select all
• right click on the selected reference(s) and pick Manage Tags from the pop-up window
• in the Manage Tags window, create and/or select tags and click OK when done
• the assigned tags should now be attached to the selected references

Tags attached to a reference will appear at the end of a title in the Title column of the Reference List panel (see image above, tags highlighted in yellow) and in the Summary screen for that reference.

The number of references associated with each tag are noted in the MY TAGS section and can be displayed.

EndNote 21 & 20 desktop

• EndNote 21 & 20: Annotating PDF files [no audio] (1:16) (Clarivate)
  NOTE:  Although the video was created for EndNote 20, the feature works the same or similarly in EndNote 21.

  Use the built-in PDF viewer to read and annotate PDF articles. Add searchable sticky notes and other markups, including highlighting, underlining and strikeout. Annotations sync between your workstations and library shares. This video shows the process of adding annotations to PDF file attachments.

• Adding Sticky Notes and Highlighting PDF Text in desktop library (Clarivate)

• Exporting annotations (such as highlights and sticky notes) created from the PDF viewer
  From the PDF viewer, use the annotation toolbar to annotate as you like (1), click the floppy disk icon to save (2), and then click the printer icon to save as a PDF to the location of your choice (3)
  

EndNote 21 & 20 desktop

• EndNote 21& 20: Find duplicates [no audio] (1:03) (Clarivate)
  NOTE:  Although the video was created for EndNote 20, the feature works the same or similarly in EndNote 21.
  Search your entire library, or a subset of references, to find and remove duplicate references. You'll have the choice of choosing to keep the original or the duplicate or skip the side-by-side comparison process and instruct EndNote to mark the more recent entry for removal.
   
• EndNote 21 & 20: Steps to remove duplicates from your EndNote library (Clarivate)
   
• EndNote 21 & 20: Find duplicates preferences [no audio] (0:50) (Clarivate)
  NOTE:  Although the video was created for EndNote 20, the feature works the same or similarly in EndNote 21.
  Configure your Find Duplicates preferences in EndNote desktop to control which fields to compare. This video shows the options available within EndNote to customize the Find Duplicates search by clicking Edit > Preferences and choose the Duplicates tab.

EndNote 21 & 20 desktop

EndNote 21 & 20: Custom groups [no audio] (1:00) (Clarivate)
NOTE:  Although the video was created for EndNote 20, the feature works the same or similarly in EndNote 21.
Create custom groups for various projects or areas of focus within your field of study. This video shows how to create a new custom group by choosing Groups > Create Group.

EndNote web - available exclusively to EndNote 21 users

• Sign-in to EndNote web
• Go to My Groups section (+ sign or three vertical dots) on left side to create, rename or delete groups or group sets.
• More information from Clarivate may be coming soon

EndNote online

• EndNote online: Organizing and Sharing (Clarivate)
  Add an extra level of organization to your EndNote library by creating custom groups and share these groups of references with other EndNote online users.

EndNote 21 & 20 desktop

• EndNote 21: Library sharing - Windows | macOS (Clarivate) - supports up to 1,000 collaborators using EndNote desktop
• EndNote 20: Library sharing - Windows | macOS (Clarivate) - supports up to 400 collaborators using EndNote desktop
  This quick reference guide gives a tour of the Sharing window in EndNote desktop. Share your designated EndNote Sync library with other EndNote desktop users. Assign access rights on a user-by-user basis. Share an EndNote library by selecting File > Share.
   
• EndNote 21 & 20: Library sharing [no audio] (1:02) (Clarivate)
  NOTE:  Although the video was created for EndNote 20, the feature works the same or similarly in EndNote 21.
  Share your designated EndNote Sync library with other EndNote desktop users. Assign access rights on a user-by-user basis. This video shows the process to share an EndNote library by clicking File > Share.

EndNote web

• More information from Clarivate may be coming soon.

EndNote online

• EndNote online: Organizing and Sharing (Clarivate)
  Add an extra level of organization to your EndNote library by creating custom groups and share these groups of references with other EndNote online users.