EndNote Online

There are several housekeeping activities that we recommend undertaking on a regular basis.

Most entries will display perfectly well, especially if exported from a database but you will sometimes see details in entries duplicated between fields, typos or extra details, e.g. multiple places of publication, that would clutter any subsequent citations in your documents.

Quickly read your references to check for accuracy and amend if required:

• In your EndNote Online library, click on the title of an entry to be amended.  The reference record will display.
• Click on a field to make any changes, e.g. author to add a comma after an institutional name.
• If you are adding information to an empty field, firstly select the 'Show empty fields' option on the right.
• 'Save'

Remove any unwanted duplicate records - your library will likely contain duplicate records if you have searched multiple sources.

To find any unwanted duplicate entries,

• Select 'All References'.
• Go to 'Organize' in the EndNote menu bar.
• Select 'Find duplicates'.
• Duplicate entries will be marked.
• You can then click 'Delete' below the menu bar to quickly remove these references from your library, or add them to a new custom group (preferable if you are including numbers of duplicates in your submissions).

Of course, there will be times when you want to keep duplicate records, e.g. when you deliberately have the same item listed in different groups.

Use the 'Research Notes' field to add comments on an item as you read it.  These notes can act as a quick reminder as to the item's usability/relevance etc. at a later date.

In EndNote Online,

• Click on a title to open the reference record.
• Select the 'Show empty fields' option on the right.
• Move towards the lower part of the record and look for the 'Research Notes' field.
• Click to expand.
• Add your comments.
• Remember to 'Save' the record.

If you want to attach a file to a record in your EndNote Online library,:

• Navigate to the relevant reference in EndNote Online.
• For PDFs, click on the paperclip icon below the title then select ‘Attach files’:
• For graphs, diagrams or photos, click on the chart icon below the title then select 'Attach figure'.
• A pop-up window will display. Click ‘Choose file’ to select the required files on your device, then click ‘Upload’:
• You can also view uploaded files from within the record by clicking the filename in the attachments section.

Deleting references from your library is NOT recommended, except for duplicate entries.

If, however, you are absolutely certain that you want to remove an entry from your EndNote Library,

• Check the box for the specific reference.
• Select the 'Delete' option below the menu bar. 

Be very careful with your selections if you choose to take this step!