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A basic guide to help users get started with EndNote

Setting Preferences

You can use EndNote Preferences to customise features of your EndNote Library.

This feature can be found under Edit - Preferences in your EN library.

On a Mac select Preferences from the EndNote menu to the left of the File menu.

Change Case

EndNote styles can be configured to change the capitalisation of author names or titles. Use the Change Case preferences to list the words that should not be modified when EndNote changes the case of titles or authors. This feature can be used for special acronyms, equations, proper nouns or words that require to be displayed in a particular way.

Display Fields

Use the Display Fields preferences to choose which fields to display in EndNote’s Library window. These settings apply to all libraries opened on the computer.

Select the desired field from each Field list. You may select up to 10 fields to be displayed in the Library window. To show fewer than 10 fields, select  [Do not display]  instead of a field name.

Display Font

This feature allows you to change the size of the font in your EndNote Library.


By default, EndNote identifies duplicate references in a library as references of the same reference type with matching Author, Year, and Title fields. You can select to be more specific or less specific in searching for duplicates. To select the fields that EndNote should compare when finding duplicate references, click in the check boxes to the left of the field names.

Set the Criteria to have EndNote compare the fields and look for an exact match or be less specific in the comparison and ignore spacing and punctuation.

Find Full Text - Feature not available.

Folder Locations

This feature allows you to chose your where your EndNote information will be stored.


Use this feature to select what you want to see in EndNote when you open the EndNote program.

Screenshot of default menu options for opening an EndNote library.

PDF Handling

This feature allows you to automatically rename pdf attachments - however this is not retrospective and will only apply to new PDFs being attached. To rename PDFs already attached to references in your EN library select the references then from the Main Menu choose - References - File Attachments - Rename PDFs.

PDF auto import folder allows automatic importing of PDFs into your EndNote library every time you open your EndNote library.


This feature allows you to mark which references you have read.

Reference Types

This feature allows you to customise the default reference type which appears every time you select New Reference.
You can also customise your reference type fields by adding new fields to your EndNote Library or create/define a totally new reference type.


Allows you to sort your references alphabetically by ignoring particular words. You can add and remove words to the list as you see fit.

Sync - Feature not available.