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Contents of this Tutorial
Introduction
EndNote is one of a number of Personal Reference Database programs that are in use around the world today. The main functions of such programs are:
- Maintenance of a database of references.
- Downloading references from other databases.
- Using the database to link to references in word-processed documents.
- Generating a bibliography in the correct style for publication.
The University of Queensland Library has negotiated a site licence for EndNote, which permits all members of the University to use the software both at work and at home. For information on how to obtain and install the software, see our website at:
http://www.library.uq.edu.au/endnote/
This tutorial aims to show you the basic skills required to get started using version 9 of EndNote. It does not cover everything you will ever need to know. The help screens in EndNote are very useful and they can be accessed by clicking on the Help option on the menu bar at the top of the screen or the Help button  on the main toolbar.
There is also a very detailed manual for EndNote 9. It is a .pdf file which will be installed on your computer along with the other EndNote software. You will need software such as Adobe Reader to read it. The manual is clearly written and well indexed. The default location of the manual on your computer is:
C:\Program Files\EndNote 9\EndNote.pdf
Assistance can also be obtained from the Library's AskIT Help Desk at:
help@askit.uq.edu.au
For more complex problems, you can contact the support staff at Thomson ResearchSoft via the web at: http://www.endnote.com/support/entechform.asp
In this tutorial we use the Windows operating system. EndNote 9 is compatible with Windows 2000 and XP. You should be using version 9.0.1. If you are still using the original release of version 9, obtain the EndNote 9.0.1 patch which fixes some problems in the version originally released.
EndNote is also available for the Macintosh, and the two versions are very similar. EndNote 9 is compatible with OSX (10.3.6 - 10.4.x).
Compatibility with Earlier Versions
Beware: EndNote 9 is not compatible with EndNote 7 and earlier versions. If you use EndNote on more than one computer, make sure that you have the same version of EndNote on all computers. If you collaborate with colleagues, make sure that they are all using the same version of EndNote as you are using.
Opening EndNote
Locate the EndNote Program icon on your Start menu or desktop.
Click on the EndNote Program icon. You should see this dialogue box: 
What is an "EndNote Library"?
"Library" is the term used by EndNote to describe a file where you have stored a database of references. A library can contain up to 100,000 references.
Multiple libraries can be maintained, but generally there is no need to do this. All references can be kept in the one library, and labelled or indexed to reflect any particular subject interest.
You can set up a default library, which will open automatically when you open EndNote. To do this, select: Edit|Preferences|Libraries
Once you have set up a default library, you will no longer see the introductory dialogue box.
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Setting Up a New Reference Library
Check the Create a new EndNote library option and click on the OK button.
You will see the following dialogue box, with Untitled.enl as the name of the new library.
In the Save in box, select the folder where you wish to save the library.
In the File name box, type a name for your library.
Click on Save. Your screen should look something like this:
The Preview Pane at the bottom of the library window will show you what your formatted references look like. To close the Preview Pane, click on Hide Preview.
More about EndNote libraries …
The file extension .enl stands for EndNote Library.
A library is just a file on your computer, like any other file. It can be copied, renamed, deleted, moved to another folder or compressed.
It is very important to make back-up copies of your library regularly and store them on another drive. An easy way to back-up your library is to go to the File option on the menu bar, and select Save a Copy.
When EndNote creates the library, it will also create a .DATA folder which contains various files connected with the library. When you copy the library, you should also copy the .DATA folder.
The library window can be resized or maximised, like any other window.
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Displaying the Toolbars
Click on Tools on the menu bar and then on Show Toolbar.
Click on Main to display the main toolbar:
If you position your mouse over any of the buttons on the toolbar, a text box will appear showing the name of the button.
Do I have to use the toolbars?
All the commands on the toolbars can be accessed from the menu bar at the top of the screen, if you prefer to work that way. The toolbars give you faster access to the most common commands.
In this tutorial, we will use the toolbars. Later, when we use EndNote in conjunction with the word processor, we will see some additional buttons added at the end of the Main toolbar, which are the Cite While You Write/Add-in Toolbar.
The Text Style Toolbar is not used very frequently, unless your references contain text which must always appear in italics (e.g. a species name) or with subscripts (e.g. a chemical formula).
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