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Copying References between Libraries
If you have more than one library, moving references from one library to another is easy.
Your library should already be open. We will now open another library called Paleo (a large library containing references on palaeontology), which is supplied with the EndNote software. The default location is:
C:\Documents and Settings\All Users\Shared Documents\EndNote\Examples\
Paleo.enl
Click on the Open Library  button on the main toolbar. This will bring up a dialogue box where you can select the Paleo library:
Highlight the Paleo file and click on the Open button to open the Paleo library.
You now have two libraries open. The easiest way to copy references is to tile the libraries, so that they appear side by side. To do this, click on Window on the menu bar, and then click on Tile.
Remember that you can use the Groups button  to hide the Groups pane. You can also use the Hide Preview button at the bottom of the library window to hide the Preview pane. Your screen should look like this:
To copy a reference from the Paleo library into your library, click on the reference to highlight it. Then drag and drop it into your library.
You can select a group of references and drag and drop them in the same way. Remember that to select a group of adjacent references you must hold down the Shift key, but to select references which are not adjacent, you must hold down the Ctrl key.
You can close a library by clicking on the X button in the top right-hand corner of the library window.
Searching an EndNote Library
EndNote provides a sophisticated search function, which allows you to locate specific references or groups of references in your library. We will practise this, using the Paleo library.
To begin a search, click on the Search button  on the main toolbar, and you will see the search dialogue box that we have already used when we practised using connection files. Now we are using it to search an EndNote library.
Type the word sediment in the first search box. Leave the default options as they are:
Note that we have not checked the Match Words box. This means that we are searching for the string of letters sediment and not just for the word sediment.
Click on the Search button. Close the Search window by clicking on the X button.
You should see 22 references, as shown below. Note that these include references containing words like sedimentary, sedimentology, synsedimentary. This is because we did not check the Match Words option in the search box.
Let's do a slightly more complicated search. Assume we wish to find all references by the author Jones that were published after 1990. This means that we wish to find references which have jones in the Author field, and a number greater than 1990 in the Year field.
Click on the Search button on the main toolbar again to display the search dialogue box. In the first search box, click on the first arrow to select the Author field, and then type jones as the search term. At the end of that row, make sure that And is selected as the Boolean operator. Go down to the next row and click on the first arrow to select the Year field. Now click on the second arrow to select Is greater than. Enter 1990 as the search term. The screen should look like this:
Click on the Search button and you should retrieve two references. Neither of these references has Jones as the first author, but if you open the references, you will find that they both have Jones as a collaborating author.
Sorting an EndNote Library
When you open a library, it automatically sorts itself alphabetically by author. However you can sort your references on any of the fields in the record, e.g. author, title, year, label.
We will sort the Paleo library by year of publication, with the most recent references appearing first.
Click on References on the menu bar, and then click on Show All References.
Click on the Sort Library button  on the main toolbar. The following screen will appear:
In the first box, click on the arrow to select Year.
At the end of the box is a button which indicates how you wish to sort items. There are two options:
from smallest to largest
from largest to smallest
Click on this button to change it to sort from largest to smallest, i.e. from most recent year to earliest year.
In the second box, click on the arrow to select Author and leave the default setting to sort from smallest to largest, i.e. from A to Z. This means that after EndNote has sorted the references by year, it will sort them within each year alphabetically by author.
The box should now look like this:
Click on the OK button and the references in the library will now be sorted chronologically, with the most recent references first.
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