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This is the "Managing your EndNote Library" page of the "EndNote X7 for PC" guide.
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A guide that explains the EndNote bibliographic software program including downloading, setting and managing a library, and using EndNote and Word.
Last Updated: Jun 23, 2017 URL: http://une.au.libguides.com/endnote Print Guide RSS Updates

Managing your EndNote Library Print Page

Avoiding duplicates

It is important to try to avoid duplicates of references in your EndNote Library. Duplicate references in your EndNote Library can lead to repeat references in Bibliographies, which can be tricky to resolve.

To check if your Library has any duplicates, go to References and select Find Duplicates.

screenshot endnote references menu

EndNote will show you any duplicate references within your library. It is recommended that you delete any unintentional duplicates you find (Note: there may be times when you wish to have a duplicate, for example when your references include different chapters from the same edited book).

It is also worthwhile sorting references by title to ensure no duplicate records have been missed.

Deleting Duplicate Records

Select duplicate records, right click, then select Move References to Trash.

In addition, when importing in PDF files EndNote gives you the option to Import into Duplicates Library (see Importing PDFs).


Same author issue

When you have multiple entries for the same author, it is important to be consistent in entering that author's name in. Look at the following example of the same author below:

  • Smith, J.
  • Smith, Jason

In some circumstances, EndNote will try to help you by assuming that it's two different authors that are listed, and try to distinguish between them- this can result in the first name appearing in your word document when it is not required.

To prevent this from happening, be consistent with same author data entry- for example, only use Smith, J. for both entries (alternatively, you can use Smith, Jason for both entries, depending on your referencing style). 


The Traveling Library

What is the "Traveling Library"?

Although your document looks like a normal Word document, it is not. It contains field codes which include most of the data from your EndNote library (except the Notes, Abstract and Figure fields) relating to each of the references that you have cited. This stored reference data is called the Traveling Library.

If you are collaborating with colleagues who also use EndNote, you can send them your formatted Word document. They can add text and references to the document from their own EndNote libraries. They can format the amended document because all data relating to your references are stored in the Traveling Library.

Later on you may wish to copy your colleagues’ references and add them to your own EndNote library. Use the Help in EndNote sotware – look for the topic “Traveling Library (Word): exporting to EndNote”.

Beware: When sharing documents with a colleague, your colleague must be using a compatible version of EndNote. Recent versions of EndNote are not compatible with EndNote 7 and earlier versions.

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