Reference Management Tools for Academic Writing

You can attach up to 45 files to a single reference, including PDF, MS Word, Excel, PowerPoint, JPEG, etc. You may follow the steps below: 

By default, the PDF files attached in your EndNote library are saved in an independent folder under [EndNote library name].Data > PDF. Annotation, highlight, and other changes on the PDF files will also be saved there.

You can learn more about attaching a file to an EndNote library record from the official video for EndNote 20, which share the same steps as EndNote 21 below:

You can sort references by clicking on the corresponding column header:

Tips: Sorting by "Title" helps you identify duplicate titles; sorting by "Author" helps you find works from the same author. 

You can drag the column header to change the sequence of fields to display: 

You can personalize the column headers with the steps below:

1. Right-click on the column header row.
2. Select the column header you wish to add, e.g. Publisher. The maximum no. of headers to display is 10.
3. Uncheck the existing header if you wish to remove it from the header row.

You can learn more about configuring display fields from the official video for EndNote 20, which share the same steps as EndNote 21 below:

You can make use of "Label" and "Research Notes" fields to add tags and comments for the references. These two fields are usually empty in the imported references.

To avoid loss of your references, we recommend that you backup your EndNote library using either one of the following options:

Save a copy Save as a Compress Library Synchronize with EndNote Web

You can backup your EndNote library by saving a copy of EndNote files in a local drive of your PC, USB device, or cloud space. We recommend you to backup your library in more than one location for prudent.

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Click on File.
Select Save a Copy...

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An .enl file and .Data folder are generated for backup purpose.

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You can learn more about create an uncompressed copy of an EndNote library from the official video for EndNote 20, which share the same steps as EndNote 21 below:

Save as a compress library is particularly helpful if you wish to send your EndNote library to another person. This is because this process will generate only one file which can be easily sent via cloud drive or attached in your email. 

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Click on File.
Select Compress Library (.enlx)...

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Select With or Without File attachments, All References in the Library, Selected Reference(s), or References in Group/Group Set, then click on Next.

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An .enlx file is generated for backup purpose. You can also send the .enlx file to your collaborators for sharing purpose.

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You can learn more about creating an archived copy of an EndNote library from the official video for EndNote 20, which share the same steps as EndNote 21 below:

EndNote provides a cloud space (EndNote Web) for you to backup your EndNote library. However, we DO NOT suggest synchronizing more than one Endnote libraries from your EndNote desktop onto your EndNote Web. This is because when you synchronize more than one libraries from the desktop version onto the EndNote Web, all references from your second EndNote desktop library will be merged into your existing EndNote Web library.

You can consider backing up your EndNote library using a third party cloud space (e.g. Google Drive, Dropbox, etc.) by saving your library onto these cloud-based drives, so that you can backup multiple EndNote libraries.

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If you have decided to synchronize the library with EndNote Web, you can follow the steps below:

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Click on Sync Configuration.

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Click on Sync Now.

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Login your EndNote account (for EndNote Web).
Click on Sign Up to create a new EndNote account if you do not have one.