Skip to Main Content

EndNote

TPCH Library subject guide with information about using EndNote, including training opportunities and online resources.

Backing up

To ensure no loss of data from your library, it is wise to backup your Endnote library (sometimes called 'archiving' or 'compressing'). View instructions from RMIT University Libguide on how to backup your library via the link below or watch the video from the EndNote YouTube channel.

Finding duplicates

Once all databases have been searched and records downloaded into EndNote you must identify and delete duplicate records. This is because articles are likely to appear in multiple databases and if you have two (or more) copies of the same article in your EndNote library, it can cause problems when you start working in Word.

For example, if you reference one version of the article in the Introduction and another in the Discussion section, you will end up with two copies of the reference in your bibliography.

Click through the tabs to learn how to set duplicate preferences, use the de-duplication tool, and special considerations when doing systematic or scoping reviews.

By nature, systematic reviews have a large set of records and it's essential to ensure that you don't accidentally remove any 'false' duplicates. Talk to your librarian about options for de-duplicating large sets of records, or use a method such as the one developed by Bramer et al. (2016).

Bramer, W. M., Giustini, D., de Jonge, G. B., Holland, L., & Bekhuis, T. (2016). De-duplication of database search results for systematic reviews in EndNote. Journal of the Medical Library Association : JMLA, 104(3), 240–243. https://doi.org/10.3163/1536-5050.104.3.014

Working with PDFs

Follow these steps to attach a PDF to a reference that is already in your EndNote library:

  1. In your EndNote library, click on the reference you want to attach the PDF to.
  2. On the Summary tab, then click + Attach File on the top. (If this panel isn't open, double click on the reference to launch the Summary/Edit/PDF panel.)
  3. In the pop-up window, navigate to the PDF and click Open.
  4. Press Ctrl + S (or Command + S on a Mac) to save the reference.