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EndNote: Setting EN Library Preferences

Using EndNote to manage your bibliographic information.

Setting EN Library Preferences

Use EndNote preferences to customise features of your EN library.

This feature can be found under Edit - Preferences in your EN library.

On a Mac select Preferences from the EndNote menu to the left of the File menu.

Change Case

EndNote styles can be configured to change the capitalisation of author names or titles. Use the Change Case preferences to list the words that should not be modified when EN changes the case of titles or authors. This feature can be used for special acronyms, equations, proper nouns or words that require to be displayed in a particular way.

Display Fields

Use the Display Fields preferences to choose which fields to display in EndNote’s Library window. These settings apply to all libraries opened on the computer.

Select the desired field from each Field list. You may select up to 10 fields to be displayed in the Library window. To show fewer than 10 fields, select  [Do not display]  instead of a field name.

If you would like to display all author names under the Author heading in the library reference list, select the "Display all authors in the Author field" check box. For all new installations, this is the default setting. 


By default, EndNote identifies duplicate references in a library as references of the same reference type with matching Author, Year, and Title fields. You can select to be more specific or less specific in searching for duplicates. To select the fields that EndNote should compare when finding duplicate references, click in the check boxes to the left of the field names.

Set the Criteria to have EndNote compare the fields and look for an exact match or be less specific in the comparison and ignore spacing and punctuation.

Find Full Text

EndNote will try to find the full text of journal articles for you (see PDFs and other file attachments for more information).

Make sure the following information is entered if you are trying to access the pdfs of articles provided by the University of Adelaide Library:

Open URL Path:

Authenticate with URL:


Use this feature to select what you want EN to do when you open the EN program


PDF Handling

This feature allows you to automatically rename pdf attachments - however this is not retrospective and will only apply to new PDFs being attached or found through the Find Full Text option. To rename PDFs already attached to references in your EN library select the references then from the Main Menu choose - References - File Attachments - Rename PDFs.

PDF auto import folder allows automatic importing of PDFs into your EN library every time you open your EN library.

(See videos to the right for a demonstration of these 2 options)

Reference Types

This feature allows you to customise the default reference type which appears every time you select New Reference.
You can also customise your reference type fields by adding new fields to your EN Library or create/define a totally new reference type.


This is where you can configure/set up your EN Online account and sync the current EN library.
To check your references in your EN Online account go to: and login.

See also the EndNote Online section in this guide

Setting EndNote Preferences

Hints and tips

All of the preferences panels have the following options:

  • EndNote Defaults - Reverts the settings for just the current panel to the original EndNote settings.

  • Revert panel - Removes any changes made to the current panel since it was last saved.

  • OK - Saves all changes to the preferences and closes the Preferences window.

  • Cancel - Discards all changes to the preferences and closes the Preferences window.

Display Fields - It can be useful to change the heading of the last column to Record Number - EndNote uses a unique numbering system for all references entered according to numeric order of entry.  If you delete a reference and then add it again - it will have a new number (last number in the list). It may be useful to sort by the Record Number field to see the order of the references entered from first reference to the last one.



Renaming PDFs

PDF Auto Import Folder