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CSU Library EndNote guide

Starting Endnote

  • The first time you start the application, you will be presented with a Welcome to EndNote guide that prompts you to set up an account in order to Sync your library with Endnote Online so you can access it from anywhere, anytime.

Welcome to EndNote splash screen

  • Close the splash screen without registering for Endnote Online. You can create an EndNote Online account later if required.
  • Select File > New and create a new 'library' as described below, under 'Managing files'.
  • If you have used EndNote before and wish to open an existing EndNote library, select File > Open
  • If you have previously used EndNote and created a library on that computer, EndNote will automatically open the last 'library' you used.



Saving your library

  • When you create an EndNote library, you will be prompted for a file name and the location you wish to save the library. The default My EndNote Library 
name should be changed to to something that is more meaningful, i.e. Readings, Thesis.
  • Your EndNote library consists of a .enl file and an associated .data folder, e.g. filename.enl and filename.Data. The .Data folder stores information about records and any groups you have created and copies of attached files, e.g. PDF files.
  • We strongly recommended that you create a new folder in which to store the EndNote file and associated .data folder, making it easier to find and back-up your library.
  • Your library should be saved to the hard disk of your computer.
  • DO NOT save your working Endnote library or linked MS Word documents in a cloud-based service, e.g. Dropbox, Google Drive, OneDrive or iCloud. Storing your working EndNote library in a cloud-based service may result in poor performance and corrupt data!

Important- backing up your library

We recommend creating regular backups of your EndNote library and saving it in another location, preferably somewhere that is regularly backed up.

The File > Compressed library option, enables you to save a single backup file containing your references and any attachments.

Open your EndNote library.

  1. Click on File > Compressed Library (.enlx) …
  2. Select “Create”, “With File Attachments” and “All References in Library”.
  3. Click on OK.
  4. You’ll be asked where you want to save your compressed Library.
  5. When saving the compressed Library, follow a naming convention that makes it easy to identify each backup, e.g., References 20180210 or References Feb 2018.
  6. Click Save.

EndNote will then create the compressed Library. This can take a few minutes, depending on the size of your Library and the number of attachments.

Compressed library options for creating a compressed backup file, with or without file attachments

Saving Compressed library (.enlx) backups to a CSU network drive OR external hard drive will reduce the risk of the loss of your data. If you do need to revert to a backup of your library, we recommend copying the compressed Library to your computer before opening it.

When you open a compressed library, it will automatically expand to form a .enl file and corresponding .Data folder. After which you can delete the copy of the compressed .enlx file that you copied to your local hard disk.