How do I get to Internet Search? Reference Manager’s Internet Search command is called Online Search in EndNote.

If you prefer to use the EndNote menus, select Tools>Online Search to enter Online Search mode. However, you can also customize the Online Search experience using the mode buttons for online search, shown below: Windows Mac • The button to the left, showing three books or the monitor in the screenshot above, is the Local Library Mode. In this mode you will see all the references and groups in your library, but no Online Search groups.

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• The middle button is Online Search Mode. This turns the EndNote screen into a temporary preview library, where you can search online and examine the retrieved references outside of your permanent EndNote library. After examining the references, select (highlight) any references you want to keep and click the Copy to Local Library button (shown below) to copy the selected references to your permanent local library. Windows Mac • The button to the right, showing both a globe and books or the monitor and globe, is Integrated Library and Online Search Mode. In this mode you will see the references and groups in your permanent library and also the Online Search groups.

There is no preview window when working in this mode, so all retrieved references will be permanently imported into your local library. This means references you do not want to keep will need to be deleted from the library. Please note that EndNote can only search one library at a time, when searching within your own EndNote library, a library that is shared with you through EndNote Sharing, or when searching online. If you wish to search more than one library, you will need to search them one at a time. How does the search work in EndNote? Search is described here: 3. Does EndNote have saved search strategies?

Yes, and you can save search strategies for your local library more than one way. • To save a search strategy when searching an online library, click the Options button, then select Save Search to save your strategy. One big improvement over Reference Manager is the ability to give your search strategies long file names, making it easier to tell them apart. • When using the Search panel in your local library, you can also use the Options>Save Search command to save a search strategy. However, doing this means that you need to run that search every time you want to see the results. To easily see that result set at all times and to have it automatically update, use a Smart Group instead.

• Smart groups are based on a search and have a light bulb icon or gear icon to the left of the group name. Smart groups are updated automatically with any reference in the library matching the group’s search criteria. Smart groups always search the entire library and can only search EndNote desktop libraries. Smart groups cannot search online libraries. • To create a smart group, select Create Smart Group from the Groups menu, then build your search criteria, Or • Create your search in the search panel; click Options or the gear icon on the Mac, then select Convert to Smart Group. PDFs AND ATTACHMENTS.

How can I use EndNote to manage my PDFs? EndNote’s PDF handling capabilities are much more robust than Reference Manager’s. You can: • Attach one or more PDFs to any record. (To learn how, see ) • Select between “relative” links, which embeds a copy of the PDF in the library’s.Data folder, or an “absolute” link, which links to a file anywhere on your local disk. (We recommend using relative links for the best compatibility with online sync and sharing, as absolute links are not shared or synced).

• Transfer your library by sync or compressed library and, if you’ve used the relative linking function, the PDFs will go with it! (Details on using Sync can be found here: ) • Import PDFs that have registered DOIs to automatically have EndNote create a new record with the PDF attached.