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EndNote Desktop: View, Edit, and Update References

A guide to EndNote Desktop X9

View, Edit, and Update References Contents

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View References

To preview a reference in the Tabs panel on the right side of the screen:

While in the Reference List panel simply select a citation by clicking on it once with your mouse or use the arrow keys to highlight the reference of interest.

In the Tabs panel you can:

  • View and edit the unformatted reference by clicking Reference.
  • Preview it as a formatted reference in the current output style* by clicking Preview.
  • View an attached PDF by clicking the PDF viewer panel (the panel containing the Adobe PDF logo).
  • Attach files to the reference by clicking on the paperclip icon (you can attach up to 45 files to a single citation).

*You can change the output style with the Output Styles drop-down menu on the left side of the toolbar.

Open and Edit References

3 ways to open and edit a citation:

1. Double-click it.

2. Select it and press Enter.

3. Select it and choose Edit Reference from the References menu (or right click).

The citation will open in a separate window (see screenshot below). To edit, tab between fields or use your mouse to click in the fields you want to change.

When you're finished, from the File menu select Close Reference to close the citation and click Yes when asked: "Do you want to save the changes you made to the reference?"

Update Article References

EndNote Desktop can update and enhance article references for which you have outdated or limited information.

Step 1a: For a new reference, select New Reference from the References menu, enter as much information as possible, and choose Save from the File menu. At minimum, you'll need the article title.

Step 1b: For existing references, select them in the Reference List panel. You can update multiple references at the same time.

Step 2: From the References menu select Find Reference Updates.

Step 3: Select Update All Fields or Update Empty Fields from the Review Available Updates pop-up window and click Save Updates.

Step 4: Choose OK when asked "Are you sure you want to save the update to this reference? and view the updated or enhanced reference in the reference window.

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