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EndNote: Collecting References

Collecting References

Working Modes (This section is copied from the EndNote “Getting Started Guide”)

Before you begin adding references to your library it is important to make sure you are in the correct working mode. You can choose from three different display modes: Integrated Library & Online Search Mode, Local Library Mode, or Online Search Mode. There are really two different workflows (online and local).  Most of the instructions assume you are working in Integrated Mode, because it has all groups and commands available, and downloads online search results directly into your open library. However, you may want to work primarily in Local Library Mode, with Online Groups suppressed until you explicitly switch to Online Mode to download references into a temporary library.

  • In Integrated Library & Online Search Mode, all groups and commands are available. When you download references from an online database, they are saved directly into the open library.
  • In Local Library Mode, the Online Search groups are not available. All local library commands are available. If you initiate an online search from the Tools menu, the display switches to Online Search Mode.
  • In Online Search Mode, only the Online Search groups are available. When you download references from an online database, the references are stored in a temporary library until you save them to a permanent EndNote library. This allows you to download references from online databases and review them without affecting your local library. Many library commands are not available in Online Search Mode. When you close Online Search Mode, the display changes to Local Library Mode.


screen capture of modes icons

To Changes Modes:
1.    Find the toolbar above the Library Window.
2.    Click on the button for the mode you want to work in.  You will these button in the toolbar above the Library window.

Subject Guide

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Chuck Huber
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