You can customize the features of your EndNote Library using EndNote preferences .
This feature can be found under Edit - Preferences in your EndNote 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.
N.B. 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.
Duplicates
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.
Libraries
Use this feature to select what you want EndNote to do when you open the EN program
PDF Handling
This feature allows you to automatically rename pdf attachments. 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 library every time you open your library.
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 EndNote Library or create/define a totally new reference type.
Sync
This is where you can configure/set up your EndNote Online account and sync the current library.
To check your references in your EndNote Online account go to:
www.myendnoteweb.com and login.
See also the EndNote Online section in this guide
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.