The first time you open EndNote, a Getting Started with EndNote window will appear.
The new library will open and the name of the library will display in the top left corner of the EndNote window.
The new library will open and the name of the library will display in the top left corner of the EndNote window.
NOTES:
You will spend hours developing and maintaining your EndNote library. This is where you keep all of your materials for your research so it is vital that you regularly back your library up.
Always use the Compressed Library option. When EndNote creates the library, it will also create a .DATA folder which contains various files connected with the library (PDF’s, Groups). When you compress the library, EndNote will include the .DATA folder. If you do not save the .DATA folder with you library .enl file you will not be able to open your pdf attachments or see your groups.
It is recommended that you keep at least 3 back-up copies of your library and document. One copy of each should be in a separate location, e.g. one on the computer itself, one in cloud storage, e.g. OneDrive, and one in your Research Data Store. At least one copy of each should be in a separate physical location from the original library and document, e.g. the originals at home and the copies at work.
CAUTION: Never open or use your library in cloud storage (e.g. OneDrive, Google Drive, CloudStor, Dropbox) or on a storage device such as a USB or an external drive. It will corrupt your library. Cloud storage is only for storage. Always save your working library to the hard drive of your computer. Work from that copy.
This video is for EndNote 20, but there is no significant difference for this function in EndNote X9.
Always back your work up. If something happens to your working copy, you can recreate your work from the back up copy a lot more easily than starting from the beginning again. Always keep your back up copies in secure storage. This is especially important for sensitive data.