EndNote @ Levy Library: Editing and Tagging References

With EndNote you have the option to not only add references but edit them too. Even imported records can have errors, so it is always best practice to check each imported reference for mistakes. Pay particularly close attention to capitalizations, misspellings etc. (ex. American Medical Association, Asian American). To edit a reference in EndNote: 

1. Select a reference that you would like to edit. 
2. Go to the "Edit" tab on the right hand side. 
3. Click on the field you would like to edit and edit it. 

With EndNote you can create and add tags to your references. Tags are customizable labels that allow you to organize your references based on your current needs.

NOTE: The "Tags" feature is only in EndNote 21. If you have an older version of EndNote, please visit our "About EndNote" page to upgrade.

To create and add a new tag in EndNote: 

Step 1 of 3: Locate the "Tag" tab.

• In EndNote, go to "Tags" at the top of the toolbar and "Create Tag".

Step 2 of 3: Give your tag a name and color.

• Give your tag a name, select a color of choice (there are 7 colors to choose from) and then "Create Tag". What you choose to name your tag will depend on what you need. For example, you could name your tag by study type. 

• Once you have created a tag, it will show up under "My Tags" on the left-hand side. 

Step 3 of 3: Add a tag to a reference.

• Select a reference, and go to the "Edit" tab on the right-hand side. You can also alternatively go to "Summary" and select "Manage Tags". Tag a reference with one or several tags and click "OK". 

NOTE: You can edit your tags at any time. To edit a tag, simply right click on a tag under "My Tags". You will see the option to either "Edit a Tag" or "Rename a Tag". Alternatively, you can also select a tag under "My Tags" or go to "Tags" at the top of the toolbar as well.