Please add a Preview window to the Edit tab!

Please add a Preview window to the Edit tab!

Rationale:

  1. The Summary tab is useless without it (i.e., adds nothing to the platform)–The new “Summary’ tab displays a detailed overview of a selected reference. Quickly alter reference metadata from the ‘Edit’ tab” [1]. That means that you can view all reference details (e.g., authors, title, journal, doi, volume, edition, abstract, etc.) in both the Summary and the Edit tabs. Therefore, the only unique function of the Summary tab is “The ‘Preview’ panel [which] shows you how a reference would appear formatted with a specific output style” [1].

  2. It creates unnecessary steps hidden in the Summary tab –You can only make edits in the Edit tab, which does not have a Preview window. However, you can only view the effects of your edits in the Summary tab’s Preview window. So, if you want to see how a citation will look in your paper you need the Summary tab, when you see something wrong you have to switch to the Edit window and hope the change you make worked before switching back.

  3. It doesn’t update with edits anyway –The Summary tab does not update after Edits are saved, you must click away from the highlighted reference after making edits in order to view how those edits will look in the formatted citation.  

References

  1. EndNote 20 (macOS) guide: EndNote library overview. In The EndNote LibGuide. Clarivate. Accessed February 6, 2020 from clarivate.comJPEG attached to this post.
2 Likes

I second the call for a preview tab. I cannot understand why it was removed. It was really helpful to preview the formatted reference, as I often have to use different styles and want to see how they look like.

Please, please re-introduce a proper preview tab that allows us to see the formatted reference.

1 Like

I totally agree. At my company we have to enter quite a few references manually and usually we check how they look with different styles. Doing it in EndNote 21 has become quite cumbersome (see description above). Unfortunately this hasn’t changed since 2021.

1 Like

Call it “Edit and Preview”, allow it to be selected by default based on user settings, and viewable based on CMD+1 or CMD+2 or CMD+3, at least. In additiona to this - why is the Summary view just a part of the Edit view, so you can see in real-time how your citation looks as you fill in attributes, based on your citation style which could also be right there at the top of the edit view. When you use the summary view all the information is at the top of its own view and the button to “Copy” is miles away at the bottom og the view! Why there?The views could simply be Edit (which includes the auto-real-time generated citation as one fills in the editable attributes (so one view), then Preview (instead of PDF) and then Edit & Preview (side-by-side) to be able to edit attributes while seeing the preview and able to copy and paste. This would reduce the number og clicks to navigate to in order to have accurate attributes. Gradually, as more and more references are in my library I just don’t have time for all the unnecessary navigation because of poor design choices and my attributes accuracy suffers. I have given this product about three years to change this, and I cannot believe I am the only one who wants to easily edit reference attributes. Please think about this? I am up to about 3000+ references and am now looking for a replacement after being a loyal customer for many years, and these requests being completely ignored.