3. Table of Contents
Chapter 1 Welcome to EndNote
Introducing EndNote ...................................................................................... 20
About This Manual ......................................................................................... 20
Customer Services ........................................................................................... 21
Online Help and Release Notes......................................................... 21
Register Your Copy of EndNote........................................................ 21
Customer Service ................................................................................ 22
Technical Support ............................................................................... 22
International Customer and Technical Support .............................. 22
The EndNote Website......................................................................... 23
The EndNote Discussion Forum ....................................................... 23
ADA VPAT .......................................................................................... 23
What’s New in EndNote X2 ........................................................................... 23
Chapter 2 Installing and Upgrading EndNote
Before You Install EndNote........................................................................... 26
Program Requirements ...................................................................... 26
Word Processor Compatibility .......................................................... 26
EndNote for Handheld Devices ........................................................ 27
EndNote Installation....................................................................................... 28
Installing EndNote ............................................................................. 28
Installed Files ...................................................................................... 30
Custom Installations........................................................................... 32
Upgrading from an Earlier EndNote Version ............................................ 34
Backing Up or Replacing Files........................................................... 34
Opening and Converting Old EndNote Libraries ........................... 35
Using Old Style, Filter, and Connection Files .................................. 35
Checking Your Installation............................................................................ 36
Checking Microsoft Word Support ................................................... 36
Automatically Updating Files ....................................................................... 37
Uninstalling EndNote..................................................................................... 38
Uninstalling Palm OS Support and Word 2007 Settings................. 38
Uninstalling the EndNote Program .................................................. 38
Chapter 3 The EndNote Guided Tour
Introduction to the Guided Tour.................................................................. 43
Are You Ready? .................................................................................. 44
Part I: Introduction to an EndNote Library ................................................ 45
Start EndNote...................................................................................... 45
The Library Window .......................................................................... 47
Preview References............................................................................. 48
Sort the References ............................................................................. 50
3
4. Select and Open a Reference ............................................................. 51
Close the Reference ............................................................................ 52
Save References to a Custom Group................................................. 53
Related Sections .................................................................................. 55
Part II: Setting EndNote Preferences ........................................................... 56
Open the Sample Library ................................................................... 56
Access EndNote Preferences ............................................................. 56
Set a Favorite Library ......................................................................... 56
Change the Library Display Font...................................................... 57
Related Sections .................................................................................. 59
Part III: Entering a Reference ........................................................................ 60
Open the Sample Library ................................................................... 60
Create a New Reference ..................................................................... 60
Locate References That Contain Attached Files .............................. 67
Related Sections .................................................................................. 67
Part IV: Searching an Online Database....................................................... 69
Open the Sample Library ................................................................... 69
Connect to an Online Database ......................................................... 70
Search the Database............................................................................ 71
Review the References ....................................................................... 74
Delete Unwanted References............................................................. 75
Related Sections .................................................................................. 76
Part V: Importing Reference Data into EndNote....................................... 77
Open the Sample Library ................................................................... 77
Search the Database and Save the References ................................. 77
Choose the Correct Import Filter and Import into EndNote .......... 79
Summary of Output Formats and Corresponding Import
Options ................................................................................................ 82
Direct Export from Web Pages .......................................................... 82
Related Sections .................................................................................. 82
Part VI: Searching an EndNote Library and Previewing
a Bibliography .................................................................................................. 83
Open the Sample Library ................................................................... 83
Search for a Set of References............................................................ 83
Preview the Found References .......................................................... 85
Related Sections .................................................................................. 86
Part VII: Using EndNote While Writing a Paper With
Microsoft Word ................................................................................................ 87
Open the Sample Library ................................................................... 87
Open a Microsoft Word Document................................................... 87
Cite EndNote References ................................................................... 88
Select a Bibliographic Style................................................................ 91
Edit a Citation ..................................................................................... 93
Insert Figure Citations ....................................................................... 94
Related Sections .................................................................................. 98
4
5. Chapter 4 The EndNote Library
About the EndNote Library..........................................................................101
Important Points About Libraries ...................................................101
Back Up Your Libraries ....................................................................102
Library Summary ..............................................................................102
The Library Window .....................................................................................103
About the Library Window ..............................................................103
The Reference List Pane....................................................................104
The Groups Pane ...............................................................................108
The Tab Pane .....................................................................................110
Creating Libraries...........................................................................................113
Creating a New Library ....................................................................113
Saving a Copy of a Library...............................................................114
Saving a Compressed Copy of a Library ........................................115
Setting a Favorite Library .................................................................116
Opening, Closing, and Deleting Libraries ................................................118
Opening a Library .............................................................................118
Multiple People Opening One Library............................................119
Closing a Library ...............................................................................119
Deleting a Library .............................................................................119
Recovering a Damaged Library .......................................................120
Merging Libraries...........................................................................................121
Importing EndNote Libraries...........................................................121
Using Drag and Drop........................................................................122
Copying References in Libraries ......................................................123
Sharing EndNote Libraries Across Different Versions and
Applications ....................................................................................................123
Compatibility between EndNote 8, 9, X, X1, and X2 .....................123
Opening and Converting Old EndNote Libraries ..........................124
Creating a Library from ProCite ......................................................125
Creating a Library from Reference Manager ..................................126
Converting an EndNote X2 Library for ProCite, Reference
Manager, or an Earlier Version of EndNote ...................................127
Transferring Libraries Across Platforms ...................................................128
From Windows to Macintosh ...........................................................128
From Macintosh to Windows ...........................................................129
Data Visualization .........................................................................................129
Chapter 5 Entering and Editing References
Introduction.....................................................................................................133
Important Points About References ................................................133
The Reference Window.....................................................................134
The Window Menu ...........................................................................135
Previous and Next Reference Commands ......................................135
Changing the Display Fonts .............................................................136
Record Summary ...............................................................................138
Selecting References ..........................................................................138
5
6. Opening, Closing, Saving, and Deleting References ............................. 139
Opening References.......................................................................... 139
Closing References ........................................................................... 140
Saving References ............................................................................. 141
Reverting References........................................................................ 141
Deleting References .......................................................................... 141
Creating a New Reference............................................................................ 143
Overview ........................................................................................... 143
Changing the Default Reference Type............................................ 143
Choosing a Reference Type ............................................................. 144
Tips for Choosing the Right Reference Type ................................. 144
Entering References ...................................................................................... 145
Using Term Lists with Data Entry .................................................. 145
Author and Editor Names ............................................................... 146
Year .................................................................................................... 148
Titles .................................................................................................. 148
Journal Names .................................................................................. 148
Pages .................................................................................................. 149
Edition ............................................................................................... 149
Date and Auto Date Stamp .............................................................. 149
Short Title .......................................................................................... 150
Original Publication ......................................................................... 150
Reprint Edition ................................................................................. 151
Reviewed Item .................................................................................. 151
ISBN/ISSN ........................................................................................ 151
DOI..................................................................................................... 151
Call Number...................................................................................... 151
Label .................................................................................................. 152
Keywords .......................................................................................... 152
Notes and Abstract ........................................................................... 152
URL (Uniform Resource Locator) ................................................... 152
File Attachments ............................................................................... 153
Figure and Caption........................................................................... 155
Font, Size, and Style ......................................................................... 155
Plain Text........................................................................................... 156
Cut, Copy, Paste Text in the References......................................... 156
Using “Drag-and-Drop” Within a Reference ................................. 156
Copying and Pasting Complete References ................................... 157
Entering Several Articles from the Same Source ........................... 158
Entering Special Characters......................................................................... 158
Entering Characters with Diacritical Marks .................................. 159
Using Character Map ....................................................................... 159
Inserting Figures ............................................................................................ 160
Selecting the Appropriate Reference Type .................................... 161
Inserting Graphics and Files............................................................ 161
Entering a Caption ........................................................................... 163
Opening the Figure File ................................................................... 164
Storing and Sharing Figure Files..................................................... 164
Editing Figure Files .......................................................................... 164
6
7. Deleting or Replacing Figure Files ..................................................165
Converting from Figures to File Attachments................................165
Linking References to Websites and Files ................................................166
Linking a URL to an EndNote Reference ........................................166
Linking a File to an EndNote Reference .........................................166
Selecting a Relative Path or an Absolute Path for File
Attachments .......................................................................................168
Removing a Linked File from File Attachments ............................170
Opening a Linked File or URL .........................................................171
Spell Checking................................................................................................172
Starting Spell Check ..........................................................................173
Spell Check Options and Dictionaries.............................................173
Changing Text in Multiple References......................................................174
Common Uses for Change Text, Change Field, and Move
Field ....................................................................................................174
Change Text .......................................................................................175
Change Fields ....................................................................................177
Move Fields........................................................................................178
Chapter 6 Searching Online Databases with EndNote
Introduction to Searching Online Databases ...........................................182
How Does It Work? ...........................................................................182
What EndNote’s Searching Offers ...................................................182
How to Search on Online Database .................................................183
Selecting a Connection File..........................................................................184
Access-Restricted Databases ............................................................184
Free Databases ...................................................................................185
Picking Your Favorite Connection Files..........................................186
What if Your Database Isn’t Listed? ................................................187
Searching an Online Database ....................................................................188
Establishing the Connection.............................................................188
Online Database Searching (Overview) ..........................................189
Available Search Options .................................................................189
Boolean Searches ...............................................................................190
Searching EndNote Fields vs. Online Database Indexes ...............191
Online Database Search Limitations ...............................................192
Changing the Focus of the Search....................................................192
Retrieving and Saving References..............................................................193
Discarding Duplicate References .....................................................194
The Connection Status Window ......................................................195
The Log File .......................................................................................195
Searching ISI Web of Knowledge...............................................................197
Finding Related Online References ...........................................................198
Finding Full Text for a Reference ...............................................................199
7
8. Chapter 7 Importing Reference Data into EndNote
Importing Reference Data into EndNote .................................................. 202
General Importing Instructions .................................................................. 203
Import Options............................................................................................... 205
Importing References Downloaded from Online Databases ............... 206
Getting Data in the Right Format ................................................... 207
Choosing the Correct Import Filter ................................................ 207
Output Formats with Corresponding Import Options/Direct
Export ............................................................................................................... 210
Importing from Online Databases .................................................. 210
Direct Export from Web Pages ........................................................ 210
Creating Structured Text Files that EndNote Can Import ..................... 211
Creating a Tab-Delimited Format ................................................... 211
Creating a Custom “Tagged” Format ............................................. 214
Creating a Tagged “EndNote Import” File .................................... 217
Copying and Pasting References from a Document into EndNote ..... 220
Importing References From Other Bibliographic Software
Programs.......................................................................................................... 221
Chapter 8 Searching and Sorting in EndNote
Showing and Hiding References................................................................ 224
Working with Showing References................................................. 224
Using Show Selected ........................................................................ 225
Using Hide Selected ......................................................................... 225
Searching for References.............................................................................. 225
Quick Search ..................................................................................... 226
The Search Tab.................................................................................. 226
Search Command Tips ..................................................................... 228
Simple Searches ................................................................................ 230
Restricting Searches to Specific Fields............................................ 232
Using Comparison Operators ......................................................... 232
Combining Search Lines with “And,” “Or,” and “Not”............... 235
Combining Results from Separate Searches .................................. 236
Saving Search Strategies .................................................................. 238
Finding Duplicate References..................................................................... 239
Deleting Duplicates .......................................................................... 240
Finding Text in a Single Reference ............................................................ 240
Sorting the Library ........................................................................................ 241
Special Cases in Sorting ................................................................... 242
Chapter 9 Using Groups
What are Groups? .......................................................................................... 246
The Types of Groups in EndNote ................................................... 246
Displaying or Hiding Groups ......................................................... 247
Important Points about Groups ...................................................... 248
8
9. Temporary Groups.........................................................................................249
Custom Groups...............................................................................................250
Creating a Custom Group ................................................................250
Adding References to a Custom Group ..........................................251
Removing References from a Custom Group .................................251
Smart Groups ..................................................................................................252
Creating a Smart Group....................................................................252
Creating a Smart Group from an Existing Search Strategy ...........253
Editing a Smart Group......................................................................253
Searching a Group..........................................................................................254
Renaming a Group.........................................................................................254
Deleting References from a Group.............................................................255
Deleting a Group............................................................................................256
Chapter 10 Term Lists
Introduction to Term Lists............................................................................259
Overview............................................................................................259
Important Points About Term Lists.................................................260
Adding Terms to a Term List .......................................................................260
Automatic Updating of Term Lists..................................................261
Using the “New Term” Command ..................................................262
Copying Terms Between Lists .........................................................262
Copying Terms From Other Sources ...............................................263
Manually Updating Term Lists........................................................263
Importing Terms Into Term Lists ....................................................266
Using Term Lists for Data Entry and Searching ......................................267
Inserting Terms into References ......................................................267
Inserting Terms Without Using the “Suggestion” Feature ...........268
Using Terms For Searches ................................................................268
Editing Terms and Term Lists .....................................................................269
Modifying Terms...............................................................................269
Deleting Terms ..................................................................................269
Defining Term Lists.......................................................................................270
Deleting and Renaming Term Lists .................................................270
Configuring Term Separators (Delimiters) .....................................271
Creating Term Lists........................................................................................271
Predefined Term Lists.......................................................................271
Creating a New Term List ................................................................272
Linking Term Lists to Fields ............................................................272
Exporting and Printing Term Lists .............................................................274
Working with the Journals Term List ........................................................274
Important Points About Entering Journal Names..........................274
Updating a Journal List ....................................................................275
Loading Supplied Journal Abbreviations .......................................276
Creating Bibliographies With Journal Abbreviations ....................277
Converting Old EndNote Journals Files .........................................278
9
10. Chapter 11 Using EndNote with Microsoft Word
Overview of the Cite While You Write Process....................................... 281
Word Processor Compatibility ........................................................ 281
Basic Instructions.............................................................................. 282
Notes about Microsoft Word ....................................................................... 284
Installing Cite While You Write Support in Word ........................ 284
The CWYW Commands in Word 2003 ........................................... 285
The CWYW Commands in Word 2007 ........................................... 287
Field Codes........................................................................................ 290
Using Predefined Manuscript Templates................................................. 291
Creating a Word Document Based on a Template ........................ 292
Supplying Information to the Template Wizard ........................... 294
Writing Your Paper .......................................................................... 295
Citing Sources As You Write ....................................................................... 297
Forms of Citations ............................................................................ 297
Finding and Inserting Citations ...................................................... 298
Finding and Inserting from Highlighted Text ............................... 300
Inserting Selected Citations ............................................................. 300
Using Drag-and-Drop or Copy and Paste ...................................... 300
Manually Inserting Citations........................................................... 300
Inserting Multiple Citations ............................................................ 301
Inserting From Multiple Libraries .................................................. 303
Customizing Individual Citations .................................................. 303
Including Notes in the List of References ...................................... 305
Inserting Citations into a Formatted Paper.................................... 306
Citing References in Footnotes and Endnotes ............................... 307
Typing Citations into Your Paper............................................................... 307
Notes About Temporary Citations ................................................. 308
Components of a Temporary Citation ............................................ 308
Omitting Authors or Years from Citations .................................... 310
Citation Prefixes ............................................................................... 311
Citation Suffixes ............................................................................... 312
Including Semicolons & Other Citation Delimiters in
a Citation .......................................................................................... 312
Citing Specific Page Numbers in Footnotes................................... 313
Examples of Modified Citations...................................................... 314
Changing Existing Citations........................................................................ 315
Editing Citations............................................................................... 315
Unformatting Citations .................................................................... 316
Moving or Copying Citations.......................................................... 318
Deleting Citations ............................................................................. 318
Generating Bibliographies .......................................................................... 319
Basic Instructions.............................................................................. 319
Instant Formatting ............................................................................ 320
Formatting the Bibliography and/or Changing Bibliography
Settings .............................................................................................. 321
Adding Styles to the Output Styles List ......................................... 324
Reformatting Papers......................................................................... 326
10
11. Creating a Bibliography from Multiple Documents ......................326
Directly Editing Bibliographies .......................................................327
Moving Bibliographies .....................................................................328
Deleting Bibliographies ....................................................................328
Inserting and Formatting Figures and Tables ..........................................328
Notes About Formatting Figures and Tables .................................329
Finding and Inserting Figures and Tables ......................................330
Updating Figures and Tables ...........................................................333
Placing Figures and Tables...............................................................335
Moving Figures and Tables ..............................................................336
Deleting a Figure Citation or Figure List ........................................338
Figure and Table Preferences ...........................................................339
Setting Cite While You Write Preferences ................................................339
Making Changes to the EndNote Library .................................................340
Finding Cited References in a Library ............................................340
Editing a Reference in the Library ...................................................340
Deleting a Reference From the Library ...........................................341
Sharing Your Word Documents ..................................................................342
The Traveling Library .......................................................................342
Exporting Word’s Traveling Library to an EndNote Library .......343
Converting Word 2007 Citations to EndNote.................................344
Working on Different Computers....................................................344
Saving Files for Other Versions of Word and Other
Word Processors................................................................................345
Submitting the Final Paper to a Publisher ......................................346
Removing Field Codes ......................................................................346
Chapter 12 Scanning and Formatting Files
Scanning and Formatting Files....................................................................350
Word Processor Compatibility.........................................................350
Basic Instructions ..............................................................................351
Tips on Citing Sources ..................................................................................355
Temporary vs. Formatted Citations ................................................355
Switching Between EndNote and a Word Processor .....................356
Multiple References in One Citation ...............................................356
Citing References in Footnotes ........................................................357
Typing Citations into Your Paper....................................................358
Record Numbers................................................................................358
Formatting Citations and Creating Bibliographies .................................359
The Citations Window ......................................................................359
Bibliographic Styles ..........................................................................361
Previewing Formatted References (or Styles).................................361
Reformatting a Paper ........................................................................362
Creating One Bibliography From Several Papers ..........................363
Specifying the Starting Number of a Bibliography........................364
Copying Formatted References........................................................364
Rescanning the Paper........................................................................365
11
12. Managing Your EndNote Library............................................................... 365
Modifying References in Your Library........................................... 365
Finding EndNote References for Editing ....................................... 365
Formatting With Multiple Libraries ............................................... 366
Finding and Labeling References Used in a Paper........................ 366
Working on Different Computers ................................................... 368
Chapter 13 Creating an Independent Bibliography
Independent Bibliographies........................................................................ 370
Using Drag-and-Drop to Create an Instant Bibliography ..................... 371
Copy Formatted.............................................................................................. 372
Exporting References .................................................................................... 373
Supported Formats ........................................................................... 373
Using the Export Command ............................................................ 374
Printing and Previewing References ......................................................... 376
Important Points ............................................................................... 376
Printing Instructions ........................................................................ 377
Previewing References ..................................................................... 377
Including Notes, Abstracts, and Other Information in a
Reference List ................................................................................................. 378
Creating Annotated Bibliographies ................................................ 378
Printing Only the Notes ................................................................... 379
Chapter 14 Creating Subject Bibliographies and Subject Lists
Overview ......................................................................................................... 382
Printing a Subject Bibliography ................................................................. 382
Basic Procedure ................................................................................ 382
Printing a Subject List .................................................................................. 385
Subject Bibliography Settings .................................................................... 391
The References Tab........................................................................... 391
The Terms Tab .................................................................................. 392
The Page Layout Tab........................................................................ 397
The Bibliography Layout Tab.......................................................... 398
Examples of Subject Bibliographies .......................................................... 400
Using Author Names as Subject Headings .................................... 400
Using Keywords as Subject Headings ............................................ 400
Using Call Numbers as Subject Headings...................................... 401
Chapter 15 Reference Types
Introduction .................................................................................................... 404
What is a Reference Type? ............................................................... 404
Reference Types and Data Entry..................................................... 405
The Generic Reference Type ....................................................................... 407
Special Fields.................................................................................................. 408
12
13. Customizing the Reference Types ..............................................................410
About the Reference Types Preference ...........................................411
Adding, Deleting, and Renaming Fields.........................................412
Adding and Deleting Reference Types ...........................................414
Sharing Your Reference Type Table ..........................................................417
Table of Predefined Reference Types ........................................................418
Chapter 16 Bibliographic Styles
Introduction.....................................................................................................421
What is an Output Style? ..................................................................421
The Output Styles Menu...................................................................422
The Style Manager.............................................................................422
Previewing Styles and Showing Information .................................425
Copying Styles...................................................................................426
Saving Styles ......................................................................................427
Deleting Styles ...................................................................................427
Renaming Styles ................................................................................428
Reverting Changes to a Style ...........................................................428
Closing a Style ...................................................................................428
What Should I Do if My Style Is Not Included? .............................428
Accessing Styles in Other Places......................................................429
Basic Components of a Style ............................................................429
Modifying Style Templates..........................................................................431
Citation Template..............................................................................431
Bibliography and Footnote Templates ............................................433
Changing the Punctuation in a Formatted Reference ....................435
Adding and Removing Fields in a Formatted Reference ..............436
Adding New Reference Types .........................................................437
Fonts and Text Styles ........................................................................439
Rules for Working with Style Templates ........................................439
EndNote Cleans Up...........................................................................441
Special Formatting Characters .........................................................442
Additional Style Formatting Options ........................................................446
Anonymous Works ...........................................................................446
Page Numbers ...................................................................................447
Journal Names ...................................................................................448
Ambiguous Citations ........................................................................449
Numbering Citations ........................................................................451
Citation Author Lists ........................................................................452
Citation Author Names ....................................................................454
Author List (Bibliography and Footnotes)......................................456
Author Names (Bibliography and Footnotes) ................................457
Editor List and Editor Names ..........................................................458
Bibliography Layout .........................................................................459
Sort Order: Bibliographies and Multiple Citations ........................463
Title Capitalization............................................................................466
Repeated Citations (in Footnotes) ...................................................466
13
14. Figure and Table Placement and Captions............................................... 468
Figures and Tables............................................................................ 469
Separation and Punctuation ............................................................ 470
Creating a New Style .................................................................................... 471
Example: Creating an Author Date Style ....................................... 471
Chapter 17 Filters
Introduction to Filters ................................................................................... 477
What is a Filter? ................................................................................ 477
The Filter Manager ........................................................................... 478
Copying Filters ................................................................................. 479
Saving Filters .................................................................................... 479
Deleting Filters ................................................................................. 480
The Basic Components of a Filter............................................................... 480
The Filter Editor window ................................................................ 481
“About this Filter” Panel ................................................................. 481
Templates .......................................................................................... 482
Options .............................................................................................. 482
Working with Filter Templates................................................................... 483
Navigating in the Templates Panel................................................. 483
Templates for Different Reference Types ....................................... 483
Adding and Deleting Rows in the Filter Template ....................... 484
Cutting, Copying and Pasting Rows .............................................. 484
Literal Text vs. EndNote Fields ....................................................... 485
The {IGNORE} Field ......................................................................... 486
The Source Line ................................................................................ 487
The Reference Type Tag................................................................... 488
Fields with Special Characteristics ................................................. 489
When Punctuation Repeats Within a Field .................................... 490
The Filter Options ......................................................................................... 491
Author Parsing ................................................................................. 491
Continuation Lines ........................................................................... 495
Reference Type ................................................................................. 497
Field Editing...................................................................................... 499
Record Layout................................................................................... 502
Source Parsing .................................................................................. 504
Importing MARC Records ........................................................................... 506
What Are MARC Records? .............................................................. 506
Unique Aspects of MARC Records ................................................. 506
Creating a Filter for MARC Records............................................... 507
Rules for MARC Import Filters ....................................................... 508
Example: Modifying an Existing Filter...................................................... 510
Adding a Tag and Field to a Filter .................................................. 510
Creating a New Filter .................................................................................... 511
Overview ........................................................................................... 511
Tips for Entering Tags and Fields ................................................... 512
Example Data File and Templates .................................................. 513
14
15. Chapter 18 Connection Files
Introduction to Connection Files ................................................................516
What is a Connection File? ...............................................................516
The Connection Manager .................................................................516
Copying Connection Files ................................................................518
Saving Connection Files ...................................................................519
Deleting Connection Files ................................................................519
Basic Components of a Connection File ....................................................519
Editing a Connection File .................................................................520
The Connection File Window...........................................................520
“About this Connection” Panel........................................................521
The Connection Settings ...................................................................522
Search Attributes ...............................................................................524
Filter Information ..............................................................................526
Creating Connection Files ............................................................................527
Steps to Create a New Connection File ...........................................527
Default Values for New Connection Files.......................................529
Using Z39.50 Command-Line Syntax .........................................................529
Tip for Modifying Search Attributes ...............................................531
Chapter 19 Preferences, Toolbars, and Shortcuts
EndNote Preferences .....................................................................................534
Library Preferences ...........................................................................535
Display Fonts .....................................................................................537
Reference Types.................................................................................539
Temporary Citations .........................................................................540
Sorting ................................................................................................543
Change Case ......................................................................................545
Formatting .........................................................................................546
Display Fields ....................................................................................548
Duplicates ..........................................................................................549
Online Preferences ............................................................................550
Folder Locations ................................................................................551
Term Lists ..........................................................................................553
Spell Check ........................................................................................554
URLs & Links.....................................................................................558
EndNote Web.....................................................................................560
Cite While You Write Preferences ..............................................................561
General Preferences ..........................................................................562
Keyboard Shortcuts in Word............................................................563
Figures and Tables in Word .............................................................564
EndNote Application for CWYW ....................................................565
Showing Word Processor Codes......................................................566
Related EndNote Preferences...........................................................566
Shortcuts to Make Using EndNote Easier .................................................566
Keyboard Commands .......................................................................566
Shortcut Menus .................................................................................567
Toolbars..............................................................................................567
15
16. Chapter 20 Transferring Between EndNote Desktop and EndNote Web Libraries
Overview of EndNote Web.......................................................................... 570
Before You Begin ........................................................................................... 570
Important Points about Transferring References .......................... 571
Duplicate References ........................................................................ 571
Transferring References ............................................................................... 572
Remembering Connection Details .................................................. 572
Transferring References between EndNote Web and Desktop .... 573
Regularly Updating a Transferred Reference List......................... 575
Saving EndNote Web References to a Custom Group .................. 575
Using Cite While You Write with EndNote Web .................................... 576
Important Points about Cite While You Write and
EndNote Web .................................................................................... 576
Selecting the EndNote Application................................................. 576
The EndNote Toolbar ....................................................................... 577
Chapter 21 Using EndNote on a Palm OS Handheld
Overview of Using EndNote on
Palm OS Handheld Devices ........................................................................ 580
Installing EndNote for Palm OS................................................................. 580
Hardware and Software Requirements .......................................... 580
Installing EndNote for Palm OS...................................................... 582
Synchronizing Libraries............................................................................... 584
Starting EndNote for Palm OS and Displaying References.................. 586
Entering, Editing, and Deleting References ............................................. 587
Searching a Handheld Library .................................................................... 589
Beaming References Between Handhelds ................................................ 590
Viewing Library Statistics ........................................................................... 590
EndNote Preferences..................................................................................... 591
Chapter 22 Using EndNote on a Windows Mobile Device
Overview of Using EndNote on a Windows Mobile Device ................ 594
Installing EndNote on a Windows Mobile Device ................................. 594
Hardware and Software Requirements .......................................... 594
Installing EndNote for the Windows Mobile Operating System . 595
Synchronizing Libraries............................................................................... 597
Starting EndNote for Windows Mobile and Displaying References.. 599
Entering, Editing, and Deleting References ............................................. 601
Searching a Handheld EndNote Library................................................... 603
Viewing Library Statistics ........................................................................... 604
Setting EndNote Preferences....................................................................... 604
16
17. Chapter 23 Networks and Volume Installations
Using EndNote on a Network......................................................................608
Multi-Platform Networks .................................................................608
Multi-User Library Access................................................................608
Special Issues in Network Environments .......................................608
Custom Settings.................................................................................609
Volume Installations .....................................................................................610
Licensing of Volume Copies ............................................................610
Unlocking the Volume/Site License Installer...........................................611
Mass Program Installations..........................................................................612
Easy Deployment ..............................................................................613
Deploying the EndNote Installer with Group Policy ....................614
Scripted Program Installations ........................................................616
MSI Command Line Options ...........................................................617
Configuring EndNote (Palm OS Support and Word 2007) ...........620
Uninstalling EndNote ...................................................................................621
Appendix A Making Backup Copies of Your EndNote Files
Backing Up Your EndNote Files..................................................................624
Important Files to Backup ................................................................624
Backup Suggestions ..........................................................................627
Appendix B Troubleshooting
Troubleshooting EndNote............................................................................630
Displaying Extended/Special Characters .......................................630
Opening an EndNote X2 Library with EndNote 8 or 9 .................631
The EndNote Library is Corrupted .................................................633
Cannot Save a style, filter, or connection file .................................634
Troubleshooting Cite While You Write.....................................................635
No EndNote commands in Word ....................................................635
Two EndNote toolbars appear in Word ..........................................636
Word crashes or gives an error when I try to insert a large
number of citations ...........................................................................637
Garbled ADDIN EN.CITE code is appearing rather than
citations ..............................................................................................637
Corrupted Word documents ............................................................638
Inserted citations disappear, but the reference list is created.......639
Troubleshooting Connections .....................................................................640
Problems Connecting to the Internet...............................................640
Problems Finding the Host...............................................................640
Problems Connecting ........................................................................641
Problems Communicating with the Host........................................643
The Connection Error Dialog ...........................................................643
Errors Encountered While Retrieving References..........................643
Problems With Retrieved Data ........................................................644
17
18. Appendix C Reference Types and Fields.............................................................. 647
Appendix D Direct Export Formats and Import Formats
About Direct Export and Import Formats ................................................. 674
Direct Export Formats ................................................................................... 675
Output Formats with Corresponding Import Options........................... 683
Appendix E Keyboard Commands
Menu Keyboard Commands ....................................................................... 690
Editing Keyboard Commands..................................................................... 692
CWYW Keyboard Commands..................................................................... 693
The EndNote Glossary .................................................................................................. 695
Index ................................................................................................................ 703
18
19. Chapter 1
Welcome to EndNote
Contents
Introducing EndNote ........................................................... 20
About This Manual .............................................................. 20
Customer Services ................................................................ 21
Online Help and Release Notes............................... 21
Register Your Copy of EndNote.............................. 21
Customer Service ...................................................... 22
Technical Support ..................................................... 22
International Customer and Technical Support .... 22
The EndNote Website............................................... 23
The EndNote Discussion Forum ............................. 23
ADA VPAT ................................................................ 23
What’s New in EndNote X2 ................................................ 23
19
20. Introducing EndNote
Welcome to EndNote—the complete reference solution!
EndNote is an online search tool—it provides a simple way
to search online bibliographic databases and retrieve the
references directly into EndNote. (EndNote can also import
data files saved from a variety of online services and library
databases.)
EndNote is a reference and figure database—it specializes in
storing, managing, and searching for bibliographic
references in your private reference library. You can
organize figures—including charts, tables, pictures, and
equations—and assign each figure its own caption and
keywords.
EndNote is a bibliography and manuscript maker—it
formats citations, figures, and tables in Microsoft® Word
with the Cite While You Write™ feature. Watch the reference,
figure, and table lists grow as you insert citations in your
manuscript. Microsoft Word templates guide you through
the exacting manuscript requirements of publishers.
You can also create bibliographies using Format Paper with
other word processors.
See “What’s New in EndNote X2” on page 23 for a list of the most
recent features added to EndNote.
For late-breaking news and updates, please go to:
http://www.endnote.com/support.
About This Manual
This manual assumes that you know how to use Windows, your
word processor, and the mouse. For help on these topics, consult
your computer owner’s guide or your word processor manual.
Often there is more than one way to select a command in
EndNote. A single command may be available from one of the
main menus, from a context-sensitive right click menu, from a
toolbar icon, or with a keyboard command. In most cases, this
manual gives instructions for selecting commands from the main
menus. If a menu command has a keyboard equivalent, the
keyboard command appears next to the menu item. You can also
refer to the “Keyboard Commands” appendix on page 689.
20 Chapter 1: Welcome to EndNote
21. The following representations for key combinations are used:
Instruction Explanation
CTRL+ESC While holding down the CTRL key, press
the ESC key.
CTRL+ALT+ENTER While holding down the CTRL and ALT
keys, press the ENTER key.
Menu names, menu selections, and button names appear in text.
Customer Services
Online Help Online Help: You can access all of the information found in the
and Release manual by consulting the online Help file. From EndNote’s Help
menu, select Contents to view the various topics. For context-
Notes sensitive help, click the Help or ? button found on various
windows and dialogs or press the F1 key on your keyboard.
Release Notes: For documentation updates and correction notes
for this release, refer to the Readme.txt file installed in the
EndNote folder.
Late Breaking News: For late-breaking news and updates,
please go to: http://www.endnote.com/support.
Register Your If you haven’t done so already, please mail, fax, or email your
Copy of registration to Thomson ResearchSoft (go to
http://www.endnote.com/encontact.asp). You also have the
EndNote opportunity to register during installation. Even if you
purchased EndNote directly from Thomson ResearchSoft, do not
assume that you are registered. Registered users receive:
free technical support
special upgrade offers
notification of new EndNote versions that are compatible
with the latest version of your word processor
Chapter 1: Welcome to EndNote 21
22. Customer Contact Sales for general product information, pricing, quantity
Service discounts, and referrals to dealers.
Contact Customer Support to order new copies or upgrades of
EndNote, to check billing/shipping status, and to register your
software.
Sales Information
Phone: 760 438 5526 (country code is 01)
Fax: 760 438 5573 (country code is 01)
Web/Email: http://www.endnote.com/encontact.asp
Customer Support (Orders, Billing, and Shipping)
Phone: 800 336 4474 (country code is 01)
Fax: 215 386 2911 (country code is 01)
Web/Email: http://www.endnote.com/encontact.asp
Technical Contact Technical Support at Thomson ResearchSoft if you
Support encounter problems while using EndNote. When you contact us,
please have a clear description of the problem and know the
version of your copy of Windows, EndNote, and your word
processor. (To find the EndNote version, start EndNote and
choose About EndNote from the Help menu.) Also have your
EndNote serial number available.
For web/email or phone contact, please see:
http://www.endnote.com/encontact.asp
For hours and holiday closures, please see:
http://scientific.thomson.com/support/techsupport/hours/
Technical support tips are also available on the EndNote website
and through the EndNote Discussion Forum (see below).
International For customer support or technical support outside of North
Customer and America, please visit our website to check for a local distributor.
Technical Go to http://www.endnote.com, click on Contact Us, and then
click on International Distributors to find a local distributor.
Support
22 Chapter 1: Welcome to EndNote
23. The EndNote The EndNote website (http://www.endnote.com) contains
Website technical support tips, utilities for data transfer, and information
about the latest versions of EndNote. You can learn about the
various training options. You can also find updated styles,
filters, connection files, and other related documents at this site.
Go to the website and look under Support and Services.
To easily locate incremental updates available on the website, go
to the Help menu in EndNote and select EndNote Program
Updates.
The EndNote If you wish to join an ongoing forum of EndNote users like
Discussion yourself, go to the EndNote website at
http://www.endnote.com, click on Support and Services, and
Forum then scroll down and click on the link to go to the EndNote
Discussion Forum. You can browse several EndNote message
lists, easily search for topics, and join to add messages.
ADA VPAT Thomson ResearchSoft is dedicated to developing software
products that are usable for everyone, including those with
physical challenges and disabilities. EndNote was designed to
adhere to the ADA (Americans with Disabilities Act) Section 508
accessibility standards.
Please visit our website at http://www.endnote.com, and click
the Support & Services link to access the VPAT (Voluntary
Product Accessibility Template) document that describes the
accessibility features that address the Section 508 Standards. The
VPAT is an informational tool developed by industry and
government to help facilitate the understanding of compatibility
issues under Section 508.
What’s New in EndNote X2
EndNote X2 includes these new and enhanced features:
Start a search with the Search tab on the Tab pane of the
Library window. See “The Search Tab” on page 226.
Quickly initiate an online search by selecting from your list
of favorite connection files in the Groups pane. See “How to
Search on Online Database” on page 183.
Use Smart Groups to view and manage subsets of references
in your library. Set up a custom search strategy to
automatically add references to a Smart Group. See “Smart
Groups” on page 252.
Chapter 1: Welcome to EndNote 23
24. Use several new reference types: Aggregated Database, Blog,
Catalog, Pamphlet (such as a drug circular), Serial (for
serialized books in a collection), and Standard. See
“Reference Types and Fields” on page 645.
Look for the full text of a referenced work, and attach the file
(typically a PDF file) to your EndNote reference. See
“Finding Full Text for a Reference” on page 199.
References now include automatic date stamp information.
Each reference includes an "Added to Library" date and a
"Last Updated" date in the footer of the reference. See “Date
and Auto Date Stamp” on page 149.
For references entered with EndNote version X1 or earlier,
the “Added to Library” field is left blank and the “Last
Updated” field displays the date of conversion to EndNote
X2. For new installations, the former “Last Modified Date”
field has been renamed “Custom 8” (existing reference type
settings are retained).
Compress your library and automatically attach it to an
email. See “Saving a Compressed Copy of a Library” on page
115.
View a Library Summary that recaps library statistics. See
“Library Summary” on page 102.
View a Record Summary that recaps statistics for a particular
reference. See “Record Summary” on page 138.
24 Chapter 1: Welcome to EndNote
25. Chapter 2
Installing and Upgrading
EndNote
Contents
Before You Install EndNote ................................................ 26
Program Requirements ............................................ 26
Word Processor Compatibility ................................ 26
EndNote for Handheld Devices .............................. 27
EndNote Installation ............................................................ 28
Installing EndNote.................................................... 28
Installed Files ............................................................ 30
Custom Installations................................................. 32
Upgrading from an Earlier EndNote Version ................. 34
Backing Up or Replacing Files................................. 34
Opening and Converting Old EndNote
Libraries .............................................................. 35
Using Old Style, Filter, and Connection Files ........ 35
Checking Your Installation................................................. 36
Checking Microsoft Word Support ......................... 36
Automatically Updating Files ............................................ 37
Uninstalling EndNote .......................................................... 38
Uninstalling Palm OS Support and Word 2007
Settings ................................................................ 38
Uninstalling the EndNote Program ........................ 38
25
26. Before You Install EndNote
Please read this section before you proceed with the installation.
You will need a valid EndNote product key to install the
program. If you are upgrading from a previous version, you will
also need your previous EndNote serial number.
Program EndNote is available on CD or by downloading. If you have a CD
you need a CD-ROM drive to install the program.
Requirements
System Requirements:
EndNote runs under the following operating systems:
Windows XP, with Service Pack 2
Windows Vista
Hardware Requirements:
A personal computer with a Pentium (or compatible) 450-
MHz or faster processor
A minimum of 256 MB of available RAM
A hard drive with at least 180 MB of free space
In order to use EndNote’s Online Search feature for
searching online databases, an Internet connection is
required. To use the Open Link command to access a website,
you also need a Web browser installed.
NOTE: Make sure that your computer meets the system and hardware
requirements before continuing. If necessary, contact the distributor,
dealer, or store where you purchased EndNote to arrange for a full
refund. If you have any problem obtaining a refund, contact Thomson
ResearchSoft directly. You must do so within 30 days of purchase.
Word As of June 2008, EndNote for Windows is compatible with:
Processor Microsoft Word for Windows 2003 or 2007
Compatibility RTF files created with most word processors, including:
Microsoft Word, WordPerfect, OpenOffice, StarOffice, and
WordPad.
Open Document Format (ODT) documents created with the
OpenOffice Suite.
26 Chapter 2: Installing and Upgrading EndNote
27. Microsoft Word:
EndNote installs Cite While You Write commands in Microsoft
Word. Word 2003 displays an EndNote submenu of commands
on Word’s Tools menu. Word 2007 displays Cite While You Write
commands on an EndNote tab. Cite While You Write allows
EndNote to format citations and create a bibliography for the
document that is open in Word. You can format, unformat, and
reformat a document—without exiting your word processor.
In order for Cite While You Write to install properly, Microsoft
Word 2003 or 2007 must be correctly installed on your computer
prior to installing EndNote.
If a supported version of Microsoft Word is installed on your
computer, the appropriate Cite While You Write files are
installed automatically for the current user when you run the
EndNote installation. This feature can be used with a shared
copy of Word or on a network.
RTF and ODT Documents:
For word processors other than Word, first write your paper and
insert in-text citations. If the file format is anything other than an
ODT document, save as an RTF file. Then, use EndNote’s Format
Paper feature to format the citations and bibliography from your
ODT or RTF file. See Chapter 12 for details.
EndNote for If your computer has software installed to allow synchronizing
Handheld with a Palm OS® handheld device or a Windows Mobile® device
Devices such as a Pocket PC ®, the EndNote installation program will
attempt to install EndNote for your handheld device.
See “Using EndNote on a Palm OS Handheld” on page 579 for
information about how to install and use EndNote on a Palm OS
handheld device.
See “Using EndNote on a Windows Mobile Device” on page 593
for information about how to install and use EndNote on a
Windows Mobile OS handheld device.
Chapter 2: Installing and Upgrading EndNote 27
28. EndNote Installation
Follow these instructions to install the EndNote program.
If you are upgrading from a previous version of EndNote, please
see “Upgrading from an Earlier EndNote Version” on page 34.
Please see Chapter 23, “Networks and Volume Installations” for
for information about using EndNote in a network environment,
licensing, and performing mass installations.
Installing To install EndNote:
EndNote 1. Log in to the local machine with administrative rights or as a
user with program installation privileges. Make sure no
applications are running, including virus protection
software.
2. Start the EndNote installation program.
If you downloaded the EndNote installer: Double click the
installer file to start the EndNote Setup program.
If you received EndNote on a CD: Insert the EndNote CD
into your CD-ROM drive.
The EndNote Setup program will start. If you do not have
Autoplay enabled, choose Run from the Start menu, type
“d:setup” (use the drive letter appropriate to the drive
containing the installation CD) and press ENTER.
3. Follow the instructions on the screen to complete the
installation. Use the Next button to move forward between
through these installation dialogs:
Welcome: Thank you for purchasing EndNote!
Registration Information: If you are installing the full
version of EndNote, enter your EndNote product key. You
must enter a valid product key to continue with installation
of the full version of EndNote. The product key can be found
in the EndNote X2 CD packaging, or on the order
confirmation of your digital product.
If you are installing the Demo version, choose the
appropriate button. You do not need a product key or serial
number to install the Demo version of EndNote.
User Information: Enter your name and organization.
If you are upgrading from a previous version, you must also
enter your previous EndNote serial number.
28 Chapter 2: Installing and Upgrading EndNote
29. Read Me Information: Read late-breaking news about this
version of EndNote.
Palm and Windows Mobile Read Me Information: Read
late-breaking news about EndNote for the Palm OS and
Windows Mobile OS.
End User License Agreement: You must select “I accept the
license agreement” in order to continue with the installation.
Select Installation Type: We recommend that you select
Complete to make sure you install all options, although you
can choose Custom to hand pick the file groups to install.
Select Destination: By default, EndNote is installed in the
C:Program FilesEndNote X2 folder. You can use the Browse
button to change the folder selection if you wish.
If a previous installation of EndNote is found in the same
folder, you will be given the option to either back up or
overwrite the older files. If you back up files, they are placed
in a Backup folder in the installation folder.
Select Components: (Custom installations only) If you
selected a Custom installation, see “Selecting Features” on
page 33.
Select Default Citation Manager: (Microsoft Word 2007
only) If the installer detects Microsoft Word 2007, it asks
whether to “Use EndNote as my default citation manager.”
Cite While You Write will be installed in Word 2007 in any
case, but when this item is selected the installer will suppress
Word’s native Citations and Bibliography commands (the
group normally found on the References tab in Word) in
order to avoid confusion for the user.
Ready to Install: You can still click Cancel to stop the
installation. Once you click Next, the installation program
will begin installing EndNote files.
4. On the final “EndNote X2 is Successfully Installed” dialog,
click Register to register your copy of EndNote, click Finish to
close the installation program, or click Run to start EndNote.
To make sure the program installed correctly, see “Checking
Your Installation” on page 36.
Chapter 2: Installing and Upgrading EndNote 29
30. Installed Files The full EndNote installation includes the following default
folders and files.
Program Folder
C:Program FilesEndNote X2
EndNote X2.exe application file
EndNote.chm help file
You can double-click the file to view it. In the EndNote
program, select EndNote X2 Help from the Help menu.
Pressing the F1 key on your keyboard or clicking a Help or ?
button in the program brings up a context-sensitive topic.
Readme.txt text file contains late-breaking news
EndNote.pdf is the full electronic manual
GettingStartedGuide.pdf gives a tour of the program
Examples shortcut folder
This is a shortcut to an Examples folder that contains sample
files to follow the guided tour found in Chapter 3 and the
Getting Started Guide, and to experiment with while
learning EndNote.
Styles folder
This folder contains the full collection of over 3,000
bibliographic styles.
Connections folder
This folder contains thousands of connection files to connect
to and search online bibliographic databases.
Filters folder
This folder contains hundreds of import filters for importing
text files downloaded from online bibliographic databases.
Terms Lists folder
This folder contains journal abbreviation term lists. These
lists contain thousands of journal names and standard
abbreviations. Import a list into your library’s Journals term
list to use the abbreviations in your bibliographies.
Spell folder
This folder contains spell check dictionaries for the EndNote
spell checker.
Templates folder
This folder contains Microsoft Word templates to quickly set
up your papers for electronic submission to publishers.
30 Chapter 2: Installing and Upgrading EndNote