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Copyright 2012 Thomson Reuters
EndNote X6 Help User Guide
Collect. Collaborate. Create. From anywhere.
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PDFtechnologyinEndNoteispoweredbyPDFNetSDKcopyrightPDFTronSystemsInc.,2001-2010,anddistributedbyThomsonReutersunderlicense.Allrightsreserved.
Allotherproductandservicenamescitedinthishelpfilemaybetrademarksorservicemarksoftheirrespectivecompanies.
Notice regarding legal use of downloaded reference data
EndNotegivesyouthecapabilitytoimportreferencesfromonlinedatabasesandstoretheminyourpersonalEndNotelibraries.Someproducersofonlinereferencedatabasesexpresslyprohibitsuchuseandstorageoftheirdata;otherschargeanextrafeeforalicensetousethedatainthisway.Beforeyoudownloadreferencesfromadatabase,besuretocheckthecopyrightandfairusenoticesforthedatabase.Notethatdifferentdatabasesfromthesameprovidermayhavevaryingrestrictions.
Introduction
Overview of Thomson Reuters EndNoteWelcometoEndNoteX6-thecompletereferencesolution!
EndNote is an online search tool
YoucansearchonlinebibliographicresourcesandretrievereferencesdirectlyintoyourEndNotelibrary.YoucanalsoexportreferencestoEndNotefromyourfavoriteonlineresource(seeDirectExportProvidersinEndNoteHelp).
EndNote is a reference and full text organizer with a collaborative Web tool
Yourpersonalreferencelibrarywillsaveyoucountlesshoursoforganizingyourresearch.
l Groupreferencesaccordingtoyourresearchprojectsandattachupto45filesperrecordformanagingrelatedmaterials.
l LocatefulltextPDFfilesforyouorcreateareferencewhenimportingaPDFfile.SynchronizereferencesandfileattachmentswithyourEndNoteWebaccount.
l SharegroupswithotherEndNoteuserseasilyandmanageyourResearcherIDpublicationlist.
EndNote is a bibliography maker
CiteWhileYouWritetakesthepainoutofcitingandformattingreferencesinMicrosoftWord,andOpe-nOffice.orgWriter3forWindows.YoucanalsocreatebibliographiesforotherwordprocessorsusingFormatPaper(RTFfiles).ThereissimplynobettertoolthanEndNoteforhandlingdiversebibliographicstylerequirements.
EndNoteandEndNoteWebarecollaborativetoolstosimplifyworkingwithcolleagues.
See the following help topics for more information.
l SeeWhat'sNewinEndNoteX6foralistofthemostrecentfeaturesaddedtoEndNote.
l Fordocumentationupdatesandcorrectionnotesforthisrelease,refertotheReadme.txtfileinstalledintheEndNotefolder.
l Forlate-breakingnewsandupdates,goto:http://www.endnote.com/support.
l ForacompletelistofprintableEndNoteHelptopicsforWindows,gotohttp://-endnote.com/support/helpdocs/EndNoteX6WinHelp.pdf.
What's New in EndNote X6?ThecurrentreleaseofEndNoteincludesthefollowingnewfeatures.
http://www.endnote.com/supporthttp://endnote.com/support/helpdocs/EndNoteHelp.pdfhttp://endnote.com/support/helpdocs/EndNoteHelp.pdfhttp://endnote.com/support/helpdocs/EndNoteHelp.pdf
l UpdateandsynchronizeyourreferencesinEndNotedesktopandEndNoteWebbytheclickofabutton.Maintainandsyn-chronizethereferencesinyourEndNotelibrarywiththereferencesinyourEndNoteWeblibraryevenacrossmultiplecom-puters.
l ChangeLayoutoptionstomatchyourmonitorandpreferences,suchasshowingthePreview,Reference,andPDFViewerpanelsontherightsideofthescreentofitwidescreenmonitors.
l OpenPDFsinaseparatetabbedReference/PDFwindowforviewingreferencesorannotatingPDFfiles.
l Applyaratingtoeachofyourreferences.SearchyourEndNotelibrarybyselectingtheRatingoptionfromtheFieldlist.
l ApplyaReadorUnreadtagtoyourreferencesfromtheLibrarywindowortheReferencewindowinordertotrackwhichref-erencesyouhavereviewedduringyourresearch.SetratingpreferencestohaveEndNoteautomaticallymarkreferencesasreadafterviewingintheReference,Preview,andPDFViewerpanelsorafterchangingtheratingofareference.
l CopyorMovethecontentsofonefieldtoanotherfieldwithoutlosingtheoriginaltextformattingstyle.
l ChangethecaseoffielddatafromtheReferencewindow.OptionsincludeSentencecase,lowercase,UPPERCASE,EveryWord,andtOGGLEcASE.
l Changethecaseoffielddataforallreferencescurrently"showing"intheLibrarywindowbyusingtheChange/Move/CopyFieldscommand.
l Selectdifferentauthornameformatsforshortformsoffullreferencefootnotes.
l Editfullreferencefootnotecitationstoexcludeauthorname,year,orauthor/year.
l E-mailaselectedreferencewithorwithoutfileattachmentstoyourcolleagues.
l RetrieverecordsinXMLformatfromonlinesearchdatabases.
For more information about these features, see:
OverviewoftheSyncProcessRead/UnreadPreferencesResolveSyncConflictsSyncPreferencesTheLibraryWindowUnfiledGroups
EndNote X6 Display FontsBydefault,EndNotedisplaystherecommendedsystemfontspecifiedforyourversionofWindows.SeeDisplayFontsPref-erencesifyouwanttochangethefontandfontsizeonyourcomputerwhenworkinginEndNoteX6.
Note:IfyouareupgradingfromEndNoteX5orearlier,youwillnoticethefontsettingswillchangewiththisversion.Thisistopro-videthebestexperiencefornewdisplayfeatures.
View Our Whats New VideoThomsonReutersrecommendsthatyouviewourWhatsNewvideoatwww.endnote.com/trainingoronourYouTubechannelatwww.youtube.com/endnotetraining.
View Features Added in Earlier Versions of EndNotel FeaturesAddedtoEndNoteX3
l FeaturesAddedtoEndNoteX4
l FeaturesAddedtoEndNoteX5
Top 10 Things to Remember about EndNote1. EndNotedoesnotreplacethestylemanual.Itwillmakeiteasiertofollowthemanual,butyouwillstillneedthemanual.
2. Garbagein,garbageout.Socheckyourimportresults,especiallywhenworkingwithsourcessuchasGoogleScholarthatmayhaveinconsistentdata.
3. UseoneEndNotelibraryforallofyourwriting.Itwillmakeyourlifeeasierinthelongrun.
4. UsetheEditCitationcommandtomakechangestocitationsindocuments.TryingtomakechangesonthescreenriskscorruptingtheEndNotecitations.
5. Ifyouareusingfootnotestyles,yourwordprocessorcontrolsthenumberingandplacementofthefootnoteandEndNotecontrolstheformatting.Soyouwillfirstneedtoinsertthefootnoteusingyourwordprocessor,theninserttheEndNotecita-tionintothatfootnote.
6. EndNoteprovidesfivewaysofimportingreferences:
l Onlinesearch
l Directexport
l Importingtextfiles
l ImportingPDFfiles
l ThroughtheCapturebuttoninEndNoteWeb,whichcanimportonerecordatatimeintoeitheranEndNoteoranEnd-NoteWeblibrary
Themethodyouusewilldependonwhichdatabasesyouneedtoworkwith.Talktoyourlibrarianaboutsearchingonlinedatabases.Theycantellyouwhichdatabasesyouhaveavailabletoyouandthebestwayofsearchingthem.
7. OnlinesearchusestheZ39.50Internetprotocol,astandardprotocolthatwasdevelopedjustforsearchingandretrievingbibliographicdata.Ithaslimitations.
l Itdoesnotworkthroughproxyservers.
l Itdoesnotusethesameportyourbrowseruses.
l Itisnotthesameprotocolyourbrowseruses.
8. EndNotecanbecustomized.
9. Forcollaboration,usetheEndNoteWebfeaturesetinEndNotetostorereferencesonlinewhereyourentireprojectteamcanaccessthem.
10. BackupyourEndNoteLibraries.
About ResearcherIDResearcherID.comisafreelyavailableresourcefortheglobal,multi-disciplinaryscholarlyresearchcommunity.Afterregistering,youareassignedanindividualIDnumberthatstayswithyouoverthecourseofyourcareer,regardlessofnamechangesorchangeininstitutionaffiliation.
ResearcherIDallowsyoutocreateanonlineProfileforshowcasingyourpublicationhistory.Itisdesignedtoassociateyouwithyourscholarlywork,thusassuringanaccuraterecordofoutputandattribution.Italsoprovidesagatewayforcolleaguestoquicklylocateyourpublishedworkandtoidentifyyouasapotentialcollaborator.
ResearcherID FeaturesAtResearcherID.com,youcan:
l Updateyourbiographical(Profile)informationatanytime;
l BuildyourpublicationlistbyusingWebofKnowledge,WebofScience,DistinctAuthorsets,orbyuploadingafile;
l ManageyourpublicationlistwithEndNoteWeb;
l ControlwhetheryourProfileispublicorprivate,muchlikepeopledoonFacebookandotherWebsites;
l ViewcitationmetricsforarticlesfoundintheWebofScience;and
l Searchtheregistrytofindcollaborators,reviewpublicationlists,andexplorehowresearchisusedaroundtheworld.
ResearcherID ToolsInaddition,ResearcherIDincludesaninteractiveLabsenvironmentforexplorationofauthor-levelmetrics.Thesetoolsallowforvisualanalysisofresearchnetworksbasedon:
l SubjectCategory
l Country/Territory
l Institution
l AuthorName
l PublicationYear
l GeographicLocation
Thetoolsinclude:
l Citing Articles Network-Visuallyexplorewhoiscitingyourarticles.
l Collaboration Network-Visuallyexploreyourcollaborationassociates.
l Badge-PlaceanimagegraphiconanyWebsitetoshowyourmembershipinResearcherID.Thebadgedisplaysareal-timesummaryofyourProfileandpublicationsonmouse-hover.
Would You Like to Know More?
l GotoResearcherID.com
l MoreinformationaboutResearcherID
http://researcherid.com/http://isiwebofknowledge.com/researcherid
Contacting Thomson ReutersCustomer Service
ContactSalesforgeneralproductinformation,pricing,quantitydiscounts,andreferralstodealers.
ContactCustomerServicetoordernewcopiesorupgradesofEndNote,tocheckbilling/shippingstatus,andtoregisteryoursoft-ware.
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Support
ContactTechnicalSupportifyouencounterproblemswhileusingEndNote.Whenyoucontactus,pleasehaveacleardescriptionoftheproblemandknowtheversionofyourWindowsoperatingorMacintoshsystem,EndNote,andwordprocessor.TofindtheEndNoteversionandserialnumber,startEndNoteandselectAboutEndNotefromtheEndNotemenu(Macintosh)ortheHelpmenu(Windows).
Forweb/e-mailorphonecontact,includinghoursandholidayclosures,pleasegoto:http://www.endnote.com/contact
Technicalsupporttipsarealsoavailablefromthehttp://science.thomsonreuters.com/techsupport/hours/siteandtheEndNoteDiscussionForum(seethesectionsthatfollowinthismanual).
International Customer and Technical Support
ForcustomersupportortechnicalsupportoutsideofNorthAmerica,visitourWebsitetocheckforalocaldistributor.
Gotohttp://www.endnote.com/distributorstofindcontactinformationforyourlocalEndNotesupport.
EndNote Web Site
TheEndNoteWebsite(http://www.endnote.com)containsfreetrainingoptionsincludingonlinevideosandWebclasses,atech-nicalsupportknowledgebase,andinformationonthelatestversionsofEndNote.Youcanalsofindupdatedstyles,filters,andconnectionfilesavailablefordownload.
EndNote Discussion Forums
IfyouwishtojoinanongoingforumofEndNoteuserslikeyourself,gotohttp://www.endnote.com/forum.YoucanbrowseseveralEndNotemessagelists,easilysearchfortopics,andjointoaddmessages.
JointheEndNotesocialnetworkat:
http://www.endnote.com/encontact.asphttp://www.endnote.com/encontact.asphttp://www.endnote.com/encontact.asphttp://science.thomsonreuters.com/techsupport/hours/http://www.endnote.com/distributorshttp://www.endnote.com/http://www.endnote.com/forum
l www.facebook.com/EndNote
l www.twitter.com/EndNoteNews
l www.youtube.com/endnotetraining
Technical Support & Services
GotoTechnicalSupport&ServicesforalistoffrequentlyaskedquestionswereceiveaboutEndNote.
Other Resource Contacts
EndNote Training
ToviewourEndNotetutorialsortodownloadupdates,outputstyles,import filters,documenttemplates,andmore,gotoourProd-uctTrainingpage.
Product Suggestions
TooffersuggestiononhowwecanimproveuponEndNote,gotoProductSuggestions.
Windows Printable Help File
ForacompletelistofprintableEndNoteHelptopics,gotohttp://endnote.com/support/helpdocs/EndNoteX6WinHelp.pdf.
Features Added to EndNote X3EndNoteX3includesthesenewfeatures:
l UsegroupsetstobetterorganizeyourEndNotereferences.Savereferencesingroupsandthensavesetsofgroupsingroupsets.Youcancollectbothcustomgroupsandsmartgroupswithinthesamegroupset.SeeAboutGroupsandGroupSets.
l CreateaseparatebibliographyforeachsectioninasingleMicrosoftWorddocument.SeeCreatingMultipleBibliographiesinaSingleDocumentandSections.
l InMicrosoftWord,multiplecitationsthataregroupedunderasinglenumbercanbedifferentiatedwithletters.SeeNum-beringCitations.
l FindevenmorefulltextdocumentswithFindFullText.UseOpenURLLinkresolversandproxysystemstofind,down-load,andautomaticallyattachfulltextPDFfilesalongwithcorebibliographicdata.SeeFindingFullTextforaReference.
l Easilysaveacopyofanattachedfile.SeeSavingaCopyofanAttachedFile.
l Useexpandedandupdatedbibliographicoutputstyles,import filters,andconnectionfiles.
l UseadditionalAppleScriptcommandstoautomateEndNotetasks.SeeAppleScriptandAppleScriptExamples.
l CiteWhileYouWritewiththefreeOpenOffice.orgWriterwordprocessor.SeeHowtoCiteWhileYouWritewithOpe-nOffice.orgWriter.
l UseEndNotewithfullcompatibilitywith64bitversionsofMicrosoftWindows.
Features Added to EndNote X4EndNoteX4addsthesefeatures:
http://www.facebook.com/EndNotehttp://twitter.com/#!/EndNoteNewshttp://www.youtube.com/endnotetraininghttp://www.endnote.com/support/ensupport.asphttp://www.endnote.com/support/ensupport.asphttp://www.endnote.com/support/ensupport.asphttp://www.endnote.com/support/ensupport.asphttp://www.endnote.com/support/ensupport.asphttp://endnote.com/training/http://endnote.com/training/http://endnote.com/training/http://endnote.com/training/http://endnote.com/training/http://endnote.com/ensuggest.asphttp://endnote.com/ensuggest.asphttp://endnote.com/ensuggest.asphttp://endnote.com/support/helpdocs/EndNoteX6WinHelp.pdf
l ImportandcreatenewrecordsfromPDFfiles.WhetheryouareimportingasinglefileorafolderofPDFfiles,EndNoteusesmetadataandDOIinformationtocreateanewreferenceandattachthesourcePDF.Basicbibliographyinformationwillbeaddedautomaticallyformostjournalarticles,conferenceproceedings,conferencepapers,andreports.
l SearchthecontentsofattachedPDFfiles.YouwillfindanewoptiononthefieldlisttosearchPDFfilesseparately,orincombinationwiththereferencedata.
l Createnewgroupsbycomparing,combiningorsuppressingexistinggroups.Thenewsmartgroupsareupdateddynam-icallyasyourlibrarygrows.
l Transferupto10,000referencesbetweenthedesktopandEndNoteWebtoshareonlinegroupswithotherEndNoteusers.SharedgroupsarenowincludedwhenyouCiteWhileYouWritefromEndNoteWeb.
l Editreferenceswhencomparingduplicatescopy/pasteandsavechangesintheside-by-sideview.
CiteWhileYouWritenewfeaturesinclude:
l Addhyperlinksbetweenin-textcitationsandthebibliographyreferenceinMicrosoftWordusinganyjournalstyle.
l Useexpandedfunctionalitywheneditingcitationstrackusageandmore.
l MeetthecompleteAPA6thstylerequirementsincludingspecifichandlingofreferenceswitheightormoreauthors,hyphen-atedfirstnamesandDOIdata.
l ImprovedfootnotehandlingfortheChicagoManualofStyleandsimilarfootnote-basedbibliographicstyles.
l TravelingLibraryenhancementsrecognizereferenceswhensharingWorddocumentsforbettercollaboration.
l GetaquickcitationreportofreferencescitedinaMicrosoftWorddocumentwithanewauto-groupintheEndNotelibrary.
What's New in EndNote X5?ThecurrentreleaseofEndNoteincludesthefollowingnewfeatures:
l EasilyconvertyourReferenceManagerdatabasestoEndNotedatabases.ThisfeaturesisavailabletousersofReferenceManager,versions11and12.
l WithinCiteWhileYouWrite,younowhavetheoptiontoconvertReferenceManagercitationsandbibliographiestoEnd-Notecitationsandbibliographies.ThisfeatureassumesthatyouhaveconvertedyourReferenceManagerdatabasetoanEndNotedatabase.
l AddandtransferfileattachmentstoreferencesinyourEndNoteWebaccountforgreatermobility.
l ViewandannotatePDFfilesintheEndNotelibrary.UpgradeorcreateyourWebaccountwithyourX5licensetoreceivethisexpandedfeature.
l FindReferenceUpdatesontheRecordEditwindowtoretrieveadditionalonlinedatasuchasthePMCIDrequiredforNIHgrants.
l SelectanewcitationoptionAuthor(Year)withintheFind&InsertMyReferencesdialoginCiteWhileYouWrite.
l SavetimewithnewconditionalformattingsubstituteemptyfieldswithalternatessuchasVolumeandPageswithDOI.SupportincludesDOI,PMCID,andEditor/Translatorconditions.
l Reviewduplicatereferencesquicklywithnewauto-highlightsforeachfieldwheredifferencesarefound.
l ViewnewDatasetandMusicreferencetypesaswellasnewfieldsforNIHMSIDandArticleNumber.
l Selectfromanexpandedsetofbibliographicstyles,importfilters,andconnectionfilesinstalledbydefaultoraddmorethroughcustomizing.
Note: ThomsonReutersrecommendsthatyouviewourWhatsNewvideoatwww.endnote.com/trainingoronyourEndNoteX5CD.
SeethefollowingHelptopicsformoreinformationaboutthesenewfeaturesinEndNote.
l FindingDuplicateReferences
l UpdatingReferences
l FieldSubstitutions(BibliographyandFootnotes)
l ConvertingaReferenceManagerDatabasetoEndNote
Note: ThomsonReutersrecommendsthatyouviewourWhatsNewvideoatwww.endnote.com/trainingfordetailedinformationaboutthenewfeaturesinEndNote.
IfyouhaveupgradedfromanearlierversionofEndNote,youmaywanttoseethefollowingtopicsinEndNoteHelp.
l FeaturesAddedtoEndNoteX3
l FeaturesAddedtoEndNoteX4
The EndNote LibraryAbout the EndNote LibraryBack Up Your LibrariesYourEndNotelibrarybecomesincreasinglyvaluabletoyouasyouaddreferencestoit.Consequently,itisimperativethatyoubackupyourlibraries,alongwithanyotherimportantdocuments.Eachlibraryismadeupofafilewiththeextension.ENLplusacorresponding.DATAfolder.Alwaysbackupboththe.ENLfileandthe.DATAfolder.
YoucanusetheSaveaCopycommandoroneoftheCompressedLibrarycommandstosaveacopyofyourlibrarytoaremov-abledisk(orelsewhere)forsafekeeping.SeeBackingUpYourEndNoteFilesformoreinformationaboutmakingbackupcopiesofyourfiles.
Related Topics: BackingUpYourEndNoteFilesImportantFilestoBackupImportantPointsAboutLibrariesLibrarySummarySaveaCopyofaLibrary
Important Points About LibrariesListedbelowaresomeimportantpointsabouttheEndNotelibrary.Detailedinformationabouteachoftheseitemsfollows.
l ThereisnolimittothenumberofreferencesyoucancreateinanEndNotelibrary.Itisrecommendedthatthenumbernotexceed50,000tomaintainefficientperformancemanagingthedatabase.
l Thereisnolimittothenumberoflibrariesyoucancreate,assumingthatyouhavethediskspacetostorethem.Werec-ommendthatyoukeepallthereferencesyouciteinyourpapersinoneprimarylibrary.
l YoucanselectdefaultlibrariestoopenautomaticallywhenEndNoteisstarted.
l Youcanopenmorethanonelibraryatatime.
l LibrariescreatedwiththeWindowsversionofEndNotecanbeusedbytheMacintoshversionofEndNoteandviceversa(seeTransferringLibrariesAcrossPlatforms).
l Eachlibrarycanbeindependentlymoved,copied,renamedordeletedusingtheWindowsExplorer(orbyopening"MyCom-puter").Alwaysmove,copy,renameordeleteboththemain.ENLfileandthe.DATAfolder;otherwise,youcanloseref-erencedata.
l Figures,Groups,andothersignificantfilesarestoredina[libraryname].DATAfolderwhichisinthesamefolderasyourmainlibraryfile.Thisfolderisanextensionofthelibrary,soremembertomove,copy,rename,ordeletetheassociatedDATAfolderalongwiththemainlibraryfile.
l Libraryfilenamesincludetheextension.ENL.Ifyourlibraryfilenamedoesnotincludean.ENLextension,WindowsExplorermaynotbedisplayingfileextensions.YoucanchangethissettinginWindowsExplorerifyouwish.
l TheLibrarywindowcanberesizedandthedisplayfontcanbechangedtoanyfontorsizethatyouprefer.
l TheLibrarywindowdisplaysamulti-columnreferencelist.Bydefault,thefirstcolumnshowsaRead/Unreadindicatorfol-lowedby:
l Authorl Yearl Titlel Ratingl Journal(orsecondarytitle)l ReferenceTypel URLl LastUpdated
Youcanchangetheorderofthefields,addfields,removefields,orchangethenameofafieldinthecolumnheadingsoftheLibrarywindow.SeeDisplayFieldsPreferencesformoreinformation.
Related Topics: BackUpYourLibrariesCreatingaNewLibraryLibrarySummaryOpeningaLibraryTheLibraryWindowTransferringLibrariesAcrossPlatforms
Library SummaryToseeasummaryofstatistics aboutthecurrentlyopenlibrary,gototheToolsmenuandselectLibrarySummary.
Ifyouwishtosaveandprintthisinformation,usethe"Copytexttoclipboard"buttonandthenpastethetextintoawordprocessordocument.
Foralistofstatisticsabout aspecificreference,seeRecordSummary.
The Library WindowThe Library WindowWhenyoufirstopenalibraryinEndNote,youseeaLibrarywindowmadeupoffourdifferentpanels.
l TheGroupsPanell ThePDFViewerPanell TheReferenceListPanell TheSearchPanell TheTabsPanel
YoucanclickonapaneltomakeitactiveorpressF6tojumpfromonepaneltoanother.
Theselectionofgroupsandmenucommandsdependsonthedisplaymodethatyouselect.SeeTheDisplayModes.
The Library Toolbar
TheLibrarytoolbarprovidesvariouscommandsthatallowyoutomanageyourreferences.Foradescriptionofeachcommand,seeTheLibraryToolbar.
Selecting the Sync Feature
YourpurchaseofEndNoteX6entitlesyoutoatwo-yearfreesubscriptiontoEndNoteWebouronlineversionofEndNotedesk-top.
TheSyncfeatureallowsyoutosynchronizethereferencesinyourEndNotelibrarywiththereferencesinyourEndNoteWeblibrary.YoumustregisterandhaveanactiveEndNoteWebaccounttoinitiatetheSyncprocess.
I Already Have an EndNote Web Account
1. ClicktheSyncbuttoninthetoolbartogotoanEndNoteWebLogindialog.
2. EnteryourEndNoteWebe-mailaddress.
3. EnteryourEndNoteWebpassword.
4. ClickOK.
TheSyncprocessshouldautomaticallybeginsynchronizingyourEndNotedesktopreferenceswithyourEndNoteWebref-erencessothatanexactmatchexistsinbothlibraries.
SinceyoualreadyhaveanEndNoteWebaccount,EndNotepopulatesthefieldsontheSyncPreferencespagewiththee-mailaddressandpasswordthatyouenteredontheEndNoteWebLogindialog.Lateryoucanchangethedatainthesefieldsifyoueverchangeyoure-mailaddressorpassword.
Note:TheSynclibrarythatyoudefinedinSyncPreferencesmustbeopenandcurrentlyactivetoperformtheSyncprocess.Moreover,youcannotinitiatetheSyncprocesswhileinOnlineMode.
I Do Not Have an EndNote Web Account
SinceyoudonothaveanEndNoteWebaccount,youmustcreateone.Registrationisfastandeasyandactivatesyourtwo-yearEndNoteWebaccountwhencompleted.
1. ClicktheSyncbuttonintheLibrarytoolbartogotoanEndNoteWebLogindialog.
2. ClicktheSignUpbuttontogotoaUserRegistrationdialog.
3. Enteryoure-mailaddressintheUserRegistrationdialog.Retypeyoure-mailaddress,andthenclicktheContinuebutton.
4. EnteryourpersonalinformationintherequiredfieldsonthenextUserRegistrationform.Forexample,enteryourname,apassword,atitle,andfillintheremainingfields.
5. ClicktheIAgreebuttontocompletetheregistrationprocessandtobeginsynchronizingyourEndNoteWeblibrarywithyourEndNotelibrary.
OnceyoucreateyourEndNoteWebaccount,EndNotepopulatesthefieldsontheSyncPreferencespagewithyoure-mailaddressandpasswordthatyouenteredduringregistration.Lateryoucanchangethedatainthesefieldsifyoueverchangeyoure-mailaddressorpassword.
Note:WerecommendthatyoucreateacompressedlibrarybackupthefirsttimethatyouinitiatetheSyncprocess.SeeSavingaCompressedCopyofaLibraryformoreinformation.
SeeSyncPreferencesandOverviewoftheSyncProcessformoreinformationaboutthisfeature.
Selecting a Layout Mode
ClicktheLayoutbuttoninthelowerright-handcorneroftheLibrarywindowtodisplayamenuthatlistssevendifferentlayoutoptions.
Groups Panel
Left / Off:ThislayoutallowsyoutohideorshowtheGroupspanel.Youcanusethisoptionincombinationwithanyoftheotherlayoutoptions.
Reference Panel
Right:ThislayoutallowsyoutocombinetheReference,Preview,andPDFViewertabsasonepaneltotherightoftheReferencelistinacolumnararrangement.Thisisthedefaultlayoutoption.
Right - Split:ThislayoutallowsyoutoarrangetheReference/PreviewtabsandthePDFViewerpaneltotherightoftheReferencelistinacolumnararrangement.
Bottom:ThislayoutallowsyoutocombinetheReference/PreviewtabsandthePDFViewertabinasplitarrange-mentbelowtheReferencelist.
Bottom - Split:ThislayoutallowsyoutocombinetheReference,Preview,andPDFtabsinonepanelbelowtheReferencelist.
Off:ThislayoutallowsyoutohidetheReference,Preview,andPDFViewerpanels.EndNotedisplaysonlytheGroupspanelandtheReferencelistside-by-side.
Selecting the Search Panel
TheSearchpaneldisplaysatthetopoftheEndNotewindowregardlessofwhichlayoutoptionyouselect.
TobeginasearchofyourEndNotelibrary,selectthegroupofreferencesyouwanttosearchandthenselectSearchLibraryfromtheToolsmenu.YoucanalsoclicktheShowSearchPanelbuttontodisplaytheSearchpanelandtheHideSearchPaneltohidetheSearchpanel.
Tobeginasearchofanonlinedatabase,clickonthedatabasenameintheGroupspanelunderOnlineSearchorgototheToolsmenuandselect OnlineSearch.SeeTheSearchPanelformoreinformation.
Selecting a Display Mode
YoucanchoosefromthreedifferentdisplaymodesintheLibrarywindow.
Integrated Library & Online Search Mode:Allgroupsandcommandsareavailable.Whenyoudownloadreferencesfromanonlinedatabase.EndNotesavestheminyouropenlibrary.
Local Library Mode:Displaysautomaticgroups,customgroups,andsmartgroups.OnlineSearchgroupsarenotavailable.
Online Search Mode:Searchanddownloadreferencesfromonlinedatabases.Inthismode,onlyOnlineSearchgroupsareavail-able.Referencesaredownloadedintoatemporarylibrary.TheyareremovedwhenyoucloseEndNote.
Toswitchbetweenthesemodes,clickontheappropriatetoolbarbutton.
Formoreinformation,seeTheDisplayModes.
Resizing the Library Window
YoucanresizetheLibrarywindowbyclickingthewindowborderinthelowerrightwindowcorneranddraggingtothedesiredsizeorbyclickingthemaximize/minimizebuttonsintheuppercorneroftheLibrarywindow.
EndNoteremembersthenewsizeoftheLibrarywindowaswellasitslocationonthescreen.ThenexttimeyouopenEndNote,thelibraryappearswiththesamedimensionsandinthesamelocationaswhenyoulastclosedit.EachEndNotelibrarycanhaveitsownuniquedimensionsandscreenlocation.
Changing the Library Display Font
Bydefault,EndNotedisplaystherecommendedsystemfontspecifiedforyourversionofWindows.
YoucanselectadifferentfontandsizeforthetextdisplayedintheLibrarywindowbyusingEndNotespreferences.Thelistofref-erencesintheLibrarywindowusesthefontandfontsizeasdefinedfromtheLibrarytabinDisplayFontspreferences.
ThePreviewtabontheTabspanelusestheGeneraldisplayfont.ChangesmadetothedisplayfontsapplytoallEndNotelibrariesopenedonthatcomputer.
SeeDisplayFontsPreferencesforinstructionsonhowtochangethedisplayfont.
Note:ChangingthedisplayfontsdoesnotaffectthefontEndNoteuseswhenitcreatesabibliography.EndNoteusesthefontofyourpaperforthebibliography.
Changing the Display Fields
Bydefault,thefirstcolumnintheLibrarywindowdisplaysaRead/Unreadindicatorfollowedby:
l FileAttachments
l Author
l Year
l Title
l Journal/SecondaryTitle
l Rating
l ReferenceType
l URL
l LastUpdated
Youcanchangetheorderofthefields,addfields,removefields,orchangethenameofafieldinthecolumnheadingsoftheLibrarywindow.SeeDisplayFieldsPreferencesforinstructiononhowtochangethedisplayfields.
Onceyouhavesetthedesireddisplayfields,youcanadjust thecolumnwidthsbydraggingthebarbetweencolumnheadings.
Changing the Reference List Sort Order
Bydefault,thereferenceslistedintheLibrarywindowaresortedbythefirstauthorslastname.
YoucanchangethesortorderbyselectingSortLibraryfromtheToolsmenuorbyclickingthecolumnheadings.Whenyousortalibrary,thatsortorderisretainedevenafteryoucloseandreopenalibrary.SeeSortingtheLibraryformoreinformationaboutsort-ing.
Related Topics:DisplayFieldsPreferencesDisplayFontsPreferencesImportantPointsAboutLibrariesNavigatingintheLibraryWindowRecordSummaryShowingaReferencePreview
The Library Window Display ModesYoucanchoosefromdifferentdisplaymodesintheLibrarywindow.YoumaywanttoalwaysworkinIntegrated Library & Online Search Mode,whereallgroupsandcommandsareavailable.Whenyoudownloadreferencesfromanonlinedatabase,theyaresaveddirectlyintoyouropenlibrary.
TheotheroptionistoworkprimarilyinLocal Library ModeandswitchtoOnline Search Modewhenyouwanttosearchanddownloadreferencesfromanonlinedatabase.InLocalLibraryMode,theOnlineSearchgroupsarenotavailable;onceyouselecttheOnlineSearchcommandfromtheToolsmenu,youareautomaticallyswitchedtoOnlineSearchMode.InOnlineSearchMode,onlytheOnlineSearchgroupsareavailable, andreferencesaredownloadedintoatemporarylibrary.Thisallowsyoutodownloadreferencesfromonlinedatabaseswithoutaffectingyourlocallibrary.ManylibrarycommandsarenotavailableinOnlineSearchMode.
Toswitchbetweenthesemodes,clicktheappropriatetoolbarbutton.
Integrated Library & Online Search Mode
Whenyoufirstcreatealibrary,IntegratedLibrary&OnlineSearchModeisineffect.Allgroupsandmenucommandsareavail-able.Whenyouperformanonlinesearch,thefoundreferencesaredownloadeddirectlyintothecurrentlyopenlibrary.
WhenyouclosealibrarywithIntegratedmodeineffect,thatsettingisretained;whenyouopenthelibraryagain, allgroupsareavailable.
Local Library Mode
LocalLibraryModedoesnotdisplayOnlineGroups.Itdisplaysautomaticgroups,customgroups,andsmartgroups.Itkeepsyoufrominadvertentlysearchinganonlinedatabaseanddownloadingreferencesintoyourcurrentlyopenlibrary.
WhenyougototheToolsmenuandselectOnlineSearch,orclicktheOnlineSearchModeicononthetoolbar,EndNoteswitchesintoOnlineSearchMode.
WhenyouclosealibrarywithLocalLibraryModeineffect,thatsettingisretained;whenyouopenthelibraryagain,onlylocallibrarygroupsareavailable.
Note:YoucanstilluseFindFullText,usetheImportcommand,ordirectdownloadreferencesintoyourlocallibrary.OnlyanOnlineSearchcommandswitchestoOnlineSearchMode.
Online Search Mode
SelectOnlineSearchModeifyoudonotwanttoautomaticallydownloadfoundreferencesdirectlyintoyouropenlibrary.YoumayprefertoperusethedownloadedreferencesandthencopyonlyspecificreferencesintoyourpermanentEndNotelibrary.
WhenOnlineSearchModeisineffect,theonlygroupsavailableintheLibrarywindowareOnlineSearches,aswellastheauto-maticgroupsOnlineReferencesandOnlineTrash.WhenyouretrievereferencesfromanonlinedatabaseinOnlineSearchMode,thereferencesaredownloadedintoatemporarylibrary.Ifyouwanttosavethereferencesyouhavedownloaded,youmustcopythemtoanexistingEndNotelibrary.
WhenOnlineSearchModeisineffect,manymenuitemsaredisabled.Youcannotsavechangestoanindividualreferenceormakeglobalchangestoreferences.
WhenyouclosealibrarywithOnlineSearchModeineffect,thatsettingisnotretained;whenyouopenthelibraryagain,LocalLibraryModeisineffect,withonlylocalgroupsavailable.
Related Topics: AbouttheLibraryWindowImportantPointsAboutLibrariesTheGroupsPanelTheReferenceListPanelTheTabsPanel
The Groups PanelGroupsaresubsetsofreferencessavedforeasyretrieval.TheleftpaneloftheLibrarywindowlistsseveralgroupsetsthatincludevarioustypesofgroups:automaticgroups,customgroups,smartgroups,OnlineSearchgroups,andFindFullTextgroups.Eachisdescribedbelow.
AnewlibrarymaydisplayonlythepermanentAllReferences,Unfiled,andTrashgroups.TodisplayagroupofreferencesintheReferenceListpanel,clickthegroupname.
Note:Ifyoufindthatnotallgroupsareavailable,seeTheLibraryWindowDisplayModes.
Group Sets
GroupsetsareindicatedbygroupsetheadingsintheGroupspanel.Somegroupsetsarepermanent,andcannotberemoved.TheseincludeOnlineSearchandFindFullText,whicharedescribedbelow.Anewlibrarybeginswithonegroupset:MyGroups.Youcanrenameit atanytime.Youcanalsocreateanynumberofadditionalcustomgroupsets.Groupsetscancontainanycom-binationofcustomgroupsandsmartgroups,asdescribedbelow.
Expandorcollapsethelistofgroupsunderagroupsetheadingbyclickingtheplus(+)orminus(-)button.Clickanddragagroupsetheadingtomovethegroupsettoanewlocation.
Formoreinformationaboutgroupsets,seeUsingGroupSets.
Automatic Groups
Automaticgroupsincludebothpermanentandtemporarygroups,arelistedatthetopoftheGroupspanelintheLibrarywindow,andcannotbechanged.
Thepermanentgroupsare:
All References: Thisdisplaysallofthereferencesinthecurrentlibrary.Ifyouhighlightasubsetofreferencesinthisgroupandthendisplayonlythoseselectedreferences,thenameofthegroupchangestoShowingReferences.Thestatuslinealongthebot-tomofthewindowwillalwaystellyouhowmayreferencesyouareviewingplusthetotalnumberofreferencesinthelibrary.
Sync Status:Thisisnotreallyagroup.TheSyncStatusbuttonallowsyoutoopentheSyncStatsdialogtoreviewinformationabouttheEndNotelibrarythatyouselectedtosynchronizewithyourEndNoteWeblibrary.Thedialogtellsyouthenumberofref-erencesandthenumberoffileandfigureattachmentsthatEndNoteupdatedduringthelastSyncprocess.A"Copytexttoclip-board"buttonallowsyoutocopythetexttoaclipboard,andthenpastethetextinatextfile.
Sync Conflicts Group:ThisgroupcontainsallofthereferencesforwhichEndNotehasidentifiedaconflictbetweenanEndNotereferenceandEndNoteWebreference.
Unfiled:Thisgroupcontainsthosereferencesthatarenotpartofacustomgroup(andoptionallynotpartofasmartgroup).Right-clickUnfiledtodisplayacontextsensitivemenuandtogglethesetting"ExcludeSmartGroupsinUnfiled/IncludeSmartGroupsinUnfiled".
Trash:ThisgroupcontainsthereferencesyouhaveremovedfromthelibrarybyselectingMoveReferencestoTrashfromtheRef-erencesmenu.Whilethereferencesareofficiallynolongerinyourlibrary(theywillnotappearinanyothergrouporreferencelist,theyarenotincludedinyourreferencecount, andtheycannotbesearchedorcited),theyarenotcompletelydeleteduntilyougototheReferencesmenuandselectEmptyTrash.UntilyouselectEmptyTrash,youcanstilldragreferencesfromtheTrashgroupbacktoyouractivelibrary.
Temporary Groups
Copied References:ThistemporarygroupdisplaysthelastgroupofreferencesthatwereretrievedinOnlineSearchModeandthencopiedintoyourpermanentlibrarywiththeReferences>CopyReferencesTocommand.
Duplicate References:Thistemporarygroupdisplaystheresultsofduplicatedetectioninyourlibrary.YoucanrunduplicatedetectionwiththeReferences>DetectDuplicatescommand.SeeFindingDuplicateReferences.
Imported References: ThistemporarygroupdisplaysthelastsetofreferencesimportedintothelibrarywiththeFile>Importcommand.SeeGeneralImportingInstructions.
Search Results:Thistemporarygroupdisplaysthemostrecentsearchresults.Eachtimeyourunanothersearchonthelibrary,thisgroupisreplaced.SeeSearchingforReferences.
Find Full Text groupsarealsoautomaticandtemporary,buttheyappearunderaFindFullTextgroupset,describedbelow.
Note:Whenyouclosealibrary,alltemporarygroupsaredeleted.Onlythegroupsaredeleted;thereferencesarestillinthelibrary!
Custom Groups, Smart Groups, and Combination Groups
Customgroups,smart groups,andcombinationgroupsareuserdefined.Youcancreateupto5,000userdefinedgroupsandorganizethemingroupsets.
Youcaneasilydraganddropindividualreferencesorlistsofselectedreferencestoandfromcustomgroups.Customgroupsareupdatedonlywhenyouspecificallyaddorremovereferences.
Smartgroupsaredynamicallyupdatedbyapplyingsearchcriteriatoeachreferenceasitisaddedorupdated.
Combinationgroupsincludecustomgroupsandsmartgroups.
Formoredetailedinformationaboutsavingreferencesingroups,andsavingthosegroupsingroupsets,seeAboutGroups.
Online Search
TheOnlineSearchsectionintheGroupspanellistsyour"favorite"connectionfilesforonlinesearching.Whenyouclickononeoftheseconnectionfilenames,theSearchpanelbecomesactiveandyouareconnectedtotheselectedonlineserviceinordertobeginsearching.Formoreinformationaboutonlinesearching,seeHowtoSearchanOnlineDatabase.
IftheOnlineGroupssectionisnotavailableintheGroupspanel,youmaybedisplayingtheLibrarywindowinLocalLibraryMode.SeeTheLibraryWindowDisplayModes.
Find Full Text
TheFindFullTextgroupsetliststemporarygroupsthatappearwhenyouselectFindFullTextfromtheReferencesmenu.Thegroupsremainforthecurrentsession,butdisappearwhenyouclosethelibrary.
Searching...:ThisgroupdisplaysthecurrentsetofreferencesforwhichEndNoteisattemptingtofindeitherthefulltextfileofeachreferencedworkoratleastaURLtothereferencedwork.Whenthefulltextsearchiscompleted,thisgroupisdeleted.ThosereferencestowhichfulltextoraURLwasaddedaredisplayedinaFoundPDFgrouporaFoundURLgroup.
Found PDF:ThisgroupdisplaysthesetofreferencesforwhichEndNoteinsertedthePDFfileofthereferencedworkasanattachment.ThesereferencesdisplayapaperclipiconintheFileAttachmentscolumnofthereferencelist.IfaURLisalsofound,itisaddedtothereference,butthereferenceisnotincludedintheFoundURLgroup.
Found URL: ThisgroupdisplaysthesetofreferencesforwhichEndNoteinsertedaURLtothereferencedwork.
Not Found: ThisgroupdisplaysthesetofreferencesforwhichEndNotecouldnotidentifyafulltextPDFfileoraURL.TheseareonlyfromthesetofreferencessearchedwiththeFindFullTextcommandduringthissessionoftheEndNotelibrary.
FormoreinformationaboutFindFullText,seeFindingFullTextforaReferenceandHowtoFindandRetrieveFullText.
Related Topics: AbouttheLibraryWindowImportantPointsAboutLibrariesTheDisplayModesThePDFViewerPanelTheReferenceListPanelTheSearchPanelTheTabsPanel
The PDF Viewer PanelSelectalayoutviewfromtheLayoutmenulocatedintheright-handcorneroftheLibrarywindow.
SelectthePDFtabfromtheLibrarywindowortheReferencewindowtoopenthePDFViewerpaneltoreviewandannotateattachedPDFfiles.
ToopenaPDFfile,selectareference,andthen:
l Right-click>FileAttachments>OpenFile
l Referencesmenu>FileAttachments>OpenFile
l Double-clickthePDFfile
Attaching PDF Files
YoucanattachPDFfilesandviewtheminthePDFViewerpanelinvariousways.
l ClicktheAttachFiles(paperclip)icononanyPDFtabtoopenaselectfiledialog.
l SelectafieldintheReferencewindow.FromtheReferencesmenu,selectFileAttachments>AttachFiletoopenaselect filedialog.
l SelectafieldintheReferencepanel.Right-clicktoopenacontextualmenu.SelectFileAttachments>AttachFiletoopenaselectfiledialog.
l SelectthePDFViewerpanel.PressCtrl+Alt+Atoopenaselectfiledialog.
ClicktheSavePDFicononthePDFViewertoolbartosaveyourwork.YoucanalsonavigatetoanotherreferenceandEndNotewillpromptyoutosaveyourwork.
Navigating the PDF Viewer Panel
EndNoteallowsyoutoopenandannotatePDFfileswithinthePDFViewerpanel.Select areferencewithattachedPDFsfromthereferencelisttoviewaPDFfile.
YoucanresizetheStickyNotetextboxtoenterandviewmoretextbygrabbingaresizehandleatanycornerofthetextboxanddraggingituntilyoureachthedesiredsize.
Using PDF Viewer Toolbar
AtoolbarappearswithinthePDFViewerpanelthatdisplaysthefollowingoptions.
MoveyourcursoroveranicononthetoolbartoseeAlttexttoexplainitsfunction.Forexample,Alt(hover)textforthefirstthreeiconsdisplays:
l OpenPDFFileintheReferenceWindow
l SavePDF
l PrintPDF
Right-clickwithinanopenPDFfiletodisplayacontextualmenuthatincludesmanyoftheseoptionsplusotheroptions,suchas:
l OpenwithAdobeAcrobat
l OpeninReferenceWindow
l E-mailAttachment
l Remove(deletesthecurrentPDFfile)
l ShowNotes/Markup
l HidesNotes/Markup
Using the Find Feature
TheFindfeatureallowsyoutosearchforwordsandphraseswithinaPDFdocument.EnteryourtermsinthetextboxandpressEnter.UsetheNextandPreviousbuttonstofindthenext/previousinstanceofasearchterm.
TheFindfeatureonlysearcheswithinthecurrentlyopenPDF.YoucannotusethisfeaturetosearchthereferencefieldsintheReferencepanelortosearchotherPDFfilesthatareattachedtothecurrentreference.
TheFindfeaturehighlightsandreturnmatchesthatcontainthesearchqueryfollowedbyanyothercharacters. Forexample:
l Asearchonhospital findshospital,hospitals,hospitalization,andsoon.
l Asearchonhospital care findsmatchesthatcontainthephrasehospital careonly.
l Asearchonhospital carefindsmatchesthatcontainthephrasehospitalcare(thephrasemustcontainthequotationmarks).
Adding Sticky Notes and Highlighting PDF Text
WithinthePDFViewer,youcanmakeannotations(stickynotes)andhighlightselectedtextwithinaPDF.BothaStickyNoteandaHighlightTexticonappearinthetoolbarinthePDFViewerpanel.
Add a Comment
1. GotoasectioninthePDFwhereyouwanttoaddacomment.
2. Selectthetextwhereyouwanttoinsert acomment.
3. SelecttheStickyNoteiconfromthetoolbar.
4. Double-clicktheStickyNoteiconthatappearsinthePDFfiletodisplayaStickyNotetextbox.
5. EnteryourcommentsintheStickyNotetextbox.
6. ClicktheSavePDFiconinthetoolbartosaveyourchanges.
Note:Todeleteastickynote,right-clickwithinthePDFViewerpaneltoopenacontextualmenu,andthenselecttheDeleteAnnotationoption.
Highlight Text
1. GotothesectioninthePDFwhereyouwanttohighlighttext.
2. SelectthetextwithinthePDFthatyouwanttohighlight.
3. SelecttheHighlightTexticon.Thecoloroftheselectedtextchangestoyellow.
4. ClicktheSavePDFiconinthetoolbartosaveyourchanges.
Tohidestickynotesandhighlightedtext,moveyourcursoroverthetext.Right-clicktodisplaythecontextualmenu.Select theHideNotes/Markupoptionfromthemenu.
Notes:
l Stickynotecommentsaresearchableusingthe"AnyFieldandPDF"and"PDFNotes"optionsfromtheFieldlist.
l Stickynotesarenotprintable.TheydonotappearwhenthePDFfileisprinted.
l YoucannotmovestickynoteswithinaPDFfile.
The Reference List PanelTheReferenceListpaneldisplaysallthereferencesinthecurrentlyselectedgroup.Alltheoptionsfromthetoolbarareavailable.
SeeToolbarsformoreinformationabouttheseoptions.
Display Fields
Bydefault,thefirstcolumnintheLibrarywindowdisplaysaRead/Unreadindicatorfollowedby:
l FileAttachments
l Author
l Year
l Title
l Journal/SecondaryTitle
l Rating
l ReferenceType
l URL
l LastUpdated
Changing the Order of the Fields or Adding / Removing Fields
Youcanchangetheorderofthefields,addfields,removefields,orchangethenameofafieldinthecolumnheadingsoftheLibrarywindow.SeeDisplayFieldsPreferencesformoreinformation.
1. FromtheEditmenu,selectPreferences.
2. ClicktheDisplayFieldsoptioninthelist.
3. SelectthedesiredfieldfromtheFieldlist.Youmayselect uptoeightfieldstobedisplayedintheLibrarywindow.Select "[Donotdisplay]"insteadofafieldnameifyouwanttoshowfewerthaneightfields.
4. Bydefault,thecolumnheadingintheLibrarywindowisthesameastheGenericnameofthefield(theFigurefieldisindi-catedbyfig.,andtheFileAttachmentsfieldisindicatedbyapaperclipicon).IfyouwouldliketochangethenamefortheLibrarywindowdisplay,youmaydosobyenteringanewnameintheHeadingsectionnexttothechosenfield.
5. IfyouwouldliketodisplayallauthornamesundertheAuthorheadinginthelibraryreferencelist,ratherthanjustthefirstauthor,selectthecheckboxnexttotheDisplayallauthorsintheAuthorfield.
6. ClickOKtosavethechangesandclosethePreferencesdialog.
Note: Thesesettingsapplytoalllibraries.
Reference List Sort Order
Bydefault,thereferenceslistedintheLibrarywindowareautomaticallysortedbythefirstauthorslastname.
YoucanchangethesortorderbyselectingSortLibraryfromtheToolsmenu(seeSortingtheLibrary)orbyclickingthecolumnheadings.Whenyousortalibrary,thatsortorderisretainedevenafteryoucloseandreopenalibrary.Forexample:
Whenyousortthelibrary,charactersortingiscarriedoutaccordingtothelanguageandlocalsettingsofyouroperatingsystemunlessyouspecifyadifferentlanguageintheSortOptionsdialog.Thisdetermineswhetheraplain"a"issortedbeforeorafter"".
EndNotedoesnotrememberthesortorderforallgroups.EndNotedisplaystheresultsofasearchintheorderinwhichtheyarefound.Similarly,afterimportingreferences,EndNotedisplaysthenewlyimportedreferencesintheorderinwhichtheywereimported.Thisbehaviorgreatlyenhancesthespeedofthesetwofunctions.SelectingtheChoosingShowAllReferencesoptionfromtheReferencesmenureturnsallofthereferencestotheLibrarywindowandliststhemaccordingtothelastsortorderspec-ified.
Note:SeeSortOrder:BibliographiesandMultipleCitationsabouthowtosetthesortorderforabibliographicstyle.SeeSortingPreferencesforinformationabouthavingEndNoteignorecertainwordsornameswhensortingreferences.
Navigating in the Reference List
Thereareanumberofwaystobrowsethroughyourreferences.
l ScrollthroughthelistofreferencesintheLibrarywindowbyclickingintheverticalscrollbarwiththemouse.
l UsetheUpandDownarrowkeystomoveupordownthereferencelist.
l Sortreferencesinthelistbyclickingonacolumnheading.Forexample,clicktheYearheadingtosortthereferencesbydescendingorascendingyear.
l Typealettertoselectthefirstmatchingreference.Thematchingdependsontheorderinwhichthelibraryissorted.IfthelibraryissortedbytheAuthorfield,typingaletterselectsthefirstreferenceinwhichtheauthorslastnamebeginswiththatletter.
Forexample,typingtheletter"Z"selectstheZartmanreferenceinoursamplelibrarysinceZartmanisthefirstauthorsnametobeginwitha"Z."Typeseverallettersandtheselectionjumpstothefirstnamethatbeginswiththosetypedletters.Lettermatchingstartsoverafterahalf-secondpause.
l TheHomeandEndkeysgotothefirstorlastreferencerespectively.ThePageUpandPageDownkeysallowyoutomoveupordowntheReferencelist.
l Tofindspecificreferences,selectSearchLibraryfromtheToolsmenu.(SeeSearchingforReferencesformoreinfor-mation.
Related Topics: TheLibraryWindowImportantPointsAboutLibrariesTheDisplayModesThePDFViewerPanelTheGroupsPanelTheTabsPanel
The Search PanelTheSearchpaneldisplaysatthetopoftheEndNotewindowregardlessofwhichlayoutoptionyouselectfromtheLayoutmenulocatedintheright-handcorneroftheLibrarywindow.
TheShowSearchPanelandtheHideSearchPanelinthetopright-handcornerofthewindowallowsyoutoshoworhidetheSearchpanel.
TobeginasearchofyourEndNotelibrary,selectthegroupofreferencesyouwanttosearchandthenselectSearchLibraryfromtheToolsmenu.YoucanalsoclicktheShowSearchPanelbuttontodisplaytheSearchpanelandtheHideSearchPaneltohidetheSearchpanelfromview.
Tobeginasearchofanonlinedatabase,clickonthedatabasenameintheGroupspanelunderOnlineSearchorgototheToolsmenuandselect OnlineSearch.
Search Line
AsearchlineincludesaLogicaloperator,thefieldtobesearchedfromtheFieldlist,theComparisonoperator,andablankfieldthatyouenteryoursearchterms.Usetheplusorminusbuttonstotherightofeachsearchlinetoinsertordeletealine.
Boolean Operator List
TheAND,OR,andNOToperatorsbetweenthesearchlinesindicateshowthesearchlinesaretobecombined.SeeCombiningSearchLineswithAND,OR,andNOTOperators
Field List
TheFieldlistallowsyoutorestrictyoursearchtoaparticularfieldsuchasAuthor,Year,orKeywordsorAnyField.Bydefault,theFieldlistsaresettosearchAuthor,thenYear,thenTitle.
YoucanalsorestrictyoursearchtoPDFfilesattachedtoareferencesbyselectingthePDFoptionfromthefieldlist.TheAnyField+PDFoptionallowsyoutosearchanyfieldwithinareferenceandallPDFfilesintheselectedgroupthatyouaresearching.
SeeRestrictingSearchestoSpecificFieldsformoreinformation.
Comparison List
SelectanitemfromtheComparisonlisttoindicatehowthesearchtermshouldrelatetothefield(s)beingsearched.Forexample,youcanfindreferencesinwhich:
l TheJournalfieldbeginswiththeterm"science"
l TheJournalfieldcontains"science"anywhereinthefield
l ThefullJournalnameis"science"
SeeUsingComparisonOperatorsformoreinformation.
Search Fields
Thesearchtermisthewordorphrasethatyouwanttolocateinareference.Enteryoursearchtermsinoneormoresearchfields.
UsetheOptionsbuttontoinsertaTaborCarriageReturninasearchline.
Asterisk ( * ) Wildcard
Expandyourlibraryretrievalresultsbyaddingwildcardsbeforeandaftersearchterms.Theasteriskrepresentsanygroupofchar-acters.
l FieldsandPDFfilescanbesearchedusingtheasteriskwildcard.
l Nominimumcharacterlengthisrequired.
l Stopwordsdonotapplysothetermsometh*inaqueryfindsthetermsomething.
Reminder:EndNoteautomaticallyappliesleft-andright-handtruncationtoyoursearchterms.However,youcanstillusetheasterisk(*)wildcardbeforeandafterasearchterm.
Search Set List
UsethesearchsetlistabovethesearchfieldstospecifythesetofreferencestosearchandhowthesearchresultsshouldbecombinedwithotherreferencesintheLibrarywindow.Bydefault,EndNotesearchesthegroupofreferencescurrentlydisplayedandshowsonlytheresultsofthesearch.
Match Case
Bydefault,EndNoteignorescapitalizationwhensearchingfortextinalibrary.Forexample,asearchforthetextpaleontologyalsofindsPaleontology.
Whenyouselect theMatchCaseoption,EndNotefindsrecordsinwhichthesearchtermisspelledexactlyasyoutypeditinasearchfield.Forexample,ifyouenterAIDSandyouselectMatchCase,EndNoteignoresthewords"aids"and"Aids"andfindsonlytheacronymAIDS"
Whenyouselect theMatchCaseoption,asearchforspecificdiacriticalmarkssuchas,andwillmatchthoselettersexactly.Thus,asearchforrsumwillnotfind"resume."Ifyouwanttofindallvariationsofaletter,deselecttheMatchCaseoption.
Match Words
Whenyouselect theMatchWordsoption,EndNotefindsexactmatchesofthesearchtermratherthanpartial-wordmatches.Forexample,asearchfortheterm statefindsreferenceswiththeword"state"whileignoringwordslike"statehood"or"understated."
Save Search and Load Search
IfyoufrequentlyusethesamesearchstrategiesontheSearchpanel,youcanusetheOptionsbuttontosavethesesearchesandlaterloadthemwhenyouneedthem.SeeSavingSearchStrategies.
Set Default and Restore Default
ClicktheOptionsbuttonandselectSetDefaulttosavetheconfigurationofalloftheitemsontheSearchpanelexceptforthesearchterms.ClicktheOptionsbuttonandselectRestoreDefaultatanytimetoreturnthetabtothatconfiguration.SeeSearchCommandTipsformoreinformation.
The Tabs PanelTheTabspanelincludesthreetabs:Reference,Preview,andPDF.
YoucanchangethelayoutoftheLibrarywindowbyclickingtheLayoutbuttoninthelowerright-handcorneroftheLibrarywindowtodisplayamenu.Therearesevendifferentlayoutsfromwhichtochoose.SeeTheLibraryWindowforadescriptionofthesixlay-outoptions.
TochangetheheightoftheTabspanel,clickthebarthatseparatesit fromthereferencelist,anddragupordown.Whenthecur-sorisoverthisarea,itchangestoindicatethatyouareintherightplacetoresizethepanel.
The Reference Tab
SelecttheReferencetabfromtheEndNotewindowtoeditthecontentsofthehighlightedreferenceintheReferencepanel.
MostfunctionalityisthesameasworkingintheReferencewindow.Entertextinafieldbyclickingonthefield.Alleditcommandsareavailableviathemenusincludingcontext-sensitivemenus.Right-click(Windows)inthereferencetodisplaycommonoptionssuchasCut,Copy,andPaste.
Openthecontext-sensitivemenutoviewthefollowingoptions.
l Cut
l Copy
l Paste
l PastewithTextStyles
l Clear
l SelectAll
l GoTo...
l OpenTermLists
l SpellCheck
l FileAttachments
l FindFullText
l FindReferenceUpdates
l URL
l Figure
Navigation Keys
l TheTabkeyallowsyoutomovetothenextfieldintheReferencepanelinordertoeditafield'scontents.
l TheShift+TabkeysallowyoutomovetothepreviousfieldwithintheReferencepanel.
l TheF6keyallowsyoutonavigatefromtheGroupspanel(sidepanel),totheReferenceList,totheReferencepanel.
Note: IftheReferencewindowisopen,theReferencetabisinread-onlymode.Youcannoteditthefields.OnlytheCopyandSelectAlloptionsareavailablebyright-clickinginthepanel.Mostfeatures,however,withinthePDFViewerpanelarestillavail-able,suchasNextPage,PreviousPage,ZoomIn,ZoomOut,Copy,andPrint.
The Preview Tab
SelectthePreviewtab(orpressAlt+P)toviewtheformattedstyleoftheselectedreference.
Thepreviewdisplaystheselectedreferenceinyourcurrentstyle.Ifmultiplereferencesareselected,itdisplaysjustthelastoneintheselection.FieldswiththePreviewfeaturearenoteditable.Toeditthereference,openthereferenceintheReferencepanelortheReferencewindow.
Choosing the Current Style
ThePreviewpanelusesthecurrentstyle. Toselect anotherstyle:
l OntheMaintoolbar,usetheOutputStyleslisttoselectanewstyle.
l FromtheEditmenu,selectOutputStylesandselectastyleinthelist.Thecheckmarknexttoastylenameindicatesthatitisthecurrentstyle.
EndNoteprovidesover4,500styles.TheyareavailablefromtheStyleManager.GototheEditmenu,selectOutputStyles,andthenselectOpenStyleManager.MarkthestyleorstylesthatyouwouldliketoseeintheOutputStylesmenu.YoushouldnowbeabletoselectthestylethatyouneedfromtheOutputStylesmenu.(Formoreinformation,seeTheStyleManager.)
YoucanalsoaddstylestothemenususingtheSelectAnotherStyleoptionfromthestylelistonthetoolbar. ChooseSelectAnotherStyle,selectthestyle,andclickChoose.
Previewing Multiple References
ThePreviewtabdisplaysapreviewforonlyonereferenceatatimeformattedaccordingtothecurrentstyle.Topreviewmultiplereferences:
1. Select(highlight)thereferencesintheLibrarywindow.
2. FromtheEditmenu,selectCopyFormattedtocopytheformattedreferencestotheWindowsClipboard.
3. UsetheWindowsClipboardViewertoviewthecontentsoftheClipboardorPastetheformattedreferencesintoawordprocessordocument.
Using the Preview Feature to Display Notes or Abstracts
YoumayfinditusefultoconfiguretheLibrarywindowsothatthereferencelistdisplaysbibliographicdata(suchasauthor,year,title,andjournal)andthePreviewtabdisplaysnotesorabstracts.ThatwouldallowyoutobrowsethroughthereferencesintheLibrarywindowwithouthavingtoopenindividualreferencestoseemoreaboutthem.
Togetthepreviewtodisplaynotesortheabstract,youwillneedtocreateacustomstyletoincludejustthosefields.SeePrintingOnlytheNotesformoreinformation.
YoucanusetheShowAllFieldsstyletodisplayallreferencefieldsonthePreviewtab.
The PDF Viewer Panel
SelectthePDFViewerPaneltoviewandannotateattachedPDFfiles.
EndNoteallowsyoutoopen,preview,andannotatePDFfileswithinthePDFViewerpanel.Select areferencefromthereferencelibrary,andthenselectalayoutfromtheLayoutmenutoviewaPDFfile.
IfnoPDFfilesareattachedtothereference,EndNotedisplaysamessageinthePDFViewerpanel.Inthisinstance,youcanbeginattachingPDFstothereferencebyclickingtheAttachFilebutton,andthenselectingAttachFilefromthemenu.
Related Topics: TheLibraryWindowImportantPointsAboutLibrariesThePDFViewerPanelTheReferenceListPanel
Creating LibrariesCreating a New LibraryAlthoughyoucancreateasmanylibrariesasyoulike,westronglyrecommendthatyoukeepallofyourreferencestogetherinonemainEndNotelibrary.Havingallofthereferencesyouneedinoneplaceavoidsunnecessarycomplexitywhenyouarewritingpapers,creatingbibliographies,ormovingfilesbetweencomputers.Insteadofmakingdifferent"specialty"libraries,youwillfinditmoreusefultocreateonelibraryanduseGroupstohelpyouorganizeandcategorizeyourreferences.YoucanalsousetheKey-wordandLabelfieldstoassigntermstoreferences,andeasilyassignthemtoasmartgrouporfindthemwithEndNotesSearchandSortReferencescommands.
Tocreatealibrary:
1. FromtheFilemenu,selectNew.
EndNotepresentsadialogpromptingyoutonameandsavethenewlibrary.
2. Enteranameforyournewlibrary.Ifyouincludeanextension,usetheextension"ENLwhichstandsforEndNoteLibrary."Ifyoudonotincludeanextension,EndNotewilladd".ENLautomatically.
3. Usingthe"Savein"list,selectthelocationwhereyouwouldliketosavethelibrary.
4. ClickSaveandthenewlibraryappearsasanemptyEndNotelibrary,"Showing0outof0references.
Note:Ondisk,eachEndNotelibraryismadeupofbothan.ENLfileanda.DATAfolder.
Nowthatyouhavecreatedanewlibrary,youcanbeginenteringreferencesintoit.ThefollowingtopicsillustratethedifferentwaystoaddreferencestoanEndNotelibrary:
l CreatingaNewReferencediscusseshowtoenterindividualreferencesmanually.
l QuickOverviewofOnlineDatabaseSearchingdescribeshowtoconnectdirectlytoonlinedatabasesandretrievereferencesfromthem.
l GeneralImportingInstructionsshowsyouhowtoimportreferencesthatyouhavepreviouslydownloadedfromonlinebib-liographicdatabases.
Ifyouhavejustcreatedalibrarythatwillbethemainlibrarythatyouuse,youcansetittoopenautomaticallyeverytimeyoustartEndNotebysettingittobeyour"favoritelibrary"(seeSettingaFavoriteLibrary).
Related Topics: ClosingaLibraryDeletingaLibraryMultiplePeopleOpeningOneLibrarySavingaCompressedCopyofaLibrarySavingaCopyofaLibrarySettingaFavoriteLibrary
Saving a Copy of a LibraryEndNoteautomaticallysaveschangestoyourlibraryasyouworkwithit,sothereisnoSaveorSaveAscommandforthelibrary.Youcan,however,usetheSaveaCopycommandtocreateanexactcopyofyourlibrary.
Tocreateacopyofyourlibrary:
1. Withalibraryopen,selectSaveaCopyfromtheFilemenu.
2. Namethenewlibraryandchoosewheretosaveit.
3. ClickSaveandEndNotecreatesacopyofthelibrary.
Thenewlibrarydoesnotopen,itissimplysavedtodisk,whereyoucanthenopenitwithEndNote.EndNoteleavesyouroriginallibraryopenasitwasbeforethecommandwaschosen.
Note:TheSaveaCopycommandcreatesa[libraryname].ENLfileaswellasa[libraryname].DATAfolderforthenewlibrary,andcopiesallnecessaryfilesandfigurestoit.
Related Topics: ClosingaLibraryCreatingaNewLibraryDeletingaLibraryMultiplePeopleOpeningOneLibrarySavingaCompressedCopyofaLibrarySettingaFavoriteLibrary
Saving a Compressed Copy of a Library YoucansaveanEndNotelibrary(thefilename.enlfile,itsassociated.DATAfolder,andallofitscontents)toasinglecom-pressedfilecalledSample_Library_X6.enlxinordertobackupyourlibraryorsendacopytoacolleague.Later,youcanrestorethecompressedlibrarywithEndNote.
Creating a Compressed Library File
1. OpenthelibraryinEndNote.
2. FromtheFilemenu,selectCompressedLibrary(.enlx)todisplayaCompressedLibrarydialog.
3. Usetheradiobuttonstodeterminetheseoptions:
l SpecifywhetheryouwanttoCreateacompressedlibraryortoCreate&Emailthelibrary.
l Specifywhetheryouwanttosavefileattachmentswiththelibraryornot.
l Specifywhetheryouwanttosaveallreferencestothecompressedlibrary,onlytheselected(highlighted)references,oronlythereferencesinaspecificgrouporgroupset.
l ClickNexttodisplayafiledialog.
4. Savethecompressedlibrary(defaultnameisSample_Library_X6.enlx)toafolderonyourharddrive.Youcanrenamethefilenamebutyoucannotusethefollowingcharacters.
Invalid characters for naming a compressed library
\ (backslash)/ (forwardslash): (colon)* (asterisk)? (questionmark)" (quotationmark)< (lessthan)> (greaterthan)| (verticalbar)
5. IfyouselectedtheCreate&Emailoption,EndNotewilllaunchyourdefaultemailsystem,createanewemail,andattachthecompressedlibraryfiletotheemail.
Enteradditionalinformationtotheemail,suchasarecipient,subject,andmessage.ClicktheSendbutton.
Restoring a Compressed Library File
1. UseEndNote(versionXorlater)toopenthefilename.enlxfile,whichwillextractthe.ENLfileandthe.DATAfoldertothesamefolderwherethe.enlxfileislocated.
2. UseEndNotetoopenthefilename.enlfileasyounormallywouldtousethelibrary.
Setting a Favorite LibraryEndNoteallowsyoutospecifythelibrariesthatyouwanttoopenautomaticallywhenEndNotestartsup.Wecallthesethe"favor-ite"libraries.
Youdonotneedtoselect afavoritelibrary.Bydefault,EndNotewillopenthelastusedlibrary.
Toassignorchangethefavoritelibrary:
1. Openthelibrary(orlibraries)thatyouwouldliketosetasyourfavorite.(Youmusthavealibraryopeninordertosetit asyourfavoritelibrary.)
2. FromtheEditmenu,selectPreferences,andthenselect Libraries.
3. Inthedrop-downlistatthetopofthewindow,select"Openthespecifiedlibraries".
4. ClickAddOpenLibrariesandallofthecurrentlyopenlibrarieswillbeaddedtothelistoffavoritelibrariesthatshouldopeneverytimeEndNotestarts.
5. ClickOKtosaveyourchangesandclosethePreferencesdialog.
Toremovealibraryfromthelistoffavoritelibraries:
1. FromtheEditmenu,selectPreferencesandselectLibrariesfromthelistofoptions.
2. SelectthelibrarythatyouwouldliketoremovefromthelistoffavoritelibrariesandclickRemoveLibrary.
3. ClickOKtosaveyourchangesandclosethePreferencesdialog.
Opening, Closing, Moving, Deleting LibrariesClosing a LibraryToclosealibrary,dooneofthefollowing:
l FromtheFilemenu,selectCloseLibrary.
l TypeCtrl+WorCtrl+F4whentheLibrarywindowisactive.
l ClicktheClosebuttoninthetoprightcorneroftheLibrarywindow.
l TypeCtrl+Shift+Wtocloseallopenlibraries.
EndNoteautomaticallysavestheinformationinyourlibrarywhenyoucloseeachreference.Asaresult,closingthelibrarydoesnotinvokethefamiliar"Savechanges?"question.Instead,theLibrarywindowsimplydisappears,asallchangeshavealreadybeensaved.
ClosingalibrarydoesnotquittheEndNoteprogram.IfyouwanttoquitfromEndNote,selectExitfromtheFilemenuandanyopenlibrariesaresavedandclosedautomatically.
Deleting a LibraryYoucandeleteanEndNotelibraryinoneoftwoways.
OneoptionistoexitEndNoteanddeletethelibraryfileanditsassociated.DATAfolderbydraggingtheiconstotheRecycleBinontheWindowsdesktop.
TodeletealibraryfromwithinEndNote:
1. Closethelibrary,butkeepEndNoteopen.
2. FromtheFilemenu,selectOpenandthenOpenLibrary.
3. Inthefiledialog,highlightthelibraryname.enlfile,right-clickyourmouse,andclickDelete.
4. Next,highlightthelibraryname.DATAfolder,right-clickyourmouse,andclickDelete.
5. ClickCanceltoclosethefiledialog.
Moving a LibraryEachEndNotelibrarycanbeindependentlymovedusingtheWindowsExplorer.Whenmovingalibrary,werecommendthatyoumoveboththemain.ENLfileandthe.DATAfolder.
Ifyoumovean.ENLfilewithoutmovingthecorresponding.DATAfolder,EndNotewilltrytorecreatethe.DATAfoldertoaccom-panythe.ENLfilethenexttimeyoutrytoopenthe.ENLfile.However,youmaylosedata,includingPDFfileattachments,termslists,andevenreferenceinformation.
EndNotewilldisplayanAlertwhenyoutrytoopenthe.ENLfilewithoutthecorresponding.DATAfolderthatreads:
AreyousureyouwouldliketocontinueopeningtheEndNotelibrarywithouttheassociated.Datafolder?
YouareattemptingtoopenanEndNoteLibrarywithoutitsassociated.DataFolder.Thisisnotrecommendedbecauseitmayresult inthelossofdataincluding,butnotlimitedto:referenceinformation,fileattachments,andtermlists.
Inordertopreventthelossofdatayoushouldlocatetheoriginal.DatafolderandcopyittothesamelocationastheEnd-Notelibraryyouareattemptingtoopen.The.DatafolderwascreatedinthesamedirectoryinwhichtheEndNotelibrarywasoriginallycreated.
WerecommendthatyouclickCancelandgofindandmoveyouroriginal.DATAfolderbeforeattemptingtoopenamovedlibrary.
See Also: ImportantPointsaboutLibraries
Multiple People Opening One LibraryEndNotedoesnotperformrecordlockingfunctionsthatwouldallowmultipleuserstoeditonelibraryatthesametime.However,multipleuserscanaccessoneEndNotelibrarysimultaneouslyaslongasthelibraryisrestrictedtoread-onlyorlockedstatus.Thiswillallowtheusertoperformsearches,copyinformationtotheirdocuments,andformattheirpapers.UseWindowsExplorertochangethePropertiesofyourEndNotelibrary;select theRead-Onlyattributeforthe.ENLfileandthe.DATAfolder.
ThesimplestwaytosetupanEndNotelibraryforsharednetworkaccessistousethenetworkssystemoffilepermissionstocontrolthetypeofaccessallowedforusersandgroups.Exceptforthepersonwhopoststhedatabase,grantallusersread-onlyaccess.
Onepersonshouldbeassignedtheresponsibilityformaintainingandupdatingthelibraryataseparatelocation;thisusershouldbegrantedfullaccesstothefile.Then,periodicallyposttheupdatedlibraryonthenetworkforallotherusers, withread-onlyaccess.
Opening a LibraryToopenalibrarywhentheEndNoteprogramisalreadyrunning,selectOpenfromFilemenuandselect OpenLibrary. Ifyouhavepreviouslyopenedalibrary,EndNotewilllistthatlibrarynamebelowtheOpenLibrarycommand;youcansimplyselectthelibrarynametoopenitdirectly,andskipthedialogshownbelow.
Whenyouselect theOpenLibrarycommand,EndNotedisplaysafiledialog.
Bydefault,thisdialogdisplaysallfileswiththeextensionENL,ENLX,orLIB.Ifyourlibrarynamehasadifferentextension,youshouldchangetheFilesofTypeoptiontoAllfiles(*.*).Ifyourlibraryislistedinthedialog,selectitandclickOpen.Ifyourlibraryisnotlistedthere,thenitisprobablysavedinadifferentplaceonyourharddriveorremovabledisk.
Tolocatealibrary:
1. Clickthe"Lookin"listandselecttheletterofthedriveonwhichyourlibraryisstored.
2. SelectthefolderthatcontainsyourlibraryandclickOpen.Ifyourlibraryiswithinseveralfolders,continuetoopeneachfolderuntilyoulocatethelibrary.
3. Whenyouseeyourlibrary,selectit andthenclickOpen.
Whenyouopenacompressedlibrary(withtheextension.ENLX),EndNoteuncompressedthefilesandopenstheuncompressedversion(withtheextension.ENL).
Recovering a Damaged LibraryOccasionallycomputerfilesgetdamaged.IfanEndNotelibrarygetsdamaged,youmaygetanerrormessagewhentryingtoopenitorworkwiththereferences.Thebestwaytoprotectyourselffromdamagedfilesistomakeregularbackupcopiesofyourimpor-tantdocuments(seeBackingUpYourEndNoteFiles).IfyoudonothaveabackupcopyofadamagedEndNotelibrary,youcanusetheRecoverLibrarycommandtorepairthedamagedfile.
TorepairadamagedEndNotelibrary:
1. Closethelibraryifitiscurrentlyopen.
2. FromtheToolsmenu,selectRecoverLibrary.ReadtheinformationabouttheRecoverLibrarycommand,andclickOK.
3. Inthedialogthatappears,locateandselectthelibrarythatneedstoberepaired,andclickOpen.
4. EndNotecreatesacopyofthelibrarywiththesuffix"-Saved"addedtothename.Forexample,ifyouwererepairingalibrarycalled"References"theoriginallibrarywouldremainuntouchedandanew,repairedlibrarycalled"References-Saved"wouldbecreatedinthesamelocation.
Oncethenewlibraryhasbeensaved,youshouldbeabletoopenitanduseitinplaceofthedamagedlibrary.
Note:TheRecoverLibrarycommandalsocreatesanewDATAfolder.Ifyourenametherecoveredlibrarytotheoriginallibraryname,remembertoalsorenametheDATAfoldertomatch.
Differences Between Saved Libraries & the Original
ThepurposeoftheRecoverLibrarycommandistorecoverasmanyreferencesfromtheoriginallibraryaspossible.Thismeansthatitmayalsorecoverreferencesthathadpreviouslybeendeletedfromthelibrary,butnotyetpurgedfromthefileitself.Iftherearemorereferencesrecoveredinthesavedlibrarythanexistedatthetimetheoriginallibrarywasdamaged,itmeansthatEnd-Notewasabletoreconstructreferencesthathadrecentlybeendeleted.Thesereferencesmustbedeletedagain.
Termlistsarenotrecoveredwiththelibrary.Consequently,youwillneedtorebuildeachtermlistbyselectingDefineTermListsfromtheToolsmenu,highlightingthelist,andthenclickingUpdateListtofillthetermlistwiththetermsusedinyourlibrary.
Imagescannotberepaired,butaresimplycopiedfromtheoriginallibrarysDATAfoldertothenewDATAfolder.
Merging LibrariesCopying References in LibrariesYoucanalsousetheCopyandPastecommandsintheEditmenutotransferreferences.Selectthereferencesthatyouwanttocopyandselect Copy(Ctrl+C)fromtheEditmenu.OpenthelibrarytowhichyouwanttoaddthereferencesandselectPaste(Ctrl+V).
Importing EndNote LibrariesTheadvantageofusingtheImportcommandtocombinelibrariesisitsabilitytofilteroutduplicatereferencesduringtheimport operation.
Note:Beforemerginglibraries,itisagoodideatomakeabackupcopyofthelibraryintowhichyouaretransferringreferences.
ToimportanEndNotelibraryintoanEndNotelibrary:
1. (Optional)Ifyouwanttoimportonlyasubsetofreferencesfromalibrary,firstopenthatlibraryandshowonlytheref-erencesyouwishtocopy.Forexample,if thelibrarysays,"Showing10outof200references,"EndNoteimportsonly10references.Ifthelibraryyouareimportingislockedorin"Read-Only"mode,allreferencesareimportedregardlessofwhatiscurrentlyshowing.
2. Openthelibraryintowhichyouwanttoimport thereferences.
3. FromtheFilemenu,selectImport.
4. ClicktheChooseFilebuttontolocateandopenthelibraryyouwanttoimport.SelectthefileandclickOK.
5. FromtheImport Optionslist,select EndNoteLibrary.
6. SelectanoptionfromtheDuplicateslist:
l Import All:Importsthereferences,includingduplicates.
l Discard Duplicates:Importsthereferences,exceptduplicates.
l Import into Duplicates Library:DuplicatereferencesareimportedintoalibrarycalledFile-Dupl.enl,where"File"isthenameofthelibraryintowhichyouareimporting.
Bydefault,areferenceisconsideredaduplicatewhentheAuthor,Year,Title,andReferenceTypematchareferencealreadyinthelibrary.SeeDuplicatesPreferencesifyouwouldliketochangetheduplicatescriteria.
7. SettheTextTranslationoptiontoNoTranslation.Extendedcharacters,savedasUnicodeinEndNote,willtransfercor-rectly.
8. ClickImporttoimportthefile.
Note:ThetimerequiredtoimportanEndNotelibraryisproportionatetothesizeofthelibrary.RefertotheprogressindicatortodeterminewhenEndNotehascompletedthetask.
Whentheimport iscomplete,onlynewlyimportedreferencesdisplayintheLibrarywindow.Thisisaperfecttimetoaddakey-wordtoeachimportedreferencewiththeChangeFieldcommand,ortoperusetheimporteddatatomakesureitimportedasexpected.Makesuretocheckreferencesthatcontainextendedcharacters.
Toreturnallofyourreferencestothelibrarydisplay(includingthenewlyimportedones),selectShowAllReferencesfromtheRef-erencesmenu.
Related Topics: CopyingReferencesinLibrariesGeneralImportingInstructionsMergingLibrariesUsingDragandDrop
Merging LibrariesTherearethreewaystomergelibraries:importonelibraryintoanother,copyreferencesfromonelibrarytoanother,ordrag-and-drop.
Anytimeyouaddreferencestoalibrary,thenewlyaddedreferencesareassignednewrecordnumbersintheorderthattheyareaddedtothelibrary.Thismeansthatareferencethatwas#23inasmallerlibrary,couldbecome#600inalargerlibrary.Asaresult,youcannotusethelarger,mergedlibrarytoformatpapersthathavecitationswiththeolderrecordnumbers.
Note:Beforemerginglibraries,itisagoodideatomakeabackupcopyofthelibraryintowhichyouaretransferringreferences.
Using Drag and DropTocopyspecificreferencesfromonelibrarytoanother,simplyselect theminonelibrary(holddowntheCtrl()keytoselectnon-consecutivereferences;usetheShiftkeytoselectarange),clickonanypartoftheselectionandusethemousetodragtheselectiontoanotherlibrary.Theselectedreferencesarecopiedtothelibrarywheretheyweredropped.
Converting Reference Manager Libraries to EndNoteConverting a Reference Manager Database to EndNoteEndNotecaneasilyconvertReferenceManagerdatabasestoEndNotedatabases.TheoriginalReferenceManagerdatabaseisleftintactwhilereferencesarecopiedandconverted.
Note:ThisfeatureisavailabletousersofReferenceManager,versions11and12.
WhileeveryefforthasbeenmadetomapReferenceManagerreferencetypestocorrespondingEndNotereferencetypesandRef-erenceManagerfieldstocorrespondingEndNotefields,youmaywanttomakesomeadjustmentsbyusingtheFieldMappingtoolduringtheconversionprocess.Alternatively,youcanmakechangestoreferencetypesinaReferenceManagerdatabasebeforeconvertingthedatabasetoEndNote.
ToconvertaReferenceManagerdatabasetoanEndNotelibrary:
1. FromtheFilemenu,selectOpen>OpenLibrarytodisplayaSelectaReferenceLibrarydialog.
2. Atthebottomofthedialog,selectReferenceManagerDatabases(*.RMD)fromthe"Filesoftype"menu.
3. UsethefiledialogtonavigatetothefolderthatcontainstheReferenceManagerdatabasethatyouwanttoconverttoEnd-Note.Highlightthedatabasename,andthenclicktheOpenbutton.
A"ConvertReferenceManagerDatabase"dialogwillappearthatletsyouknowthatthedatabasemustbeconvertedforuse.
4. Youcaneither:
l ClickConverttoproceedwiththeconversion.ThisoptionallowsEndNotetoautomaticallyconvertReferenceManagerref-erencetypesandfieldstoEndNote.ItalsoleavesallfileattachmentsstoredinReferenceManagerreferencesintheirorig-inallocation.
l ClickCustomizeifyouwanttomodifythemappingofindividualReferenceManagerreferencetypestoEndNotereferencetypesandReferenceManagerfieldstoEndNotefields.ThisoptionisusefulifyouhavecreatedcustomizedreferencetypesinReferenceManager.
UsethetoppanelofthedialogtomapeachreferencetypetoacorrespondingEndNotereferencetype.Whenyouhighlightasettinginthetoppanelofthedialog,youcanchangethefieldmappingforthatreferencetypeinthebottompanelofthedialog.ClickOKtosavechangestothemapping.SeeMappingReferenceManagerReferenceTypesandFieldstoEnd-Noteforalistofreferencetypes.
ClicktheResettoDefaultMapbuttonifyouwanttodiscardyourchangesandreturntothedefaultmappingset.
ClickOKtosaveyourchangeswhenyouarefinishedusingtheFieldMappingtool.
5. ClicktheConvertbuttonifyoudonothaveanyadditionalchangestomake.
6. Onthe"SaveConvertedLibraryas"dialog,givethenewEndNotelibraryaname(thedefaultfilenameisthesameastheoldReferenceManagerfilename).
Aftertheconversioncompletes,EndNotedisplaysa"ConvertReferenceManagerDatabase"dialog.ClickYesifyouwanttocon-vertyourfileattachmentstorelativelinks.ClickNotoretainyourfileattachmentsasabsolutelinks.
Note:EachEndNotelibraryismadeupofbothan.ENLfileanda.DATAfolder.Eachlibrarycanbeindependentlymoved,cop-ied,renamedordeletedaftertheconversionprocessusingtheWindowsExplorer. Alwaysmove,copy,renameordeleteboththemain.ENLfileandthe.DATAfolder;otherwise,youcanlosereferencedata.
Note:TheCancelbuttonallowsyoutocanceltheentireconversionprocess.TheReferenceManagerdatabaseisnotconvertedandcannotbeopenedinEndNote.
Converting Reference Manager File Attachments to EndNote
DuringtheconversionofyourReferenceManagerdatabase,EndNotelooksforeachreferencesfileattachmentsintheabsolutepathsprovidedbyReferenceManager.
IfEndNotefindsthefileintheabsolutepathprovided,thentheattachmentissuccessfullyaddedtothereferenceinEndNote.
IfEndNotecannotfindthefileintheabsolutepathprovided,thenyouwillbepromptedtobrowsefortheattachment.
1. FromtheAttachmentNotFounddialog,clicktheChooseFilebutton.
2. Navigatetothefolderonyourharddrivewhereyouhavestoredyourattachmentsandselectthespecificfile.
3. ClickOKtoproceedwiththeconversion.NotethattheOKbuttonisinactiveuntilyouselectafileorfigureattachment.
Aftertheconversioncompletes,EndNotedisplaysa"ConvertReferenceManagerDatabase"dialog.ClickYesifyouwanttocon-vertyourfileattachmentstorelativelinks.ClickNotoretainyourfileattachmentsasabsolutelinks.
Note:YoucannoteditthefilepaththatappearsintheFileLocationfieldontheAttachmentNotFounddialog.
WARNING:If youareunabletofindthefileattachment, thenclicktheSkiporSkipAllbutton.ThiswillclosetheAttachmentNotFounddialogandthefilepathwillbeusedtocreateaFileAttachmentinEndNoteeventhoughthefileisnotlocatedatthepathprovided.
Converting Absolute Links to Relative Links
Aftertheconversioncompletes,thenewlibraryopensinEndNote.AlldocumentandfigurefilesappearintheFileAttachmentsfieldwithinanEndNotereference.Moveyourcursoroveraparticularfiletodisplaysatooltipthatshowsthefullpath(absolutepath)ofthefilelocation.
InEndNote,youcaneasilychangeanabsolutepathtoarelativepathforeachreferencewithinalibrarylist.
1. Select(highlight)eachreferencecontainingfileattachments.
YoucaneasilysortallrecordswithfileattachmentsbyclickingthepaperclipthatappearsinthePaperClipcolumnoftheLibrarywindow.
2. FromtheReferencesmenu,selectFileAttachments>ConverttoRelativeLinks.
3. ClickOKwhenthemessageappears.
Thefolderpathforallattachmentsarequicklyconvertedtorelativelinksinwhichonlythefilenamedisplayswhenyouhoveryourcursoroverthefile.
SeeSelectingaRelativePathoranAbsolutePathforFileAttachmentsformoreinformationaboutabsolutepathversusrelativepath.
Converting Reference Manager File Attachments to EndNoteDuringtheconversionofyourReferenceManagerdatabase,EndNotelooksforeachreferencesfileattachmentsintheabsolutepathsprovidedbyReferenceManager.
IfEndNotefindsthefileintheabsolutepathprovided,thentheattachmentissuccessfullyaddedtothereferenceinEndNote.
IfEndNotecannotfindthefileintheabsolutepathprovided,thenyouwillbepromptedtobrowsefortheattachment.
1. FromtheAttachmentNotFounddialog,clicktheChooseFilebutton.
2. Navigatetothefolderonyourharddrivewhereyouhavestoredyourattachmentsandselectthespecificfile.
3. ClickOKtoproceedwiththeconversion.NotethattheOKbuttonisinactiveuntilyouselectafileorfigureattachment.
Aftertheconversioncompletes,EndNotedisplaysa"ConvertReferenceManagerDatabase"dialog.ClickYesifyouwanttocon-vertyourfileattachmentstorelativelinks.ClickNotoretainyourfileattachmentsasabsolutelinks.
Note:YoucannoteditthefilepaththatappearsintheFileLocationfieldontheAttachmentNotFounddialog.
WARNING:If youareunabletofindthefileattachment, thenclicktheSkiporSkipAllbutton.ThiswillclosetheAttachmentNotFounddialogandthefilepathwillbeusedtocreateaFileAttachmentinEndNoteeventhoughthefileisnotlocatedatthepathprovided.
Related TopicsConvertReferenceManager DatabasetoEndNoteMappingReferenceManager ReferenceTypesandFieldstoEndNoteSelectingaRelativePathoranAbsolutePathforFileAttachments
Mapping Reference Manager Reference Types and Fields to EndNoteWhenyouuseEndNotetoconvertaReferenceManagerdatabase,ReferenceManagerreferencetypesaremappedtoEndNotereferencetypesasshowninthetablebelow.YoucanoverridethesedefaultsettingswhenyouconverttheReferenceManagerdatabase.Fromthetoppanel,select anEndNotereferencetypefromtheEndNotelist.
Reference Type Mapping Table
ThetablebelowliststheReferenceManagerandthecorrespondingEndNotereferencetypes.Thesearethedefaultvaluesforbothdatabases.
Reference Type Mapping Table
Reference ManagerReference Types
EndNote Reference Types
Generic GenericAbstract JournalArticlesArtWork ArtworkAudiovisualMaterial AudiovisualMaterialBill/Resolution BillBookChapter BookSectionBook,Whole BookCase CaseCatalog CatalogComputerProgram ComputerProgramConferenceProceeding ConferenceProceedingsDataFile DatasetEditedBook EditedBookElectronicCitation ElectronicArticleGrant GrantHearing HearingInPress JournalArticleInternetCommunication PersonalCommunicationJournal(Full) JournalArticleJournal JournalArticleMagazineArticle MagazineArticleMap MapMotionPicture Filmor BroadcastMusicScore MusicNewspaper NewspaperArticleOnlineSource WebPagePamphlet PamphletPatent PatentPersonalCommunication PersonalCommunicationReport ReportSerial(Book,Monograph) SerialSlide AudiovisualMaterialSoundRecording AudiovisualMaterialStatute StatuteThesis/Dissertation ThesisUnenactedBill/Resolution BillUnpublishedWork UnpublishedWorkVideoRecording Filmor Broadcast
Note:SeealsoListofReferenceTypesforacompletelistofEndNotereferencetypes.
Field Mapping Table
Asmuchaspossible,ReferenceManagerfieldsaremappedtocorrespondingEndNotefields.Youcanoverridethesedefaultset-tingswhenyouconverttheReferenceManagerdatabase.Fromthebottompanel,selectanEndNotefieldfromtheEndNotelist.
Insomeinstances,thelistofReferenceManagerfieldsforaselectedreferencetypemaycontain"dashes"thataremappedtotheNotesfieldintheEndNotefieldscolumn.ThisoccursduringtheconversionwhenaReferenceManagerfielddoesnotexistintheincomingreferencetype,andthus,appearsasadashedlineintheReferenceManagerFieldspanel.
Thesearethedefaultvaluesforbothdatabases.
Field Mapping Table
Reference Manager Fields EndNote FieldsTitle,primary TitleAuthors,primary AuthorDatesprimary DateNotes NotesKeywords KeywordsReprint NotesStartSection SectionEndSection SectionPeriodical SecondaryTitle------- -- NotesTitle/CodeNum Volume------- --- Notes------- --- Notes------- --- NotesCode SecondaryTitle------- --- NotesUserDef1 NotesUserDef2 NotesUserDef3 NotesUserDef4 NotesUserDef5 NotesHistory OriginalPublication------- --- NotesAbstract AbstractISSN/ISBN NotesAvailability DatabaseProviderDate AccessDate------- --- Notes---------- NotesUNIQUEID(DOI) DOIAddress AuthorAddressWeb/URL URLFileAttachments FileAttachmentsLinktoFull-text URLRelatedLinks URLImage(s) Figure
Special Field Mapping Conditions
WhiletheEndNoteconversiontoolallowsyoutomakechangestomostofthereferencetypesandfieldmappings,therearesomespecialmappingsthatyoucannotmodify.Theyinclude:
l TheREFIDfieldinReferenceManageralwaysmapstotheLabelfieldinEndNote.
l TheEndPagefieldinReferenceManagermapstothePagesorSectionfieldinEndNotedependingonthereferencetype.
Note: Ifthereceivingfieldalreadycontainsdata,thenEndNoteappendstheEndPagedatawithaprecedingdashcharacterinordertocreateranges.Forexample:123-128
l AnyReferenceManagerfieldthatmapstotheDatefieldinEndNote:
o Forallreferencetypes(exceptConferenceProceeding,ElectronicCitation,Grant,andPatent),yeardataiscopiedtotheYearfieldinEndNote.
l IntheConferenceProceedingreferencetype,whentheReferenceManagerPubDate[Date,Primary]fieldismappedtotheYearPublished[Custom2]fieldinEndNote,anyyearinformationiscopiedtotheYearPublished[Custom2]fieldinEndNoteandthecompletefieldinformationiscopiedtoNotes.
l IntheElectronicCitationreferencetype,whentheReferenceManagerLastUpdated[Date,Primary]fieldismappedtotheE-PubDate[Section]fieldinEndNote,anyyearinformationiscopiedtotheYearfieldinEndNote.
l IntheGrantreferencetype,whenReferenceManagerPubDate[Date,Primary]fieldismappedtotheYearfieldinEndNote,anyyearinformationiscopiedtoYearandthecompletefieldinformationiscopiedtoNotes.
l IntheOnlineSourcereferencetype,whenReferenceManagerAccessDate[DateSecondary]fieldismappedtotheAccessDate[Number]fieldinEndNote,anyyearinformationiscopiedtotheAccessYear[Volume]fieldinEndNote.
l InthePatentreferencetype,whenReferenceManagerDateIssued[Date,Primary]fieldismappedtotheIssueDate[Custom2]fieldinEndNote,anyyearinformationiscopiedtotheYearfieldinEndNote.
l FortheJournalreferencesinReferenceManager:
o IftheConferenceTitle[Title,secondary]inReferenceManagercontainsdata,thereferencewillnotconvertusingtypicalJournalfieldmappings.EndNotemapsasappropriateforaConferencePaper.
l ForThesis/DissertationreferencesinReferenceManager:
o IfthePeriodicalfieldinReferenceManagercontainsdata,thereferencewillnotconvertusingtypicalThe-sis/Dissertationreferencetypemappings.EndNotewillusemappingssimilartothoseforaJournal.
Related Topics:ConvertReferenceManager DatabasetoEndNoteListofReferenceTypes
Importing a Reference Manager Library to EndNoteTouseaReferenceManagerdatabasewithEndNote,youmustfirstexportthereferencestoatextfileandthenimportfromthetextfileintoanEndNotelibrary.
Note:UsethismethodofimportingReferenceManagerdatabases(version10andunder)toEndNote.
Note:ToconvertReferenceManagerdatabases(versions11and12)toEndNote,seeConvertingaReferenceManagerData-basetoEndNote.
ToconvertaReferenceManagerdatabasetoanEndNotelibrary:
1. ExportyourReferenceManagerreferencestoatextfile:
2. OpenReferenceManagerandthedatabaseyouwanttoconvert.
3. FromtheFilemenu,selectExport.
4. SelecttheRISexportformat,andthenselectAllReferences.
5. Exporttoatextfile.
6. StartEndNoteandopenorcreatethelibrarytocontaintheimportedreferences.
7. FromtheFilemenu,selectImport.
8. ClickChooseFile,andthenselectthetextfileyoucreated.
9. NexttoImportOption,selecttheRefMan(RIS)importfilter.
10. ClickImport.
Sharing and Converting Libraries to EndNoteCreating a Library from ProCiteEndNotecaneasilyconvertProCitedatabasestoEndNotelibraries.TheoriginalProCitedatabaseisleftintact;referencesarecopiedandconverted.
WhileeveryefforthasbeenmadetomapProCiteworkformstocorrespondingEndNotereferencetypes,andProCitefieldstocor-respondingEndNotefields,youmaywishtomakesomeadjustments.TherearesomeProCitefields,suchasConnectivePhraseandAuthorRole,thatdonothaveanequivalentEndNotefield;textfromthesefieldswilltransferintotheNotesfield.Asyougothroughtheconversionprocess,youaregiventheoptiontoCustomizetheworkformandfieldmapping.
Note:CustomProCiteworkformsdonotconverttospecificEndNotereferencetypes,andaredisplayedasaGenericEndNotereference.YoushouldeithergloballychangetheworkformassignmentinProCitebeforeconversion,or,duringconversion,clicktheCustomizebuttontomapcustomworkformstoEndNotereferencetypes.
ToconvertaProCitedatabasetoanEndNotelibrary:
1. FromtheFilemenu,selectOpen>OpenLibrarytodisplayafiledialog.
2. Atthebottomofthedialog,nextto"Filesoftype,"usethedrop-downlisttoselect"ProCitedatabase(*pdt).
3. UsethefiledialogtonavigatetothefolderthatcontainstheProCitedatabase,highlightthedatabasename,andclickOpen.
Amessagewillletyouknowthatthedatabasemustbeconvertedforuse.
4. Youcaneither:
l ClickConverttoproceedwiththeconversion,or
l ClickCustomizeifyouwishtomodifythemappingofProCiteworkformstoEndNotereferencetypesandProCitefieldsto
EndNotefields.
UsethetophalfofthedialogtomapeachworkformtoacorrespondingEndNotereferencetype.Whenyouhighlightaset-tinginthetophalfofthedialog,youcanchangethefieldmappingforthatreferencetypeinthebottomhalfofthedialog.ClickOKtosavechangestothemapping.
5. Onthe"SaveConvertedLibraryas"filedialog,givethenewEndNotelibraryaname(thedefaultisthesameastheoldPro-Citename),selectafolder,andclickSave.
EndNotewillconvertthelibrary.Whentheconversioniscomplete,thelibrarywillopeninEndNote.
TouseaProCitedatabasewithEndNote,youmustfirstexportthereferencestoatextfileandthenimportfromthetextfileintoanEndNotelibrary.
ToconvertaProCitedatabasetoanEndNotelibrary:
1. ExportyourProCitereferencestoatextfile.
2. OpenProCiteandthedatabaseyouwanttoconvert.
3. FromtheFilemenu,selectPrintBibliography.
4. Selecttheoutputstyle"RIS-EndNote.pos"(youcandownloadthisoutputstylefromthesupportareaoftheProCiteWebsiteathttp://www.procite.com).
5. OnthePrintBibliographywindow,clickConfigureandgotothe"Fields"tab.
6. IntheFieldswindowcheckalloptionalfields.
7. ClickOK,andthenSavetosaveasatextfile.
8. StartEndNoteandopenorcreatethelibrarytocontaintheimportedreferences.
9. FromtheFilemenu,selectImport.
10. ClickChooseFileandselectthetextfileyoucreated.
11. NexttoImportOption,selecttheProCite(RIS)importfilter.
12. ClickImport.
ProCite Workforms to EndNote Reference TypesWhenyouuseEndNotetoopenaProCitedatabase,ProCiteworkformsaremappedtoEndNotereferencetypesasshowninthetablebelow.
Bydefault,fieldsaretransferredasfollows:
l Asmuchaspossible,ProCitefieldsaremappedtocorrespondingEndNotefields.
l TheProCitefieldsAuthorAffiliationandAddress/AvailabilitybothtransferintothesamefieldinEndNote:AuthorAddress.
l TheProCiteDatefieldistransferredintotwofieldsinEndNote:DateandYear.
l TheProCitefieldsISSNandISBNbothtransferintothesamefieldinEndNote:ISBN/ISSN.
l ProCitefieldsthatdonothaveacorrespondingfieldinEndNote,suchasConnectivePhraseandAuthorRole,aretrans-ferredintotheNotesfield.
KeepinmindthatyoucanoverridethesedefaultsettingswhenyouopentheProCitedatabase,andbeforethetransferbegins.Youcancustomizethemappingofworkformstoreferencetypes,andyoucancustomizethefieldmappingforeachworkform.
Note:CustomProCiteworkformsdonotconverttospecificEndNotereferencetypes,andaredisplayedasaGenericEndNotereference.YoushouldeithergloballychangetheworkformassignmentinProCitebeforeconversion,or,duringconversion,clicktheCustomizebuttontomapcustomworkformstoEndNotereferencetypes.
Workform to Reference Type Mapping
ProCite Workform EndNote Reference Type
Abstract JournalArticleArtWork ArtworkAudiovisualMaterial AudiovisualMaterialBill-Resolution BillBookChapter BookSectionBookLongForm BookBookShortForm EditedBookBookWhole EditedBookCase CaseComputerProgram ComputerProgramConferenceProceedings ConferenceProceedingsDataFile UnpublishedWorkDissertation ThesisElectronicCitation ElectronicJournalEmail PersonalCommunicationGeneric GenericHearing HearingInPress JournalArticleJournalArticle JournalArticleJournalLongForm JournalArticleJournalShortForm JournalArticleJournalWhole JournalArticleLetter PersonalCommunicationMagazineArticle MagazineArticleManuscript ManuscriptMap MapMonograph EditedBookMotionPicture Filmor BroadcastMusicScore GenericNewspaper NewspaperArticlePatent PatentReport ReportSoundRecording AudiovisualMaterialStatute StatuteTradeCatalog BookUnenactedBill-Res-olution
Bill
UnpublishedWork UnpublishedWorkVideoRecording Filmor BroadcastWebPage WebPage
Compatibility between EndNote 8, 9, X, X1, X2, X3, X4, and X5EndNoteX,X1,X2,X3,X4,andX5arefullycompatiblewithX6.Youcanshareyourlibrariesbetweentheseversionswithnocon-version.NewfeaturesinEndNoteX6aresimplyignoredbytheearlierversions.
EndNoteX6canopenanduseEndNote8andEndNote9librarieswithnoconversion.Technically,EndNote8andEndNote9canopenlibrariescreatedwithEndNoteX6,butwedonotrecommendit;yourisklossofdata.OnceyouhaveopenedandusedanEndNote8or9librarywithEndNoteX6,youshouldonlyusethelibrarywithEndNoteXorlater.
Because EndNote X6 does include enhancements, please note that:
l TheDATAfolderisacriticalpartofyourlibrary.Wheneveryoucopyormovealibrary,includenotonlythefilename.enlfile,butalsoitsassociatedDATAfolderandallofitscontents.
Note:Ifyouwanttobackupyourlibrary,orshareitwithanotherEndNoteXorlateruser,thereisaneasywaytocompressyourEndNoteX6libraryandincludealloftheassociatedfilesandfolders.SeeSavingaCompressedCopyofaLibrary.
l EndNoteX2includednewreferencetypes.IfanearlierversionofEndNotedoesnotrecognizethereferencetype,itwilldis-playandprinttheGenericreferencetypeforthosereferencesenteredintothenewreferencetypes.
l Inordertoallowcross-versionandcross-platformcompatibilityofattachedfiles,youwillneedtoreplacethecharactersbelowiftheyareusedinthefilenamesofexistingattachedfilesandgraphicsandthenreinsertthefiles.Oneoptionistoreplacethesecharacterswithanunderscore.
Replace these characters in attached filenames
\ (backslash)/ (forwardslash):