EndNote®Windows Version X2Copyright © 2008 The Thomson CorporationAll rights reserved worldwide. No part of this publicati...
Table of ContentsChapter 1   Welcome to EndNote            Introducing EndNote ..............................................
Select and Open a Reference ............................................................. 51         Close the Reference ....
Chapter 4   The EndNote Library             About the EndNote Library........................................................
Opening, Closing, Saving, and Deleting References ............................. 139      Opening References..................
Deleting or Replacing Figure Files ..................................................165                 Converting from F...
Chapter 7   Importing Reference Data into EndNote             Importing Reference Data into EndNote .........................
Temporary Groups.........................................................................................249              ...
Chapter 11   Using EndNote with Microsoft Word             Overview of the Cite While You Write Process......................
Creating a Bibliography from Multiple Documents ......................326                   Directly Editing Bibliographie...
Managing Your EndNote Library............................................................... 365                Modifying ...
Customizing the Reference Types ..............................................................410                 About th...
Figure and Table Placement and Captions............................................... 468                 Figures and Tab...
Chapter 18   Connection Files              Introduction to Connection Files .................................................
Chapter 20   Transferring Between EndNote Desktop and EndNote Web Libraries             Overview of EndNote Web..............
Chapter 23   Networks and Volume Installations              Using EndNote on a Network.......................................
Appendix C             Reference Types and Fields.............................................................. 647Appendi...
Chapter 1Welcome to EndNoteContents  Introducing EndNote ........................................................... 20  A...
Introducing EndNote                      Welcome to EndNote—the complete reference solution!                          EndN...
The following representations for key combinations are used:                Instruction          Explanation              ...
Customer              Contact Sales for general product information, pricing, quantityService               discounts, and...
The EndNote    The EndNote website (http://www.endnote.com) containsWebsite        technical support tips, utilities for d...
Use several new reference types: Aggregated Database, Blog,                          Catalog, Pamphlet (such as a drug cir...
Chapter 2Installing and UpgradingEndNoteContents  Before You Install EndNote ................................................
Before You Install EndNote                       Please read this section before you proceed with the installation.       ...
Microsoft Word:              EndNote installs Cite While You Write commands in Microsoft              Word. Word 2003 disp...
EndNote Installation                       Follow these instructions to install the EndNote program.                      ...
Read Me Information: Read late-breaking news about this     version of EndNote.     Palm and Windows Mobile Read Me Inform...
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  1. 1. EndNote®Windows Version X2Copyright © 2008 The Thomson CorporationAll rights reserved worldwide. No part of this publication may be reproduced,transmitted, transcribed, stored in a retrieval system, or translated into any languagein any form by any means, without written permission from The Thomson Corporationor Thomson ResearchSoft.Trademark Information:EndNote is a registered trademark of The Thomson Corporation (Thomson). CiteWhile You Write is a trademark of Thomson. Palm OS, Palm Powered, HotSync, andthe HotSync logo are trademarks or registered trademarks of PalmSource, Inc. Palm,PalmOne, Treo, Tungsten, and Zire are trademarks or registered trademarks of Palm,Inc. Microsoft, Windows, Windows Mobile, Pocket PC, and ActiveSync are registeredtrademarks of Microsoft Corporation. All other product and service names cited in thismanual may be trademarks or service marks of their respective companies.NOTICE REGARDING LEGAL USE OF DOWNLOADED REFERENCE DATAEndNote gives you the capability to import references from online databases and storethem in your personal EndNote libraries. Some producers of online reference databasesexpressly prohibit such use and storage of their data, others charge an extra fee for alicense to use the data in this way. Before you download references from a database, be sureto carefully check the copyright and fair use notices for the database. Note that differentdatabases from the same provider may have varying restrictions.2
  2. 2. Table of ContentsChapter 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 ........................................................................... 23Chapter 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 .................................................. 38Chapter 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
  3. 3. 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 .................................................................................. 984
  4. 4. 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 .........................................................................................129Chapter 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
  5. 5. 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 .......................................................................... 1646
  6. 6. 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........................................................................................178Chapter 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
  7. 7. 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.......................................................................................................... 221Chapter 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 ................................................................... 242Chapter 9 Using Groups What are Groups? .......................................................................................... 246 The Types of Groups in EndNote ................................................... 246 Displaying or Hiding Groups ......................................................... 247 Important Points about Groups ...................................................... 2488
  8. 8. 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............................................................................................256Chapter 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
  9. 9. 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......................................................................... 32610
  10. 10. 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 ......................................................................346Chapter 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
  11. 11. 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 ................................................... 368Chapter 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 ................................................................... 379Chapter 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...................................... 401Chapter 15 Reference Types Introduction .................................................................................................... 404 What is a Reference Type? ............................................................... 404 Reference Types and Data Entry..................................................... 405 The Generic Reference Type ....................................................................... 407 Special Fields.................................................................................................. 40812
  12. 12. 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 ........................................................418Chapter 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
  13. 13. 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 ....................................... 471Chapter 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 .................................................. 51314
  14. 14. 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 ...............................................531Chapter 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
  15. 15. 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 ....................................................................... 577Chapter 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..................................................................................... 591Chapter 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....................................................................... 60416
  16. 16. 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 ...................................................................................621Appendix A Making Backup Copies of Your EndNote Files Backing Up Your EndNote Files..................................................................624 Important Files to Backup ................................................................624 Backup Suggestions ..........................................................................627Appendix 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
  17. 17. Appendix C Reference Types and Fields.............................................................. 647Appendix D Direct Export Formats and Import Formats About Direct Export and Import Formats ................................................. 674 Direct Export Formats ................................................................................... 675 Output Formats with Corresponding Import Options........................... 683Appendix E Keyboard Commands Menu Keyboard Commands ....................................................................... 690 Editing Keyboard Commands..................................................................... 692 CWYW Keyboard Commands..................................................................... 693The EndNote Glossary .................................................................................................. 695Index ................................................................................................................ 70318
  18. 18. Chapter 1Welcome to EndNoteContents 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
  19. 19. 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
  20. 20. 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 ServicesOnline Help Online Help: You can access all of the information found in theand 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 yourCopy of registration to Thomson ResearchSoft (go to http://www.endnote.com/encontact.asp). You also have theEndNote 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
  21. 21. Customer Contact Sales for general product information, pricing, quantityService 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.aspTechnical Contact Technical Support at Thomson ResearchSoft if youSupport 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 NorthCustomer 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.Support22 Chapter 1: Welcome to EndNote
  22. 22. The EndNote The EndNote website (http://www.endnote.com) containsWebsite 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 likeDiscussion yourself, go to the EndNote website at http://www.endnote.com, click on Support and Services, andForum 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
  23. 23. 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
  24. 24. Chapter 2Installing and UpgradingEndNoteContents 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
  25. 25. 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 2007Compatibility 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
  26. 26. 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 synchronizingHandheld with a Palm OS® handheld device or a Windows Mobile® deviceDevices 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
  27. 27. 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
  28. 28. 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 “CheckingYour Installation” on page 36. Chapter 2: Installing and Upgrading EndNote 29

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