Introduction to Endnote X Handbook – PDF Free Download.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

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EndNote Manuals | – Import filters for prior research

 

Select Tahoma or another font and font size. Close the Fonts dialog, and then click OK to save the change. On the General tab, click the Change Font button. From the References menu, select New Reference to display an empty Reference window. Set the reference type back to Journal Article. Enter author names for the reference. Individual author names must be entered one per line. Enter a personal author name with the first name first.

With the cursor in the Author field, type: Tiberius Rex As you type, EndNote suggests names similar to the one you are entering. It is available for Author fields when you enter author names with the last name first. The name you are entering, Tiberius Rex, is a new author in this library, so keep typing until you complete the name, and then press Enter. New references appear as Journal Article, the default setting.

You can change the reference type to another type using the Reference Type list at the top The name appears in red text to indicate that it is a new name in the Author term list for this library.

When of the Reference window. You can also change the default reference type you close the reference, EndNote adds the name to the Author from EndNote Preferences. Select the Book reference type from the Reference Type menu. Notice that the Field list changes to reflect the type of bibliographic information you would record for a book.

Select other reference types from the list to see how Morre, Nicole the list of fields changes for each type of source.

Evolution Birds The first comma separates the last and first name. EndNote adds the necessary punctuation to the references when it Suffix text will always print after the other information for this author.

Press Enter. Note that you can enter up to 64 K of text into the Abstract and Notes fields, which amounts to pages of text. Attach a PDF file to the reference. You can attach almost any type of file to the University of California,, Berkeley File Attachments field of a reference.

Corporate author names are entered with a following comma, so they Scroll to the File Attachments field, and from the References menu, will not be manipulated like personal author names. On the file dialog: corporate author name has a comma within the name. We inserted two a. The first comma makes it clear that text up to that point should not be manipulated. The second b. Make sure that you select this box so that EndNote will make a copy of the file to store with the library. Press Tab to accept the author name and move to the Year field.

Continue entering the reference as shown below using the Tab key to move to c. You can also use the mouse to click in the desired field. If information is not provided for a particular d. Click Open to insert the file into the File Attachments field.

A file icon will appear in the field. Title: The scale and the feather: A suggested evolution Journal: Paleontology Volume: 3 You can attach up to 45 different files to a single reference. Double-click Issue: 1 the file icon to open the file with the default program for the file type. Right-click to display a contextual menu. Select a field from each of the three menus to change the order of the fields in the PDF name. From the File menu, select Close Reference to close the Reference window.

When prompted to save your changes, click Yes. Your new reference will appear in the Library window. A paper clip icon appears next to the reference to indicate an attached file.

Select the Unfiled group to display the Tiberius Rex reference. EndNote sorts all records containing attached files at the top of the list. From the Field list in the second search line, select Year. From the Field list in the third search line, select Year. Searching for a Set of References Let us assume that you want to generate a list of all references found in the sample library The Search panel should look like this.

Select the All References group. Click the Show Search Panel button if the Search panel is not already showing. If it were found capitalized at the beginning of a sentence, or all uppercase, it would not match the search.

On the first search line: a In the Field list, scroll up and select Any Field. This means Match Words: This option would limit matches to full words with no truncation.

In the Comparison list, the Contains comparison operator means that EndNote will search for the string of text anywhere in a field.

Click the Search button to begin the search. Instead, create a smart group that updates automatically. To use the search strategy to create a smart group: 1. Select the Bats group set. A Converted Search text box appears under the group set called Bats. If you have already clicked away from the editable title, you can right-click on the title, and then select Rename Group. Each time you add a reference to the library, EndNote updates the smart group as needed.

This makes it easy to display other sets of references, but still go back and display your most recent search results. Let us assume that you want to combine all your custom groups and smart groups under EndNote replaces this temporary Search Results group the next time you run a the Bats group set in order to better organize your EndNote references.

When you close the library, EndNote removes the group. To create a combination group: As you enter additional references into your library, you may want to keep track of the references that meet your search criteria.

An easy way to do this is 1. Select the Chiroptera custom group from the Bats group set. From the Groups menu, select Create from Groups to open a dialog. In the first field, select Chiroptera from the Bats group set menu. In the second field, select Echolocation from the Bats group set menu.

In the third field, select the Sonar smart group from the Bats group set menu. Click the Create button to save your changes. Your combination group should appear in the Groups panel.

Your combined group should contain 24 references from the following custom groups and smart groups. You can This mode displays automatic groups, custom groups, and smart groups, but not Online download the results of your searches into a temporary EndNote library or directly Groups.

This mode keeps you from inadvertently downloading references found during an into your own EndNote library. This is the default mode. This chapter covers the following topics. You can then review the references without affecting your local library.

When you download references from an online database, EndNote saves them to a group under the Online Selecting a Display Mode Search group set and to your open library. Choose from three different display modes in the Library window by selecting If you decide that you do not want to keep the retrieved references, select them, and then one of them from the toolbar. Note: We recommend that you use Online Search Mode if you do not want the references downloaded to the All References group.

Searching a Database Searching a Database The next step is to enter the search terms to find the references you need. Searching an online database is very similar to searching an EndNote library. Click OK to retrieve and save the matching references. The Comparison list for online searches is always set to Contains. Click Search. EndNote sends the search request off to the PubMed online database and displays a summary of the search results.

The dialog box displays the number of references that EndNote found to match your search request and gives you the option to retrieve them. If the results seem too many, you can refine the search by clicking the Cancel button. Notes: 5. Click Cancel to return to the Search panel. Set the operator at the beginning of the second search line to And. In the second search line, select All Fields from the Field list and type zero references when you close the library.

This time the system finds fewer references. You may find that some of the references are not helpful for your research. EndNote displays a copyright notice advising you to adhere to downloading While you could open each reference individually to scan through the bibliographic data, and usage guidelines as required by your information provider.

We will use you can also use the Preview panel or the Reference panel. Select a reference from the Reference list. Click the Preview tab to display the reference.

In the left-hand column, under the Find Full Text group set, you will see a 3. Searching group indicating that a search is in progress. This search can work in the background, so if you had many references selected, you could continue The Show All Fields style is not bibliographic, but represents all of the working in your library.

On the Preview tab, scroll through the data in the selected reference. Select Show All Fields from the list. EndNote locates full text files on the Web by using data file for five of the references and one URL.

Once found, EndNote downloads and attaches the files to the references. Note that you can find the full text for a single reference or up to references. To find the full text for a reference: 1. Sort your references by author name in ascending order. Select the first 10 references in the reference list. Often when you search a database, the matching references display as text, with no clear If you have access to an online bibliographic database or university catalog, you can indicator between each piece of bibliographic information.

EndNote filters are configurable so they give you the flexibility to import the saved in a Citation format, is an example. There is no clear indicator for EndNote to be able reference data you need and eliminate data you do not need.

It was apparently of a young male whose body was buried in varved marls of the Green River Formation, on the bottom of Fossil Lake, about 50 million years ago. PT – Journal Article Database providers typically offer several different download formats.

Once you have captured and saved your data file in a tagged format, you need to identify the proper EndNote filter to import the data. In addition, you will find EndNote in Action videos linked on many of the pages. These videos demonstrate the skills learned on the respective pages. EndNote in Action videos can be found on the following pages:.

Skip navigation. Search this Guide Search. EndNote X7. Getting started. Report a problem. You appear to be using Internet Explorer 7, or have compatibility view turned on. Note the check box on the bottom left of the Window Copy this file to the default file attachment folder and create a relative link. This will give you two options: a Relative Link: when the box is checked, a copy of the original file will be created and placed in the.

However, you should remember that the absolute links are static not dynamic. This means if you ever change the location of the file the link will not work and EndNote will not be able to access the file unless you update the field with the new link. Another way of linking a file to the File Attachments field is by dragging and dropping the file onto the reference in which you want to create the link, either in the Library window or the Reference window. The default setting determines whether the file is saved as a relative link or an absolute link.

By default the Copy new file attachments to the default file attachment folder and create a relative link. To see which type of link is used in the File Attachments field in a reference, move the pointer over the icon of the file and EndNote will display a tooltip for that linked file.

If the file is linked with a relative link only the filename will appear, however, if the link is absolute the full path and filename will be displayed.

Once a reference is saved its empty fields can be hidden in order to view only those fields that contain data, this function also helps to minimise scrolling up and down the reference. To hide or reveal the empty fields of a reference click on the double triangle icon on the top right corner of the reference window.

From the Reference Type list, select Figure as your reference type. Add a title for your figure in the Title field, e. Bird feathers. The Figure field can be used to insert a graphic file or an object a file attachment into a reference. The copy of the image or the object is saved in the.

Each reference can accommodate only one graphic or object file. To insert an image or object into a reference, from the Reference menu, select Figure and then Attach Figure or use the Attach Figure button on the New References toolbar. Here we are going to insert an image, so while the Figure field is selected click on the Attach Figure button on the toolbar. Select Feather2. BMP and click Open. The Caption field is located directly under the Figure field.

Use this field to write a short description for your image or file which will appear with the image in a word processing document using Cite While You Write feature, e. Managing references 6.

In the Library window, double click the reference. The reference appears in a separate Reference window. Or highlight the reference and click the Reference tab in the Preview pane.

Click in the field you wish to change, add, delete or edit text. If you have edited the reference from within the Preview pane, from the File menu select Save or click on another reference within your Library. The rating column appears in the default display. You can sort your references according to their rating, or use rating as a search criteria.

References can be tagged as read or unread. This can be done manually, or references can automatically be tagged as read if they have been viewed. Highlight reference s to update and select Find Reference Updates from the Reference menu.

If EndNote cannot find any updates a dialog box will appear advising this. The Review Available Updates dialog box will open and display both the existing and updated reference. Fields where the data is different are highlighted. Click the Update All Fields button to accept all available field updates, this will overwrite any existing data in these fields. Click the Update Empty Fields to update only those fields which are currently empty.

If you wish to update only specific fields you can copy and paste data from the new reference into the existing reference. Click Save Updates to save any amendments. Click Skip to move to the next reference, or Cancel to stop. PDFs can also be attached to references in the viewer pane. The PDF will be displayed in the viewer pane which can be resized if desired, or click the open PDF in a reference window button if preferred.

To highlight a section of text, select it and click on the Highlight Text icon in the toolbar 3. To add a sticky note click the Sticky Note icon in the toolbar, navigate to the section where you want the note and click the left mouse button. Double click on the Sticky Note to enter your note and click the Save icon. Make sure that your required library is open and all the references are shown.

From the References menu, select Find Duplicates. If any duplicates are found they are displayed in a Find Duplicates dialog box, where you can compare duplicates and decide which version to keep and which to delete. A new group called Duplicate References will appear in the groups area once you have finished. If no duplicates are found, a message will be displayed. Select the reference s in the Library window by highlighting them. Deleted references are moved to the Trash group where they will remain until you choose to empty trash from the References menu or when prompted on exit.

To restore deleted references to your EndNote Library, select the Trash group, highlight the reference s you wish to restore and either drag them into the All References group, right click and select Restore to Library or from the References menu, select Restore to Library.

A group simply points to a subset of references that already exist in the library. Automatically generated groups include All References, Unfiled and Trash. Custom groups and smart groups are created by you to help organise your library.

The left pane of the Library window lists all of the groups in the current library. You can hide or show the groups pane from the Groups menu. From the Groups menu, select Create Group or right-click in the Groups pane on the left hand side of the screen and select the option Create Group. The new group is displayed in the left pane with the name New Group highlighted, rename the group by typing in the new name To add references to a group: 1.

Highlight the reference s. Either: Use the mouse to drag and drop the reference s to the desired group Move the mouse over the highlighted reference s , right click and select Add References To, then select the desired group name.

From the Groups menu, select Add References To, then select the desired group name To create a new smart group: A smart group is a custom group that contains a search strategy. Any reference that is added or modified that matches the search strategy will automatically be added to the smart group.

From the Groups menu, select Create Smart Group or right-click in the Groups pane on the left hand side of the screen and select the option Create Smart Group.

Give it a new name and enter the search strategy for your group and click Create. The new group is displayed in the left pane To create a Group Set: You can organise your references by creating Group Sets. These can contain any combination of custom groups and smart groups. From the Groups menu, select Create Group Set or right-click in the Groups pane on the left hand side of the screen and select the option Create Group Set.

The new group set is displayed in the left pane with the name New Group Set highlighted, rename the group by typing in the new name. You can drag groups to move them from other group sets to the new group set, or you can create new custom groups, smart groups and combination groups under the new heading.

Save references in custom and smart groups, and then save these sets of groups as a combined group set. From the Groups menu, choose Create from Groups 2. Enter a name for the combination group. Note: The Undo command cannot be used to undo changes made using this feature. To change the contents of a field: 1. Determine which references you want to modify. Make sure only those references are showing in the Library window. Under the Change Fields tab, choose the field that you want to modify from the In: list.

Select one of the following options: Insert after field s text: Appends text at the end of the chosen field. It does not modify the text already in the field. Insert before field s text: Inserts the text at the beginning of the chosen field. It does not modify text that is already in the field. Replace whole field with: Replaces the entire contents of the field with the text entered in the text box.

Clear field: Deletes the entire contents of the chosen field. It is not necessary to put any text into the text box. In the text box, type the text that should be added to the field. Use the Insert Special command to insert a Carriage Return to place the new text on a new line if required. Click OK. EndNote will prompt you to confirm the changes. Click OK to continue with the changes, or click Cancel to cancel this operation.

To use the Search panel: 1. It is possible to hide or show the search panel by clicking on the button in the menu bar. If you wish to search a specific group or set of references make sure they are displayed in the Reference List pane. You can also search an entire library. Search results are displayed in the Search Results group within the Groups pane.

The status area at the bottom of the window shows how many references were found. This group displays only the results of the search. To display all the references in the library again, select the All References group from the Groups pane. Search Options: Click on the Options button to use any of the following functions: Save Search – Saves a search strategy for later use. Load Search – Loads a previously saved search strategy. Set Default – Saves the current configuration of the Search window as your default except for the search term.

Restore Default – Clears out all of the currently entered search terms and any other changed configuration and resets all of the settings back to the default configuration. Convert to Smart Group Creates a Smart group using the current search strategy. The group name will be highlighted for you to rename it. Insert Tab – Allows inserting a Tab in the search line. Printing and Saving References Printing or saving references allows you to: Create a reading list or bibliography not associated with a specific document Export references to other bibliographic software packages e.

Excel, Access The printed or saved format is controlled by the current bibliographic output style. Select the references you wish to print. To preview a list of selected references choose Show Selected References from the References menu. A print dialogue box will open. Once you click on the Print button, your selected references will be printed in the current bibliographic output style. Select the references you wish to save by following the instructions in step 1 above.

From the File menu, choose Export. Select the file type for the exported file. Provide a name for the export file, and select the desired drive and folder. From the Output style list at the bottom of the dialog box select the required style or choose Select Another Style to choose from all available output styles.

Choose Save. BibTex is a bibliographic tool that can be used with LaTeX to manage references and create a reference lists. However it is possible to use the reference management features of EndNote to store and organise references. Selected reference details can then be exported as BibTeX files. If you cannot find a suitable style for your purposes you can create a new one, or modify an existing one that is nearest to what you need. For help with customising styles see the Getting Started EndNote Manual available in electronic PDF form installed with the EndNote program, or search the Help files Field substitutions EndNote allows you to substitute information from another field if certain fields are empty.

From the Output Style Manager window highlight the style you wish to change and click the Edit button. Check the box next to each option to activate the field substitution. To save the amendments select Save As from the File menu and enter a new name for your modified style. X and is integrated into Apple Pages ‘ For complete word processor compatibility information, visit the EndNote website at: If your word processor is not compatible, or your document consists of multiple Word files, you should consider using EndNote s Format Paper feature see Appendix B.

If you do not see the tab, refer to the instructions at: The citation is numbered, and the figure or table is automatically added to the document. This command launches EndNote if it is not already running.

Edit Library Reference s Select citations in your document, then choose this command to directly edit the corresponding references in EndNote. Bibliography Group Style Select an output style from the list to format or reformat your paper according to the rules of the selected style. The styles listed are marked as favourites in the EndNote style manager. Update Citations and Bibliography Format or reformat your paper according to the rules of the selected style.

The formatting process replaces the temporary citations in your paper with formatted citations, and builds a bibliography at the end of the document.

This command also updates your figure and table citations plus the formatted figures and tables within or at the end of the document. Use Update Citations and Bibliography to format the paper again. Formatted citations and the bibliography are saved as text. Configure Bibliography Click the arrow in the bottom right corner of the Bibliography section to display a tabbed dialog of formatting and layout options. The toolbar in EndNote contains three buttons for CWYW: Button Description Insert Citation: If one or more references are selected in your EndNote library, this command inserts them as citations at the current cursor location in, and returns control, to your Word document.

Format Bibliography: This command returns control to the Word document and activates the Format Bibliography icon on the EndNote ribbon. Move the cursor to the required position for the citation in your document. EndNote will display matching references. Click to highlight the required reference s. Click Insert to insert the reference s in the text. In your EndNote library click to highlight the required reference s.

From the EndNote toolbar select Insert Citation. If you are not sure that the cursor is in the correct position in your document do not use the Insert Citation button. Instead: 1. However, it can cause problems in Word if you have a large number of citations in your document so you may wish to turn it off temporarily. To select an output style use the drop-down list in the EndNote ribbon Bibliography group : Alternatively, click on the arrow icon in the bottom right corner to display the Configure Bibliography window and choose an output style: Go to EndNote 2.

From the Edit menu, select Output Styles 3. Select Open Style Manager 4. Click on a name to see a preview of sample references formatted in that style. Tick the box beside your favourite styles to make them appear in the Style drop-down list in the Bibliography section of the toolbar and the Format Bibliography window. Additional styles can be downloaded from the EndNote support website, click on Get More on the Web to access these.

To activate these so that they are visible tick the box Underline linked in-text citations: Categorize References You can divide your bibliography into groups of references listed under different headings which you can specify. In the Bibliography group click on Configure Categories to specify the headings: Click OK and your references will be automatically divided into categories: This is a citation [1] another two [2, 3] Bats References 1.

Brinklov, S. Kalko, and A. Surlykke, Intense echolocation calls from two ‘whispering’ bats, Artibeus jamaicensis and Macrophyllum macrophyllum Phyllostomidae. Journal of Experimental Biology, 1 : p Moss, C. Sinha, Neurobiology of echolocation in bats. Current Opinion in Neurobiology, 6 : p Uncategorized References 2. Emery, N. Philosophical Transactions of the Royal Society of London. The change only affects the display of the edited in-text citations.

Use of the Pages box is determined by the output style. Type the note text into the box and click OK. This is a citation [1] and another two [2, see also 3] and note [4] References 1.

Current Opinion in Neurobiology, 6 : p Emery, N. Series B: Biological Sciences, : p An important point. Click on the in-text citation for the reference to be edited. Click on Edit Library Reference s Citations group. You will be taken back to EndNote where the required reference will be open ready for editing. Close and save the reference. Changes will not be displayed in the document until you reformat the bibliography.

However, removing formatting also deletes the travelling library see below so you must have your EndNote library open before you can reformat the citations and bibliography. They allow EndNote to format, unformat and reformat citations within a document.