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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 Favor