Macintosh Endnote X7 user guide (PDF - 2.10MB)
Contents
1. COLLECT COLLABORATE CREATE FROM ANYWHERE MACINTOSH e ONLINE USER GUIDE ii 0 THOMSON REUTERS Es ENDNOTE S ONLINE USER GUIDE ENDNOTE X7 ONLINE USER GUIDE VERSION X7 FOR MACINTOSH ABOUT THIS GUIDE This guide provides a basic overview of using EndNote It assumes that you know how to use your word processor and the Apple operating system For help on these topics consult the documentation that comes with these products For additional information about using EndNote consult EndNote Help From EndNote s Help menu select EndNote X7 Help to view help topics While using EndNote press the Question Mark icon to view a help topic about the current window You can also access help by holding down the Command Shift Keys A printable help guide called EndNoteX7MacHelp pdf is available in the EndNote X7 folder It contains all the help topics compiled into a PDF file Copyright 2013 Thomson Reuters All rights reserved worldwide No part of this publication may be reproduced transmitted transcribed stored in a retrieval system or translated into any language in any form by any means without written permission from Thomson Reuters TRADEMARKS EndNote is a registered trademark of Thomson Reuters Cite While You Write is a trademark of Thomson Reuters Apple Macintosh and Pages are trademarks of Apple Computer Inc Microsoft is a registered trademark of Microsoft Corporation SKIM is a PDF Reader2. Avila Flores R and R A Medellin 2004 Ecological taxonomic and physiological correlates of cave use by mexican bats Journal of Mammalogy 85 4 675 687 Holland R A et al 2008 Bats use magnetite to detect the earth s magnetic field PloS One 3 2 e1676 1671 1676 Note In the future if you need to make changes to the paper such as adding or deleting citations or text just do the necessary updates in your paper If you want to change the output style or bibliography layout settings select the Configure Bibliography command again EndNote will reformat the in text citations and generate a new bibliography based on your changes Editing a Citation To make and retain changes to all citations and or the bibliography modify the output style However if you want to make a change to an individual citation select the Edit amp Manage Citation s option as described below For some bibliographic styles the majority of references are cited in an Author Date format However if the author s name is mentioned within the paragraph text the style dictates that the name not be repeated in the citation 1 2 Click anywhere on the Avila Flores citation From the Tools menu go to the EndNote X7 submenu and then click Edit 8 Manage Citation s Count Library V Avila Flores and Medellin 2004 OO svila Flores 2004 73 1 Sample_Library_X7 ECD V Holland Kirschvink et al 20
3. Sync Temporary Citations Term Lists URLs amp Links Display Font ml Library General Labels These settings change the font and size of the text displayed in the Plain Font and Plain Size EndNote Defaults Revert Panel 3 2 ri ENDNOTE f On the Library tab click the Change button 4 Select Tahoma or another font and font size Close the Fonts dialog and then click OK to save the change 5 On the General tab click the Change button 6 Inthe Font list select Tahoma or another font and font size Click Save to save the change 7 Click OK to leave the Preferences dialog IM ENDNOTE 7 CHAPTER 4 CREATING A NEW REFERENCE Once a library is open you can add a new reference to it 1 From the References menu select New Reference to display an empty Reference window GD auna ame Hs Y SR e GD Epub Date Type of Article he 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 of the Reference window You can also change the default reference type 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 the list of fields changes for each type of source Note that th
4. 7 CHAPTER 3 SETTING ENDNOTE PREFERENCES This chapter covers the following topics To access Sync Preferences 1 Setting Sync Preferences 1 Goto the EndNote X7 menu and then select Preferences 2 Setting PDF Handling Preferences 2 Select the Sync option 3 Setting Display Font Preferences 3 Click the Enable Sync button to activate your EndNote online account Setting Sync Preferences See Synchronizing Your EndNote Library with Your EndNote Online Library for instructions on how to proceed Sync Preferences allow you to set preferences so that e You only have to enter your e mail address and password once in Sync Preferences and not each time you manually synchronize your Change Case references between EndNote desktop and EndNote online Display Fields Synchronize your data with your EndNote account Learn more Display Fonts Upgrade or create your two year EndNote account to get the latest You can have EndNote automatically begin the Sync process every 15 minutes a ae enable Syne background processing by selecting the Sync Automatically check box Folder Locations T Formatting n Libraries EndNote Account Credentials FDF Handling radis Read Unread Reference Types Password seeceseees Sorting Syne Sync this EndNote Library Temporary Citations r Term Lists monks M Sync Automatically EndNote Defaults Revert Panel Save Once you create your EndNote online account EndNote
5. and tk rcencogaen ED Crt C Mae W Mn C F 2008 ye in sence Erhaiocatag bats orase vacating D ei sonar jamming Proceedings of Pe Natonai Acs D o Adr Peres R Mlada AA 7004 Ecological lasanomc and pAyuoisgeal cormiates of cae uae by macan bate Journal ot Mamenaiogy se rt eter 2008 AMPLOS ONE were baty about bate PLoS Prose Leary of Saane O coms srana o Bomo 5 KAS EKV Su 2009 tense echoloceton cais ton wo winpetngy Sat Adeu janscense Joumal of Expermertat Boog Drama eo Orau Chen Moss Cynta F OOF The rote of he externa sar in vertical sound ioca zston in Pe tee tying gt Joumal ot Pe Acoustica Soet aan Dekor C UL Bragg Aime 2008 Evidence tt apasal rmermsareamon ot object shape By echolocating Ba ww e Journal ot Acowsteat Soost EUROBATS Seeretartat 2004 EUROBATS The Agwement on tre Conservation oi Poputatons of Europ Dam O Orta bPa Li 2200 B rec ura are Iet Of Dat iem PV ESPN Meroscogy Research and Tech cena Magna T Minyu 8 Kafe 2007 Adapte SONAN sound by echsiocatag Date Va nararos Semone on Dion O Momand Rinas A Kacin 2008 Ban sse magnetis detect Pe ears magnete teis PLoS ONE Doea o MCPS R I0 NAUDU of ecnoocaton n bat Cunent Opnon n Neuroncrog Sonar o RDM Ornsenasen 2005 Pekapeka Bam Seem T Rana R SM 2007 igh bat Chropiera Gvernty in Pe Esty Eocene of naie Naturmissenscnanten z kosas as Towing EC Serger M 5 2008 Amotecvtar phylogeny for bets Murmnates Dopeageacty and fe ossi CIDR Sara Cogn emas wegeret 20
6. 6 Moving groups 2 7 Groups panel 2 2 Groups panel layout mode 2 4 Help 1 2 Import filters Importing into EndNote 7 2 Selecting 7 2 Integrated Library amp Online Search Mode 6 1 International support 1 3 Library Searching 5 1 Library window Navigating 2 2 Local Library Mode 6 1 Match Case option 5 1 Match Words option 5 1 Online databases Searching 6 1 Online Search Mode 6 1 Online support 1 3 Overview of EndNote 1 1 PDF files Adding sticky notes 2 5 Highlighting text 2 5 Menu options 2 4 Toolbar 2 4 Working with 2 4 PDF Handling Preferences 3 2 PDF Viewer panel 2 5 Preferences Display Fonts 3 2 PDF Handling 3 2 Sync 3 1 Preview panel 2 3 Vi II ENDNOTE 7 PubMed Direct export of records 7 4 Sample text file 7 3 Records Direct export from PubMed 7 4 Exporting from Web of Science 7 4 Importing 7 3 Reference List panel 2 4 References Closing 2 5 Creating a custom group 2 6 Deleting a group 6 3 Displaying 2 5 Finding full text 6 3 Importing 7 1 Moving a group 2 7 Opening 2 4 Reviewing 6 3 Saving to a custom group 2 6 Searching 5 1 Searching and saving 5 1 Sorting 2 4 Registration 1 2 Release notes 1 2 Sales information 1 2 Search panel 2 3 5 1 Search rules Particles and spaces 7 4 Surnames 7 4 Show All
7. Cogrtve and comm ns lt i masan pr dreenseananen eade You can see more details about a reference by highlighting the reference and selecting the Preview panel The Preview panel uses the current output style to display the selected reference as it is formatted in a bibliography EndNote s output styles represent the rules for creating bib liographies for a variety of journals and other publications The styles determine how your references look when you print export preview or create bibliographies 2 2 I ENDNOTE 7 The Output Style menu displays your favorite output styles but you can choose Select Another Style to pick from other installed files A typical installation installs only the most popular output styles but more than 5 000 output styles are available in EndNote Reference Quick Edit Panel You can quickly edit your references by clicking inside the Reference panel Most function ality is the same as working in the Reference window Enter text in a field by clicking on the field All commands are available via the menus including contextual menus The Reference panel displays the contents of the highlighted reference Each part of the reference is stored in its own field The reference type is displayed below the title bar PDF Viewer Panel You can open and view PDF files attached to the current reference See Working with PDF Files for more information Search Panel You can search for references from
8. EndNote libraries search sort and print references With the EndNote Viewer you will not be able to Add or edit references in a library that has 10 or more references already in it Format more than 10 citations in a paper e Retrieve more than 10 references from a remote database Import more than 10 references Export more than 10 references e Synchronize references in an EndNote desktop library with references in your EndNote online library To purchase an unrestricted version of the EndNote program open your trial version and then click the Yes button when the EndNote dialog box appears with the message Would you like to activate the full version of EndNote You will need to purchase a product key in order to activate the unrestricted version of EndNote If you are upgrading from a previous version of EndNote then you need to supply the product key or serial number and provide your name in the Name field Customer Services Register Your Copy of EndNote Register your software by either 1 creating or upgrading your EndNote online account the first time that you start EndNote or 2 by going to http www endnote com register Registered users receive e Free technical support Special upgrade offers e Notification of new EndNote versions that are compatible with the latest version of your word processor EndNote Online Help Online Help From EndNote s Help menu select EndNote X7 Help to view
9. Fields option 6 3 Smart groups Creating 5 2 Sort feature 2 4 Sticky notes 2 5 Support 1 3 Surnames Searching 5 2 Special conditions 5 2 Sync Activating 2 7 Existing users 2 7 New users 2 7 Sync preferences 3 1 Technical support 1 3 Web of Science Searching 5 2 What s New in EndNote X7 1 1 Word 2008 X7 tab 8 1 Word 2011 EndNote X7 tab 8 1
10. and Note taker for OS x Copyright c 2006 2013 All rights reserved PDF technology in EndNote is powered by PDFKit licensed under the MIT license All other product and service names cited in this manual may be trademarks or service marks of their respective companies Notice regarding legal use of downloaded reference data EndNote gives you the capability to import references from online databases and store them in your personal EndNote libraries Some producers of online reference databases expressly prohibit such use and storage of their data Others charge a fee for a license to use the data in this way Before you download references from a database be sure to check the copyright and fair use notices for the database Note that different databases from the same provider may have varying restrictions I ENDNOTE 7 CONTENTS GGMT ntS suscssssssa esssidieik s ak m sksik rink ass t sskkri k EKE EPEAK KEEK dal tas Kr sa iii CHAPTER 4 Creating a New Reference iiddaj 4 1 Chapter 1 Welcome to EndNote X7 dddd d 1 1 CHAPTER 5 Searching an EndNote Library aaa 5 1 EndNote Your Complete Reference Solution iisisti 1 1 Searching for a Set of References ass rtas 5 1 Whats New old als 5 lt oe PPS PA MIEMENES 1 1 1 2 0 of Smar GOUD PASS AS 5 2 About the Demonstration Version of EndNote vaa mms 1 2 Creating a Combi
11. called Annotation toolbar on the PDF Viewer toolbar to open the Annotation toolbar inside a PDF document 4 Double click the Sticky Note icon that appears in the PDF file to display a Sticky Note text box 5 Enter your comments in the Sticky Note text box 6 Click the X button that appears in the left hand corner of the dialog to save your changes Highlighting Text 1 Go toa section in the PDF where you want to highlight text 2 Select the text within the PDF that you want to highlight 3 Select the Highlight Text icon from the Annotation toolbar The background color of the selected text changes to yellow 4 Click the Close PDF button in the toolbar to close and to save your changes 2 5 I ENDNOTE 7 To create a custom group and add references to it Saving References to a Custom Group The left panel of the library window lists groups of saved references The first three groups are permanent All References displays all of the references in the library e Unfiled contains references that are not part of a custom group e Trash contains references that you have deleted from the library They are not permanently eliminated until you empty Trash M All References E Unfiled Trash Note This section of the Groups panel will change after you initiate the Sync process for the first time See Synchronizing Your EndNote Library with Your EndNote Web Library for more information Below the permanent
12. e mail address and then click the Continue button 4 Enter your personal information in the required fields on the next User Registration form For example enter your name a password and a title 5 Select the appropriate radio button to Opt in or Opt out for e mail communication 6 Click the Agree button indicating that you agree to the Terms and Conditions Once you create your EndNote online account EndNote populates the fields on the Sync Preferences page with your e mail address and password that you entered during registration Sync Status Button After the Sync process completes the Groups panel includes a Sync Status button Click the button to open the Sync Stats dialog to review information about the EndNote library that you selected to synchronize with your EndNote online library The dialog tells you the number of references and the number of file and figure attachments that EndNote updated during the last Sync process Sync Conflicts If Sync conflicts occur during the Sync process a Sync Conflicts group appears in the Groups panel A conflict occurs when you edit a reference in both EndNote desktop and in EndNote online between Syncs As a result EndNote desktop does not know which one you want to keep Select the Sync Conflicts group to open the Resolve Sync Conflicts dialog where you can resolve conflicts between references in your EndNote desktop library and your EndNote online library 2 7 I ENDNOTE
13. entire forelimbs as birds do but instead flap their spread out digits which are very long and covered with a thin membrane or patagium Avila Flores and Medellin 2004 Bats represent about 20 of all classified mammal Format Bibliography Layout species worldwide with about 1 240 bat species divided into two suborders Holland Kirschvink et al 2008 Format document Bats docx req With output style Annotated 6 Browse Temporary citation delimiters A From the Tools menu go to the EndNote X7 submenu and then click Configure Bibliography The Configure Bibliography dialog appears where you can select a bibliographic style Avila Flores R and R A Medellin 2004 Ecological taxonomic and physiological correlates of cave use by mexican bats Journal of Left Right Mammalogy 85 4 675 687 Holland R A et al 2008 Bats use magnetite M Link in text citations to references in the bibliography to detect the earth s magnetic field PloS One 3 2 C Underline linked in text citations e1676 1671 1676 Note You can also insert citations in footnotes First use the appropriate Cow Word command to create the footnote Then insert the EndNote citation in the footnote Word controls the placement and numbering of the footnote and EndNote formats the citation based on the current style Styles contain instructions for how EndNote will format citation
14. you can refine the search by clicking the Cancel button Note The number of results in the above example may differ from the number of results that your search returns 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 trilobite as the search text Click Search This time the system finds fewer references Found 25 references Retrieve References from l through 25 J Clear currently displayed results before retrieving records CD EE ENDNOTE 7 4 Click Search 9 Click OKto retrieve and save the matching references EndNote downloads the references to the All References group and to a temporary PubMed NLM group fadei 08 8 76 anno ee va te I ee E wg Loroa Art A nega T 2012 Cowen on gut penghaimaton te Wiemann rom me Warts Ferman us One o Paca 6 Garum Tr M2012 Drveispmentsi wait evasion m rakt TSV stu e Se viann 0 te 2012 buang capeniny amp Pa remag sur id risate Nypefuronstss siris Jende use Fle Gerts Hog a Mn Miete meteescres and ovshtanary Macher me s gore 2 tensen Congreve RL Lateran 2911 PIKASO Sr of aphwerenechine visites nom pope aie Loe ag 10 Gari 2011 Madars en testam preservet eyes ot Bariy Comirian wr vas Webeter M Demon ML FE Werder a e Contras pychaperend risate tr erature tye Der un Letemen A SEmi T
15. your Web browser at http www pubmed gov Select PubMed from the drop down menu to the right of the Advanced search field In the Search field enter your search criteria to execute your search For example search for Brain Cancer Click the Search button Select the needed results from the results list Select Citation Manager from the Send To menu Click Create File from the Choose Destination dialog Open Finder on your machine and select the Downloads folder under your user name Double click on the downloaded file from Pub Med to imported the records to your EndNote library The downloaded references from PubMed will appear in a folder called Imported References in the Groups panel The number of references downloaded from the PubMed site will match the number of reference that you selected from the PubMed site At this point you can move the references to the desired folder in your EndNote library I ENDNOTE 7 Exporting Records from Web of Science to EndNote Easily export bibliographic records from the Web of Knowledge platform A subscription to Web of Knowledge is reguired Go to the Web of Science search page and perform a search using the Topic Title and Author fields From the Results page click the check boxes to select the records that you wish to export to EndNote 1 From the Results page click the check boxes to select the records that you wish to export to EndNote 2 Go to the Output Reco
16. 08 Holland 2008 64 1 Sample_Library_X7 EM Format Default E Prefix Suffix Pages D GED Select the Edit Citation tab From the Format menu select the Exclude Year option Leave the Prefix Suffix and Pages fields blank Click OK to update the citations in your paper Click anywhere on the Holland citation within Word 8 4 I ENDNOTE 7 8 Control click to bring up a contextual menu 9 Select the Edit Citations gt Exclude Year command Your document text should look similar to this example Note that the date is gone from the Avila Flores citation Bats Bats are mammals of the order Chiroptera from the Greek hand and wing whose forelimbs form webbed wings making them the only mammals naturally capable of true and sustained flight Bats do not flap their entire forelimbs as birds do but instead flap their spread out digits which are very long and covered with a thin membrane or patagium Avila Flores and Medellin Bats represent about 20 of all classified mammal species worldwide with about 1 240 bat species divided into two suborders Holland Kirschvink et al Avila Flores R and R A Medellin 2004 Ecological taxonomic and physiological correlates of cave use by mexican bats Journal of Mammalogy 85 4 675 687 Holland R A et al 2008 Bats use magnetite to detect the earth s magnetic field PloS One
17. 08 An aseoconeiakin model of Bat sonar Botopeal Cytemencs eae Yowi Pang O S8t P_ 2008 Plant ctansitcason kon babine echolocation signait PLoS Compvtatona Botory in a Search Results group set This makes it easy to display other sets of references but still go back and display your most recent search results EndNote replaces this temporary Search Results group the next time you runa search on the library When you close the library EndNote removes the 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 with a smart group II ENDNOTE 7 Creating a Smart Group You could create a custom group and then drag your search results to the group but as you entered new references into your library you would need to keep updating the custom group Instead create a smart group that updates automatically The Search panel should still display the search strategy to find bats for publication years 2000 to 2012 To use the search strategy to create a smart group 1 2 Select the Bats group set Click the Action menu on the Search panel and then select Convert to Smart Group A Converted Search text box appears under the group set called Bats Type Bats 2000 2012 to replace the Converted Search title and then press Return If you have already clicked away from the editable title you can Control clic
18. 3 2 e1676 1671 1676 As you are working remember to save your document You can continue adding text and bibliographic citations to your paper and EndNote will continue adding to the list of references 8 5 IM ENDNOTE f INDEX About this guide ii ADA VPAT 1 3 Bibliographic style Selecting 8 3 Citations Editing 8 4 Formatting 8 3 Inserting 8 1 Combination group Creating 5 3 Configure Bibliography dialog 1 2 Customer services 1 2 Customer support 1 2 Databases Searching 7 1 Searching and saving 7 1 Demo version 1 2 Display modes Integrated Library amp Online Search 6 1 Local Library 6 1 Online Search 6 1 Education 8 Training 1 1 EndNote ADA VPAT 1 3 Customer support 1 2 Demo versions 1 2 Help 1 2 International support 1 3 Online support 1 3 ONLINE USER GUIDE ENDNOTE X7 Orders billing and shipping 1 3 Overview of 1 1 Registration 1 2 Sales information 1 2 Searching a library 5 1 Starting 2 1 Synchronizing your libraries 2 7 Web site 1 2 EndNote discussion forums 1 3 EndNote online Existing users 2 7 New users 2 7 EndNote X7 Finds amp Insert My References dialog 8 1 Find Full Text 6 3 Format Bibliography dialog 8 3 Groups Creating a combination group 5 3 Creating a custom group 2 6 Creating a smart group 5 2 Deleting 2 7 Description of 2
19. ENDNOTE 7 CHAPTER 6 SEARCHING AN ONLINE DATABASE With the Online Search command you can search online bibliographic databases just as easily as you can search an EndNote library on your own computer You can download the results of your searches into a temporary EndNote library or directly into your own EndNote library This chapter covers the following topics e Selecting a display mode Searching a database e Reviewing references Deleting references Finding full text for a reference Selecting a Display Mode Choose from three different display modes in the library window by selecting one of them from the toolbar Online Search Mode Local Library Mode This mode displays automatic groups custom groups and smart groups but not Online Groups This mode keeps you from inadvertently downloading references found during an online search into your currently open library This is the default mode Online Search Mode In this mode only the online search groups are available When you download references from an online database the references are stored in a temporary library until you save them to a permanent library You can then review the references without affecting your local library Integrated Library amp Online Search Mode In this mode all local library commands and groups are available When you download ref erences from an online database EndNote saves them to a group under the Online Search group s
20. Ma cintosh system EndNote and word processor To find the EndNote version and serial number start EndNote and select About EndNote X7 from the EndNote menu For web e mail or phone contact http www endnote com contact For technical support tips e Global Customer Support Center http science thomsonreuters com support Online Support EndNote Marketing Web Site The EndNote Web site http www endnote com contains Free training options including online videos and Web classes Access to technical support knowledge base Information on the latest versions of EndNote e Downloads for styles filters and connections And more EndNote Discussion Forums If you wish to join an ongoing forum of EndNote users like yourself go to http www endnote com forum You can browse several EndNote message lists easily search for topics and join to add messages You can also join the EndNote social network at the following Web sites e www facebook com EndNote e www twitter com EndNoteNews e www youtube com endnotetraining International Customer and Technical Support For customer support or technical support outside of North America visit our Web site to check for a local distributor Go to http www endnote com distributors to find contact information for your local EndNote support ADA VPAT Thomson Reuters is dedicated to developing software products that are usable for everyone including those wi
21. PMO Trecing the bisdte ios trem thw soot io o fpa a modsi marrings oft Ariropot Brst Dev t ail o Pan LOO 2200 Po embryo meeen of the Furor cate Comrise tree wise Dare RG Clawson ER 2008 Trunk negpmertuum of Cambrian sedani vr b ms iwo Berm A o Dnt memme Dear 2 2018 Dretara renta nt pasting agy M the Ororen Wate O roe tenes ec hel o etait 2087 M Camiran p m marong a VIP waren PM somem keene Om o wetter A 1 Muz GR 2087 Guantnatrety comparing morph vends t envronmen m me M teneam Kora 2 Per Mi JOMA Troede sares ond beete Norra eet veimc em m ie Paisecese 7 wua Kempen AG mares NC 2004 Deveingment of Ie couts rrenewten of the piomong r tas Hinta tes Der Sum a ru V Vannie di Wan 2904 Obpet evidence far predatan t s tthe Camii Pose Bai Ouna mj o Paca 6 Near K Ciwa 2004 Expiring drretoprmentsi modes i 4 Iesst tengat poeth and trun Annat er Cneas 2009 A Dever hatte win an eps Seemee Ome a Negron N C 200 Tisbe body meter and tw eroiton of STD igasse Bomam Samer D E Myers 0 C 8 2000 Rete of the sebretad misdie mows in posiiston movements of conre Germsa mopa 2000 Lanetan 0 merpromge hareri states energ torei tee vason PATIKU je Gat 4 Morse G Cartas 2000 mage turmston by bitace memes ms bisite eye Vinton Res Foote Raw D M 1108 Fanas PRAIDS nor rongas w tato Pewee le Herve 008 Goometrec apies of iris eyes a thecretinn shady of the shape of mh Mam Benes Ciert on EK Loson 1978 Triste eyes sad te apite s
22. a particular EndNote library By default the Search panel displays at the top of the EndNote window Click the Show Search Panel and Hide Search Panel buttons to toggle between the two views The Search panel consists of the following items e Logical Operator List e Field List e Comparison List e Search Fields Action Menu e Match Case e Match Words Logical Field List Comparison List Search Fields Operator List aed a puna afeh Case Quad Words OOOO Author Contains V uthi Contains 5 HORO V Year Contains i Title __ Contains a Qr Search Library an BU To begin a search of your EndNote library select the group of references you want to search and then select Search Library from the Tools menu To begin a search of an online database go to the Tools menu and select Online Search 2 3 I ENDNOTE 7 Selecting a Library Window Layout The view of the library window depends on the layout that you select from the Layout menu located in the upper right hand corner of the Library window There are nine layout positions Show Search Hide Search Either shows the Search panel or hides the Search panel Show Groups Hide Groups Either shows the Groups panel or hides the Group panel Bottom PDF Displays the PDF Viewer panel below the reference list in a split arrangement Bottom Split Display the Preview Reference and PDF View panels belo
23. cates Text Translation No Translation This option allows you to specify the text character encoding of the file you import This is important when you import references in languages that include extended characters You would typically contact your database provider for the appropriate setting Click Import to import the files When the process is complete only newly imported PubMed references display in the reference list in a new group called Imported References 4 Year Title 2008 Understanding of bat wing evolution takes flight Author Cooper K L Tabin C J eece SETS Springer M S Teeling E C 2001 Integrated fossil and molecular data reconstruct bat echolocation Sears K E Behringer R R 2006 Development of bat flight morphologic and molecular evolution of bat Note A Typical installation of EndNote installs the 100 most popular filters but there are hundreds available with EndNote Downloading Records from PubMed to EndNote Many information providers have a direct export option that allows you to send copies of references directly to an EndNote library The direct export process automatically selects an EndNote import filter to map bibliographic information into the appropriate EndNote fields All you need to do is select the EndNote library into which the data should be imported 1 2 10 Open the sample EndNote library Go to the PubMed Web site in
24. ce ss ss msotsd ne r mimasestsr t ne sot drisaskai r am rnisste r cbriss 2 5 Inserting EndNote References s ssssisissssissisttssttsststsitssttsstn teene 8 1 Working with PDF Files cccccccccccccsssssssssssssessssssssesssssnnsssisnsniiininnnieneeeeees 2 5 Selecting a Bibliographic Style usssssssssssssssssssssssssssssssseeeeeeseereeeeeess 8 3 Saving References to a Custom Group riren 2 6 Editing a Cit ti oirrne ea ot ras izdod ed ee id pa 8 4 Synchronizing Your EndNote Library with Your EndNote Web Library 2 7 PARI 5 se dvassa strada taads tanu vad E anband eae ted dat vi CHAPTER 3 Setting EndNote Preferences 3 1 Setting Syne PreferehG S csiis ieii a a a ae emt 3 1 Setting PDF Handling Preferences 4da aa 3 2 Setting Display Font Preferences eseseseeseeseseesesrsssesesresrsseesesesses 3 2 IM ENDNOTE 7 CHAPTER I WELCOME TO ENDNOTE X7 EndNote Your Complete Reference Solution EndNote as an online search tool Search online bibliographic resources and retrieve references directly into your EndNote library You can also export references directly to EndNote from your favorite online resource EndNote as a reference and full text organizer with a collaborative Web tool Your personal reference library will save you countless hours of organizing your research e Synchronize your references file attachments and figure attachments with your EndNote online account Gr
25. e 4 1 c For the third author enter de Young John Robert Jr The first comma separates the last and first name The second comma is inserted before suffix text to make it clear that it is not part of the author s name for manipulation of name order or stripping to initials Suffix text will always print after the other information for this author Press Return d For the fourth author s name enter University of California Berkeley Corporate author names are entered with a following comma so they will not be manipulated like personal author names In this case the corporate author name has a comma within the name We inserted two commas to allow for correct formatting The first comma makes it clear that text up to that point should not be manipulated The second comma indicates that there is no first name yet includes suffix text Press Tab to accept the author name and move to the Year field Type 2006 as the search term Continue entering the reference as shown below using the Tab key to move to the next field and Shift Tab to move to the previous field You can also use the mouse to click in the desired field If information is not provided for a particular field leave that field empty Title The scale and the feather A suggested evolution Journal Paleontology Volume 3 Issue 1 Pages 125 128 II ENDNOTE 7 Date November 22 Keywords Feathers Evolution Birds No extra punctuation suc
26. e first few letters found in the field by which the library has been sorted To find and display a reference Open the reference by Glover M Allen by pressing the Return key or by selecting the Edit Reference command from the References menu The Reference window opens to display all of the information associated with the reference This is where you enter or edit information for a reference In this instance let us assume that you have attached a PDF document to the Glover M Allen reference We will discuss in Working with PDF Files how to attached a PDF document to a reference YL ras A Oa gs oD ee ee FSR EHO 6s OBOZ Z Rat om Aten Gover kl Year 2004 Number of Pages n M8 2619 oi pistos Paps Editor Edition Data Added io Ubeary 3 5 10 Last Updated 5 5 10 2 4 I ENDNOTE 7 To view the rest of the reference Use the mouse to scroll up and down the Reference window Press the Tab key to move forward from one field to the next Press Shift Tab to move backward through the fields Click the Show Empty Fields button to toggle between showing all fields in the reference or only those fields that contain data V Show Empty Fields Show Rating Field Closing a Reference You can close a reference in one of these ways e Click the red close button in the upper left hand corner of the Reference window From the File menu select Close Reference From the keyboard press Command W E
27. e online library You must register and have an active EndNote online account to initiate the Sync process Already Have an EndNote Web Account 1 Click the Sync button in the toolbar to go to an EndNote online login dialog 2 Enter your EndNote online e mail address 3 Enter your EndNote online password 4 Click OK to initiate the Sync process Since you already have an EndNote online account EndNote populates the fields on the Sync Preferences page with the e mail address and password that you entered on the EndNote online login dialog Later you can change the data in these fields if you ever change your e mail address or password The first time you synchronize your EndNote desktop and EndNote online libraries EndNote copies all references in each library to the other If you have the same references in both libraries these references will result in duplicates in the synchronized libraries Use the Find Duplicates command under the References menu to find and remove duplicates after your first synchronization Do Not Have an EndNote Web Account If you do not have an EndNote online account then you must create one Registration is fast and easy and activates your two year EndNote online account when completed 1 Click the Sync button in the toolbar to go to an EndNote online login dialog 2 Click the Sign Up button to go to a User Registration dialog 3 Enter an e mail address in the User Registration dialog Retype your
28. ents when EndNote imports them into a library The default value is Don t Rename 4 The Custom option allows you to create a personalized method of renaming PDF documents when they are imported into a library 5 Inthe PDF Auto Import Folder panel select the Enable automatic importing check box to enable automatic importing of your PDFs into a library 6 Select a folder on your computer or create a new folder when the Browser for Folder dialog displays 7 Click OK to save your changes 2 Select Display Fonts to display a dialog with four tabs Display Fields bad e The Library tab determines the font and size EndNote applies X n ename Display Fonts M to the references listed in the library window Duplicates O Author Year Title Find Full Text QO Author Title e The General tab determines the font EndNote applies when you enter Folder Locations O Author Year text in a field in the Reference Output Styles Connection File and ke a OTitle Import Filters windows It also determines the font EndNote applies PDF Handling O Custom to text that you view in the Previews panel or when you print and copy bibliographic information from EndNote e The Labels tab determines the font and size EndNote applies to the Reference window field labels Display Fields Display Fonts Duplicates Find Full Text Folder Locations Formatting Font Helvetica Size 12 Libraries PDF Handling Read Unread Reference Types Sorting
29. et and to your open library If you decide that you do not want to keep the retrieved references select them and then move them to the Trash folder 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 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 1 Select Online Search Mode from the EndNote toolbar 2 Inthe Groups panel select PubMed NLM You can also go to the Tools menu and select Online Search to bring up the Choose a Connection dialog Select PubMed NLM from the dialog 3 Set the Field list for the first line to MeSH Terms and enter fossil in the search field The Comparison list for online searches is always set to Contains Search Geach Remote ura Match Case L Match Words MeSH Terma 1 Contains D Fossa C And A Foals Containe hed Tide 5 Comaing 6 1 EndNote sends the search reguest off to the online database and displays a summary of the search results Found 7493 references Retrieve References from through 7493 Clear currently displayed results before retrieving records Guat GD The dialog 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
30. f D Connections Hominid Evolution xls 1 T Adobe D istant app D Demo Lic ement txt re D adobe Photoshop CS6 amp EndNote X7 app Sample_Library_X7 Data E oza 1 O app store app Enanotex cHelp pat E sample_ubrary_x7 ent ex Automator app Examples E f sample Ubrary X7 entx vaas LL Caleutatorapp D Fitters Sample_OpenDocType odt EA vesktoo A Chess app License Agreement txt Sample_AichText rtf E Plugins Sample Word doc M Product Support 2 Readme txt E Services GD speli Y SEARCH FOR V EndNote wed Ga styles Yesterday T EndNote X7 Terms Todav Font Book app LJ XML Support Front Row apo Past Week TC Kalapp Gj At images ihatapp GAN Movies image Captureapp GRAM Documents iSyncapp MEDIA 0 Tunes app r ie u Fi ase ts rrj Import Options POF File or Folder Dupetes moa Text Translation No Transition Cimeo gt I ENDNOTE 7 10 T1 From the Import Option menu select Other Filters to display the list of filters sup plied in the EndNote Filters folder Select the PubMed NLM filter With the PubMed NLM filter highlighted click Choose Leave the other two options at their default settings Duplicates Import All By default a reference is considered a duplicate if the Author Year Title and Reference Type match a reference already in the library You can change the duplicates criteria under EndNote Preferences We will import all references regardless of dupli
31. groups you can create group sets to organize up to 5 000 custom groups smart groups and combination groups in the library You build a custom group by adding individual references to the group EndNote automatically compiles a smart group based on your search strategy A combination group consists of references derived from a smart group search of the contents of existing custom and or smart groups The sample library has several custom groups of references Click the group names under the Bats group set in the left panel of the library window to view the references in each group vw BATS E Chiroptera EJ Echolocation Echolocation OR Sonar amp Sonar Group Set Custom Group Combination Group Smart Group Note The number of results in the above example may differ from the number of results that your search returns 1 2 Select one of the groups in the Bats group set From the Groups menu select Create Group In the Groups panel of the library window a group titled New Group is now highlighted for editing Type Bats Behavior as the group name and then press Return or click in the reference list area to save the change Select the All References group to display all references in the library In the Author column highlight the reference by Glover M Allen and the reference by Bat Conservation International Drag the selected references to the new Bats Behavior group and drop them on the t
32. h as parentheses around the year is entered into the reference EndNote adds the necessary punctuation to the references when it creates a bibliography Note that you can enter up to 64 K of text into the Abstract and Notes fields which amounts to 10 12 pages of text Attach a PDF file to the reference You can attach almost any type of file to the File Attachments field of a reference From the References menu select File Attachments gt Attach File to display a file dialog a Navigate to the Applications EndNote X7 folder b Notice the check box titled Copy this file to the default file attachment folder and create a relative link Make sure that you select this box so that EndNote will make a copy of the file to store with the library That way the attached file is always available to you even when you move the library c Double click on the file titled EndNoteX7MacHelp pdf to insert the file into the File Attachments field A file icon will appear in the field A EndNoteX7MacHelp pdf You can attach up to 45 different files to a single reference Double click the file icon to open the file with the default program for the file type 4 2 II ENDNOTE 7 7 From the File menu select Close Reference to close the Reference window 8 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 N
33. i Ove Cones ond Huygens Matu C Je I Semena is tres Owen 08 teens 43 mazu Notes The PubMed Web site is updated regularly so you may find a different number of references than illustrated here e The temporary PubMed NLM group will reset back to zero references when you close the library Reviewing References Select the references that you want to keep and copy them to a permanent library You may find that some of the references are not helpful for your research While you could open each reference individually to scan through the bibliographic data you can also use the Preview panel or the Reference panel To review the new references 1 Select a reference from the reference list 2 Click in the Preview panel to display the reference 6 2 I ENDNOTE 7 Select the Show All Fields output style from the Output Style list The Show All Fields style is not bibliographic but represents all of the fields in your references In the Preview panel scroll through the data in the selected reference Note If Show All Fields is not in the Output Style list then choose Select another Style to go to the Choose a Style dialog Select Show All Fields from the list Finding Full Text for a Reference Many online sources now supply both bibliographic information and the full text of the document you are referencing EndNote locates full text files on the Web by using data stored in your references Once found EndNote down
34. in Proteins SB IM CON Genes Dev 2008 Jan 15 22 2 141 51 PMID 18198333 MH Animals MH Chiroptera genetics ME Evolution MH Forelimb anatomy amp histology ME Fossils ME Genetic Variation MH Homeodomain Proteins genetics MH Wing growth amp development EDAT 2008 01 17 09 00 MHDA 2008 03 14 09 00 CRDT 2008 01 17 09 00 AID 22 2 121 pii AID 10 1101 gad 1639108 doi PST publish SO Genes Dev 2008 Jan 15 22 2 121 4 You can map each tag to a corresponding EndNote field If the data are inconsistently tagged or poorly delimited it may not be possible to import all of the data accurately Selecting an Import Filter 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 There are hundreds of filters included with EndNote Each filter is designed to read a specific tagged format from a specific information provider To import the sample PubMed text file into the sample library 1 Open the sample EndNote library 2 From the File menu select Import 3 Selectthe Applications folder 4 Select the EndNote X7 application 5 Select the Examples folder 6 Highlight the pubmed_results txt file Do not open the file o i lt m 5 Examples 3 a i v DEVICES J U Address Book app pa ll Cite While You Write gt 5 Feather2 BMP Lj Richard Shaffer s Mar Pro E Adobe
35. in silence Echolocating bats Bat Conservati 2008 Bat Conservation International Binfield 2008 At PLoS ONE we re batty about bats Clayton 2009 What do jays know about other mi DeLong 2008 Evidence for spatial representation Hartle 2008 Alex amp Me How a scientist and a p Holland 2008 Bats use magnetite to detect the e Jen 2008 Echo duration selectivity of the bat Lefebvre 2008 Brains lifestyles and cognition Ar Pennerhera 2008 Alex amp me The hidden world of a K gt Q7 2008 a v Li Reference Type Journal Article Record Number 68 Author AnChiu C Xian W Moss C F Year 2008 sonar jamming Journal Proceedings of the National Academy of Sciences of the United States of America Volume 105 8 Highlight the reference by the author Holland Title Flying in silence Echolocating bats cease vocalizing to avoid I ENDNOTE 7 9 Click the Down Arrow on the Insert button to display a menu Selecting a Bibliographic Style Select the Insert option Your document text should look similar to this example Format your citations and bibliography as many times as you like changing the output Bats style and various other layout settings each time Bats are mammals of the order Chiroptera from the 1 Greek hand and wing whose forelimbs form webbed wings making them the only mammals naturally capable of true and sustained flight Bats do not flap their
36. itle of the group Select the Bats Behavior group to display the two references now included in the group Mier lama 8 7 ewe cree Match Case C Match Words ee 00 C S Mi Reterences o Autre OO Contains Raung wW IVYUSA Burton Amd 1 va 1 Comtams p va Tata 1 Centers 1 Alon Cover M AMAN INTELLIGENCE L ond Avan cogan e Bicones o Bax voio 8 Conds 4 Panoa o Dehavor and Izt iome Br e Series Ener pars Series T da EJ Cniroganra e Piace Puntaned E Ecnotocaton o MRS NV nocao OR Sonas D Prisner Q somas o OsarPiatoton Votume ij e 2 6 I ENDNOTE 7 To move the group to a different group set 1 Select the group called Bats Behavior 2 Drag and drop the group anywhere in the My Groups group set To delete a custom group 1 Control click on the group called Corvids to display a contextual menu and then select the Delete Group command 2 Click Yes when you are prompted to delete the group EndNote deletes only the group No references are deleted from your library Many of the commands for managing groups are available from the Groups menu and from the Control click contextual menu Synchronizing Your EndNote Library with Your EndNote Web Library Your purchase of EndNote desktop entitles you to a two year free subscription to EndNote online The Sync feature allows you to synchronize the references in your EndNote desktop library with the references in your EndNot
37. k on the title and then select Rename Group Each time you add a reference to the library EndNote updates the smart group as needed 5 2 IM ENDNOTE 7 Creating a Combination Group v BATS Let us assume that you want to combine all your custom groups and smart groups under the Bats group set in order to better organize your EndNote references You can do this and Yt Bats 2000 2012 use AND OR and NOT logic to create new useful combined group sets m Bats Behavior GI To create a combination group MY Chiroptera 1 Select the Chiroptera custom group from the Bats group set oe Chiroptera Co O MY Echolocation O t8 Echolocation O 3 Inthe Group Name field type Chiroptera Combo Group fe Sonar Go 2 From the Groups menu select Create from Groups to open a dialog 4 Goto the Include References In fields section of the dialog In the first field lect Chiroptera from the Bat t LPT VT Your combined group should contain 24 references from the following 5 Inthe second field select Echolocation from the Bats group set menu custom groups and smart groups Select the OR Boolean from Logical Operator list Chiroptera 6 Inthe third field select the Sonar smart group from the Bats group set menu e Echolocation Select the OR Boolean from the Logical Operator list Sonar 7 Click the Create button to save your changes Your combination group should appear in the Groups panel 5 3 II
38. lly precocious contemporary of the dog sized polydactylous horse PMID 17770307 PubMed as supplied by publisher To use this information effectively you must consistently tag each piece of the information so that EndNote can direct it to the correct EndNote field Database providers typically offer several different download formats Regardless of which system you are searching you need to save the references in a tagged format to a text file For this section of the tour we will use a text file of PubMed references that we previously downloaded in the tagged MEDLINE format The file pubmed_result txt is provided in the EndNote Examples folder A single reference in the file appears like this PMID 18198331 OWN NLM STAT MEDLINE DA 20080116 DCOM 20080313 LR 20081121 IS 0890 9369 Print VI 22 IP 2 DP 2008 Jan 15 TI Understanding of bat wing evolution takes flight PG 121 4 AD Department of Genetics Harvard Medical School Boston MA 02115 USA FAU Cooper Kimberly L AU Cooper KL FAU Tabin Clifford J 7 1 II ENDNOTE 7 AU Tabin CJ LA eng GR F32 HD 052349 HD NICHD NIH HHS United States GR R37 HD 32443 HD NICHD NIH HHS United States PT Comment PT Journal Article PT Research Support N I H Extramural PL United States TA Genes Dev JT Genes amp development JID 8711660 RN 0 Homeodoma
39. loads and attaches the files to the references Note that you can find the full text for a single reference or up to 250 references To find the full text for a reference 1 2 Select All References from the Groups panel Sort your references by author name in ascending order Select the first 15 references in the reference list From the References menu select Find Full Text gt Find Full Text Click OK to begin the Find Full Text search When the Find Full Text search is completed EndNote removes the Searching group Depending on the results you may see a combination of three different groups under the Find Full Text group set Found PDF Found URL e Not found In this case EndNote was able to locate nine PDF documents for nine of the references and one URL for one reference V FIND FULL TEXT L Found PDF Found URL FB Not found In the reference list you can see that each of the nine references now has a paper clip icon next to it indicating an attached file Select one of the references in the library window and then open the PDF file in the PDF Viewer panel 6 3 I ENDNOTE 7 CHAPTER 7 IMPORTING AND EXPORTING REFERENCES Online searching is the easiest way to retrieve references from online databases but not all information providers offer this option If you have access to an online bibliographic database or university catalog you can probably use EndNote s import filters to import tex
40. m the Pan Layout menu See Selecting a Library Window Layout for more information This search will find all references published between 2000 and 2012 that contains the text bats Logical Field List Comparison List Search Fields Operator List Notice that the following check boxes are not selected for this search ee Waleh Case Owan words OOOO Match Case This option would limit our search to bats in lowercase If it were v A Author found capitalized at the beginning of a sentence or all uppercase it would not match the search And Year Dit Contains K And 5 Title pie i 9 Match Words This option would limit matches to full words with no truncation The word batsman would not match our search B x Search Library 3 On the first search line a In the Field list select Any Field This means that EndNote will search all fields b In the Comparison list the Contains comparison operator means that EndNote will search for the string of text anywhere in a field C Type bats as the first search term in the Search Fields text box 7 Click the Search button to begin the search In a moment 5 1 EndNote displays the search results The Search Results group should show approximately 17 references in the Groups panel Notice in the Groups panel that EndNote automatically retains the results DOn o k re ATS v AAC S mman 2004 Bam DM ter
41. name initial all names are shown Author Yer e Year Aman Copnten rt 2009 Leatmosed bat 2008 ao a A Epa Valaa O 6 kd as es gi Liteon e Title wero n KADRS mi tan npn Editor VA TE Dire Per 2008 AL PLoS ONE wete baty about bate Encyclopedia Tri id Rating D o Bird C O Emery NJ 2009 Insighths cectiem solving and creatve tool Encydopesa Deereain 0 Me ee ga eee is Pa Journal name or secondary title es Clayton N S Emary N 2 2000 What do jays now about oar minde aad ohar ic EERS eats em oni O dei il i Sao Last updated 5 o EMONA 2009 Tool use and physical cognition n bras and vim Ap kj CUBA Samta ant EURCEATS Ms Awan Comrenn ty es Reference type Fanse O N Bugnyar T 2011 Ravens reconcile ator aggressve conticts with Cs di IU Vs cement Ka i You can change the order of the fields by using the drag and drop method This is the sis NU iaa gota S dm L easiest way to change the order Hagino T btirju gota 7007 Adaptive SONAR sounds dy echotocatng Date Schad er eee E A m esep You can also change the type of fields and the order of the fields that display in the list by ea EEEE going to Preferences and selecting Display Fields Simply select a specific field for each A Soh E e column position Moss C F Sinta S A 2003 Neurodbology of echolocaton in bats Hew Yor Swis Deparment of 2000 Guidelines ftv caegucting DNS ANS Dat PUSA BI Come a Ri l MAMI Ke AK U Preview Panel Fepperbery LM 2001 in search ot King Solomons nng
42. nation Group eceececeeseeeeesesteteseeteeeseeneeeeeeseeeeeeees 5 3 C stolti r SemWil s 43 a a5 sates aye ca aaae ae Aa a ued dead ieejas 1 2 Register Your Copy OF ENdNOtE sses issskkaikskk a es emassk k s sak ass 1 2 Chapter 6 Searching an Online Database eS 1 E aN eae cee etc 1 2 Selecting a Display Mode a an CustolierrS rvit s iinis nia a E E O E E E EEEE 1 2 searching S DIRS spert rem Technical SUPPONE s5 05 0265 ceopeanscezestuten teach Headend ehaede dandenegsbededaccecssandsacciseasee 1 3 Reviewing References eens everntetecntntncntntntctntnrntntntntntnin ve CUTTS ON So oss ceed sd sa stash nes drogas A bans ee a s 1 3 Finding Full Text for a Reference a s a International Customer and Technical Support eee 1 3 CHAPTER 7 Importing and Exporting References 7 1 ADA VBA iposi e i vasa as tutte v s s 1 3 Searching a Database and Saving the References eee 7 1 CHAPTER 2 Working in an EndNote Library 2 1 Selecting an Import IKS rast 7 2 ais Sis bls as nal iemetas lt cs 2 1 Downloading Records from PubMed tO End N t sasar sadega 7 3 Navigating the Library Window s da 2 2 Exporting a aclence to EndNote i ai Selecting a Library Window Layout issdda a 2 4 e mg SONING REI NCES zeds ei 2 4 CHAPTER 8 Using EndNote While Writing Selecting and Opening a Reference aaa 2 4 a Paper in Microsoft Word eere srrrerersririsrsrsrsrsrsrn 8 1 Closing a Referen
43. ndNote prompts you to save your changes Working with PDF Files You can open view and annotate PDF files attached a reference To attach a PDF file to a reference 1 Select any reference in the reference list 2 Double click the reference to open the Reference window 3 Click the paper clip icon from the toolbar and then select Attach PDF 4 Navigate to the Applications EndNote X7 folder 5 Select the file titled EndNoteX7MacHelp pdf You can attach up to 45 files Note that EndNote automatically opens the first PDF attached to a reference when you select the PDF Viewer panel PDF Viewer Toolbar A toolbar appears within the PDF Viewer panel that displays the following icons 0 Lim vad AZ Move your cursor over an icon on the toolbar to see Title hover text to explain its function For example Title text for the first three icons displays the message PDF Attachments View and add PDF attachments e Open PDF Opens the PDF in a reference window Close this PDF s reference window e Email PDF Attach a copy of this PDF to an e mail Use Control click within an open PDF file to display a contextual menu that includes many of the options on the toolbar plus other options Adding Sticky Notes 1 Go toa section in the PDF where you want to add a comment 2 Select the text where you want to insert a comment 3 Select the Sticky Note icon from the Annotation toolbar To do this first select the last icon
44. o to the Applications folder 2 Select the EndNote X7 application 3 Inthe next column select the Examples folder 4 Select the Sample_Library_X7 enlx file This opens the Sample_Library_X7 enl file and opens the sample library in the EndNote application To create a new library 1 From the File menu select the New command to open the New Reference Library dialog 2 Inthe Save As field enter a name to identify your new library 3 Inthe Where field enter the destination on your hard drive where you want to save your new library 4 Click the Save button to save your new library 2 1 II ENDNOTE 7 Navigating the Library Window Groups Panel When you open the sample library you will see the library window listing all This panel displays various groups of references for easy retrieval such as of the references that the library contains Custom groups The Library window includes six work areas Smart groups Groups panel Combination groups Reference List panel Permanent groups e Preview panel Temporary groups Reference Quick Edit panel PDF Viewer panel Reference List Panel This panel displays a multi column list of references By default the first column in the reference list shows a Read Unread indicator followed by Search panel e Read Unread indicator Paper clip icon for references that include an attached file CE an e Author s last name first
45. otes In the Groups panel notice that one reference appears in the Unfiled group Select the Unfiled group to display the Tiberius Rex reference e You can easily locate those references that contain attached files by clicking the paper clip icon in the second column heading EndNote sorts all records containing attached files to the top of the list 4 3 I ENDNOTE 7 CHAPTER 5 SEARCHING AN ENDNOTE LIBRARY This chapter covers the following topics 4 From the Field list in the second search line select Year From the Comparison Searching for a set of references list select Is greater than or equal to and then type 2000 as the search term Creating a smart group 5 From the Field list in the third search line select Year From the Comparison list Creating a combination group select Is less than or equal to and then type 2012 as the search term 6 Notice the And Or Not logical operator list at the beginning of each search line Select the And logical operator between the three search lines Searching for a Set of References The Search panel should look like this Let us assume that you want to generate a list of all references found in the sample library on Bats that were published from 2000 to 2012 au mmen gt AM awed 5 1 Select the All References group to display all references in the library SE a 2 Click the Show Search button if the Search panel is not already showing fro
46. oup references according to your research projects and attach up to 45 files per record for managing related materials e Locate full text PDF documents or create a reference when importing a PDF file Import and rename PDF documents Share groups with other EndNote users easily and manage your ResearcherlD publication list EndNote as a bibliography maker Cite While You Write takes the pain out of citing and formatting references in Apple Pages 09 and Microsoft Word You can also create bibliographies for other word processors using Format Paper RTF files What s New in EndNote X7 e Set your preferences to create clear organized and easily searchable names for your PDF documents as you import them by defining your settings in PDF Handling preferences e Add subheadings to your bibliography in Microsoft Word using your own categories or predefined by reference type in an output style great for distinguishing primary and secondary sources Better organize your research materials by using new reference types such as Interview Podcast Conference Paper and Press Release e Reorder column headings in the Library reference list by using drag and drop and customize which columns display with just a control click Use improved Sync that occurs in the background so that your work is continuously backed up and always available online and on your iPad e Quickly identify groups that are shared in your EndNote online accoun
47. populates the fields on the Sync Preferences page with your e mail address and password that you entered during registration Later you can change the data in these fields if you ever change your e mail address or password 3 1 I ENDNOTE 7 Setting PDF Handling Preferences The automatic renaming process works in the background when you open an EndNote library and while you are working in a library The product stores all imported PDFs in a PDF Handling preferences allow you to define the automatic renaming process of PDF group called Imported References in the Groups panel documents that you want to import to an EndNote library You can create better organized and easily searchable names for your PDF documents as you import them into a library Setting Display Fonts Preferences 1 Goto the EndNote X7 menu and then select Preferences You can select a different font to display text in the library window and in the Reference window 2 Select the PDF Handling option 1 Goto the EndNote X7 menu and then select Preferences Change Case PDF Auto Renaming Options Read Unread Reference Types Sorting Sync Temporary Citations Term Lists URLs amp Links Note Filenames may be up to 50 characters long PDF Auto Import Folder Enable automatic importing Volumes PDD ORick PDF Auto Import Select Folder EndNote Defaults _ _ Revert Panel 9 Save 3 Select how you want to rename your PDF docum
48. rds section of the page and select the option to output Full Record in step 2 3 Click the EndNote button 4 On the Processing page click the Export button Internet Explorer to export the records to EndNote If you are using Firefox select the Open With radio button and then click OK to export the records 5 Ifa Choose Destination dialog opens select EndNote and then click OK 6 At this point the EndNote program opens and the system exports the records to a temporary group called Imported References Searching for Surnames that Contain Particles and Spaces When searching a Web of Knowledge product database for example Web of Science always add a connector to author names that contains particles and spaces For example to search for de Bruyn A from the Search panel enter the name in the Search field as de Bruyn A to ensure that the product returns all relevant results To search for de la Rosa enter the name in the Search field as de la Rosa You can also add a first name to restrict your search but do not add a connector between the first name and the last name For example to search for Mario de la Rosa enter in the Search field Mario de la Rosa EE ENDNOTE 7 CHAPTER 8 USING ENDNOTE WHILE WRITING A PAPER IN MICROSOFT WORD Continue with this part of the tour if you use Microsoft Word 2008 or 2011 EndNote s Cite While You Write feature inserts an EndNote X7 submenu that is acces sible from the Tools men
49. ree reference types Figure Chart or Table and Equation are available specifically for cataloging picture files and object files You can add File Attachments Figures and Captions to any reference type Set the reference type back to Journal Article Enter author names for the reference Individual author names must be entered one per line a 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 This is EndNote s way of using term lists to facilitate the process of entering new references Note You can turn on or off the auto complete feature with EndNote Term List preferences 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 Return The name appears in red text to indicate that it is a new name in the Author term list for this library When you close the reference EndNote adds the name to the Author term list and the red text will change to black b Enter the second author s name but with the surname first Judith S Beck This author s last name is already in the sample library so as you start typing the last name you will see EndNote complete the name for you Press Return to accept EndNote s suggested author nam
50. s and the bibliography Some styles sequentially number citations and then insert a numbered reference list at the end of the paper Other styles insert Author Date citations As you can see there are other formatting options available here You can make changes that override the settings in the current output style 2 The Annotated style should appear in the With output style field If not click the Browse button next to the field and select the Annotated style 8 3 I ENDNOTE 7 3 Click the Underline linked in text citations check box so that our citations within a document are visible as hyperlinks with underlining and blue text Click OK to leave the Configure Bibliography dialog EndNote automatically updates the existing citations and regenerates the bibliography in the Annotated style Your document text should look similar to this example Bats Bats are mammals of the order Chiroptera from the Greek hand and wing whose forelimbs form webbed wings making them the only mammals naturally capable of true and sustained flight Bats do not flap their entire forelimbs as birds do but instead flap their spread out digits which are very long and covered with a thin membrane or patagium Avila Flores and Medellin 2004 Bats represent about 20 of all classified mammal species worldwide with about 1 240 bat species divided into two suborders Holland Kirschvink et al 2008
51. t after the Sync process completes in EndNote desktop Use new options to control the ratings and read unread field display Copy the record number to another field in a reference using the Copy feature from the Change Move Copy Fields command e Review program updates automatically e Use Quick Search to quickly search your entire library by typing a single word or a phrase into the text box EndNote uses an implied AND Boolean operator when you enter two or more adjacent terms Activation Changes Macintosh and Windows serial numbers and product keys are now cross platform compatible You can use the same key on three computers regardless of platform Just download the additional installers at http endnote com Reference Manager versions 8 12 can purchase EndNote at the upgrade price and use their original upgrade serial numbers to unlock EndNote Education amp Training View Our What s New Video Thomson Reuters recommends that you view our What s New video at www endnote com training or on our YouTube channel at www youtube com endnotetraining 1 1 I ENDNOTE 7 About the Demonstration Version of EndNote If you are working with the demonstration version of EndNote you have 30 days after you first use the program to evaluate EndNote and all of its features After 30 days the demonstration version reverts to a feature restricted EndNote Viewer After the program reverts to an EndNote Viewer you can still open
52. t files saved or downloaded from these sources EndNote filters are configurable so they give you the flexibility to import the reference data you need and eliminate data you do not need This chapter covers the following topics Searching a database and saving the references Selecting an import filter and importing data into EndNote Downloading records from PubMed to EndNote Exporting records from Web of Science to EndNote Searching a Database and Saving the References Often when you search a database the matching references display as text with no clear indicator between each piece of bibliographic information The PubMed reference below saved in a Citation format is an example There is no clear indicator for EndNote to be able to differentiate a title from an address or an abstract Science 1966 Dec 9 154 3754 1333 1339 Early Eocene Bat from Wyoming Jepsen GL A fossil skeleton of an early Eocene bat the oldest known flying mammal was found in southwest Wyoming The bat is assigned to the new species Icaronycteris index of the suborder Microchiroptera 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 The bones some as slender as a human hair show a few primitive characteristics such as a clawed index finger and a complete phalangeal formula but the bat was fully developed an anatomica
53. th physical challenges and disabilities EndNote is designed to adhere to the ADA Americans with Disabilities Act Section 508 accessibility standards Visit our Web site at http www endnote com vpat 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 1 3 I ENDNOTE 7 CHAPTER 2 WORKING IN AN ENDNOTE LIBRARY This chapter covers the following topics Starting EndNote and opening the examples library e Navigating the library window e Selecting a library window layout Sorting references e Selecting and opening a reference Closing a reference e Working with PDF files e Saving references to a custom group e Synchronizing your EndNote desktop library with your EndNote online library Starting EndNote and Opening the Examples Library When you first install EndNote a video will run explaining the many features of EndNote After the video is over you can open an existing examples library or you can create your first library To open the examples library 1 From the File menu select the Open Library command 2 Select the Sample_Library_X7 enlx file This opens the Sample_Library_X7 enl file and opens the sample library in the EndNote application 1 Open Finder and g
54. the various help topics You can also click the Command Shift keys from anywhere in EndNote to view the various help topics Compiled Help PDF File The online Help system is available as a compiled printable PDF document called EndNote X7 Help User Guide You can find the file in the online help system in the help topic called Overview of Thomson Reuters EndNote Go to the Introduction in the table of contents to find the guide It is also available at Applications EndNote X7 and is called EndNoteX7MacHelp pdf Release Notes For documentation updates and correction notes refer to the Readme txt file installed in the EndNote X7 folder Customer Service Contact Sales for general product information pricing quantity discounts and referrals to dealers Contact Customer Service to order new copies or upgrades of EndNote to check billing shipping status and to register your software Sales Information Phone 1800 722 1227 Toll Free Phone 760 438 5526 country code is 01 Fax 760 438 5573 country code is 01 Web Email http www endnote com contact Customer Support Orders Billing and Shipping Phone 800 336 4474 country code is 01 Press 3 at the prompt Fax 215 386 2911 country code is 01 Web Email http www endnote com contact 1 2 Contact Technical Support if you encounter problems while using EndNote When you contact us have a clear description of the problem and know the version of your
55. ticle 0 Record Number 73 Author Avila Flores R Medellin R A Year 2004 Title Ecological taxonomic and physiological correlates of cave use by mexican bats Journal Journal of Mammalogy Volume 85 Issue 4 k Pages 675 687 a Date Aug v 8 1 I ENDNOTE 7 4 Click the Down Arrow on the Insert button to display a menu 7 Type the date 2008 into the text box and then click the Return button Select the Insert option EndNote searches all fields and lists the matching references EndNote inserts a citation and Instant Formatting formats the citation in the currently selected style and adds it to a formatted bibliography at the end of the paper EndNote automatically creates a link from the citation to the bibliography If you have multiple bibliographies for example one at the end of each chapter and one at the end of the document you can link in text citations to the reference list at the end of each section and or chapter See Selecting a Bibliographic Style for information on how to turn this feature on and off Add more text to the paper Bats represent about 20 of all classified mammal species worldwide with about 1 240 bat species divided into two suborders Place your cursor at the end of the sentence That is where you will insert another citation From the Tools menu go to the EndNote X7 submenu and then click Insert Citation s Find Citation Year AnChiu Flying
56. u in Word 2008 and 2011 These commands give you direct access to your references while writing in Microsoft Word The Cite While You Write commands enable EndNote to do bibliographic formatting to the document that is currently open in Word This chapter covers the following topics Inserting EndNote references e Selecting a bibliographic style Editing a citation Inserting EndNote References Open a new document in Microsoft Word We are going to start entering some text and citations for this tour This example assumes that your output style is set for Annotated If not we will show you how to select an output style in Selecting a Bibliographic Style 1 Enter the following text as though you were writing a paper Bats Bats are mammals of the order Chiroptera from the Greek hand and wing whose forelimbs form webbed wings making them the only mammals naturally capable of true and sustained flight Place your cursor at the end of the sentence That is where you will insert a citation From the Tools menu go to the EndNote X7 submenu and then click Insert Citation s The Find amp Insert My References dialog box appears Type the author name Avila in the text box and then press the Return key EndNote lists the matching references The full name Avila Flores appears in the dialog Find Citation Q Avila Flores 2004 Ecological taxonomic and physiolog Reference Type Journal Ar
57. w the reference list in a split arrangement Bottom Preview Displays the Reference panel below the reference list The Preview panel is below the reference list Right PDF Displays the PDF Viewer panel to the right of the reference list in a columnar arrangement Right Split Displays the Preview Reference and the PDF Viewer panels to the right of the reference list in a columnar arrangement Right Preview Display the Preview and Reference panels to the right of the reference list in a columnar arrangement References Only Displays only the Groups panel and the reference list Sorting References You can sort references by clicking on a column heading such as Author Year or Title 1 Click the Author column heading to change the current Author sort from ascending order to descending order 2 Click the Year column heading to see the references sorted in descending order based on the year of publication 3 Click the Read Unread column heading to sort either your Read or Unread references 4 Click the Author column heading to return the sort order of the library to an alphabetical list sorted by the author names Selecting and Opening a Reference You can work with specific references by selecting them in the library window There are different ways to select a reference such as 1 Clicking on the reference using the mouse 2 Using the Up and Down arrow keys to move through the Reference list 3 Typing th
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