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WINDOWSGETTING STARTED GUIDE

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ADVANCE YOUR RESEARCH AND PUBLISH INSTANTLY


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GETTING STARTED GUIDE - ENDNOTE X6

Copyright 2012 Thomson Reuters

All rights reserved worldwide. No part o this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language in any orm by any means, without written permission rom Thomson Reuters.

TRADEMARK INFORMATIONEndNote is a registered trademark o Thomson Reuters. Cite While You Write is a trademark o Thomson Reuters. Microsot, Windows, and ActiveSync are registered trademarks o Microsot Corporation. OpenOce.org is a trademark o OpenOce.org. Allother product and service names cited in this manual may be trademarks or service marks o their respective companies.

PDF technology in EndNote is powered by PDFNet SDK copyright PDFTron Systems Inc., 2001-2011, and distributed by Thomson Reuters under license. All rights reserved.

NOTICE REGARDING LEGAL USE OF DOWNLOADED REFERENCE DATAEndNote gives you the capability to import reerences rom online databases and store them in your personal End-Note libraries. Some producers o online reerence databases expressly prohibit such use and storage o their data. Others charge an extra eeor a license to use the data in this way. Beore you download reer-ences rom a database, be sure to check the copyright and air use notices or the database. Note that dierent databases rom the same provider may have varying restrictions.

GETTING STARTED GUIDEFOR WINDOWS

ABOUT THIS GUIDE

This guide provides a basic overview o usingEndNote. It assumes that you knowhow to use your word processor and the Windows operating system. For help onthese topics, consult the documentation that comes with these products.

For additional inormation about using EndNote, consult EndNote Help.

From EndNotes Help menu, select Contents to view help topics.While using EndNote, press F1 to view a help topic about the current window.


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GETTING STARTED GUIDE - ENDNOTE X6

CONTENTS

Contents.......................................................................................................... iii

Chapter 1: Welcome to EndNote X6..........................................................1-1

EndNoteYour Complete Reerence Solution!......................................... 1-1Whats New in EndNote X6........................................................................ 1-1

About the Demonstration Version o EndNoteand the EndNote Viewer ............................................................................. 1-2

Customer Services ...................................................................................... 1-2

Register Your Copy o EndNote............................................................. 1-2

EndNote Help ......................................................................................... 1-2

Customer Service ................................................................................... 1-2

Support ................................................................................................... 1-3

International Customer and Technical Support.................................. 1-3Online Support....................................................................................... 1-3

ADA VPAT ............................................................................................... 1-3

CHAPTER 2: Working in an EndNote Library............................................ 2-1

Starting EndNote and Opening a Library ............................................. 2-1

Navigating the Library Window .............................................................. 2-2

Selecting a Library Window Layout........................................................... 2-4

Sorting Reerences.................................................................................... 2-4

Selecting and Opening a Reerence ...................................................... 2-4

Closing a Reerence .................................................................................. 2-5

Working with PDF Files .............................................................................. 2-5

Saving Reerences to a Custom Group.................................................. 2-6

Synchronizing Your EndNote Library with Your EndNote Web Library ... 2-7

CHAPTER 3: Setting EndNote Preerences ............................................... 3-1

Setting Sync Preerences............................................................................ 3-1

Setting a Deault Library ......................................................................... 3-2

Changing the Library Display Font ........................................................ 3-2

CHAPTER 4: Entering a Reerence............................................................. 4-1

Creating a New Reerence ....................................................................... 4-1

Locating Reerences that Contain Attached Files ............................... 4-3

CHAPTER 5: Searching an EndNote Library............................................. 5-1

Searching or a Set o Reerences.......................................................... 5-1

Creating a Smart Group........................................................................... 5-2

Creating a Combination Group............................................................... 5-3

Chapter 6: Searching an Online Database................................................ 6-1

Selecting a Display Mode ........................................................................ 6-1

Searching a Database .............................................................................. 6-1

Reviewing Reerences .............................................................................. 6-3Deleting Reerences.................................................................................. 6-3

Finding Full Text or a Reerence ........................................................... 6-3

CHAPTER 7: Importing Reerence Data into EndNote............................. 7-1

Searching a Database and Saving the Reerences ............................. 7-1

Selecting an Import Filter and Importing Data into EndNote........... 7-3

Downloading Records rom PubMed........................................................ 7-4

Exporting Records rom Web o Knowledge and Web o Science ...... 7-5

Searching or Surnames that Contain Particles and Spaces ............ 7-5

CHAPTER 8: Using EndNote While Writinga Paper in Microsot Word ............................................................................ 8-1

Inserting EndNote Reerences................................................................. 8-1

Selecting a Bibliographic Style............................................................... 8-3

Editing a Citation ...................................................................................... 8-4

Index ................................................................................................................vi


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GETTING STARTED GUIDE - Chapter 1: Welcome to EndNote X6

EndNoteYour Complete Reference Solution!

EndNote as an online search tool

You can search online bibliographic resources and retrieve reerences directly into yourEndNote library. You can also export reerences toEndNote rom your avorite onlineresource (see Direct Export Providers in EndNote Help).

EndNote as a reerence and ull text organizer with a collaborative Web tool

Your personal reerence library will save you countlesshours o organizing your research.

Group reerences according to your research projects and attachup to 45 les per record or managing related materials.

Locate ull text PDF les or you or create a reerence when importing a PDF le.Synchronize reerences and le attachments to your EndNote Web account.

Share groups with other EndNote users easily andmanage your ResearcherID publication list.

EndNote as a bibliography maker

Cite While You Write takes the pain out o citing and ormatting reerences in Micro-sot Word, and OpenOce.org Writer 3 or Windows. You can also create bibliographiesor other word processors using Format Paper (RTF les). There is simply no better tool

than EndNote or handling diverse bibliographic style requirements.

Whats New in EndNote X6

The current release o EndNote includes the ollowing new eatures:

Update and synchronize the reerences in EndNote desktop and EndNote Web by theclick o a button. Maintain and synchronize the reerences in yourEndNote librarywith the reerences in your EndNote Web library even across multiple computers.

Change Layout options to match your monitor and preerences,such as showing the Preview, Reerence, and PDF Viewer panelson the right side o the screen to t widescreen monitors.

Open PDFs in a separate tabbed Reerence / PDF windowor viewing reerences or annotating PDF les.

Apply a rating to each o your reerences. Search your EndNotelibrary by selecting the Rating option rom the Field list.

Apply a Read or Unread tag to your reerences rom the Library window orthe Reerence window in order to track which reerences you have reviewedduring your research. Set rating preerences to haveEndNote automaticallymark reerences as read ater viewing in the Reerence, Preview, andPDF Viewer panels or ater changing the rating o a reerence.

Copy or Move the contents o one eld to another eldwithout losing the original text ormatting style.

Change the case o eld data rom the Reerence window. Options includeSentence case, lowercase, UPPERCASE, Every Word, and tOGGLE cASE.

Change the case o eld data or all reerences currently showing in theLibrary window by using the Change/Move/Copy Fields command.

Select dierent author name ormats or short orms o ull reerence ootnotes.

Edit ull reerence ootnote citations to exclude author name, year, or author/year.

E-mail a selected reerence with or without le andgure attachments to your colleagues.

Retrieve records in XML ormat rom online search databases.

Education & TrainingView Our Whats New Video

Thomson Reuters recommends that you view our Whats New video atwww.endnote.com/training or on our YouTube channel atwww.youtube.com/endnotetraining .

CHAPTER 1:WELCOME TO ENDNOTE X6
http://www.endnote.com/traininghttp://www.youtube.com/endnotetraininghttp://www.youtube.com/endnotetraininghttp://www.endnote.com/training


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About the Demonstration Version

ofEndNote and the EndNote Viewer

I you are working with the EndNote demonstration version, you have 30 days ater you

rst use the program to evaluate EndNote and all o its eatures. Ater 30 days, the

demonstration version reverts to a eature-restrictedEndNote Viewer.Ater the program reverts to an EndNote Viewer, you can still open EndNote libraries,

search, sort, and print reerences.

With the EndNote Viewer, you will not be able to:

Add or edit reerences in a library that has 10 or more reerences already in it.

Format more than 10 citations in a paper.

Retrieve more than 10 reerences rom a remote database.

Import more than 10 reerences.

Export more than 10 reerences.

Synchronize reerences in anEndNote desktop librarywith reerences in an EndNoteWeb library.

To purchase an unrestricted version o the EndNote program, open your trial version, and

then click the Yesbutton when the EndNote dialog box appears with the message:

Would you like to activate the ull version o EndNote?

You will need to purchase a product key in order to activate the unrestricted

version o EndNote.

I you are upgrading rom a previous version o EndNote, then you need to

supply the product key and provide your name in the Name eld.

Customer Services

Register Your Copy o EndNote

You can register your sotware by either 1) creating or upgrading yourEndNoteWeb account

the rst time that you start EndNote or 2) by going to http://www.endnote.com/register.

Registered users receive:

Free technical support

Special upgrade oers

Notication o new EndNote versions that are compatiblewith the latest version o your word processor

EndNote Help

Online Help

From EndNotes Help menu, select Contents to view the various topics.

For context-sensitive help available on dialog windows, press the F1 key

on your keyboard.Compiled Help PDF File

The online Help system is available as a compiled, printable PDF le. You can nd the le

in the online help system in the help topic called Overview o Thomson ReutersEndNote.

You can also nd the compiled, printable PDF le in the EndNote X6older in

C:\Program Filesunder the name EndNoteX6WinHelp.pd.

Release Notes

For documentation updates and correction notes, reer to the Readme.txt

ile installed in the EndNote X6older.

Late Breaking News

For late-breaking news and updates, go to http://www.endnote.com/support.

Customer Service

Contact Sales or general product inormation, pricing, quantity discounts,

and reerrals to dealers. Contact Customer Service to order new copies or upgrades

o EndNote, to check billing/shipping status, and to register your sotware.

Sales Inormation

Phone: 1 800 722 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
http://www.endnote.com/register.http://www.endnote.com/register.http://www.endnote.com/supporthttp://www.endnote.com/contacthttp://www.endnote.com/contacthttp://www.endnote.com/contacthttp://www.endnote.com/contacthttp://www.endnote.com/supporthttp://www.endnote.com/register.


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Support

Contact Technical Support i you encounter problems while usingEndNote. When youcontact us, please have a clear description o the problem, and know the version o yourWindows operating system, EndNote, and word processor. To nd the EndNote versionand serial number, start EndNote and select About EndNote rom the Help menu.

For web / e-mail or phone contact:

http://www.endnote.com/contact

Technical support tips are also available rom the ollowing:

http://science.thomsonreuters.com/support

EndNote Discussion Forum

International Customer and Technical Support

For customer support or technical support outside o North America,

visit our Web site to check or a local distributor.

Go tohttp://www.endnote.com/distributorsto nd contactinormation or your local EndNote support.

Online Support

EndNote Web Site

The EndNote Web site (http://www.endnote.com) contains ree training options

including online videos and Web classes, a technical support knowledge base, and in-

ormation on the latest versions o EndNote. You can also nd updated styles, lters, and

connection les available or download.

EndNote Discussion Forums

I you wish to join an ongoing orum o EndNote users

like yoursel, go to http://www.endnote.com/orum .

You can browse several EndNote message lists, easily search

or topics, and join to add messages.You can also join the EndNote social network at the ollowing Web sites:

www.acebook.com/EndNote

www.twitter.com/EndNoteNews

www.youtube.com/endnotetraining

ADA VPAT

Thomson Reuters is dedicated to developing sotware products that are

usable or everyone, including those with 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/vpatto access the VPAT (Voluntary

Product Accessibility Template) document that describes the accessibility eatures

that address the Section 508 Standards.

The VPAT is an inormational tool developed by industry and government to help

acilitate the understanding o compatibility issues under Section 508.
http://www.endnote.com/contacthttp://science.thomsonreuters.com/supporthttp://www.endnote.com/distributorshttp://www.endnote.com/http://www.endnote.com/forumhttp://www.facebook.com/EndNotehttp://www.twitter.com/EndNoteNewshttp://www.youtube.com/endnotetraininghttp://www.endnote.com/vpathttp://www.endnote.com/vpathttp://www.youtube.com/endnotetraininghttp://www.twitter.com/EndNoteNewshttp://www.facebook.com/EndNotehttp://www.endnote.com/forumhttp://www.endnote.com/http://www.endnote.com/distributorshttp://science.thomsonreuters.com/supporthttp://www.endnote.com/contact


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GETTING STARTED GUIDE - Chapter 2: Working in an EndNote Library

This chapter covers the ollowing topics.

Starting EndNote and opening a library

Navigating the Library window

Selecting a Library window layout

Sorting reerences

Selecting and opening a reerence in theEndNote library

Closing a reerence

Working with PDF les

Saving reerences to a custom group

Synchronizing your EndNote Librarywith your EndNote Web library

Starting EndNote and Opening a Library

From the Start menu, selectAll Programs > EndNote > EndNote Programto display the ollowing dialog.

1. Select the Open an existing library option to go to the Examples older.

2. Select and open the compressed le calledSample_Library_X6.enlx to

extract the uncompressed library les called Sample_Library_X6.enland Sample_Library_X6.Data.

Alternative Method

1. From the Help menu, select the Show Getting Started Dialog command.

2. Select the Open an existing library option to go to the Examples older.

3. Select and open the compressed le calledSample_Library_X6.enlx

to extract the uncompressed library les calledSample_Library_X6.enl

and Sample_Library_X6.Data.

CHAPTER 2:WORKING IN AN ENDNOTE LIBRARY


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Navigating the Library Window

When you open the sample library, you will see the Librarywindow listing all o the reerences that the library contains.

The Library window includes our work areas:

Groups panel Reerence List panel

Tabs panel

Search panel

The options on the Tabs panel depend on the layout that you selectrom the Layout menu located in the lower right-hand corner.

Groups Panel

This panel displays various groups o reerences or easy retrieval.

Reerence List Panel

This panel displays a multi-column list o reerences. By deault, the rstcolumn in the reerence list shows a Read/Unread indicator ollowed by:

Paper clip icon (or reerences that include an attached fle)

Authors last name, rst name, initial (all names are shown)

Year

Title

Rating

Journal name or secondary title

Reerence type

URL

Last updated

You can changes the order o the elds that display in the reerence list by

selecting rom the Edit menu > Preerences > Display Fields.You can browse through the reerence list by rst selecting a reerence,and then using the scroll bar, the scroll arrows, or the Page Down,Page Up, Home, End, and Arrow keys.

Tabs Panel

This panel displays:

A Reerence tab or editing a reerence

A Preview tab or viewing ormatted reerences

An Attached PDFs tab or viewing PDF les attached to a reerence

A paper clip icon or attaching les to a reerence (only PDF lesappear in the Tabs panel ater you attached a le)


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Preview Panel

You can easily see more details about a reerence by highlighting the reerenceand selecting the Preview tab.

The Preview tab uses the current output style to display the selected reerence,as it is ormatted in a bibliography. EndNotes output styles represent the rules or

creating bibliographies or a variety o journals and other publications. The styles deter-mine how your reerences look when you print, export, preview, or create bibliographies.

To select a dierent output style, go to the toolbar and select one rom theOutput Styles menu.

The Output Style menu displays your avorite output styles, but you can choose SelectAnother Style to pick rom other installed les. A typical installation installs only the mostpopular output styles, but more than 5,000 output styles are available inEndNote.

Reerence Panel

You can quickly edit your reerences by clicking on the Reerence tab. Most unctionality isthe same as working in the Reerence window. Enter text in a eld by clicking on the eld.

All commands are available via the menus including contextual menus.The Reerence panel displays the contents o the highlighted reerence. Each part o thereerence is stored in its own eld, and the reerence type is displayed below the title bar.

PDF Viewer Panel

The PDF Viewer panel allows you to open and view PDF les attached to thecurrent reerence. See Working with PDF Files or more inormation.

Search Panel

The Search panel allows you to search or reerences rom a particularEndNote library.By deault, the Search panel displays at the top o the EndNote window. Click the ShowSearch Panel and Hide Search Panel buttons to toggle between the two views.

The Search panel consists o the ollowing items:

Logical Operator List

Field List

Comparison List

Search Fields

Search Set List

Match Case

Match Words

To begin a search o your EndNote library, select the group o reerences you wantto search and then select Search Library rom the Tools menu.

To begin a search o an online database, click on the database name in the Groupspanel under Online Search or go to the Tools menu and select Online Search.


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Selecting a Library Window Layout

Click the Layout button in the lower right-hand corner o the Library windowto display a menu that lists six dierent layout options.

Groups Panel

Let / O: This layout allows you to hide or show the Groups panel.You can use this option in combination with any o the other layout options.

Reerence Panel

Right: This layout allows you to combine the Reerence, Preview, and PDF Viewertabs as one panel to the right o the Reerence list in a columnar arrangement.This is the deault layout option.

Right - Split: This layout allows you to arrange the Reerence/Preview tabs andthe PDF Viewer panel to the right o the Reerence list in a columnar arrangement.

Bottom: This layout allows you to combine the Reerence/Preview tabs and thePDF Viewer tab in a split arrangement below the Reerence list.

Bottom - Split: This layout allows you to combine the Reerence, Preview,and PDF tabs in one panel below the Reerence list.

O: This layout allows you to hide the Reerence, Preview, and PDF Viewer panels.EndNote displays only the Groups panel and the Reerence list side- by-side.

Sorting References

You can sort reerences by clicking on a column heading such as Author, Year, or Title.

1. Click the Author column heading to change the current Author sort rom

ascending order to descending order.

2. Click the Year column heading to see the reerences sorted in descending

order based on the year o publication.

3. Click the Read / Unread column heading to sort either your Read or Unread

reerences to the top.

4. Click the Author column heading to return the sort order o the library to an

alphabetical list sorted by the author names.

Selecting and Opening a Reference

To work with specic reerences, you must rst select them in the Library window.

There are dierent ways to select a reerence, such as:

1. Clicking on the reerence using the mouse;

2. Using the arrow keys; or

3. Typing the rst ew letters ound in the eld by which the

library has been sorted.

To see how this works, click any reerence to select it.Press the Up or Down Arrow to select the previous or next reerence.

To nd and display a reerence:

1. Select the reerence by Glover M. Allen. Now that the reerence is

selected, there are a number o things you can do such as view its

contents, copy, cut, delete, or edit it.

2. Open the selected Allen reerence by pressing the Enterkey or by

using the Edit Reerences command on the Reerences menu.

The Reerence window opens to display all o the inormation associated with the reerence.


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This is where you enter or edit inormation or a reerence.

To view the rest o the reerence, use the mouse to scroll down the Reerence window orpress the Tab key to move orward rom one eld to the next.

Press Shit+Tab to move backward through the elds.

Click the Show Empty Fields / Hide Empty Fields button to toggle betweenshowing all elds in the reerence or only those elds that contain data.

Closing a Reference

Close the reerence. You can do this in one o these ways:

Click the X close button in the upper corner o the Reerence window.

From the File menu, select Close Reerence.

From the keyboard, press Ctrl+W. EndNote prompts you to save your changes.

Note that many o the menu commands have a keyboard equivalent next to them.

Working with PDF Files

The PDF Viewer panel allows you to open and view PDF les attachedto the current reerence.

1. Select any reerence in the Reerence list.

2. Place your cursor inside the PDF Viewer panel.

3. Click the paper clip icon to open a le dialog. You can also press Ctrl+Alt+A to

open a Select a File dialog.

4. Navigate to the older Program Files/EndNote X6.

5. Select the check box titled Copy this le to the deault le attachment older

and create a relative link. EndNote makes a copy o the le to store with the

library. The attached le is always available to you even when you move the

library.

6. Select the le titled EndNoteX6WinHelp.pd.

7. Click Opento insert the le into the selected reerence.

Note that EndNote automatically opens the rst PDF attached to a reerence when youselect the PDF tab. You can attach up to 45 les.

PDF Toolbar

A toolbar appears within the PDF Viewer panel that displays the ollowing icons.

Move your cursor over an icon on the toolbar to see Alt (hover) text to explain its unction.For example, Alt text or the rst three icons displays:

Open PDF File in the Reerence Window

Save PDF

Print PDF

You can also right-click within an open PDF le to display a contextual menu that includes

many o the options on the toolbar plus other options, such as:

Open with Adobe Acrobat

Open in Reerence Window

E-mail Attachment Show Notes / Markup

Hides Notes / Markup

Adding Sticky Notes

1. Go to a 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 rom the toolbar.

4. Double-click the Sticky Note icon that appears in the PDF le to display a Sticky

Note text box.

5. Enter your comments in the Sticky Note text box.

6. Click the Save PDF icon in the toolbar to save your changes.


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Highlighting Text

1. Go to the 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. The color o the selected text changes to yellow.

4. Click the Save PDF icon in the toolbar to save your changes.

Saving References to a Custom Group

The let panel o the Library window lists groups o saved reerences.The rst three groups are permanent.

All Reerences displays all o the reerences in the library.

Unled contains reerences that are not part o a custom group.

Trash contains reerences that you have deleted rom the library.

They are not permanently eliminated until you empty Trash.

Note: This section o the Groups panel will change ater you initiate the Sync process orthe rst time. See Synchronizing Your EndNote Librarywith Your EndNote Web Libraryormore inormation.

Below the permanent groups, you can create group sets to organize up to 5,000 customgroups, smart groups, and combination groups in the library.

You build a custom group by adding individual reerences to a group set.

EndNote automatically compiles a smart group based on your search strategy.

A combination group consists o reerences derived rom a smart groupsearch o the contents o existing custom and/or smart groups.

The sample library has several custom groups o reerences. Click the group namesunder the Bats group set in the let panel o the Library window to view the reerencesin each group.

Then, click All Reerences to display all o the reerences in the library again.

To create a custom group and add reerences to it:

1. Select one o the groups in the Psychology 101 group set sothat a new group is created in that set.

2. From the Groups menu, select Create Group.

In the Groups panel o the Library window, a group titled

New Group is now highlighted or editing.

3. Type Biological Psychology as the group name, and then press

Enteror click in the reerence list area to save the change.

Note that there are no reerences in the new Biological Psychology group.

4. Select the All Reerences group to display all reerences in the library.

5. In the Author column, highlight the reerence by Baker and the reerence

by Cherry. To select noncontiguous reerences, hold down the Ctrl key

as you click on them.

6. Drag the selected reerences to the new Biological Psychology group

and drop them on the title o the group.

7. Select the Biological Psychology group to display the two reerences

now included in the group.


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To move the group to a dierent group set:

1. Click the group title Biological Psychology to display the

reerences within the group.

2. Drag and drop the group anywhere in the Biology group set.

To delete a custom group:

Right-click the Biological Psychology group name to display a contextual menu,and then select Delete Group. Click Yes when you are prompted to delete the group.

EndNote deletes only the group. No reerences are deleted rom your library. Many o thecommands or managing groups are available both rom the Groups menu and rom theright-click contextual menu.

Synchronizing Your EndNote Library

with Your EndNote Web Library

Your purchase o EndNote X6entitles you to a two-year ree subscription to EndNote Web.

The Sync eature allows you to synchronize the reerences in yourEndNote desktop

library with the reerences in your EndNote Web library. You must register and havean active EndNote Web account to initiate the Sync process.

I Already Have an EndNote Web Account

1. Click the Sync button in the toolbar to go to an EndNote Web Login dialog.

2. Enter your EndNote Web e-mail address.

3. Enter your EndNote Web password.

4. Click OK to initiate the Sync process.

Since you already have an EndNote Web account, EndNote populates the elds

on the Sync Preerences page with the e-mail address and password that youentered on the EndNote Web Login dialog. Later you can change the data inthese elds i you ever change your e-mail address or password.

I Do Not Have an EndNote Web Account

Because you do not have an EndNote Web account, you must create one. Registration isast and easy and activates your two-year EndNote Web account when completed.

1. Click the Sync button in the toolbar to go to an EndNote Web 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 e-mail address, and then click the Continue button.

4. Enter your personal inormation in the required elds on the next User

Registration orm. For example, enter your name, a password, and a title.

5. Select the appropriate radio button to Opt in or Opt out

or e-mail communication.

6. Click the I Agree button indicating that you agree to the Terms and Conditions.


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Once you create your EndNote Web account, EndNote populates the elds on the

Sync Preerences page with your e-mail address and password that you entered

during registration. Later you can change the data in these elds i you ever change

your e-mail address or password.

The rst time you synchronize your EndNote and EndNote Web libraries, EndNote copies

all reerences in each library to the other. I you have the same reerences in both libraries,

these reerences will result in duplicates in the synchronized libraries.

Sync Status Button

Ater the Sync process completes, the Groups panel includes a Sync Status button.

Click the button to open the Sync Stats dialog to review inormation about the EndNotelibrary that you selected to synchronize with your EndNote Web library. The dialog tellsyou the number o reerences and the number o le and gure attachments thatEndNoteupdated during the last Sync process.

Sync Conficts

I Sync conficts occur during the Sync process, a Sync Conficts group appears in the

Groups panel.A confict occurs or a reerence when you edit the reerence in bothEndNote and in End-Note Web between Syncs. However,EndNote does not know which one you want to keep.

Select the Sync Conficts group to open the Resolve Sync Conficts dialog where you canresolve conficts between reerences in yourEndNote library and your EndNote Web library.


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GETTING STARTED GUIDE - Chapter 3: Setting EndNote Preferences


1. Setting Sync preerences

2. Setting a deault library

3. Changing the library display ont

Setting Sync Preferences

Sync Preerences allow you to set your preerences so that:

You do not have to enter your e-mail address and password each timeyou synchronize your reerences between EndNote and EndNote Web.

You can update your EndNote library with your EndNote Web librarywhenever you open or close your deaultEndNote library.

You can have EndNote automatically begin the Sync processevery 15, 30, or 60 minutes (or manually i you preer).

To access Sync Preerence, go to the Edit menu, select Preerences,and then click Sync in the list o preerences.

Click the Enable Sync button to activate your EndNote Web account. See SynchronizingYour EndNote Librarywith Your EndNote Web Libraryor instructions on how to proceedor press F1 when on this dialog while in EndNote to open up Help.

Once you create your EndNote Web account, EndNote populates the elds on theSync Preerences page with your e-mail address and password that you enteredduring registration. Later you can change the data in these elds i you ever changeyour e-mail address or password.

CHAPTER 3:SETTING ENDNOTE PREFERENCES


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Setting a Default Library

You can assign a library to open automatically every time you start EndNote. You will nd

it useul to set the sample library (Sample_Library_X6.enl) as your avorite library or now.

Later, when you create your own library, you can set it as your avorite library.

1. Go to the Edit menu and then select Preerences.

2. Select the Libraries option.

3. Select Open the specied librariesrom theWhen EndNote Starts menu.

4. Click the Add Open Libraries button. You should see the ull path and le name

o the sample library listed at the top o the box.

5. Click Apply button to save this change.

Changing the Library Display Font

Pick a dierent ont to display text in the Library window and the Reerence window.

1. Go to the Edit menu and selectPreerences.

2. Select Display Fontsto display a dialog with our tabs. The Library tab determines the ont and size EndNote applies to the

reerences listed in the Library window.

The General tab determines the ontEndNote applies when you enter text

in a eld in the Reerence, Output Styles, Connection File, and Import Filters

windows. It also determines the ont EndNote applies to text that you view in

the Previews panel or when you print and copy bibliographic inormation

rom EndNote.

The Labels tab determines the ont and size EndNote applies to the

Reerence window eld labels.

The Search tab determines the ont and size EndNote applies when you enter

text in a eld on the Search panel.


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3. On the Librarytab, click the Change Font button.

4. Select Tahoma or another ont and ont size. Close the Fonts dialog, and then

click OKto save the change.

5. On the General tab, click the Change Font button.

6. In the Font list, select Tahoma or another ont and ont size. Click Apply to save

the change.

7. Click OK to leave the Preerences dialog.

Note: Keep in mind that Segoe UI, 8 pt is the deault ont and ont size or Windows Vista

and Windows 7. Tahoma, 8 pt is the deault ont and ont size or Windows XP


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GETTING STARTED GUIDE - Chapter 4: Entering a Reference


Creating a new reerence

Locating reerences that contain attached les

Creating a New Reference

There are various ways to add reerences to anEndNote library:

Type the reerence inormation into the Reerence window.

Connect to an online bibliographic database and retrieve

the reerences directly into EndNote.

Import text les o reerences that you have downloadedrom an online bibliographic database.

Once a library is open, you can add a new reerence to it:

1. From the Reerences menu, select New Reerence to

display an empty Reerence window.

New reerences appear as Journal Article the deault setting. You can change

the reerence type to another type using the Reerence Typelistat the top

o the Reerence window. You can also change the deault reerence type

rom EndNote Preerences.

2. Select the Book reerence type rom the Reerence Type menu.

Notice that the Field list changes to refect the type o bibliographic inormation

you would record or a book. Select other reerence types rom the list to see how

the list o elds changes or each type o source.

Note that three reerence types (Figure, Chart or Table, and Equation) are

available specically or cataloging picture les and object les. You can add File

Attachments, Figures, and Captions to any reerence type.

Set the reerence type back to Journal Article.

3. Enter author names or the reerence. Individual author names must be entered

one per line.

a. Enter a personal author name with the rst name rst.

With the cursor in the Author eld, type:

Tiberius Rex

As you type, EndNote suggests names similar to the one you are entering.

This is EndNotes way o using term lists to acilitate the process o entering

new reerences.

Note: You can turn on or o the auto-complete eature with EndNote Term

List preerences. It is available or Author elds when you enter author

names with the last name rst.

CHAPTER 4:ENTERING A REFERENCE


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The name you are entering, Tiberius Rex, is a new author in this library,

so keep typing until you complete the name, and then press Enter.

The name appears in red text to indicate that it is a new name in the

Author term list or this library. When you close the reerence,EndNote

adds the name to the Author term list and the red text will changeto black.

b. Enter the second authors name, but with the surname rst.

Morre, Nicole

This authors last name is already in the sample library, so as

you start typing the last name, you will see EndNote complete

the name or you.

Press Enter to accept EndNotes suggested author name.

c. For the third author, enter:

de Young, John Robert, Jr.

The rst comma separates the last and rst name. The second comma is

inserted beore sux text to make it clear that it is not part o the

authors name or manipulation o name order or stripping to initials

Sux text will always print ater the other inormation or this author.

Press Enter.

d. For the ourth authors name, enter:

University of California,, Berkeley

Corporate author names are entered with a ollowing 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 or correct ormatting. The rst comma makes it clear

that text up to that point should not be manipulated. The second

comma indicates that there is no rst name, yet includes sux text.

4. Press Tab to accept the author name and move to the Year eld. Type 2006

as the search term.

5. Continue entering the reerence as shown below using the Tab key to move to

the next eld and Shit+Tab to move to the previous eld. You can also use the

mouse to click in the desired eld. I inormation is not provided or a particulareld, leave that eld empty.

Title: The scale and the feather:A suggested evolution

Journal: Paleontology

Volume: 3

Issue: 1

Pages: 125-128

Date: November 22

Keywords: FeathersEvolutionBirds

No extra punctuation (such as parentheses around the year) is entered into the

reerence. EndNote adds the necessary punctuation to the reerences when it

creates a bibliography.

Note that you can enter up to 64 K o text into the Abstract and Notes elds,

which amounts to 10-12 pages o text.

6. Attach a PDF le to the reerence. You can attach almost any type o le to the

File Attachments eld o a reerence.

Scroll to the File Attachments eld, and rom the Reerences menu, select File

Attachments > Attach Fileto display a le dialog. On the le dialog:

a. Navigate to the older Program Files\EndNote X6.

b. Notice the check box titled Copy this le to the deault le attachment

older and create a relative link. Make sure that you select this box so that


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EndNote will make a copy o the le to store with the library.

That way, the attached le is always available to you, even

when you move the library.

c. Highlight the le titled EndNoteX6WinHelp.pd.

d. Click Open to insert the le into the File Attachments eld.

A le icon will appear in the eld.

You can attach up to 45 dierent les to a single reerence. Double-click

the le icon to open the le with the deault program or the le type.

7. From the File menu, select Close Reerence to close the Reerence window.

8. When prompted to save your changes, click Yes. Your new reerence will appear

in the Library window. A paper clip icon appears next to the reerence to indicate

an attached le.

Notes:

In the Groups panel, notice that one reerence appears in the Unledgroup. Select the Unled group to display the Tiberius Rex reerence.

Select the Bottom Layout mode to view your new reerencesas shown in the above sample screenshot.

Locating References that Contain Attached Files

You can easily locate those reerences that contain attached les.

Click the paper clip icon in the second column heading to sort records containing attachedles at the top o the list. Reerences that include a paper clip have one or more attachedles. You can attach up to 45 les to a reerence.


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5-1

GETTING STARTED GUIDE - Chapter 5: Searching an EndNote Library


Searching or a set o reerences

Creating a smart group

Creating a combination group

Searching for a Set of References

Let us assume that you want to generate a list o all reerences ound in the sample libraryon Bats that were published rom 2000 to 2012.

1. Select the All Reerences group.

2. Click the Show Search Panel button i the Search panel is not already showing.

3. On the rst search line:a In the Field list, scroll up and select Any Field. This means

that EndNote will search all elds.

b. In the Comparison list, the Contains comparison operator means

that EndNote will search or the string o text anywhere in a eld.

c. Type bats as the rst search term.

4. From the Field list in the second search line, select Year. From the Comparison

list, select Is greater than or equal to and then type 2000 as the search term.

5. From the Field list in the third search line, select Year. From the Comparison list,

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 o each search

line. Select the And logical operator between the three search lines.

The Search panel should look like this.

This search will nd all reerences published between 2000 and 2012 thatcontains the text bats.

Notice that the ollowing check boxes are not selected or this search:

Match Case: This option would limit our search to bats in lowercase. I it were

ound capitalized at the beginning o a sentence, or all uppercase, it would notmatch the search.

Match Words: This option would limit matches to ull words with no truncation.The word batsman would not match our search.

7. Click the Search button to begin the search. In a moment,EndNote displays the

search results.

CHAPTER 5:SEARCHING AN ENDNOTE LIBRARY


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5-2


The status area at the bottom o the Library window should read,

Showing 17 o 17 reerences in Group.

Notice in the Groups panel that EndNote automatically retains the results

in a Search Results group set. This makes it easy to display other sets o

reerences, but still go back and display your most recent search results.

EndNote replaces this temporary Search Results group the next time you run a

search on the library. When you close the library, EndNote removes the group.

As you enter additional reerences into your library, you may want to keep

track o the reerences that meet your search criteria. An easy way to do this is

with a smart group.

Creating a Smart Group

You could create a custom group, and then drag your search results to the group, but

as you entered new reerences 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 nd bats or publicationyears 2000 to 2012.

To use the search strategy to create a smart group:

1. Click the Options button, and then select Convert to Smart Group.

A Converted Search smart group is created under the rst custom group set,

Psychology 101.

2. Type Bats 2000-2012 or the Converted Search title, and then press Enter

I you have already clicked away rom the editable title,

you can right-click on Converted Search, and then select Rename Group.

Each time you add a reerence library or edit a reerence,

EndNote updates the smart group as needed.

To show all reerences again in the library window,

click theAll Reerences group.

3. Drag the Bats 2000-2012 smart group to the Bats group set.


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Creating a Combination Group

Let us assume that you want to combine all your custom groups and smart groups underthe Paleontology group set in order to create a combination group.

To create a combination group:

1. Select the Chiroptera custom group rom the Bats group set.

2. From the Groups menu, select Create rom Groups to open a dialog.

3. In the Group Name eld, type Chiroptera Combo Group.

4. Go to the Include Reerences In elds section o the dialog. In the rst eld,

select Chiroptera rom the Bats group set menu.

5. In the second eld, select Echolocation rom the Bats group set menu. Select the

OR Boolean rom Logical Operator list.

6. In the third eld, select the Sonar smart group rom the Bats group set menu.

Select the OR Boolean rom the Logical Operator list.

7. Click the Create button to save your changes. Your combination group should

appear in the Groups panel.

Your combined group should contain 24 reerences rom the ollowing custom groups andsmart groups.

Chiroptera

Echolocation

Sonar


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6-1

GETTING STARTED GUIDE - Chapter 6: Searching an Online Database

With the Online Search command, you can search online bibliographic databasesjust as easily as you can search an EndNote library on your own computer. You candownload the results o your searches into a temporary EndNote library or directlyinto your own EndNote library.


Selecting a display mode

Searching a database

Reviewing reerences

Deleting reerences

Finding ull text or a reerence

Selecting a Display Mode

You can choose rom three dierent display modes in the Library window by selecting one

o them rom the toolbar.

Integrated Library & Online Search Mode

In this mode, all groups and commands are available. When you download reerences roman online database, EndNote saves them to a group under the Online Search group set.

Local Library Mode

In this mode, the Online Search groups are not available. All local library commands are

available. I you initiate an online search rom the Tools menu, the display switches toOnline Search Mode.

Online Search Mode

In this mode, only the Online Search groups are available. When you download reerencesrom an online database, the reerences are stored in a temporary library until you savethem to a permanent EndNote library. This allows you to download reerences rom onlinedatabases and review them without aecting your local library. Many library commandsare not available in Online Search Mode. Ater closing Online Search Mode, the displaychanges to Local Library Mode.

Searching a Database

The next step is to enter the search terms to nd the reerences you need. Searching anonline database is very similar to searching an EndNote library.

1. In the Groups panel, select PubMed (NLM)

2. Set the Field list or the rst line to MeSH Terms, and enter ossil in the search

eld. The Comparison list or online searches is always set to Contains.

CHAPTER 6:SEARCHING AN ONLINE DATABASE


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3. Click Search.

EndNote sends the search request o to the online database

and displays a summary o the search results.

The dialog box displays the number o reerences thatEndNote ound

to match your search request and gives you the option to retrieve them.

I the result set seems too many, you can rene the search by clickingthe Cancel button.

4. Click Cancel to return to the Search panel.

5. Set the operator at the beginning o the second search line to And.

6. In the second search line, select All Fields rom the Field list and type

trilobite as the search text.

7. Click Search.

This time the system nds ewer reerences.

8. Click OK to retrieve and save the matching reerences.

EndNote downloads the reerences to the All Reerences group and to a

temporary PubMed (NLM) group.

Notes:

The PubMed Web site is updated regularly, so you may nd adierent number o reerences than illustrated here.

The temporary PubMed (NLM) group will reset back to zero reerences when youclose the library.


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Reviewing References

View the retrieved reerences to make sure you want to keep all o them. You may nd that

some o the reerences are not helpul or your research.

While you could open each reerence individually to scan through the bibliographic data,you can also use the Preview panel or the Reerence panel.

To review the new reerences:

1. Select a reerence rom the Reerence list.

2. Click the Preview tab to display the reerence.

3. Select the Show All Fields output style rom the Output Style list.

The Show All Fields style is not bibliographic, but represents all o the elds in your

reerences. On the Preview tab, scroll through the data in the selected reerence.

Note: I Show All Fieldsis not in the Output Style list, then choose Select another

Styleto go to the Choose a Style dialog. Select Show All Fieldsrom the list.

Deleting References

Because you are working in the Integrated Mode display,EndNote downloads the reer-

ences directly into the open library. You should delete any reerences you do not want.

Note: I you had downloaded reerences in Online Search Mode, the reerences would be

in a temporary library. You would then need to highlight the reerences you wanted to keep

and copy them into a permanent EndNote library.

To delete reerences:

1. In the PubMed (NLM) group, select two o the displayed reerences by holdingdown the Ctrl key and clicking on the individual reerences.

2. From the Reerences menu, select Move Reerences to Trash.EndNote removes

the selected reerences rom the library and moves them to the Trash group.

While the reerences are no longer in your library (they will not appear in any

other group or reerence list, they are not included in your reerence count,

and they cannot be cited), they are not completely deleted until you go to the

Reerences menu and select Empty Trash. Until you select Empty Trash, you can

still drag reerences rom the Trash group back to your active library.

3. To delete the reerences romEndNote, click the Trash group, and then go to the

Reerences menu to select Empty Trash.

4. Click Yes to conrm the deletion.

Finding Full Text for a Reference

Many online sources now supply both bibliographic inormation and the ull text

o the document you are reerencing. EndNote locates ull text les on the Web byusing data stored in your reerences. Once ound,EndNote downloads and attaches

the les to the reerences.

Note that you can nd the ull text or a single reerence or up to 250 reerences.

To nd the ull text or a reerence:

1. Sort your reerences by author name in ascending order.

2. Select the rst 10 reerences in the Reerence list.

3. From the Reerences menu, select Find Full Text > Find Full Text.

EndNote displays a copyright notice advising you to adhere to downloading

and usage guidelines as required by your inormation provider. We will use

the deault EndNote settings to search public sources that do not require

authentication or access.

4. Click OK to begin the Find Full Text search.


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In the let-hand column, under the Find Full Text group set, you will see a

Searching group indicating that a search is in progress. This search can work

in the background, so i you had many reerences selected, you could continue

working in your library.

When the Find Full Text search is completed, EndNote removes the Searching

group. Depending on the results, you may see a combination o three dierentgroups under the Find Full Text group set.

Found PDF

Found URL

Not ound

In this case, EndNote was able to locate a PDF

le or our o the reerences and one URL.

In the reerence list, you can see that each o the our reerences now has a paper

clip icon next to it indicating an attached le.

Select one o the reerences in the Library window, and then click the PDF tab to

open the PDF le in the PDF Viewer panel.


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7-1

GETTING STARTED GUIDE - Chapter 7: Importing Reference Data into EndNote

Online searching is the easiest way to retrieve reerences rom online databases,but not all inormation providers oer this option.

I you have access to an online bibliographic database or university catalog, you canprobably use EndNotes import lters to import text les saved or downloaded romthese sources. EndNote lters are congurable so they give you the fexibility to importthe reerence data you need and eliminate data you do not need.


Searching a database and saving the reerences

Selecting an import lter and importing data into EndNote

Downloading records rom PubMed Exporting records rom Web o Knowledge and Web o Science

Searching a Database and Saving the References

Oten when you search a database, the matching reerences display as text, with no clear

indicator between each piece o bibliographic inormation. The PubMed reerence below,

saved in a Citation ormat, is an example. There is no clear indicator or EndNote to be able

to dierentiate a title rom 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 oldestknown ying mammal, was found in southwest Wyoming.

The bat is assigned to the new species Icaronycterisindex of the suborder Microchiroptera. It wasapparently of a young male whose body was buriedin varved marls of the Green River Formation, onthe bottom of Fossil Lake, about 50 million yearsago. The bones, some as slender as a human hair,show a few primitive characteristics such asa clawed index nger and a complete phalangeal

formula, but the bat was fully developed - ananatomically precocious contemporary of the dog-sized polydactylous horse.

PMID: 17770307 [PubMed - as supplied by publisher]

CHAPTER 7:IMPORTING REFERENCE DATA INTO ENDNOTE


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Selecting an Import Filter and Importing Data into EndNote

Once you have captured and saved your data le in a tagged ormat, you need to

identiy the proper EndNote lter to import the data. There are hundreds o lters

included with EndNote. Each lter is designed to read a specic tagged ormat rom

a specic inormation provider.

To import the sample PubMed text le into the sample library:

1. From the File menu, select Import File.

2. Click the Choose button to display a le dialog.

3. Browse to the EndNote X6\Examples older, and then highlight

and open the pubmed_result.txtle.

4. From the Import Option list, select Other Filters to display

the list o lters supplied in the EndNote Filters older.

You may want to review the list to see what lters we include in the product.

You can create new lters or copy and edit existing lters.

Note: A Typical installation installs only the most popular lters,

but there are hundreds available withEndNote.

5. Type PubMed to jump to the lter in the list.

6. With the PubMed (NLM) lter highlighted, click the Choose button.

7. Leave the other two options at their deault settings.

Duplicates: Import All

By deault, a reerence is considered a duplicate i the Author, Year, Title, and

Reerence Type match a reerence already in the library. You can change the

duplicates criteria under EndNote Preerences. We will import all reerences

regardless o duplicates.


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Text Translation: No Translation

This option allows you to speciy the text character encoding o the le you

import. This is important when you import reerences in languages that

include extended characters. You can also nd the correct language encoding

inormation by opening the text le in Microsot Word or another word processor.

8. Click Import to import the le.

When the process is complete, newly imported reerences display in the

Reerence list. You can select the Preview tab to view the ormatted reerences

or can select the Reerence tab edit new reerences.

Notice that the ocus in the Groups panel has switched rom the All Reerences

group to the Imported Reerences group.

The Imported Reerences group is a temporary group. It is replaced each time

you import a new set o reerences. EndNote removes the group when you

close the library. The reerences themselves remain in the library unless you

specically delete them.

Note: Select the Bottom Layout mode to view your new reerences as shown in

the above sample screenshot.

Downloading Records from PubMed

The example below gives the recommended download ormat and

import option or the U.S. National Library o Medicines PubMed system.

Inormation Provider: U.S. National Library o Medicine (NLM)

Import Option: PubMed (NLM) FilterFollow the steps below to download your search results rom the

PubMed Web site and to import them into your EndNote library.

1. Go to the PubMed Web site in your Web browser athttp://www.pubmed.gov.

2. In the Search eld, enter your search criteria to execute your search.

Click the Search button.

3. Select the needed results, and then select File rom the Send To menu.

4. Select MEDLINE rom the Format menu.

5. Select a sort order rom the Sort By menu. The deault sort order is RecentlyAdded.

6. Click the Create File button. This will bring up a dialog box allowing

you to save your selected reerences as a text le.

7. Click the Save button to save the le to your computer. Save the le

somewhere easily accessible such as your desktop. The deault le name

is pubmed_results.txt. You may change the le name, but we recommend

saving the le with the .txt extension.

8. In EndNote, open the library where you would like to save these reerences.

9. From the File menu, select Import > File to open a dialog box.

10. Click the Choose button, and then select the downloadedpubmed_result.txt

le rom your PC.

11. In the Import Option eld, select Other Filters, and then select the import

lter called PubMed (NLM) rom the Choose an Import Filter dialog.

12. Do not select any options rom the Duplicates and Text Translation elds.

13. Click the Import button to import your reerences.
http://www.pubmed.gov/http://www.pubmed.gov/


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14. Look in your Groups panel to see a new group called Imported Reerences. All

the reerences that you downloaded rom PubMed will appear in this group.

Note: When you close the current library, EndNote removes the imported records rom

the Imported Reerences group.

Exporting Records from Web of Knowledge

and Web of Science

Many inormation providers have a direct export option that allows you to send

copies o reerences directly to anEndNote library. The direct export process automatically

selects an EndNote import lter to map bibliographic inormation into the appropriate

EndNote elds. All you need to do is select the EndNote library into which the data

should be imported.

You can easily export bibliographic records rom the Web o Knowledge platorm.

A subscription to Web o Knowledge is required.

Go to the All Databases or Web o Science Search page and perorm a searchusing the Topic, Title, and Author elds.

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 Records section o 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. I you are using Fireox, select the Open With radio button,

and then click OK to export the records.

5. I a Choose Destination dialog box opens, selectEndNote, and then click OK.

6. At this point, the EndNote program opens, and the system exports the records to

a temporary group called Imported Reerences.

Searching for Surnames that Contain Particles and Spaces

When searching a Web o Knowledge product database (or example, Web o Science),

always add a connector to author names that contains particles and spaces.

For example, to search or de Bruyn Arom the Search panel, enter the name in the Search

eld as de+Bruyn+A to ensure that the product returns all relevant results.To search or de la Rosa, enter the name in the Search eld asde+la+Rosa. You can also

add a rst name to restrict your search, but do notadd a connector between the rst name

and the last name. For example, to search or Mario de la Rosa, enter in the Search eld

Mario de+la+Rosa.


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8-1

GETTING STARTED GUIDE - Chapter 8: Using EndNote While Writing a Paper in Microsoft Word

Continue with this part o the tour i you use Microsot Word 2003, 2007, or 2010.

EndNotes Cite While You Write eature inserts EndNote commands into Words Toolsmenu in Word 2003 or on an EndNote tab in Word 2007 and 2010 to give you directaccess to your reerences while writing in Microsot Word. TheCite While You Writecommands enable EndNote to do bibliographic ormatting to the document thatis currently open in Word.


Inserting EndNote Reerences

Selecting a bibliographic style

Editing a citation

Inserting EndNote References

Open a new document in Microsot Word

We are going to start entering some text and citations or this tour. This example as-

sumes that your output style is set or Annotated. I not, we will show you how to select

an output style in Selecting a Bibliographic Style.

1. Enter the ollowing 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 ight.

Place your cursor at the end o the sentence. That is where you

will insert a citation.

2. Word 2003: From the Tools menu, go to the EndNote X6submenu,

and then click Find Citation(s).

Word 2007 and 2010: On the EndNote X6tab, click the Insert Citation icon.

3. The Find & Insert My Reerences dialog box appears. Type the author name

Avila in the text box, and then click Find.

EndNote lists the matching reerences.

The ull name Avila-Flores appears in the dialog.

CHAPTER 8:USING ENDNOTE WHILE WRITING

A PAPER IN MICROSOFT WORD
http://en.wikipedia.org/wiki/Greek_languagehttp://en.wikipedia.org/wiki/Greek_languagehttp://en.wikipedia.org/wiki/Winghttp://en.wikipedia.org/wiki/Winghttp://en.wikipedia.org/wiki/Greek_languagehttp://en.wikipedia.org/wiki/Greek_language


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8-2


4. Click the Down Arrow on the Insert button to display a menu.

Select the Insert option.

EndNote inserts a citation and Instant Formatting ormats the citation

in the currently selected style and adds it to a ormatted bibliography

at the end o the paper.

EndNote automatically creates a link rom the citation to the bibliography. I you

have multiple bibliographies (or example, one at the end o each chapter and

one at the end o the document), you can link in-text citations to the reerence

list at the end o each section and/or chapter. See Selecting a Bibliographic Style

or inormation on how to turn this eature on and o.

5. Add more text to the paper:

Bats represent about 20% of all classied mammal

species worldwide with about 1,240 bat species

divided into two suborders.

Place your cursor at the end o the sentence. That is where you will

insert another citation.

6. Word 2003: From the Tools menu, go to the EndNote X6submenu, and then

click Find Citation(s).

Word 2007 and 2010: On the EndNote X6tab, click the Insert Citationicon.

7. Type the date 2008 into the text box, and then click Find. EndNote searches all

elds and lists the matching reerences.

8. Highlight the reerence by the author Holland.

9. Click the Down Arrow on the Insert button to display a menu.

Select the Insert option.

EndNote inserts the citation, and Cite While You Write technology

ormats it and adds it to the bibliography at the end o the paper.


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Your document text should look similar to this example.

BatsBats aremammals of the order Chiroptera from the

Greek hand and wing whose forelimbs form webbedwings, making them the only mammals naturally capableof true and sustainedight. Bats do not

ap their entire forelimbs, as birds do, butinstead ap their spread-out digits, which arevery long and covered with a thinmembrane orpatagium. (Avila-Flores and Medellin 2004) Batsrepresent about 20% of all classied mammal

species worldwide with about 1,240 bat speciesdivided into two suborders. (Holland, Kirschvink etal. 2008)

Avila-Flores, R. and R. A. Medellin (2004).

Ecological, taxonomic, and physiologicalcorrelates of cave use by mexican bats. Journal ofMammalogy 85(4): 675-687.

Holland, R. A., et al. (2008). Bats use magnetiteto detect the earths magnetic eld. PloS One 3(2):e1676, 1671-1676.

Note: You can also insert citations in ootnotes. First, use the appropriate

Word command to create the ootnote. Then, insert the EndNote citation in

the ootnote. Word controls the placement and numbering o the ootnote and

EndNote ormats the citation based on the current style.

Selecting a Bibliographic Style

You can ormat your citations and bibliography as many times as you like, changing the

output style and various other layout settings each time.

1. Word 2003: From Words Tools menu, go to the EndNote X6 submenu,

and then click Format Bibliography.

Word 2007 and 2010: On the EndNote X6 tab, in the Bibliography group, click

the bottom corner arrow.

The Format Bibliography dialog box appears where you can select a

bibliographic style.

Styles contain instructions or how EndNote will ormat citations and the

bibliography. Some styles sequentially number citations, and then insert a

numbered reerence list at the end o the paper. Other styles insert

Author-Date citations.

As you can see, there are other ormatting options available here.

You can make changes that override the settings in the current output style.
http://en.wikipedia.org/wiki/Greek_languagehttp://en.wikipedia.org/wiki/Mammalhttp://en.wikipedia.org/wiki/Winghttp://en.wikipedia.org/wiki/Winghttp://en.wikipedia.org/wiki/Flighthttp://en.wikipedia.org/wiki/Flighthttp://en.wikipedia.org/wiki/Birdhttp://en.wikipedia.org/wiki/Digit_(anatomy)http://en.wikipedia.org/wiki/Digit_(anatomy)http://en.wikipedia.org/wiki/Birdhttp://en.wikipedia.org/wiki/Digit_(anatomy)http://en.wikipedia.org/wiki/Skinhttp://en.wikipedia.org/wiki/Patagiumhttp://en.wikipedia.org/wiki/Skinhttp://en.wikipedia.org/wiki/Patagiumhttp://en.wikipedia.org/wiki/Patagiumhttp://en.wikipedia.org/wiki/Skinhttp://en.wikipedia.org/wiki/Digit_(anatomy)http://en.wikipedia.org/wiki/Birdhttp://en.wikipedia.org/wiki/Flighthttp://en.wikipedia.org/wiki/Winghttp://en.wikipedia.org/wiki/Greek_languagehttp://en.wikipedia.org/wiki/Mammal


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8-4


2. The Annotated style should appear in the With output style eld. I not, click

the Browse button next to the eld, and select the Annotated style.

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.

4. Click OK to leave the Format Bibliography dialog.

5. EndNote automatically updates the e xisting citations and regenerates the

bibliography in the Annotated style.

Your document text should look similar to this example.

Bats

Bats aremammals of the order Chiroptera fromthe Greek hand and wing whose forelimbsform webbedwings, making them the onlymammalsnaturally capable of true and sustainedight.Bats do not ap their entire forelimbs, as birdsdo, but instead ap their spread-out digits,which are very long and covered with a thinmembrane or patagium. (Avila-Flores and Medellin2004) Bats represent about 20% of all classiedmammal species worldwide with about 1,240 batspecies divided into two suborders. (Holland,Kirschvink et al. 2008)

Avila-Flores, R. and R. A. Medellin (2004).Ecological, taxonomic, and physiologicalcorrelates of cave use by mexican bats. Journalof Mammalogy 85(4): 675-687.

Holland, R. A., et al. (2008). Bats usemagnetite to detect the earths magnetic eld.

PloS One 3(2): e1676, 1671-1676.

Note: In the uture, i you need to make changes to the paper such as

adding or deleting citations or text, just do the necessary updates in

your paper. I you want to change the output style or bibliography layout

settings, select the Format Bibliographycommand again. EndNote will

reormat the in-text citations and generate a new bibliography based on

your changes.

Editing a Citation

I you directly edit a citation or the bibliography, the changes will be lost when you

Format Bibliography again because EndNote reormats according to the rules o the

selected output style. To make and retain changes to all citations and/or the bibliography,

modiy the output style. However, i you want to make a change to an individual citation,

select the Edit & Manage Citation(s) option as described below.

For some bibliographic styles, the majority o reerences are cited in an Author, Date

ormat; but i the authors name is mentioned within the paragraph text, the style dictates

that the name not be repeated in the citation.

1. Click anywhere on the Avila-Flores citation.

2. Word 2003: From the Tools menu, go to the EndNote X6submenu,

and then click Edit & Manage Citation(s).

Word 2007 and 2010: On the EndNote X6 tab, click Edit & Manage Citation(s).

3. Select the Edit Citation tab.

4. From the Formatting menu, select the Exclude Year option.

5. Leave the Prex, Sux, and Pages elds blank.
http://en.wikipedia.org/wiki/Greek_languagehttp://en.wikipedia.org/wiki/Mammalhttp://en.wikipedia.org/wiki/Greek_languagehttp://en.wikipedia.org/wiki/Winghttp://en.wikipedia.org/wiki/Winghttp://en.wikipedia.org/wiki/Flighthttp://en.wikipedia.org/wiki/Flighthttp://en.wikipedia.org/wiki/Birdhttp://en.wikipedia.org/wiki/Birdhttp://en.wikipedia.org/wiki/Digit_(anatomy)http://en.wikipedia.org/wiki/Birdhttp://en.wikipedia.org/wiki/Digit_(anatomy)http://en.wikipedia.org/wiki/Skinhttp://en.wikipedia.org/wiki/Patagiumhttp://en.wikipedia.org/wiki/Skinhttp://en.wikipedia.org/wiki/Patagiumhttp://en.wikipedia.org/wiki/Patagiumhttp://en.wikipedia.org/wiki/Skinhttp://en.wikipedia.org/wiki/Digit_(anatomy)http://en.wikipedia.org/wiki/Birdhttp://en.wikipedia.org/wiki/Flighthttp://en.wikipedia.org/wiki/Winghttp://en.wikipedia.org/wiki/Greek_languagehttp://en.wikipedia.org/wiki/Mammal


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8-5


6. Click OK to update the citations in your paper.

7. Click anywhere on the Holland citation within Word.

8. From the Formatting menu, select the Exclude Year option.

9. Click OK to update the citations in your paper.

Your document text should look similar to this example. Note that the date is

gone rom the Avila-Flores citation.

Bats

Bats aremammals of the order Chiroptera from theGreek hand and wing whose forelimbs formwebbedwings, making them the only mammals naturallycapable of true and sustainedight. Bats do not

ap their entire forelimbs, as birds do, butinstead ap their spread-out digits, which arevery long and covered with a thinmembrane orpatagium. (Avila-Flores and Medellin) Batsrepresent about 20% of all classied mammal

species worldwide with about 1,240 bat speciesdivided into two suborders. (Holland, Kirschvinketal.)

Avila-Flores, R. and R. A. Medellin (2004).Ecological, taxonomic, and physiologicalcorrelates of cave use by mexican bats. Journalof Mammalogy 85(4): 675-687.

Holland, R. A., et al. (2008). Bats usemagnetite to detect the earths magnetic eld.

PloS One 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

o reerences.
http://en.wikipedia.org/wiki/Greek_languagehttp://en.wikipedia.org/wiki/Mammalhttp://en.wikipedia.org/wiki/Greek_languagehttp://en.wikipedia.org/wiki/Winghttp://en.wikipedia.org/wiki/Winghttp://en.wikipedia.org/wiki/Flighthttp://en.wikipedia.org/wiki/Flighthttp://en.wikipedia.org/wiki/Birdhttp://en.wikipedia.org/wiki/Birdhttp://en.wikipedia.org/wiki/Digit_(anatomy)http://en.wikipedia.org/wiki/Digit_(anatomy)http://en.wikipedia.org/wiki/Birdhttp://en.wikipedia.org/wiki/Digit_(anatomy)http://en.wikipedia.org/wiki/Skinhttp://en.wikipedia.org/wiki/Patagiumhttp://en.wikipedia.org/wiki/Skinhttp://en.wikipedia.org/wiki/Patagiumhttp://en.wikipedia.org/wiki/Patagiumhttp://en.wikipedia.org/wiki/Skinhttp://en.wikipedia.org/wiki/Digit_(anatomy)http://en.wikipedia.org/wiki/Birdhttp://en.wikipedia.org/wiki/Flighthttp://en.wikipedia.org/wiki/Winghttp://en.wikipedia.org/wiki/Greek_languagehttp://en.wikipedia.org/wiki/Mammal


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VI

GETTING STARTED GUIDE - Index

About this guide, ii

ADA VPAT, 1-3

Attached iles

locating, 4-3

Bibliographic style

selecting, 8-3

Citations

editing, 8-4

ormatting, 8-3

inserting, 8-1

Combination groupcreating, 5-3

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 & Online Search, 6-1

Local Library, 6-1

Online Search, 6-1

Duplicates option, 7-3

Education & Training, 1-1

EndNote

customer support, 1-2

demo version, 1-2

help, 1-2

international support, 1-3

online support, 1-3opening a library, 2-1

overview o, 1-1

registration, 1-2

sales, 1-2

searching a library, 5-1

starting, 2-1

synchronizing your libraries, 2-7

EndNote library

opening sample library, 2-1

EndNote Web

existing users, 2-7

new users, 2-7

EndNote X6 Finds & Insert My Reerences dialog, 8-1

EndNote X6 Format Bibliography dialog, 8-3

Filters

selecting PubMed, 7-3

Find & Insert My Reerences 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, 5-3

deleting, 2-7

description o, 2-6

moving groups, 2-7

Groups panel, 2-2

Groups panel layout mode, 2-4

Help, 1-2

Import ilters

importing into EndNote, 7-3

selecting, 7-3

Integrated Library & Online Search Mode, 6-1

International support, 1-3

Layout modes

Groups panel, 2-4

Reerence panel, 2-4

Libraries preerences, 3-2

Library

opening sample library, 2-1

searching, 5-1

Library window

navigating, 2-2

Library window layouts, 2-4

Local Library Mode, 6-1

Match Case option, 5-1

Match Words option, 5-1

New eatures in EndNote X6, 1-1

Online databases

searching, 6-1

Online Search Mode, 6-1

Online support, 1-3

Overview o EndNote, 1-1

INDEX


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GETTING STARTED GUIDE - Index

PDF iles

adding sticky notes, 2-5

highlighting text, 2-6

menu options, 2-5

toolbar, 2-5

working with, 2-5

PDF Viewer panel, 2-5

Preerences

Display Fonts, 3-2

Libraries, 3-2

Sync, 3-1

Preview panel, 2-3

PubMed

downloading records, 7-4

sample text ile, 7-3

searching, 7-5

Records

downloading rom PubMed, 7-4

exporting rom Web o Science, 7-5

importing, 7-3

Reerence List panel, 2-4

Reerence panel layout mode, 2-5

Reerences

closing, 2-5

creating, 4-1

creating a custom group, 2-6

deleting, 6-3

deleting a group, 2-6

displaying, 2-5

inding ull 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 department, 1-2

Sales inormation, 1-2

Search panel, 2-3, 5-1

Search rules

particles and spaces, 7-5

surnames, 7-5

Show All Fields option, 6-3

Smart groups

creating, 5-2

Sort eature, 2-4

Sticky notes, 2-5

Support, 1-3

Surnames

searching, 5-2special conditions, 5-2

Sync

activating, 2-8

existing users, 2-8

new users, 2-8

Sync preerences, 3-1

Tabs panel, 2-2

Technical support, 1-3

Text Translation option, 7-4

Web o Science

Searching, 7-5

Welcome to EndNote X6, 1-1

Whats New in EndNote X6, 1-1

Word 2003 X6 submenu, 8-3

Word 2007 EndNote X6 tab, 8-3

Word 2010 EndNote X6 tab, 8-3

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