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EndNote X7: Help Guide and Getting Started Guide.

 

Click the Year column heading to see the references sorted in descending To begin a search of your EndNote library, select the group of references you want to order based on the year of publication. Click the Author column heading to return the sort order of the library to an alphabetical list sorted by the author names.

Using the arrow keys; or showing all fields in the reference or only those fields that contain data. Typing the first few letters found in the field by which the Closing a Reference library has been sorted. You can close a reference in one of these ways: To see how this works, click any reference to select it. Press the Up or Down Arrow to select the previous or next reference. EndNote prompts you to save your changes.

Open the reference by Glover M. Allen by pressing the Enter key or be 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.

Select any reference in the Reference list. Place your cursor inside the PDF Viewer panel. Click the paper clip icon to open a file dialog. EndNote makes a copy of the file to store with the library.

The attached file is always available to you even when you move the library. Click Open to insert the file into the selected reference. You can attach up to 45 files. Go to a section in the PDF where you want to highlight text. Select the text within the PDF that you want to highlight. Move your cursor over an icon on the toolbar to see Alt hover text to explain its function. Select the Highlight Text icon.

The color of the selected text changes to yellow. Click the Save PDF icon in the toolbar to save your changes. The first three groups Right-click within an open PDF file to display a contextual menu that includes many of are permanent. Go to a section in the PDF where you want to add a comment. Note: This section of the Groups panel will change after you initiate the Sync process for 2. Select the text where you want to insert a comment. Select the Sticky Note icon from the toolbar.

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

Enter your comments in the Sticky Note text box. 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. Select the group called Bats Behavior. Drag and drop the group anywhere in the My Groups group set.

To delete a custom group: 1. Right-click on the group called Corvids to display a contextual menu, and then select the Delete Group command. 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 To create a custom group and add references to it: commands for managing groups are available from the Groups menu and from the right- 1.

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 Your purchase of the EndNote desktop software also includes access to EndNote online highlighted for editing.

Once you install 3. Type Bats Behavior as the group name, and then press Enter or click in the reference your software, register at my. You must create an account to initiate the Sync process. Select the All References group to display all references in the library. In the Author column, highlight the reference by Glover M. Click the Sync button in the toolbar to go to the Login dialog. Drag the selected references to the new Bats Behavior group and drop them on the title of the group.

Enter your e-mail address. Select the Bats Behavior group to display the two references now included in the 3. Enter your password. Click OK to initiate the Sync process.

Since you already have an account, EndNote populates the fields on the Sync Preferences page with the e-mail address and password. Later, you can change the data in these fields if you ever change your e-mail address or password. The first time you sync, EndNote will copy 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 dupli- cates after your first synchronization. Registration is fast and easy and activates your two-year access. Click the Sync button in the toolbar. Click the Sign Up button to go to a User Registration dialog. Enter an e-mail address in the User Registration dialog.

Retype your e-mail address, and then click the Continue button. Enter your personal information in the required fields on the next User Registration form. For example, enter your name, a password, and a title. Select the appropriate radio button to Opt in or Opt out for e-mail communication. Click the I Agree button indicating that you agree to the Terms and Conditions.

Once you create your account, EndNote populates the fields on the Sync Preferences page with your e-mail address and password that you entered during registration. Click the button to open the Sync Status dialog to review information about the EndNote library that you selected to synchronize with your 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. A conflict occurs when you edit the reference in both desktop and web between Syncs.

As a result, EndNote 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 library. See Syncing your desktop library with your online account for instructions on how to proceed or press F1 to open help on this dialog in EndNote.

Setting Sync Preferences 2. To access Sync Preference: 1. Go to the Edit menu, and then select Preferences. Select the Sync option. Click the Enable Sync button to activate your account. You can create better organized The Custom option allows you to create a personalized method of renaming PDF and easily searchable names for your PDF documents as you import them into a library.

Go to the Edit menu and then select Preferences. Select the PDF Handling option. Select a folder on your computer or create a new folder when the Browser for Folder dialog displays. Click OK to save your changes. Setting Display Fonts Preferences You can select a different font to display text in the Library window and in the Reference window. Select Display Fonts to display a dialog with four tabs.

It also determines the font EndNote applies to text that you view in the Previews panel or when you print and copy bibliographic information from EndNote.

In the Font list, select Tahoma or another font and font size. Reference window field labels. Click Apply to save the change. Click OK to leave the Preferences dialog.

Tahoma, 8 pt is the default font and font size for Windows XP. On the Library tab, click the Change Font button. Select Tahoma or another font and font size. Close the Fonts dialog, and then click OK to save the change. On the General tab, click the Change Font button. From the References menu, select New Reference to display an empty Reference window.

Set the reference type back to Journal Article. Enter author names for the reference. Individual author names must be entered one per line. Enter a personal author name with the first name first.

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

New references appear as Journal Article, the default setting. You can change the reference type to another type using the Reference Type list at the top The name appears in red text to indicate that it is a new name in the Author term list for this library. When of the Reference window. You can also change the default reference type you close the reference, EndNote adds the name to the Author from EndNote Preferences.

Select the Book reference type from the Reference Type menu. Notice that the Field list changes to reflect the type of bibliographic information you would record for a book. Select other reference types from the list to see how Morre, Nicole the list of fields changes for each type of source. Evolution Birds The first comma separates the last and first name. EndNote adds the necessary punctuation to the references when it Suffix text will always print after the other information for this author.

Press Enter. Note that you can enter up to 64 K of text into the Abstract and Notes fields, which amounts to pages of text. Attach a PDF file to the reference. You can attach almost any type of file to the University of California,, Berkeley File Attachments field of a reference. Corporate author names are entered with a following comma, so they Scroll to the File Attachments field, and from the References menu, will not be manipulated like personal author names.

On the file dialog: corporate author name has a comma within the name. We inserted two a. The first comma makes it clear that text up to that point should not be manipulated.

The second b. Make sure that you select this box so that EndNote will make a copy of the file to store with the library. Press Tab to accept the author name and move to the Year field. Continue entering the reference as shown below using the Tab key to move to c. You can also use the mouse to click in the desired field. If information is not provided for a particular d. Click Open to insert the file into the File Attachments field. A file icon will appear in the field. Title: The scale and the feather: A suggested evolution Journal: Paleontology Volume: 3 You can attach up to 45 different files to a single reference.

Double-click Issue: 1 the file icon to open the file with the default program for the file type. Right-click to display a contextual menu. Select a field from each of the three menus to change the order of the fields in the PDF name. From the File menu, select Close Reference to close the Reference window. When prompted to save your changes, click Yes. Your new reference will appear in the Library window. A paper clip icon appears next to the reference to indicate an attached file. Select the Unfiled group to display the Tiberius Rex reference.

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

Select the All References group. Click the Show Search Panel button if the Search panel is not already showing. If it were found capitalized at the beginning of a sentence, or all uppercase, it would not match the search. On the first search line: a In the Field list, scroll up and select Any Field. This means Match Words: This option would limit matches to full words with no truncation. In the Comparison list, the Contains comparison operator means that EndNote will search for the string of text anywhere in a field.

Click the Search button to begin the search. Instead, create a smart group that updates automatically. To use the search strategy to create a smart group: 1. Select the Bats group set.

A Converted Search text box appears under the group set called Bats. If you have already clicked away from the editable title, you can right-click on the title, and then select Rename Group.

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

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

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

In the first field, select Chiroptera from the Bats group set menu. In the second field, select Echolocation from the Bats group set menu. In the third field, select the Sonar smart group from the Bats group set menu. Click the Create button to save your changes. Your combination group should appear in the Groups panel. Your combined group should contain 24 references from the following custom groups and smart groups.

You can This mode displays automatic groups, custom groups, and smart groups, but not Online download the results of your searches into a temporary EndNote library or directly Groups.

This mode keeps you from inadvertently downloading references found during an into your own EndNote library. This is the default mode. This chapter covers the following topics. You can then review the references without affecting your local library. When you download references from an online database, EndNote saves them to a group under the Online Selecting a Display Mode Search group set and to your open library. Choose from three different display modes in the Library window by selecting If you decide that you do not want to keep the retrieved references, select them, and then one of them from the toolbar.

Note: We recommend that you use Online Search Mode if you do not want the references downloaded to the All References group. Customer Service T echnical Suppor t Online Support International Customer and T echnical Support Page: 1. Need help? Ask a question. Frequently Asked Questions Can't find the answer to your question in the manual?

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