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?WINDOWS GETTING STARTED GUIDE
GETTING STARTED GUIDE - ENDNOTE X7
GETTING STARTED GUIDE
VERSION X7 FOR WINDOWS
ABOUT THIS GUIDE
This guide provides a basic overview of using EndNote. It assumes that you know how to use your word processor and the Windows operating system. For help on these topics, consult the documentation that comes with these products.
For additional information about using EndNote, consult EndNote Help. From EndNote’s Help menu, select Contents to view help topics. While using EndNote, press F1 to view a help topic about the current window.
A printable help guide called EndNoteX7WinHelp.pdf is available at C:\\Program Files\\EndNote X7. It contains all the help topics compiled into a PDF file.
Copyright ? 2013 Thomson Reuters
All rights reserved worldwide. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language in any form by any means, without written permission from Thomson Reuters.
TRADEMARK INFORMATION
EndNote is a registered trademark of Thomson Reuters. Cite While You Write is a trademark of Thomson Reuters. Microsoft and Windows are registered trademarks of Microsoft Corporation. Apache OpenOffice X3 is a trademark of Apache OpenOffice. All other product and service names cited in this manual may be trademarks or service marks of their respective companies.
NOTICE REGARDING LEGAL USE OF DOWNLOADED REFERENCE DATA
EndNote gives you the capability to import references from online databases and store them in your personal End-Note libraries. Some producers of online reference databases expressly prohibit such use and storage of their data. Others charge an extra fee for a license to use the data in this way. Before you download refer-ences from a database, be sure to check the copyright and fair use notices for the database. Note that different databases from the same provider may have varying restrictions.
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GETTING STARTED GUIDE - ENDNOTE X7
CONTENTS
Contents..........................................................................................................iiiChapter 1: Welcome to EndNote X7..........................................................1-1EndNote—Your Complete Reference Solution! ......................................1-1What’s New in EndNote X7 .......................................................................1-1About the Demonstration Version of EndNote ......................................1-2Customer Services......................................................................................1-2Register Your Copy of EndNote ...........................................................1-2EndNote Help ........................................................................................1-2Customer Service ..................................................................................1-2Technical Support .................................................................................1-3Online Support ......................................................................................1-3International Customer and Technical Support ................................1-3ADA VPAT ...............................................................................................1-3CHAPTER 2: Working in an EndNote Library............................................2-1Starting EndNote and Opening the Examples Library ....................2-1Navigating the Library Window ............................................................2-1Working with EndNote Panels .................................................................2-2Selecting a Library Window Layout .....................................................2-3Sorting References...................................................................................2-3Selecting and Opening a Reference.....................................................2-4Closing a Reference ...................................................................................2-4Working with PDF Files ...........................................................................2-4Saving References to a Custom Group ................................................2-5Syncing your Desktop Library with Your Online Account. ...................2-6
CHAPTER 3: Setting EndNote Preferences ...............................................3-1Setting Sync Preferences ..........................................................................3-1Setting PDF Handling Preferences.......................................................3-2Setting Display Fonts Preferences .......................................................3-2CHAPTER 4: Entering a Reference.............................................................4-1CHAPTER 5: Searching an EndNote Library.............................................5-1Searching for a Set of References.........................................................5-1Creating a Smart Group ..........................................................................5-2Creating a Combination Group..............................................................5-3Chapter 6: Searching an Online Database................................................6-1Selecting a Display Mode .......................................................................6-1Searching a Database .............................................................................6-1Reviewing References .............................................................................6-3Finding Full Text for a Reference ..........................................................6-3CHAPTER 7: Importing Reference Data into EndNote ............................7-1Searching a Database and Saving the References ...........................7-1Selecting an Import Filter and Importing Data into EndNote .......7-3Direct Export of Records from PubMed ..................................................7-4Exporting Records from Web of Science .............................................7-4Searching for Surnames that Contain Particles and Spaces..........7-5CHAPTER 8: Using EndNote While Writing
a Paper in Microsoft Word ............................................................................8-1Inserting EndNote References...............................................................8-1Selecting a Bibliographic Style .............................................................8-3Editing a Citation......................................................................................8-4Index ................................................................................................................vi
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GETTING STARTED GUIDE - Chapter 1: Welcome to EndNote X7
CHAPTER 1:
WELCOME TO ENDNOTE X7
EndNote — Your Complete Reference Solution!
EndNote as an online search tool
Search online bibliographic resources and retrieve references directly into your EndNote library. You can also export references directly to EndNote from your favorite online resource.
???Add subheadings to your bibliography in Microsoft Word using your own catego-ries or predefined by reference type in an output style--great for distinguishing primary and secondary sources.
???Better organize your research materials by using new reference types such as In-terview, Podcast, Conference Paper, and Press Release.???Reorder column headings in the Library reference list by using drag-and-drop and customize which columns display with just a right-click.???Use improved Sync that occurs in the background so that your work is continu-ously backed up and always available online and on your iPad.???Quickly identify groups online from within your desktop library???Use new options to control the ratings and read/unread field display.???Copy the record number to another field in a reference using the Copy feature from the Change\\Move\\Copy Fields command.???Review program updates automatically.
EndNote as a reference and full text organizer with a collaborative Web tool
??? Synchronize references and file attachments to your EndNote online account. ???Group references according to your research projects and attach up to 45 files per record for managing related materials.
???Locate full text PDF documents or create a reference when importing a PDF file.???Import and rename PDF documents.
???Share groups with other EndNote users easily and manage your ResearcherID publication list.
EndNote as a bibliography maker
Cite While You Write takes the pain out of citing and formatting references in Microsoft Word and Apache OpenOffice 3.x for Windows. You can also create bibliographies for other word processors using Format Paper (RTF files).
Activation Changes
Macintosh and Windows serial numbers and product keys are now cross-platform com-patible. You can use the same key on three computers regardless of platform. Just down-load the additional installers at http://endnote.com.
Reference Manager (versions 8 - 12) can purchase EndNote at the upgrade price and use their original upgrade serial numbers to unlock EndNote.
What’s New in EndNote X7
???Update and synchronize the references in EndNote desktop and web by the click of a button. Maintain and synchronize the references in your desktop library with the references in your web library even across multiple computers.???Set your preferences to create clear, organized, and easily
searchable names for your PDF documents as you import them by defining your settings in PDF Han-dling preferences.
???Add citations and reference lists to your Microsoft PowerPoint slides.
Education & Training—View Our What’s New Video
Thomson Reuters recommends that you view our What’s New video at www.endnote.com/training or on our YouTube channel at www.youtube.com/endnotetraining.
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GETTING STARTED GUIDE - Chapter 1: Welcome to EndNote X7
About the Demonstration Version of EndNote and the EndNote Viewer
If you are working with the EndNote demonstration version, you have 30 days after you first use the program to evaluate EndNote and all of its features. After 30 days, the demonstra-tion version reverts to a feature-restricted EndNote Viewer.
After the program reverts to an EndNote Viewer, you can still open EndNote libraries, search, sort, and print references.
With the EndNote Viewer, you will not be able to:
???Add or edit references in a library that has 10 or more references already in it. ???Format more than 10 citations in a paper.
???Retrieve more than 10 references from a remote database. ???Import more than 10 references. ???Export more than 10 references.
???Sync across your desktop and web libraries.
To purchase an unrestricted version of the EndNote program, open your trial version, and then click the Yes button when the EndNote dialog box appears with the message: “Would you like to activate the full version of EndNote?”
You will need to purchase a product key in order to activate the unrestricted version of EndNote.
If you are upgrading from a previous version of EndNote, then you need to supply the product key and provide your name in the Name fi eld.
EndNote Help
Online Help
From EndNote’s 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 document. Y ou can find the file in the online help system in the help topic called Overview of Thomson Reuters EndNote.
It is also available at C:\\Program Files\\EndNote X7 and it is called EndNoteX7WinHelp.pdf.
Release Notes
For documentation updates and correction notes, refer to the Readme.txt ile installed in the EndNote X7 folder.
Customer Service
Contact Sales for general product information, pricing, quantity discounts, and referrals to dealers.
Contact Customer Service to order new copies or upgrades of EndNote, to check billing/shipping status, and to register your software.
Sales Information
Phone: 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 Services
Register Your Copy of EndNote
Register your software by either 1) creating or upgrading your online account the first time that you start EndNote or 2) by going to http://www.endnote.com/register. Registered users receive:
???Free technical support???Special upgrade offers
???N otification of new EndNote versions that are compatible with the latest version of your word processor
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
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