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GETTING STARTED GUIDE - Chapter 3: Setting EndNote Preferences

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The Labels tab determines the font and size EndNote applies to the Reference window field labels. The Search tab determines the font and size EndNote applies when you enter text in a field on the Search panel.

6. I n the Font list, select Tahoma or another font and font size.

Click Apply to save the change.7. Click OK to leave the Preferences dialog.

Note: Keep in mind that Segoe UI, 8 pt is the default font and font size for Windows Vista and Windows 7, and Windows 8. Tahoma, 8 pt is the default font and font size for Windows XP.

3. On the Library tab, click the Change Font button.

4. SelectTahoma or another font and font size. Close the Fonts dialog, and then

click OK to save the change.5. On the General tab, click the Change Font button.

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GETTING STARTED GUIDE - Chapter 4: Entering a Reference

CHAPTER 4:

ENTERING A REFERENCE

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

1.

rom the References menu, select New Reference to F

display an empty Reference window.

You can add File Attachments, Figures, and Captions to any reference type.

Set the reference type back to Journal Article.

3. E nter author names for the reference. Individual author names must be entered

one per line.

a. Enter a personal author name with the first name first. With the cursor in the Author field, type:

Tiberius Rex

As you type, EndNote suggests names similar to the one you are entering. This is EndNote’s way of using term lists to facilitate the process of entering new references.

Note: Turn on or off the auto-complete feature with EndNote Term List preferences. It is available for Author fields when you enter author names with the last name first.

The name you are entering, Tiberius Rex, is a new author in this library, so keep typing until you complete the name, and then press Enter.

The name appears in red text to indicate that

it is a new name in the Author term list for this library. When you close the reference, EndNote adds the name to the Author term list and the red text will change to black.

b. Enter the second author’s name, but with the surname first.

Morre, Nicole

This author’s last name is already in the sample library, so as you start typing the last name, you will see EndNote complete the name for you.

Press Enter to accept EndNote’s suggested author name

New references appear as Journal Article, the default setting. You can change the reference type to another type using the Reference Type list at the top of the Reference window. You can also change the default reference type from EndNote Preferences.

2. Select the Book reference type from the Reference Type menu.

Notice that the Field list changes to reflect the type of bibliographic information you would record for a book. Select other reference types from the list to see how the list of fields changes for each type of source.

Note that three reference types (Figure, Chart or Table, and Equation) are available specifically for cataloging picture files and object files.

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GETTING STARTED GUIDE - Chapter 4: Entering a Reference

c. For the third author, enter:

de Young, John Robert, Jr.

The first comma separates the last and first name. The second comma is inserted before suffix text to make it clear that it is not part of the author’s name for manipulation of name order or stripping to initials Suffix text will always print after the other information for this author.

Press Enter.

d. For the fourth author’s name, enter:

University of California,, Berkeley

Corporate author names are entered with a following comma, so they will not be manipulated like personal author names. In this case, the corporate author name has a comma within the name. We inserted two commas to allow for correct formatting. The first comma makes it clear that text up to that point should not be manipulated. The second comma indicates that there is no first name, yet includes suffix text

4. P ress Tab to accept the author name and move to the Year field. Type “2006”

as the search term.5. Continue entering the reference as shown below using the Tab key to move to

the next field and Shift+Tab to move to the previous field. You can also use the mouse to click in the desired field. If information is not provided for a particular field, leave that field empty.

Keywords: Feathers Evolution Birds

No extra punctuation (such as parentheses around the year) is entered into the reference. EndNote adds the necessary punctuation to the references when it creates a bibliography.

Note that you can enter up to 64 K of text into the Abstract and Notes fields, which amounts to 10-12 pages of text.

6. A ttach a PDF file to the reference. You can attach almost any type of file to the

File Attachments field of a reference.

Scroll to the File Attachments field, and from the References menu, select File Attachments > Attach File to display a file dialog. On the file dialog: a. Navigate to the folder Program Files\\EndNote X7. b. Notice the check box titled “Copy this file to the default file attachment folder and create a relative link”. Make sure that you select this box so that EndNote will make a copy of the file to store with the library. That way, the attached file is always available to you, even when you move the library.

c. Highlight the file titled EndNoteX7WinHelp.pdf.

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

Issue: 1

Pages: 125-128

Date: November 22

You can attach up to 45 different files to a single reference. Double-click the file icon to open the file with the default program for the file type.

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GETTING STARTED GUIDE - Chapter 4: Entering a Reference

7. Right-click to display a contextual menu. Select Attach File > Rename

Attachment to display a Rename Attachment dialog. Enter My EndNote X7 Help.pdf, and then click OK. 8. Select a field from each of the three menus to change the order of the fields in

the PDF name. For example, you can rename the PDF by Title, Author, Date or any combination of fields from the three menus.9. From the File menu, select Close Reference to close the Reference window. 10. 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.

Notes:

???In the Groups panel, one reference appears in the Unfiled group. Select the Unfiled group to display the Tiberius Rex reference.???You can easily locate those references that contain attached files by clicking the paper clip icon in the second column heading. EndNote sorts all records containing attached files at the top of the list.

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GETTING STARTED GUIDE - Chapter 5: Searching an EndNote Library

CHAPTER 5:

SEARCHING AN ENDNOTE LIBRARY

This chapter covers the following topics. ???Searching for a set of references ???Creating a smart group ???Creating a combination group

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

select “Is less than or equal to” and then type “2013” as the search term. 6. Notice the “And, Or, Not” logical operator list at the beginning of each search

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

Searching for a Set of References

Let us assume that you want to generate a list of all references found in the sample library on Bats that were published from 2000 to 2013.

1.

Select the All References group.

The Search panel should look like this.

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

3. On the first search line:

a In the Field list, scroll up and select Any Field. This means that EndNote will search all fields.

b. In the Comparison list, the Contains comparison operator means that EndNote will search for the string of text anywhere in a field. c. Type “bats” as the first search term.

This search will find all references published between 2000 and 2013 that contains the text “bats”.

Notice that the following check boxes are not selected for this search:

Match Case: This option would limit our search to “bats” in lowercase. If it were found capitalized at the beginning of a sentence, or all uppercase, it would not match the search.

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

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EndNote - X7使用手册 - 图文

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