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EndNote X9 Windows Documentation
Table of Contents
Title Page ....................................................................................................................................................... 1
Trademarks ................................................................................................................................................. 2
Introduction .................................................................................................................................................... 3
Overview of Clarivate Analytics EndNote ..................................................................................................... 3
Top 10 Things to Remember about EndNote ............................................................................................... 3
About ResearcherID .................................................................................................................................... 4
ResearcherID Features ............................................................................................................................ 4
ResearcherID Tools ................................................................................................................................. 5
ORCID ..................................................................................................................................................... 5
Features Added to EndNote X6 ................................................................................................................... 5
EndNote Display Fonts ............................................................................................................................. 6
View Our What’s New Video ..................................................................................................................... 6
View Features Added in Earlier Versions of EndNote ................................................................................ 6
Features Added to EndNote X5 ................................................................................................................... 7
Features Added to EndNote X4 ................................................................................................................... 7
Features Added to EndNote X3 ................................................................................................................... 8
The EndNote Library ..................................................................................................................................... 11
The Library Window ................................................................................................................................... 11
The Library Window Toolbar ................................................................................................................... 11
Selecting the Sync Feature .................................................................................................................... 11
Selecting a Layout Mode ........................................................................................................................ 12
Selecting a Layout Mode ........................................................................................................................ 12
Selecting the Search Panel .................................................................................................................... 13
Selecting a Display Mode ....................................................................................................................... 13
Resizing the Library Window .................................................................................................................. 14
Changing the Library Display Font .......................................................................................................... 14
Changing the Display Fields ................................................................................................................... 14
Changing the Reference List Sort Order ................................................................................................. 15
The Library Window Display Modes ........................................................................................................... 15
The Groups Panel ..................................................................................................................................... 16
Group Sets............................................................................................................................................. 16
Automatic Groups .................................................................................................................................. 16
Temporary Groups ................................................................................................................................. 16
Custom Groups, Smart Groups, and Combination Groups ...................................................................... 17
i
Table of Contents
The PDF Viewer Panel .............................................................................................................................. 18
Attaching PDF Files ............................................................................................................................... 18
Navigating the PDF Viewer Panel ........................................................................................................... 18
Using the PDF Viewer Toolbar ............................................................................................................... 18
Using the FindSearch Feature ................................................................................................................ 19
Adding Sticky Notes and Highlighting PDF Text ...................................................................................... 19
The Reference List Panel .......................................................................................................................... 20
Display Fields ........................................................................................................................................ 20
Reference List Sort Order ...................................................................................................................... 21
Navigating in the Reference List ............................................................................................................. 21
The Search Panel ...................................................................................................................................... 22
The Tabs Panel ......................................................................................................................................... 24
The Reference Panel ............................................................................................................................. 24
The Preview Panel ................................................................................................................................. 25
The PDF Viewer Panel ........................................................................................................................... 26
Important Points About Libraries ................................................................................................................ 26
Library Summary ....................................................................................................................................... 27
Creating Libraries ...................................................................................................................................... 27
Creating a New Library ........................................................................................................................... 27
Saving a Copy of a Library ..................................................................................................................... 28
Saving a Compressed Copy of a Library ................................................................................................. 29
Setting a Favorite Library ....................................................................................................................... 30
Opening, Closing, Moving, Deleting Libraries ............................................................................................. 30
Closing a Library .................................................................................................................................... 30
Deleting a Library ................................................................................................................................... 30
Moving a Library .................................................................................................................................... 31
Multiple People Opening One Library ..................................................................................................... 31
Opening a Library .................................................................................................................................. 32
Recovering a Damaged Library .............................................................................................................. 32
Merging Libraries ...................................................................................................................................... 33
Copying References in Libraries ............................................................................................................. 33
Importing EndNote Libraries ................................................................................................................... 33
Merging Libraries ................................................................................................................................... 34
Using Drag and Drop .............................................................................................................................. 34
Converting Reference Manager Libraries to EndNote ................................................................................. 34
ii
EndNote X9 Windows Documentation
Converting a Reference Manager Database to EndNote ......................................................................... 34
Converting Reference Manager File Attachments to EndNote ................................................................. 36
Mapping Reference Manager Reference Types and Fields to EndNote ................................................... 36
Importing a Reference Manager Library to EndNote ............................................................................... 39
Sharing and Converting Libraries to EndNote ............................................................................................ 39
Creating a Library from ProCite .............................................................................................................. 39
ProCite Workforms to EndNote Reference Types ................................................................................... 41
Compatibility between EndNote 8 - 16 and X Versions............................................................................ 42
Opening and Converting Old EndNote Libraries ...................................................................................... 43
Transferring Across Platforms ................................................................................................................... 44
From Macintosh to Windows................................................................................................................... 44
From Windows to Macintosh................................................................................................................... 44
Transferring Libraries Across Platforms .................................................................................................. 45
EndNote References..................................................................................................................................... 47
The Reference Window ............................................................................................................................. 47
Find Reference Updates ......................................................................................................................... 47
Reference Window Controls ................................................................................................................... 48
PDF and Figure File Control ................................................................................................................... 48
Navigation Keys ..................................................................................................................................... 48
Entering Information in Reference Window Fields ................................................................................... 48
Important Points About References ........................................................................................................... 49
Selecting References ................................................................................................................................ 49
Record Summary....................................................................................................................................... 50
Opening, Closing, Saving, Deleting, Updating References ......................................................................... 50
Opening References .............................................................................................................................. 50
Closing References ................................................................................................................................ 51
Deleting References ............................................................................................................................... 51
Reverting References ............................................................................................................................. 52
Saving References ................................................................................................................................. 52
Review Available Updates Dialog (Find Reference Updates) .................................................................. 52
Creating a New Reference ......................................................................................................................... 53
Creating a New Reference ..................................................................................................................... 53
Changing the Default Reference Type .................................................................................................... 54
Choosing a Reference Type ................................................................................................................... 54
Tips for Choosing the Right Reference Type .......................................................................................... 54
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