GETTING STARTED GUIDE - Chapter 2: Working in an EndNote Library
PDF Toolbar
A toolbar appears within the PDF Viewer panel that displays the following icons.
Highlighting Text
1.
Go to a section in the PDF where you want to highlight text.
2. 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. For example, Alt text for the first three icons displays:???Open PDF File in the Reference Window???Save PDF???Print PDF
Right-click within an open PDF file to display a contextual menu that includes many of these options plus other options, such as:???Open with Adobe Acrobat???Open in Reference Window???E-mail Attachment
???Remove (deletes the current PDF file)???Show Notes / Markup???Hides Notes / Markup
3. Select the Highlight Text icon. The color of 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 left panel of the Library window lists groups of saved references. The first three groups are permanent.
???All References displays all of the references in the library.???Unfiled contains references that are not part of a custom group.???Trash contains references that you have deleted from the library. They are not permanently eliminated until you empty Trash.
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 from the toolbar.
4. Double-click the Sticky Note icon that appears in the PDF file 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.
Note: This section of the Groups panel will change after you initiate the Sync process for
the first time. See Syncing your desktop library with your online account.
Below the permanent groups, you can create group sets to organize up to 5,000 custom groups, smart groups, and combination groups in the library.
???You build a custom group by adding individual references to the group. ???EndNote automatically compiles a smart group based on your search strategy.???A combination group consists of references derived from a smart group search of the contents of existing custom and/or smart groups.
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.
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GETTING STARTED GUIDE - Chapter 2: Working in an EndNote Library
To move the group to a different group set:1.
Select the group called Bats Behavior.
2. 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.
2. Click Yes when you are prompted to delete the group.
To create a custom group and add references to it:
1.
Select one of the groups in the Bats group set.
2. From the Groups menu, select Create Group.
In the Groups panel of the Library window, a group titled New Group is now highlight-ed for editing. 3. Type “Bats Behavior” as the group name, and then press Enter or click in the reference
list area to save the change.4. Select the All References group to display all references in the library.
5. In the Author column, highlight the reference by Glover M. Allen and the reference by
Bat Conservation International.6. Drag the selected references to the new Bats Behavior group and drop them on the
title of the group.7. Select the Bats Behavior group to display the two references now included in the
group.
EndNote deletes only the group. No references are deleted from your library. Many of the commands for managing groups are available from the Groups menu and from the right-click contextual menu.
Syncing Your Desktop Library with Your Online Account.
Your purchase of the EndNote desktop software also includes access to EndNote online with 5GB of file storage, unlimited reference storage, and group sharing. Once you install your software, register at my.endnote.com.
You must create an account to initiate the Sync process.
I Already Have an Account
1.
Click the Sync button in the toolbar to go to the Login dialog. 2. Enter your e-mail address.3. Enter your password.
4. 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.
I Do Not Have an Account
If you do not have an account, then you must create one. Registration is fast and easy and activates your two-year access.
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GETTING STARTED GUIDE - Chapter 2: Working in an EndNote Library
1. Click the Sync button in the toolbar.
2. ClicktheSign Up button to go to a User Registration dialog.3. E nter an e-mail address in the User Registration dialog.
Retype your e-mail address, and then click the Continue button. 4. E nter your personal information in the required fields on the next User
Registration form. For example, enter your name, a password, and a title.5. S elect the appropriate radio button to Opt in or Opt out
for e-mail communication.
6. ClicktheI 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. Later, you can change the data in these fields if you ever change your e-mail address or password.
Sync Status Button
After the Sync process completes, the Groups panel includes a Sync Status button.Click the button to open the Sync Stats 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.
Sync Conflicts
If Sync conflicts occur during the Sync process, a Sync Conflicts group appears in the Groups panel.
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.
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GETTING STARTED GUIDE - Chapter 3: Setting EndNote Preferences
CHAPTER 3:
SETTING ENDNOTE PREFERENCES
This chapter covers the following topics.
1.
Setting Sync Preferences2. Setting PDF Handling Preferences3. Setting Display Fonts Preferences
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
Sync Preferences allow you to set your preferences and save your username and password. To access Sync Preference:
1.
Go to the Edit menu, and then select Preferences.2. Select the Sync option.
3. Click the Enable Sync button to activate your account.
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. Later, you can change the data in these fields if you ever change your e-mail address or password.your e-mail address or password.
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GETTING STARTED GUIDE - Chapter 3: Setting EndNote Preferences
Setting PDF Handling Preferences
PDF Handling preferences allow you to define the automatic renaming process of PDF documents that you want to import to an EndNote library. You can create better organized and easily searchable names for your PDF documents as you import them into a library.
1.
Go to the Edit menu and then select Preferences.
3. Select how you want to rename your PDF documents when EndNote imports
them into a library. The default value is Don’t Rename.
The Custom option allows you to create a personalized method of renaming PDF documents when they are imported into a library4. In the PDF Auto Import Folder panel, select the Enable automatic importing
check box to enable automatic importing of your PDFs into a library. 5. Select a folder on your computer or create a new folder when the Browser for
Folder dialog displays.6. Click OK to save your changes.
The “automatic” renaming process works in the background when you open an EndNote library and while you are working in a library. The product stores all imported PDFs in a group called Imported References in the Groups panel.
2. Select the PDF Handling option.
Setting Display Fonts Preferences
You can select a different font to display text in the Library window and in the Reference window.
1.
Go to the Edit menu, and then select Preferences.
2. Select Display Fonts to display a dialog with four tabs.
? The Library tab determines the font and size EndNote applies to the references listed in the Library window.
? The General tab determines the font EndNote applies when you enter text in a field in the Reference, Output Styles, Connection File, and Import Filters windows. 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.
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EndNote - X7使用手册 - 图文
