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ACHAPTER 1:WELCOME TO ENDNOTE X.6WHAT’S INSIDEWelcome to EndNote X6.1-1EndNote—Your Complete Reference Solution!. 1-1What’s New in EndNote X6. 1-1About the Demonstration Version of EndNoteand the EndNote Viewer. 1-2Customer Services. 1-2Register Your Copy of EndNote. 1-2EndNote Help. 1-2Customer Service. 1-2Support. 1-3International Customer and Technical Support. 1-3Online Support. 1-3ADA VPAT. 1-3

GETTING STARTED GUIDE - ENDNOTE X6GETTING STARTED GUIDEFOR WINDOWSABOUT THIS GUIDEThis guide provides a basic overview of using EndNote. It assumes that you knowhow to use your word processor and the Windows operating system. For help onthese 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.Copyright 2012 Thomson ReutersAll 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 INFORMATIONEndNote is a registered trademark of Thomson Reuters. Cite While You Write is a trademark of Thomson Reuters. Microsoft, Windows, and ActiveSync are registered trademarks of Microsoft Corporation. OpenOffice.org is a trademark of OpenOffice.org. Allother product and service names cited in this manual may be trademarks or service marks of their respective companies.PDF technology in EndNote is powered by PDFNet SDK copyright PDFTron Systems Inc., 2001-2011, and distributed by Thomson Reuters under license. All rights reserved.NOTICE REGARDING LEGAL USE OF DOWNLOADED REFERENCE DATAEndNote 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 feefor 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.ii

GETTING STARTED GUIDE - ENDNOTE X6CHAPTER 1:WELCOME TO ENDNOTE X6EndNote — Your Complete Reference Solution! Open PDFs in a separate tabbed Reference / PDF windowfor viewing references or annotating PDF files.EndNote as an online search tool Apply a rating to each of your references. Search your EndNotelibrary by selecting the Rating option from the Field list.You can search online bibliographic resources and retrieve references directly into yourEndNote library. You can also export references to EndNote from your favorite onlineresource (see “Direct Export Providers” in EndNote Help).EndNote as a reference and full text organizer with a collaborative Web tool Y our personal reference library will save you countlesshours of organizing your research. G roup references according to your research projects and attachup to 45 files per record for managing related materials. L ocate full text PDF files for you or create a reference when importing a PDF file.Synchronize references and file attachments to your EndNote Web account. S hare groups with other EndNote users easily andmanage your ResearcherID publication list. Apply a Read or Unread tag to your references from the Library window orthe Reference window in order to track which references you have reviewedduring your research. Set rating preferences to have EndNote automaticallymark references as read after viewing in the Reference, Preview, andPDF Viewer panels or after changing the rating of a reference. Copy or Move the contents of one field to another fieldwithout losing the original text formatting style. Change the case of field data from the Reference window. Options includeSentence case, lowercase, UPPERCASE, Every Word, and tOGGLE cASE. Change the case of field data for all references currently “showing” in theLibrary window by using the Change/Move/Copy Fields command. Select different author name formats for short forms of full reference footnotes.EndNote as a bibliography maker Edit full reference footnote citations to exclude author name, year, or author/year.Cite While You Write takes the pain out of citing and formatting references in Microsoft Word, and OpenOffice.org Writer 3 for Windows. You can also create bibliographiesfor other word processors using Format Paper (RTF files). There is simply no better toolthan EndNote for handling diverse bibliographic style requirements. E-mail a selected reference with or without file andfigure attachments to your colleagues. Retrieve records in XML format from online search databases.What’s New in EndNote X6Education & Training—View Our What’s New VideoThe current release of EndNote includes the following new features:Thomson Reuters recommends that you view our What’s New video atwww.endnote.com/training or on our YouTube channel atwww.youtube.com/endnotetraining. Update and synchronize the references in EndNote desktop and EndNote Web by theclick of a button. Maintain and synchronize the references in your EndNote librarywith the references in your EndNote Web library even across multiple computers. Change Layout options to match your monitor and preferences,such as showing the Preview, Reference, and PDF Viewer panelson the right side of the screen to fit widescreen monitors.1-1

GETTING STARTED GUIDE - ENDNOTE X6About the Demonstration Versionof EndNote and the EndNote ViewerEndNote HelpIf you are working with the EndNote demonstration version, you have 30 days after youfirst use the program to evaluate EndNote and all of its features. After 30 days, thedemonstration version reverts to a feature-restricted EndNote Viewer.From EndNote’s Help menu, select Contents to view the various topics.For context-sensitive help available on dialog windows, press the F1 keyon your keyboard.After the program reverts to an EndNote Viewer, you can still open EndNote libraries,search, sort, and print references.Compiled Help PDF FileWith 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.Online HelpThe online Help system is available as a compiled, printable PDF file. You can find the filein the online help system in the help topic called Overview of Thomson Reuters EndNote. Format more than 10 citations in a paper.You can also find the compiled, printable PDF file in the EndNote X6 folder inC:\Program Files under the name EndNoteX6WinHelp.pdf. Retrieve more than 10 references from a remote database.Release Notes Import more than 10 references.For documentation updates and correction notes, refer to the Readme.txtile installed in the EndNote X6 folder. Export more than 10 references. S ynchronize references in an EndNote desktop librarywith references in an EndNote Web library.To purchase an unrestricted version of the EndNote program, open your trial version, andthen 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 unrestrictedversion of EndNote.If you are upgrading from a previous version of EndNote, then you need tosupply the product key and provide your name in the Name fi eld.Customer ServicesRegister Your Copy of EndNoteYou can register your software by either 1) creating or upgrading your EndNote Web accountthe first time that you start EndNote or 2) by going to http://www.endnote.com/register.Registered users receive: Free technical supportLate Breaking NewsFor late-breaking news and updates, go to http://www.endnote.com/support.Customer ServiceContact Sales for general product information, pricing, quantity discounts,and referrals to dealers. Contact Customer Service to order new copies or upgradesof EndNote, to check billing/shipping status, and to register your software.Sales InformationPhone:Phone:Fax:Web/Email:1 800 722 1227 (Toll Free)760 438 5526 (country code is 01)760 438 5573 (country code is 01)http://www.endnote.com/contactCustomer 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 Special upgrade offers N otification of new EndNote versions that are compatiblewith the latest version of your word processor1-2

GETTING STARTED GUIDE - ENDNOTE X6SupportEndNote Discussion ForumsContact Technical Support if you encounter problems while using EndNote. When youcontact us, please have a clear description of the problem, and know the version of yourWindows operating system, EndNote, and word processor. To find the EndNote versionand serial number, start EndNote and select About EndNote from the Help menu.If you wish to join an ongoing forum of EndNote userslike yourself, go to http://www.endnote.com/forum.For web / e-mail or phone contact:You can also join the EndNote social network at the following Web sites: http://www.endnote.com/contactTechnical support tips are also available from the following: http://science.thomsonreuters.com/supportYou can browse several EndNote message lists, easily searchfor topics, and join to add messages. www.facebook.com/EndNote www.twitter.com/EndNoteNews www.youtube.com/endnotetraining EndNote Discussion ForumADA VPATInternational Customer and Technical SupportFor customer support or technical support outside of North America,visit our Web site to check for a local distributor.Go to http://www.endnote.com/distributors to find contactinformation for your local EndNote support.Online SupportEndNote Web SiteThomson Reuters is dedicated to developing software products that areusable for everyone, including those with physical challenges and disabilities.EndNote is designed to adhere to the ADA (Americans with Disabilities Act)Section 508 accessibility standards.Visit our Web site at http://www.endnote.com/vpat to access the VPAT (VoluntaryProduct Accessibility Template) document that describes the accessibility featuresthat address the Section 508 Standards.The VPAT is an informational tool developed by industry and government to helpfacilitate the understanding of compatibility issues under Section 508.The EndNote Web site (http://www.endnote.com) contains free training optionsincluding online videos and Web classes, a technical support knowledge base, and information on the latest versions of EndNote. You can also find updated styles, filters, andconnection files available for download.1-3

1-1 GETTING STARTED GUIDE - ENDNOTE X6 EndNote — Your Complete Reference Solution! EndNote as an online search tool You can search online bibliographic resources and retrieve references directly into your EndNote library. You can also export references to EndNote from your favorite online resource (see "Direct Export Providers" in EndNote Help). .

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