l
EndNoteX2includednewreferencetypes.IfanearlierversionofEndNotedoesnotrecognizethereferencetype,itwilldis-
playandprinttheGenericreferencetypeforthosereferencesenteredintothenewreferencetypes.
l
Inordertoallowcross-versionandcross-platformcompatibilityofattachedfiles,youwillneedtoreplacethecharacters
belowiftheyareusedinthefilenamesofexistingattachedfilesandgraphics—andthenreinsertthefiles.Oneoptionisto
replacethesecharacterswithanunderscore.
Replacethesecharacters
inattachedfilenames
\
(backslash)
/
(forwardslash)
:
(colon)
*
(asterisk)
?
(questionmark)
"
(quotationmark)
<
(lessthan)
>
(greaterthan)
|
(verticalbar)
ReplacementCharactersTable
l
EndNoteX1includedanewgroupingfeature,andEndNoteX2addedsmartgroups.IfyouopenanEndNoteX6librarywithan
earlierversionofEndNote,youcannotviewgroups.However,groupsarerememberedwhenyouopenthelibraryagainwith
EndNoteX6.
RelatedTopics:
Opening
and
Converting
Old
EndNote
Libraries
Recovering
a
Damaged
Library
Transferring
Libraries
Across
Platforms
ConvertingaLibraryforProCite,ReferenceManager,oranEarlierVersionofEndNote
ConvertinganEndNoteX6libraryforusewithEndNoteversions5-7,forReferenceManager,orforProCiterequiresexporting
thereferencesfromyourEndNotelibrarytoatextfile,andthenimportingfromthetextfileintotheotherprogram.
Ifyourreferencescontaindiacritics
1
,youmustdothiscarefullysothatyourdiacriticstransfercorrectly.BecauseEndNoteX6
isUnicode
2
compliant,itexportstextasUTF-8Unicode,andnotastraditionalANSItext.ReferenceManager,ProCite,andear-
lierversionsofEndNotearenotUnicodecompatible,sotheyneedthedocumentconvertedtoANSItext.Ifyouattempttoimport
referencesthathavenotbeensavedasANSItext,diacriticswillappearscrambledinthenewdatabaseorlibraryformat.
1
Diacriticsarephoneticvariations,suchasaccents,associatedwithaletter.WhenusingtheSortReferencescommandorfor-
mattingabibliography,EndNotesortsdiacriticalcharactersaccordingtotherulesofthelanguagethatisselectedontheSortRef-
erencesdialog.CharacterswithdiacriticsaresorteddifferentlyinEnglish,Spanish,Swedish,andothersystems.Diacriticalmarks
canbesignificantinsearches.Usethe“MatchCase”searchoptiontoexactlymatchletterssuchasé,üandî.
2
TheUnicodeWorldwideCharacterStandardisacharacterencodingsystem.Unicodeprovidesauniquenumberforeverycharacter
usedbytheprincipalwrittenlanguagesintheworld,alongwithcodesforafullrangeofpunctuation,symbols,andcontrolcharacters.
Thesecodesareconstant,nomatterwhattheplatform,theprogram,orthelanguage.Itallowsdatatobetransportedthroughmany
differentsystemswithoutcorruptionofextendedcharacters.
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Note:EndNoteX6allowstheuseofExtendedLatinanddouble-bytecharactersets,whicharenotsupportedbyEndNotever-
sionsearlierthanversion8.ExtendedLatinanddouble-bytecharacterswillnottransfertoearlierversionfileformats.
ToconvertyourEndNoteX6libraryforotherapplications:
1. InEndNoteX6,gotothedrop-downoutputstylelistonthepalette,andchooseSelectAnotherStyle.Highlightandselect
theappropriateoutputstyle:
l
ForEndNote5,6,or7:SelecttheReferstyle.
l
ForReferenceManagerorProCite:SelecttheRefMan(RIS)style.
2. FromtheFilemenu,selectExporttoexportyourlibrarytoaplaintextfile.
3. UseMicrosoftWordtoopenthetextfileyouexportedfromEndNote.
4. WhenWordasksyoutoselectanencodingoption,selectOtherEncodingandUnicode(UTF-8).
5. InWord,selectFile>SaveAsandsavethedocumentwithanewname,asplaintext,andwithWindows-defaultasthe
encodingoption.
6. Toimportthesavedfile:
l
WithEndNote:UsetheRefer/BibIXimportfilter.
l
WithReferenceManagerorProCite:UsetheRISimportfilter.
OpeningandConvertingOldEndNoteLibraries
EndNote8,9,X,X1,X2,X3,X4andX5Libraries
EndNoteX6caneasilyopenanduselibrariescreatedwithEndNote8,9,X,X1,X2,X3,X4,X5andX6.Noconversionisnec-
essary.EndNoteX,X1,X2,X3,andX4arefullycompatible;youcanregularlyshareyourlibrariesbetweentheseversions
EndNoteLibrariesPriortoVersion8
EndNoteX6canautomaticallyconvertlibrariescreatedwithearlierversionsofEndNote(versions5,6,or7)tothelatestfilefor-
mat.Inmostcases,thesameprocesswillworkforlibrariescreatedinEndNote4andearlier.
ToopenorconvertanolderEndNotelibrary:
1. StartEndNote.
2. FromtheFilemenu,selectOpen.
3. Onthefiledialog,locateandhighlighttheoldlibrary,andclickOpenLibrary.
EndNotewillwarnthattheselectedlibrarywascreatedwithanolderversion,andwillaskforpermissiontoconvertit.
4. ClickOKtoconvertthelibrary.NamethenewlibraryandclickSave.
Note:ThetimerequiredtoimportanEndNotelibraryisproportionatetothesizeofthelibrary.Refertotheprogressindicatorto
determinewhenEndNotehascompletedthetask.
TheconversionmakesacopyoftheoriginallibraryinthelatestX6fileformat,andleavestheoriginallibraryintact.
Note:YoumustuseEndNoteX,X1,X2,X3,X4,X5toaccesstheconvertedlibrary.
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Aquickwayofmakingyourlibrary"read-only"istoselectitintheFinder.FromtheFilemenu,selectGetInfo,andthenclickthe
"Locked"checkbox.Whenitislocked,multiplepeoplecanbrowsethefile,butnoonecaneditit.
TransferringAcrossPlatforms
FromMacintoshtoWindows
AnylibrarycreatedorupdatedbyEndNoteX6onaMacintoshcanbeusedbyEndNoteX,X1,X2,X3,orX4forWindows.No
conversionisnecessary,howeveryoushouldmakesurethenameofthelibraryincludesthe".ENLextension(forexample,Med-
icine.enl)andincludetheassociated.DATAfolder.
1. Ifyouareonanetwork,simplycopythefilefromtheMacintoshtothePC.Otherwise,useafiletransferutilitytomovethe
libraryfromtheMacintoshtoaremovablestoragediskandthentothePC.MakesureyoualsocopytheDATAfolder
foundinthesamefolderasthelibrary.
Note:IfyouplantosendanEndNoteX6librarytoanotherEndNoteXorlateruser,thereisaneasywaytocompressall
ofyourlibraryfilesandfoldersintoasinglefile.SeeSaving
a
Compressed
Copy
of
a
Library
.
2. StarttheEndNoteprograminWindows.(Ifyouseeadialogpromptingyouforareferencelibraryfile,selectCancel.
3. FromtheFilemenu,selectOpen,andthenselectOpenLibrary.Usethe"Lookin"listtonavigatetothelocationofthe
libraryyouwanttoopen.
Ifyourlibrarydoesnothavetheextension".ENLor*.LIBitwillnotappearinthedialog.Ifthatisthecase,selectAllFiles
*.*fromthefiletypelistatthebottomofthedialog,andyoushouldbeabletoseeyourlibrary.
4. SelectyourlibraryandclickOpen.
RelatedTopics:
From
Windows
to
Macintosh
Multiple
People
Opening
One
Library
Transferring
Libraries
Across
Platforms
FromWindowstoMacintosh
AnylibrarycreatedorupdatedwithEndNoteX6forWindowscanbeusedbyEndNoteX,X1,X2,X3,orX4fortheMacintosh.No
conversionisnecessary,howeveryoumustmakesurethenameofthelibraryincludesthe.enlextension(forexample,Med-
icine.enl)andincludetheassociated.DATAfolder.
1. Ifyouareonanetwork,simplycopythelibraryfromthePCtotheMacintosh.Otherwise,useWindowsExplorertocopy
thelibrarytoaremovablestoragedisk.UseyourMacintoshtocopythelibraryfromtheremovablestoragedisktotheMac-
intosh.MakesureyoualsocopytheDATAfolderfoundinthesamefolderasthelibrary.
Note:IfyouplantosendanEndNoteX6librarytoanotherEndNoteXorlateruser,thereisaneasywaytocompressall
ofyourlibraryfilesandfoldersintoasinglefile.SeeSaving
a
Compressed
Copy
of
a
Library
.
2. StarttheEndNoteprogramontheMacintosh.Ifyouseeadialogpromptingyouforareferencelibraryfile,selectCancel.
3. FromtheFilemenu,selectOpenLibrary.Navigatetothelocationofthelibraryyouwanttoopen.
Aslongasthelibraryhasthe".ENL"extension,EndNotecandisplayit.Ifthelibrarydoesnothavethe".ENLextension
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aspartofthefilename,EndNotewillnotrecognizeit.
4. SelectthelibraryandclickOpen.
OncethelibraryhasbeenopenedinEndNoteonaMacintosh,itmaintainstheEndNoteMacintoshiconandcanbeopenedjust
likeanyotherlibrarycreatedbyEndNoteontheMacintosh.
RelatedTopics:
l
From
Macintosh
to
Windows
l
Multiple
People
Opening
One
Library
l
Transferring
Libraries
Across
Platforms
TransferringLibrariesAcrossPlatforms
EndNoteX6canreadlibrariescreatedinversions5orlaterofEndNoteforWindowsorMacintosh.
IfyouplantosendoremailanEndNotelibrarytosomeone,remembertosendallofthefilesfoundinyourlibrary’s.DATAfolder.
Foraneasywaytocompressallofyourlibraryfilesandfoldersintoasinglefile,seeSaving
a
Compressed
Copy
of
a
Library
.
Youcanthensendthesingle,compressedfiletotheotheruser,andtheycanrestorethefilename.enlfileanditsassociated
.DATAfolder.
RelatedTopics:
Compatibility
between
EndNote
8,
9,
and
X
From
Macintosh
to
Windows
From
Windows
to
Macintosh
Multiple
People
Opening
One
Library
Opening
and
Converting
Old
EndNote
Libraries
Converting
a
Library
for
ProCite,
Reference
Manager,
or
an
Earlier
Version
of
EndNote
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EnteringandEditingReferences
Introduction
ImportantPointsAboutReferences
TherearevariouswaystoaddreferencestoanEndNotelibrary.Thistopic,andthefollowingtopics,discusshowtotypeinfor-
mationintoEndNote,editEndNotereferences,andinsertgraphicsandfiles.
SeeQuick
Overview
of
Online
Searching
forinformationaboutconnectingtoonlinebibliographicdatabasesandretrievingref-
erencesdirectlyintoEndNote.General
Importing
Instructions
describeshowtoimportreferencesfromavarietyofsourcesusing
EndNote’sImportcommand.
HereisanoverviewofimportantaspectsofEndNotereferences:
l
EachEndNotereferencestorestheinformationrequiredtociteitinabibliography.Keywords,notes,abstracts,URLsand
otherinformationcanbestoredinareferenceaswell.
l
Eachreferenceaddedtoalibraryisautomaticallyassignedauniquerecordnumberthatneverchangesforthatreference
inthatparticularlibrary.EndNoteusesthesenumberstoformatpapers.Youcannotchangetheserecordnumbers.
l
ThereisnolimittothenumberofreferencesyoucancreateinanEndNotelibrary.Itisrecommendedthatthenumbernot
exceed50,000tomaintainefficientperformancemanagingthedatabase.
l
Forty-fivereferencetypesarealreadydefined(suchasJournalArticle,Book,ConferenceProceedings,andsoon).Three
additionalUnusedreferencetypesareavailablesoyoucandefineyourown.SeetheList
of
Reference
Types
.
l
Thefields(Author,Title,Year,andsoon)displayedforeachreferencetypecanbemodifiedordeleted.Newfieldscan
alsobeadded,uptoatotalof52fieldsperreference,includingthereferencetypename.
l
Thetextofthereferencesshouldremainasplain
text
unlessaspecialfont,size,orstyleoftextisrequiredforaspecific
termorcharacter.
l
ThefontusedtodisplaythetextinreferencescanbechangedusingtheGeneral
Display
Font
preference.
l
YoucaninsertonegraphicorfileintotheFigurefieldofarecord,andthefigurecanbecitedinMicrosoftWord.SeeInsert-
ing
Figures
.However,youcaninsertmultiplefilesintotheFileAttachmentsfield.SeeLinking
a
File
to
an
EndNote
Ref-
erence
.
l
Referencesareautomaticallysavedwhentheyareclosed;however,youmaysaveareferencewhileeditingthereference
usingtheSavecommandfromtheFilemenu.
RelatedTopics:
Choosing
a
Reference
Type
Creating
a
New
Reference
Entering
References
Field
Size
Restrictions
Inserting
Images
Opening
References
Record
Summary
The
Reference
Window
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TheReferenceWindow
TheReferencewindowdisplaysthecontentsofareference.Eachpartofthereferenceisstoredinitsownfieldandthetypeof
referenceisdisplayedbelowthetitlebar.TheReference
Type
fielddisplaysthetypeofreferencethatyouareviewingsuchas
journalarticle,book,orconferenceproceeding.
Thefirstauthor’slastname,theyear,andtheEndNoterecordnumberappearatthetopoftheReferencewindowinthetitlebar.
LayoutButtons
Bydefault,whenyouopenareferenceintheReferencewindow,EndNotedisplaysthefullreference.
ClicktheLayoutbuttonsinthelowerright-handcornertochangethelayoutview.
LeftButton:DisplaysonlythereferenceintheReferencewindow.
MiddleButton:DisplaysboththeReferencepanelandthePDFpanelinaside-by-sideview.
Leftbutton:DisplayonlytheselectedPDFfileinthePDFwindow.
MarkasRead/MarkasUnreadButtons
UsethesetogglebuttonstoapplyaReadorUnreadstatustagtothecurrentreference.EndNoteautomatically
savesyourselection.
RatingSystem
ApplyaratingtothecurrentreferenceintheReferencewindowtosignifytheimportanceofthecurrentreferenceto
yourresearch.Applyuptofivestars(ornone)byclickingadotintheRatingfieldatthetopofthereferencewindow.
FindReferenceUpdates
ClicktheFindReferenceUpdatebuttontolookforthelatestupdatestothereferencethatyouareviewing.EndNotesearchesfor
andretrievesavailablefieldupdatesfortheselectedreference.Ifareliablematchisfound,EndNotedisplaysaReviewAvailable
Updatesdialogthatshowsyoualltheupdatesthatwerefound.SeeReview
Available
Updates
Dialog
formoreinformation.
ReferenceWindowControls
l
Toopenacontext-sensitivemenu,Control+clickanywhereintheReferencewindow.
l
ClicktheHideFieldsiconinthetoolbartoviewonlythosefieldsthatcontaindata.
l
ClicktheShowFieldsiconinthetoolbartodisplayallfieldseventhosefieldswithoutdata.
PDFandFigureFileControl
l
Double-clickaPDFfiletolaunchthedefaultPDFreaderonyourcomputer.
l
ClicktheAttachFileicontoattachafilesuchasaPDF,document,ortextfile.
l
ClicktheAttachFigureicontoattachedagraphicfile.
NavigationKeys
l
PresstheTabkeytomovetothenextfieldandselectitscontents.PresstheShift+Tabkeystomovetotheprevious
field.
l
ClicktheLeftArrow(PreviousReference)orRightArrow(NextReference)buttonstoclosethecurrentreferenceandto
openeitherthepreviousornextreference.
RelatedTopics:
Choosing
a
Reference
Type
Creating
a
New
Reference
Entering
References
Field
Size
Restrictions
Finding
Text
in
a
Reference
Important
Points
About
References
Inserting
Images
Toolbars
(Macintosh)
RecordSummary
Toseealistofstatisticsaboutareference,highlightthereferenceintheLibrarywindow,thengototheReferencesmenuand
selectRecordSummary.
Ifyouwishtosaveandprintthisinformation,usetheCopytexttoclipboardbuttonandthenpastethetextintoawordprocessor
document.
Foralistofstatisticsaboutthelibrary,seeLibrary
Summary
.
RelatedTopics:
Important
Points
About
References
Choosing
a
Reference
Type
Creating
a
New
Reference
Entering
References
Field
Size
Restrictions
Inserting
Images
Opening
References
The
Reference
Window
SelectingReferences
Toworkwithindividualreferences(forexampletocopy,open,exportoreditthem),firstselectthemintheLibrarywindow.The
simplestwayistoclickonareferenceinareferencelist.Thatreferenceisthenhighlightedtoindicateitisselected.
Youcanalsoselectareferencebytypingthefirstfewlettersfoundinthefieldbywhichthelibraryiscurrentlysorted.Forexam-
ple,ifthelibraryissortedbytheauthorfield,typethefirstfewlettersofanauthor’slastnametoselectthefirstreferencebythat
author.Ifthelibraryissortedbasedontitle,typethefirstfewlettersofthetitleofthereferencethatyouwanttoselect.(When
typingtheletterstomatchatitle,articlessuchas"a,""an,"and"the"areskipped.).
Toselectmultiplereferences:
l
HolddowntheCommandkey(
)whileclickingonindividualreferences.PresstheCommandkeyandclickonaselected
referencetodeselectthatreferenceandretaintherestoftheselection.
l
Selectarangeofreferencesbyclickingonthefirstreference,thenpresstheShiftkeyandclickonthelastreferenceof
therange.
l
Youcanalsoselectarangeofreferencesbyholdingdownthemousebuttonanddraggingthemouseverticallyacrossa
rangeofreferences.
l
ChooseSelectAllfromtheEditmenutoselectallofthereferencesshowinginthecurrentreferencelist.Whenalltheref-
erencesareselected,theSelectAllcommandchangestoUnselectAll.
SeeShowing
and
Hiding
References
tolearnhowtodisplayonlytheselectedreferences,ortemporarilyhidetheselectedref-
erencesfromview.
RelatedTopics:
Important
Points
About
References
Showing
and
Hiding
References
The
Reference
Window
Using
Show
Selected
and
Hide
Selected
Working
with
Showing
References
Opening,Closing,Saving,Deleting,UpdatingReferences
OpeningReferences
Onceyouhavereferencesselected,anyofthefollowingactionsopensthem(amaximumof10referencesatatime):
l
Double-clicktheselectedreference(s).
l
PressReturn.
l
FromtheReferencesmenu,selectEditReferences(
Ctrl+E).
YoucanstopaseriesofselectedreferencesthatareintheprocessofopeningbypressingtheEscapekey(Esc)or
+Period.
TheReferencewindowthatopensforeachofthereferencesiswhereyouenterandeditthereferencedata.Modifythistextjust
likeyouwouldeditawordprocessingdocument:selecttheincorrecttextandretypeit,ordeleteandaddtextasnecessary.See
Entering
References
forimportantinformationaboutenteringreferencedata.
ClosingReferences
Tocloseacurrentlyopenreference,doanyofthefollowing:
l
ClickintheclosebuttonontheReferencewindow.
l
FromtheFilemenu,selectCloseReference(
+W.
l
Tocloseonereferenceandviewthenextorpreviousreferenceinthelibrary,usetheNextReferenceandPreviousRef-
erencecommandsontheReferencesmenu(orthebuttonsintheReferencewindow).SeePrevious
and
Next
Reference
Commands
.
l
CloseallopenwindowswithjustoneclickbypressingtheOptionkeywhenclickingtheclosebutton.
Note>:AlldatainareferenceisautomaticallysavedwhenyouclosetheReferencewindow.
DeletingReferences
Todeletereferences:
1. Select(highlight)thosereferencesyouwanttodelete.
2. Dooneofthese,whichmovestheselectedreferencestotheTrashgroup:
l
DragtheselectedreferencesanddropthemontheTrashgroup.
l
FromtheReferencesmenu,selectMoveReferencestoTrash.
l
FromtheEditmenu,selectCut,whichalsostoresthereferencestemporarilyontheClipboard.
l
FromtheEditmenu,selectClear.
3. WhenyouareabsolutelycertainthatyouwanttodeletethereferencesintheTrash,gototheReferencesmenuandselect
EmptyTrash.
4. Youmustconfirmthatyouwanttoremovethereferencesfromthelibrary.
Note:YoucannotundotheEmptyTrashcommand,sobesureyouwanttodeletethereference(s)inTrashbeforedis-
missingtheEndNotewarning.
5. DisplayAllReferencesagaintocontinueworkinginyourlibrary.
AbouttheTrashGroup
TheTrashgroupcontainsreferencesyouhaveremovedfromthelibrarybyusinganyofthemethodsmentionedabove.Whilethe
referencesareofficiallynolongerinyourlibrary(theywillnotappearinanyothergrouporreferencelist,theyarenotincludedin
yourreferencecount,andtheycannotbesearchedorcited),theyarenotcompletelydeleteduntilyougototheReferencesmenu
andselectEmptyTrash.
UntilyouselectEmptyTrash,youcanstilldragreferencesfromtheTrashgroupbacktotheAllReferencesgroupofyouractive
library.Or,highlightareferenceintheTrashgroup,right-clickthereference,andselectRestoretoLibrary.
IfyoudonotactivelyselecttheEmptyTrashcommand,youwillbepromptedwhenyouclosetheEndNotelibrary.
Note:Whenyoudeleteareference,youdeleteitsrecordnumberinthatlibraryforever.Evenifyoupastethereferencebackinto
thesamelibrary,itisassignedanew,uniquerecordnumber.Thismaycauseincompatibilitieswitholderpapersthathavecita-
tionsthatuseoldrecordnumbers.Westronglyrecommendthatyoudonotdeletereferencesthathavebeenusedinpapersthat
youmightwanttoreformatlater,andkeepbackupsofyourlibraries!
RevertingReferences
TheRevertReferencecommandontheFilemenudiscardsallchangesmadetoareferencesinceitwaslastopenedorsaved.
RevertReferenceisnotavailableafteryouclosethereference.
Toremovetheverylastchangemadetoareference,usetheUndo(
Ctrl+Z)commandintheEditmenubeforeclosingorsaving
areference.
SavingReferences
Tosaveareferencethatyouhavejustcreatedortosaveanychangesmadetoanexistingreference:
l
Close
thereference(s),or
l
FromtheFilemenu,selectSave(
Ctrl+S).
IfyouQuitfromEndNotewhileReferencewindowsareopen,thereferencesareclosedandsavedautomatically.
ReviewAvailableUpdatesDialog
YoucanselectandupdateindividualreferencesormultiplereferencesfromtheReviewAvailableUpdatesdialogbyretrieving
informationfromsourcedatabasesoutsideEndNotesuchasWebofScience
1
andPubMed
2
.
TheFindReferenceUpdatesoptionisavailablefromtheReferencesmenuandasaniconfromtheReferencewindow.When
youselectthisoption,EndNotesearchesforandretrievesavailablefieldupdatesfortheselectedreference.
EndNotefollowsthefollowingprocesswhensearchingforfieldupdates.
l
EndNotefirstlooksfortheDOI(DigitalObjectIdentifier)thatmatchestheDOIoftheselectedrecord.Ifareliablematchis
found,EndNotedisplaystheReviewReferenceUpdatesdialoganddisplaysthefieldupdates.
l
IfEndNotecannotfindamatchingDOInumber,itlooksfortheauthorname,yearofpublication,andjournaltitlethat
matchestheselectedrecord.Ifareliablematchisfound,EndNotedisplaystheReviewReferenceUpdatesdialoganddis-
playsthefieldupdates.
l
Ifnomatchisfound,thennodialogdisplays.
Toupdateareference:
1. SelectoneormorereferencesfromtheReferenceListoropenareferenceintheReferencewindow.
2. FromtheReferencesmenu,selecttheFindReferenceUpdatesoptiontoopentheReviewAvailableUpdatesdialog.
1
WebofScienceprovidesresearchers,administrators,faculty,andstudentswithquick,powerfulaccesstotheworld'sleadingcita-
tiondatabases.Authoritative,multidisciplinarycontentcoversover10,000ofthehighestimpactjournalsworldwide,includingOpen
Accessjournalsandover110,000conferenceproceedings.You'llfindcurrentandretrospectivecoverageinthesciences,social
sciences,arts,andhumanities,withcoverageavailableto1900.
2
PubMedistheU.S.NationalLibraryofMedicine'sonlinepublicaccessversionoftheirMEDLINEdatabase.Youcandirectlysearch
PubMedandsaverecordswiththeOnlineSearchcommandonEndNote'sToolsmenu.
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