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ThispartoftheconnectionfileisidenticaltotheregularImportFilterwindow.Formoreinformationabouteditingafilter,consult
The
Filter
Manager
andWorking
with
Filter
Templates
.
Iftheretrievedreferencesarenotimportingthewayyouwouldlike,youshouldcomparethefiltersettingsoftheconnectionfileto
theoriginaltextthatEndNotereceivesfromtheonlinedatabase.Todoso,selectShowConnectionStatusfromtheWindow
menuwhenretrievingreferences.SettheviewintheStatuswindowtoshowRecordDataandcomparetherecorddatatowhatis
inthefilter.Thisrecorddataisalsostoredinthelogfile,Connection.log.Bydefault,theConnection.logfileisstoredinthefolder:
[YourFolder]:LibraryApplicationSupport:EndNote
Thisfileissimplyatextfileandmaybeopenedinanywordprocessortoviewit.
TochangethelocationoftheConnection.logfile,seeURLs
and
Links
Preferences
.
TheConnectionFileWindow
Afterchoosingtheoptiontoeditanexistingconnectionfileorcreateanewone,EndNoteopenstheConnectionFilewindow.
AllofthedifferentareasoftheconnectionfilearelistedontheleftsideoftheConnectionFilewindow.Clickonanitemtoview
theassociatedsettings.Youmayswitchbetweenpanelsasneededwhileeditingthefile.Nochangesaresavedinanyofthe
panelsuntilyouselectSaveorSaveAsfromtheFilemenu.
ToclosetheConnectionEditorwindow,selectCloseConnectionfromtheFilemenuorclicktheclosebuttoninthetopleftcorner
ofthewindow.
RelatedTopics:
About
this
Connection
Panel
Basic
Components
of
a
Connection
File
Creating
Connection
Files
Default
Values
for
New
Connection
Files
The
Connection
Manager
The
Connection
Settings
SearchAttributes
TheSearchAttributessectionofaconnectionfilecontainsatablethatdefinesthevarioussearchoptionsforaparticulardata-
base.
l
SearchFieldName: Thefirstcolumnidentifiesthenameofasearch.Thisisthewordorphrasethatappearsinthe
menusintheSearchdialog.
UseEndNote’sGenericfieldnamesasthesearchfieldnameswheneverpossible.Doingsomakesiteasiertohavea
searchapplytovariousonlinesourcesandlocalEndNotelibraries.
EndNote’spreconfiguredconnectionfilesoftenuseparentheticaltextafterthesearchfieldnametohelpdescribethe
search,ifnecessary.Thisparentheticaltextisnotconsideredpartofthesearchfieldnamewhenyouchangethefocusof
thesearchandEndNotelooksforamatchingsearchfieldname.(SeeChangingtheFocusoftheSearch.Seethe-
GenericreferencetypeforalistofGenericfieldnames.
l
Attributes:Therestoftheitemsinaparticularrowarethevarioussearchattributesthatcontrolwhatindexisbeingused
forthesearch,andhowthesearchtermisinterpreted.
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Whatisan"attribute"?
AZ39.50searchattributeisavalueusedtodefinethecharacteristicsofasearchterm.Forexample,ifyoursearchtermis
"ebolavirus,"thevariousattributeswouldbesenttotheserveralongwiththattermtotelltheserverwheretolookfor"ebola
virus"andwhatqualifiesasamatchingreference.
Availableattributes,asdefinedbytheZ39.50standard,are:
1. Use:Theindextobesearched(suchasKeywords)
2. Relation:Therelationofthesearchtermtotheindex(suchasequal,greaterthan,orlessthan)
3. Position:ThepositionofthesearchtermintheMARCrecordfield(first,last,anywhere,andsoon)
4. Structure:Thestructureoftheterm,suchasawordorphrase
5. Truncation:Availabletruncationoptionsusedtointerpretthesearchterm(forexample:righttruncation,wildcards,no
truncation)
6. Completeness:IndicateswhetherornotthesearchtermshouldbethecompletesubfieldintheMARCrecordcor-
respondingtothefieldsearched
The"Use"attributeisthemostimportanthere,indicatingwhichindexwillbesearchedtofindthesearchterm.Theotherattrib-
uteswillallhavevaryingdefaultvaluesforeachonlinedatabase.Theseoptionsaremostoftenleftblanktousetheserver’s
defaults,butthedefaultattributevaluescanbeoverriddenbyenteringanothervaluefortheattribute.
EachdatabasehasitsownsupportedsubsetofUseattributesandassociatedcombinationsoftheotherattributes.Consultthe
configurationinformationfortheonlinedatabasetodeterminewhichvaluesfortheseattributesaresupported.ThomsonReuters
doesnotprovidethisinformation.Youwillneedtoobtainitfromtheorganization(or"informationprovider")thatmaintainsthe
server.
TipforEditingSearchAttributes
Whenmodifyingthesearchattributesinaconnectionfile,itisusefultofirsttestthesearchwiththenewattributecombination
beforeactuallychangingtheconnectionfile.Youcandothisbyenteringthenewattributevaluesusingthecommand-
line
search
method
.Thisletsyoutestnewattributecombinationswithouthavingtoeditandsavetheconnectionfile,andreconnecttothe
servereverytimeyouwanttotestamodification.
TheConnectionSettings
ClickConnectionSettingstoviewthepanelwhereallthedataisstoredtoestablishaconnection.TheConnectionSettingsinfor-
mationisrequiredforEndNotetobeabletoconnecttotheonlinedatabase.ThesetermsanddescriptionsarepartoftheZ39.50
1
standard.
ServerDescription:Thenameoftheinformationproviderorinstitution.EndNotedisplaysthisnameinthetitleoftheRetrieved
Referenceswindow,anditisalsolistedintheConnectionManagerwindow.Thisinformationisnotusedtoestablishthecon-
nection.
ServerAddress:Theserveraddressfortheonlinedatabase.ThiscanbeeitheranumericalIPaddressoradomainname.
1
Z39.50isaNISOprotocolthatdescribesthesearchandretrievalofinformationfromonlinedatabases.Itisprimarilyusedfordata
retrievalfrombibliographicdatabases.
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DatabaseDescription:Thenameoftheonlinedatabase.ThisnameisdisplayedintheTitlebaroftheRetrievedReferences
windowtohelpyouidentifythedatabasetowhichyouareconnected.Itisnotusedtoestablishtheconnection.
DatabaseName:Thecommandusedtoselectthedatabaseontheremoteserver.Thisisoftenafourcharactercode.
ElementSetName:ThisisnormallyFforFullorBforBrief.TheElementSetNamedeterminestheamountofinformationthatis
providedbytheserverforeachretrievedreference.Notallserverssupportbothoptions,andthefieldsreturnedforeachoption
alsovary.
PortID:TheTCP/IPportattheserverthatisusedforaZ39.50connection.FormostZ39.50connectionsthisisport210.
BatchDownload:EndNotetypicallyretrievesreferencesinbatches,forspeedandmemoryreasons.However,someservers
aretooslow,ortheirrecorddataistoolarge,tosupportbatchdownloads.Youwillneedtoturnbatchprocessingoffforsuch
sites.Ifyouarehavingtroubledownloadingfromasite,youcantrydeselectingthisoption.
RecordSyntax:ManyformatsusedbyZ39.50serversaresupportedbyEndNote,suchasUNIMARC(UniversalMachineRead-
ableCataloging),SUTRS(SimpleUnstructuredTextRecordSyntax),andOPAC(OnlinePublicAccessCatalog).Whenyou
createanewconnectionfile,itissetupfortheMARC21format.Forotherformats,thefiltersectionforconnectionfilesmustbe
constructedmanually.UNIMARCandOPACusevariationsoftheMARCformat(OPACcommonlyaddsholdingsdata).The
SUTRSformat,becauseitis"unstructured,"doesnothaveastandardformatamongdifferentdatabases.TheSUTRSformat
oftenusestags(suchas"AU"or"Author")toidentifythereferencedata.Checkwithyourdatabaseproviderfortheappropriate
settings.
Text:TheTextoptionisusedtospecifyhowEndNoteshouldinterprettheincomingtextcharacters.OptionsincludeANSEL,Uni-
code(UTF-8),Unicode(UTF-16),andmanyotherlanguagechoices.Ifyoudonothavethecorrectsetting,extendedcharacters
mayimportasasterisks,ormaybedroppedcompletely.Checkwithyourdatabaseproviderfortheappropriatesetting.
LoginInformationRequired:Thissectionisdividedintofourseparateoptions:UserID,Password,GroupID,andCustom.
SelecttheoptionsrequiredtologintotheonlinedatabaseinordertohaveEndNotepromptyouforthatinformationwhenyoucon-
nect.Youcanalsostoreyourpasswordand/orIDsintheconnectionfilesothatyoudonothavetoenterthemeachtimeyoucon-
nect.SimplytypethepasswordorIDintotheboxprovided.
Note:PasswordsandIDsmaybesavedintheconnectionfileforconvenience,butdosoatyourownrisk:passwordsarenot
protectedorencrypted.Ifsomeoneelsecopiesorusesyourconnectionfile,theywillbeabletouseyourstoredpassword.
CustomIDAuthenticationString
SometimesadatabaseserverrequiresacustomformatforpresentingthepasswordandIDs.Forthesesituations,youmayskip
theregularpasswordorIDoption,checkthe"Custom"option,andenterthetextspecifiedbyyourserver’sZ39.50doc-
umentation.YoumayeitherenteryouractualpasswordandIDalongwiththetext,oruseoneofthefollowingplaceholdersto
haveEndNotepromptyouforthenecessaryitems:?PASSWORD,?USERID,?GROUPID.
Forexample,asystemmayrequirethatpasswordsbepresentedbyZ39.50clientsinthefollowingmanner:
pass=?PASSWORD/dla_ui=yes
Ifyouwantedtostoreyourpassword("abc123"forthisexample)itwouldlooklikethis:
pass=abc123/dla_ui=yes
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CreatingConnectionFiles
CreatingConnectionFiles
Beforeyoubeginactuallycreatingormodifyingaconnectionfile,youmustobtaintheZ39.50
1
clientconfigurationinstructionsfor
thedatabaseyouwanttoaccess.Contactyourlibrarianorinformationproviderforthisinformation.
Note:IfthedatabaseisnotavailableonaZ39.50server,youwillnotbeabletouseEndNote’sOnlineSearchfeaturetoaccess
itdirectly.Instead,usetheImport
featuretoimportreferencesthathavebeendownloadedtotextfiles.
OnceyouhavetheZ39.50clientconfigurationinformationinhand,followthesestepstocreateanewconnectionfile:
CreatetheFileandEntertheBasicInformation
1. FromtheEndNotemenuselectConnectionFiles,andthenselectNewConnectionFile.
2. ThenewConnectionFilewindowopenstodisplaytheAboutthisConnectioninformationpanel.Enteranycommentsor
descriptionshereforyourownuse.(Thesecommentsdonotaffecthowtheconnectionfunctions.)
3. ClickontheConnection
Settings
optionandentertheconnectioninformation.
4. ClickontheSearch
Attributes
optiontomodifythedefaultsearchattributesifnecessary.
5. FromtheFilemenu,selectSaveAs.NamethenewconnectionfileandsaveitinyourConnectionsfolder.
TesttheConnectionandSearching
6. FromtheToolsmenu,selectOnlineSearchandselectyournewconnectionfile.Iftheconnectioncannotbeestablished,
checkthesettingsintheConnectionSettingspaneloftheconnectionfile,saveyourchanges,andtryagain.
7. Iftheconnectionwasestablished,theSearchpanelshouldopenautomatically.Enterasimplesearchtoseeifthesearch
attributeswerecorrectlyconfigured.IftheSearchdoesnotworkcorrectlyoritreturnsanerror,checktheSearchAttrib-
utessettingsintheconnectionfile.(Ifyoumodifytheconnectionfileatthispoint,youmustsavetheconnectionfile,then
closetheRetrievedReferenceswindowandreconnectinorderforyourchangestotakeeffect.)
TesttheFilteringofReferenceData
8. Onceyouareabletoconnectandsearch,retrieveadozenorsoreferencestotesthowaccuratelytheyarefilteredinto
EndNotereferences.Double-clickaretrievedreferencetoopenittoverifythatthedataareinthecorrectfields.
Notethatifyouarepayingforthereferencesyouretrieve,thesemaynotcomethroughcorrectly,soitisbesttoretrieve
onlyafew.Allreferencesretrievedaresavedtoaconnectionlog
file
,sotheyarenotlost.Thislogfileisreplacedthenext
timeyourunEndNote.
9. IfthereferencedataisnotbeingcorrectlyfilteredintotheappropriatefieldsintheEndNotereferences,youwillneedto
comparethedownloadeddatatothefiltertemplatesinyourconnectionfile.
ClosetheRetrievedReferenceswindowandopentheConnection.loglog
file
inawordprocessortoviewtheoriginal
1
Z39.50isaNISOprotocolthatdescribesthesearchandretrievalofinformationfromonlinedatabases.Itisprimarilyusedfordata
retrievalfrombibliographicdatabases.
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formatoftheretrievedreferences.
FromtheEditmenu,selectConnectionFilesandselectEditConnectionFiletoeditthenewlycreatedconnectionfile.
LookattheTemplatespaneloftheconnectionfileandcomparethetemplatestheretothereferencedatainthe
Connection.logfile.Makechangesasnecessary.See Introduction
to
Filters
forinformationaboutmodifyingfilters.
DefaultValuesforNewConnectionFiles
Whencreatinganewconnectionfile,afewbasicsearchattributesareenteredbydefault.Itisnotguaranteedthatthesewill
work,aseachdatabasemayonlysupportitsownsubsetoftheZ39.50
1
attributes.
ConsulttheZ39.50clientconfigurationinstructionsfromyourinformationprovideroryourlibrariantosetuptheconnectionfile
correctlyfortheonlinedatabaseyouwanttoaccess.
Defaultsettingsforanewconnectionfileare:
PortID:210
ElementSetName:F(Full)
RecordSyntax:MARC21
Text:ANSEL
SearchFields(UseAttributes):AnyField(1016),Author(1003),Year(31),Title(4),Keywords(21),andAbstract(62).
Filter:MARC21filtersettingsareused.Allreferencesimportintothe"Book"referencetype.SeeFilter
Information
to
importintoadditionalreferencetypes.
RelatedTopics:
Basic
Components
of
a
Connection
File
The
Connection
File
Window
The
Connection
Manager
The
Connection
Settings
UsingZ39.50Command-LineSyntax
Note:ThistopicisintendedonlyforpeoplewhoarefamiliarwithZ39.50terminologyandhaveaccesstotheZ39.50-clientcon-
figurationinformationfortheironlinedatabases.Theadvancedsearchstrategiesaredocumentedhereonlyformoretechnical
EndNoteusers;thisknowledgeisnotrequiredforbasicsearchingofonlinedatabases.Thesecommand-linesearchesdonot
workwithPubMedorWebofScience.
ItispossibletosetupasearchofanonlinedatabasethatisnotsupportedbytheEndNoteSearchpanelortheconnectionfile
youareusing.Forinstance,ifyouknowabouttheZ39.50attributessupportedbytheonlinedatabase,youcanenteraZ39.50
searchwhichEndNotepassesdirectlytotheserver,withoutanytranslation.Thisletsyouusesearchesthatarenotalreadysup-
portedbyyourconnectionfileandisusefulfortestingvarioussearchattributecombinationswhencreatingormodifyingacon-
nectionfile.
1
Z39.50isaNISOprotocolthatdescribesthesearchandretrievalofinformationfromonlinedatabases.Itisprimarilyusedfordata
retrievalfrombibliographicdatabases.
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Theseadvancedsearchesareentereddirectlyintothesearchlinejustasyouwouldenterasearchterm.EndNoteignoresthe
searchmenuforthatitemwhenitdetectsthatyouhaveenteredanadvancedsearch.Ifothersearchtermsareneeded,enter
themintothesubsequentsearchlinesandselecttheappropriateAND,OR,orNOTconnectors(justlikeanyothersearch).
Anadvancedsearchusesthefollowingformat:
 \\searchterm/ATTRIBUTETYPE/ATTRIBUTEVALUE
Thefirsttwocharacters(\\)tellEndNotethisisanadvancedsearchofanonlinedatabase.Thenextpart,uptotheampersand,is
thesearchterm.ThenumbersoftheZ39.50attributetypeandvaluesfollow.Theyareenteredfirstwithaslashandthenumber
fortheattributetype,thenaslash,andtheattribute’svalue.Repeatthatpatternforasmanyattributesasyouwanttospecify.
Notallattributesneedtobeincluded.SeeSearch
Attributes
.
Thefollowingisacommonsearchexamplethatshouldworkformostservers.Thissearch,lookinginAnyFieldandusingthe
Containsoperator,shouldfindallreferencesinwhichthetitlebeginswith"child."
 \\child/1/4/3/1/5/100
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AUseattribute(1)of4hasbeenspecified,sothesearchwillberestrictedtotheTitleforthisdatabase.
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APositionattribute(3)of1furthernarrowsthesearchbyhavingthesearchtermbefoundasthefirstwordinthefield.
l
ATruncationattribute(5)of100specifiesnotruncationatallsoonly"child"willbeseenasamatch,andwordssuchas
"children"and"childhood"willnot.
TipforModifyingSearchAttributes
Ifyouwantedtotesthowvariationsofthesearchattributesettingswouldimpactyoursearch,here’saneasywaytodoit—with-
outhavingtoedityourconnectionfile.
1. Withtheconnectionalreadyestablished,selectShowConnectionStatusfromtheWindowmenu.Keeptheviewsetto
StatusMessages.
2. StartwithabasicsearchusingtheSearchpanel(withoutthecommand-linesyntax).Forexample,searchfor"child"inthe
Titlefield.
3. LookintheStatuswindow,andyouwillseewhichattributesarebeingused.Forexample:
 Searchingfor:[child/1/4/3/1/5/100].====Building
4. YoucancopythesearchcommandoutoftheStatuswindow,andpasteitontotheSearchpanel(remembertoaddthe"\\"
prefixtoidentifyitasacommand-linesearch),thenaddormodifytheattributevaluesasnecessary.
5. ClickSearchtotryoutyournewcombinationofattributes.
6. Whenyouhavefoundacombinationofsearchattributesthatdoeswhatyouneed,edityourconnectionfileandmake
thosechangestotheSearchAttributespanel.
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Preferences,Toolbars,&Shortcuts
EndNotePreferences
ChangeCasePreferences
TheEndNotestylescanbeconfiguredtochangethecapitalizationoftheauthornamesortitles.UsetheChangeCasepref-
erencestolistthewordsthatshouldnotbemodifiedwhenEndNotechangesthecaseoftitlesorauthors.Thiscanbeusedfor
specialacronyms,equations,propernouns,orcompoundnamesthatrequireconsistentcapitalization.
Fortitles,thispreferenceisusedonlywhenanoutputstyleissetuptoapply"Headlinestylecapitalization"or"Sentencestyle
capitalization"(ratherthan"Leavetitlesasentered").Forauthornames,thispreferenceisusedwhentheoutputstyleappliesa
capitalizationoptionotherthan"AsIs."
Toaccessthesesettings,gototheEndNotemenu,selectPreferences,andthenclickonChangeCaseinthelistofpreferences.
Toaddwordstothelist:
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Entertheterminthetextboxatthetopofthedialog,andthenclickAdd.
Toremoveanitemfromthelist:
l
SelectthetermandclickRemove.
Whereisthisinformationsaved?
ThelistoftermsenteredintotheChangeCasepreferencespanelisstoredintheUsers/[YourFolder]/Library/ApplicationSup-
port:EndNote/EndNoteCaseWordsfile.ForaquickwaytoduplicatethelistsforanotherMacintoshrunningEndNoteX6,copy
thisfiletothesamelocationontheotherMacintosh.Foranotheruseraccountonthesamemachine,copythefiletotheother
user’sUsers/[YourFolder]/Library/ApplicationSupport/EndNotefolder.
DisplayFieldsPreferences
UsetheDisplayFieldspreferencestochoosewhichfieldstodisplayinEndNote’sLibrarywindow.Thesesettingsapplytoall
librariesopenedonthecomputer.
Toaccessthesesettings,gototheEndNotemenu,selectPreferences,andthenclickDisplayFieldsinthelistofpreferences.
SelectthedesiredfieldfromeachFieldlist.YoumayselectuptotenfieldstodisplayintheLibrarywindow.Toshowfewerthan
tenfields,select[Donotdisplay] insteadofafieldname.
Bydefault,thefirstcolumnintheLibrarywindowdisplaysaRead/Unreadindicatorfollowedby:
l
FileAttachments
l
Author
l
Year
l
Title
l
Rating
l
Journal/SecondaryTitle
l
LastUpdated
l
ReferenceType
Inmostcases,thecolumnheadingintheLibrarywindowisthesameastheGenericnameofthefield.Exceptionstothisrule
includetheFigurefield,whichisindicatedbyafigureiconfig.headerandtheFileAttachmentsfield,whichisheadedbyapaper
clipicon.IfyouwouldliketochangethenamefortheLibrarywindowdisplay,enteranewnameintheHeadingcolumnnextto
thechosenfield.
DisplayallauthorsintheAuthorfield
IfyouwouldliketodisplayallauthornamesundertheAuthorheadingcolumninthelibraryreferencelist,selectthe"Displayall
authorsintheAuthorfield"checkbox.Forallnewinstallations,thisisthedefaultsetting.
DisplayFontsPreferences
TheDisplayFontspanelgivesyoutheoptionofchangingthefontsthatEndNoteusestodisplaymuchofthetextthroughoutthe
program.
Toaccessthesesettings,gototheEndNotemenu,selectPreferences,andthenclickDisplayFontsinthelistofpreferences.
Youcancontrolthefollowingdisplayfontsettings:
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Library:TheLibrarytabdeterminesthefontandsizeEndNoteappliestothereferenceslistedintheLibrarywindow.
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General:TheGeneraltabdeterminesthefontEndNoteapplieswhenyouentertextinafieldintheReferenceandStyle
windows.ItalsodeterminesthefontEndNoteappliestotextthatyouviewinthePreviewpanelandinformationpanelsor
whenyouprintandcopybibliographicinformationfromEndNote.
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Labels:TheLabelstabdeterminesthefontandsizeEndNoteappliestotheReferencewindowfieldlabels.
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Search:TheSearchtabdeterminesthefontandsizeEndNoteapplieswhenyouentertextinafieldontheSearchpanel.
ChangesmadetothedisplayfontsapplytoallEndNotelibrariesopenedonthatcomputer.Theydonotaffectthefontusedwhen
youareformattingbibliographiesinawordprocessingdocument.Thenormalfontofthedocumentisusedforthat.
EndNoteusesUnicode
1
toencodespecialcharacters,sothatdatacanbeeasilytranslatedbetweenplatforms,programs,and
languages.Displaying
Extended/Special
Characters
Tochangethelibrarydisplayfont:
1. FromtheEndNotemenu,selectPreferences.
2. ClicktheDisplayFontsoptioninthelist.
3. Clickthetabtoindicatewhichdisplayfontsettingyouwanttochange:Library,General,Labels,orSearch.
4. ClicktheChangebutton,andselectadifferentdisplayfontand/orsizefromtheandlists.
5. ClickSavetosavethechanges,andthenclosethePreferenceswindowbyclickingtheredclosebuttonintheupperleft
corner.
RelatedTopics:
Cite
While
You
Write
Preferences
1
TheUnicodeWorldwideCharacterStandardisacharacterencodingsystem.Unicodeprovidesauniquenumberforeverycharacter
usedbytheprincipalwrittenlanguagesintheworld,alongwithcodesforafullrangeofpunctuation,symbols,andcontrolcharacters.
Thesecodesareconstant,nomatterwhattheplatform,theprogram,orthelanguage.Itallowsdatatobetransportedthroughmany
differentsystemswithoutcorruptionofextendedcharacters.
EndNote
Preferences
Shortcuts
to
Make
Using
EndNote
Easier
DuplicatesPreferences
TheDuplicatespreferencespanelsetscriteriafortheFindDuplicatescommandontheReferencesmenu(thatcommandis
describedinFinding
Duplicate
References
).Thesesettingsarealsousedtohighlightordiscardduplicatereferenceswhen
retrievingreferencesfromanonlinedatabase.
Toaccessthesesettings,gototheEndNotemenu,selectPreferences,andclickDuplicatesinthelistofpreferences.
CompareReferences
Bydefault,EndNoteidentifiesduplicatereferencesinalibraryasreferencesofthesamereferencetypewithmatchingAuthor,
Year,andTitlefields.UsethispaneltocustomizethewayEndNoteidentifiesduplicatereferences.
l
ToselectthefieldsthatEndNoteshouldcomparewhenfindingduplicatereferences,clickinthecheckboxestotheleftofthe
fieldnames.
The"Generic"namesofthefieldsareusedhere.FordetailsaboutwhattheGenericfieldnamescorrespondtoforeachreference
type,seeList
of
Reference
Types
.Youmayselectasmanyfieldsasyouwanttomaketheduplicatedetectionmoreorlessstrin-
gent.
CriteriaPanel
Youmayalsosetthe"Criteria"tohaveEndNotecomparethefieldsandlookforanexactmatchorbemorelenientinthecom-
parisonandignorespacingandpunctuation.
OnlineSearchResultsPanel
Whenyouselectthe“Automaticallydiscardduplicates”checkbox,EndNoteautomaticallydiscardsduplicatereferenceswhen
retrievingreferencesfromanonlinedatabase.Theduplicatesareneverinsertedintothelibrary.Thissettingapplieswhenyou
performasearchinIntegratedLibraryModeorOnlineSearchMode.
l
IfyouareusingIntegratedLibrary&OnlineSearchModewhenperforminganonlinedatabasesearch,itappliestotheper-
manentAllReferenceslibrary.
l
IfyouareusingOnlineSearchModewhenperforminganonlinedatabasesearch,itappliestothetemporaryOnlineRef-
erenceslibrary.
Note:Thesesettingsdonotapplytothe"MergeDuplicatesinBibliography"settingdefinedinFormatting
Preferences
.Thedupli-
catesareneverinsertedintothebibliography.
RelatedTopics:
Discarding
Duplicate
Reference
Finding
Duplicate
References
EndNotePreferences
ThesettingsforconfiguringEndNote’sdisplay,formattingpreferences,andotheroptionsareorganizedinthePreferencessec-
tionoftheEndNoteprogram.
ToaccessEndNotepreferences:
1. FromtheEndNotemenu,selectPreferences.
2. Alistoftheavailablepreferencepanelsappearsontheleftsideofthewindow.Clickonthenameofapanelinthelistthat
correspondstothesettingyouwouldliketochange.
l
Change
Case
l
Display
Fields
l
Display
Fonts
l
Duplicates
l
Find
Full
Text
l
Folder
Locations
l
Formatting
l
Libraries
l
Read
/
Unread
l
Reference
Types
l
Sorting
l
Sync
l
Temporary
Citations
l
Term
Lists
l
URLs
&
Links
SavingorDiscardingYourChanges
Allofthepreferencespanelshavethefollowingoptions:
l
EndNoteDefaults:RevertsthesettingsforjustthecurrentpaneltotheoriginalEndNotesettings.
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RevertPanel:Removesanychangesmadetothecurrentpanelsinceitwaslastsaved.
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Save:Savesthechangesmadetothecurrentpanel.
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Apply:SavesandappliesallchangestothepreferencesandkeepsthePreferenceswindowopensothatyoucancon-
tinuetomodifythepreferencesasnecessary.
WherePreferenceSettingsareSaved
Preferencesettingsaresavedtothecurrentuseraccount,whichallowsmultipleuserstoaccessasinglelibrarywhilesaving
eachuser’spreferredsettings.ManyEndNotepreferencesaresavedina"com.ThomsonResearchSoft.EndNote.plistfilefound
inthefolderUsers/[YourFolder]/Library/Preferences/EndNote.Youcanresetmanypreferencestothedefaultsettingbyquitting
EndNote,deletingthepreferencefile,andthenrestartingEndNotetorecreatethepreferencefile.
ReferenceTypedefinitionsaresavedinaRefTypeTable.xmlfilewhichislocatedinthefolderUsers/[YourFolder]/-
Library/ApplicationSupport/EndNote.
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