EndNote X9 使用说明书（最全）

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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 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

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

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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