Hướng dẫn sử dụng EndNote X3

EndNoteđ Windows Version X3 (13.0.1) Copyright â 2009 Thomson Reuters All 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 Trademarks EndNote is a registered trademark of Thomson Reuters Cite While You Write is a trademark of Thomson Reuters Apple and Macintosh are trademarks of Apple Computer, Inc., registered in the U.S and other countries Finder is a trademark of Apple, Inc Palm OS, Palm Powered, HotSync, and the HotSync logo are trademarks or registered trademarks of PalmSource, Inc Palm, PalmOne, Treo, Tungsten, and Zire are trademarks or registered trademarks of Palm, Inc Microsoft, Windows, Windows Mobile, Pocket PC, and ActiveSync are registered trademarks of Microsoft Corporation OpenOffice.org is a trademark of OpenOffice.org All other product and service names cited in this manual may be trademarks or service marks of their respective companies Notice regarding legal use of downloaded reference data EndNote gives you the capability to import references from online databases and store them in your personal EndNote libraries Some producers of online reference databases expressly prohibit such use and storage of their data, others charge an extra fee for a license to use the data in this way Before you download references from a database, be sure to carefully check the copyright and fair use notices for the database Note that different databases from the same provider may have varying restrictions Table of Contents Chapter Welcome to EndNote Introducing EndNote 10 About This Manual 10 Customer Services 11 What’s New in EndNote X3 13 Chapter Installing and Upgrading EndNote Before You Install EndNote 16 EndNote Installation 18 Upgrading from an Earlier EndNote Version 25 Checking Your Installation 27 Automatically Updating Files 29 Uninstalling EndNote 29 Chapter The EndNote Guided Tour Introduction to the Guided Tour 35 Part I: Introduction to an EndNote Library 37 Part II: Setting EndNote Preferences 48 Part III: Entering a Reference 52 Part IV: Searching an Online Database 59 Part V: Importing Reference Data into EndNote 69 Part VI: Searching an EndNote Library and Saving it as a Smart Group 76 Part VII: Using EndNote While Writing a Paper With Microsoft Word 80 Chapter The EndNote Library About the EndNote Library 91 The Library Window 93 Creating Libraries 107 Opening, Closing, and Deleting Libraries 112 Merging Libraries 115 Sharing EndNote Libraries Across Different Versions and Applications 117 Transferring Libraries Across Platforms 122 Data Visualization 124 Chapter Entering and Editing References Introduction 129 Opening, Closing, Saving, and Deleting References 136 Creating a New Reference 139 Entering References 141 Entering Special Characters 155 Inserting Figures 157 Linking References to Websites and Files 162 Spell Checking 170 Changing Text in Multiple References 171 Chapter Searching Online Databases with EndNote Introduction to Searching Online Databases 180 Selecting a Connection File 185 Searching an Online Database 189 Retrieving and Saving References 194 Searching ISI Web of Knowledge 200 Finding Related Online References 202 Finding Full Text for a Reference 202 Chapter Importing Reference Data into EndNote Importing Reference Data into EndNote 212 General Importing Instructions 213 Import Options 215 Importing References Downloaded from Online Databases 216 Output Formats with Corresponding Import Options/Direct Export 220 Creating Structured Text Files that EndNote Can Import 221 Copying and Pasting References from a Document into EndNote 230 Importing References From Other Bibliographic Software Programs 231 Chapter Searching and Sorting in EndNote Showing and Hiding References 234 Searching for References 235 Finding Duplicate References 249 Finding Text in a Single Reference 251 Sorting the Library 252 Chapter Using Groups About Groups and Group Sets 256 Group Sets 260 Automatic Groups 262 Custom Groups 264 Smart Groups 267 Managing Groups 270 Chapter 10 Term Lists Introduction to Term Lists .275 Adding Terms to a Term List 276 Using Term Lists for Data Entry and Searching .283 Editing Terms and Term Lists .285 Defining Term Lists 285 Creating Term Lists .287 Exporting and Printing Term Lists .290 Working with the Journals Term List 290 Chapter 11 Cite While You Write with Microsoft Word Overview of the Cite While You Write Process 297 Notes about Microsoft Word 301 Using Predefined Manuscript Templates 308 Citing Sources As You Write 313 Typing Citations into Your Paper .324 Changing Existing Citations 332 Generating Bibliographies .336 Inserting and Formatting Figures and Tables 348 Setting Cite While You Write Preferences 358 Making Changes to the EndNote Library 359 Sharing Your Word Documents 361 Chapter 12 Cite While You Write with OpenOffice.org Writer Overview of the Cite While You Write Process 369 Notes about OpenOffice.org Writer .371 Citing Sources As You Write 373 Typing Citations into Your Paper .382 Changing Existing Citations 383 Generating Bibliographies .387 Setting Cite While You Write Preferences 393 Making Changes to the EndNote Library 393 Sharing Your OpenOffice.org Writer Documents 395 Chapter 13 Scanning and Formatting Files Scanning and Formatting Files 398 Tips on Citing Sources 403 Formatting Citations and Creating Bibliographies 407 Managing Your EndNote Library .413 Chapter 14 Creating an Independent Bibliography Independent Bibliographies 418 Using Drag-and-Drop to Create an Instant Bibliography .419 Copy Formatted .420 Exporting References 421 Printing and Previewing References 424 Including Notes, Abstracts, and Other Information in a Reference List 426 Chapter 15 Creating Subject Bibliographies and Subject Lists Overview 430 Printing a Subject Bibliography 430 Printing a Subject List 433 Subject Bibliography Settings 439 Examples of Subject Bibliographies 449 Chapter 16 Reference Types Introduction 452 The Generic Reference Type 455 Special Fields 455 Customizing the Reference Types 458 Sharing Your Reference Type Table 464 Table of Predefined Reference Types 465 Chapter 17 Bibliographic Styles Introduction 469 Modifying Style Templates 481 Additional Style Formatting Options 495 Figure and Table Placement and Captions 521 Creating a New Style 524 Chapter 18 Filters Introduction to Filters 529 The Basic Components of a Filter 534 Working with Filter Templates 536 The Filter Options 544 Importing MARC Records 559 Example: Modifying an Existing Filter 563 Creating a New Filter 564 Chapter 19 Connection Files Introduction to Connection Files 570 Basic Components of a Connection File 575 Creating Connection Files 583 Using Z39.50 Command-Line Syntax 585 Chapter 20 Preferences, Toolbars, and Shortcuts EndNote Preferences 590 Microsoft Word Cite While You Write Preferences 618 OpenOffice.org Writer Cite While You Write Preferences 624 Shortcuts to Make Using EndNote Easier 626 Chapter 21 Transferring Between EndNote Desktop and EndNote Web Libraries Overview of EndNote Web 632 Setting Up a New EndNote Web Account 632 Before You Begin .633 Transferring References 634 Using Cite While You Write with EndNote Web .639 Chapter 22 Using EndNote on a Palm OS Handheld Overview of Using EndNote on Palm OS Handheld Devices 642 Installing EndNote for Palm OS 642 Synchronizing Libraries 646 Starting EndNote for Palm OS and Displaying References 647 Entering, Editing, and Deleting References 649 Searching a Handheld Library 651 Beaming References Between Handhelds 652 Viewing Library Statistics 652 EndNote Preferences 653 Chapter 23 Using EndNote on a Windows Mobile Device Overview of Using EndNote on a Windows Mobile Device 656 Installing EndNote on a Windows Mobile Device 656 Synchronizing Libraries 659 Starting EndNote for Windows Mobile and Displaying References .661 Entering, Editing, and Deleting References 663 Searching a Handheld EndNote Library .665 Viewing Library Statistics 666 Setting EndNote Preferences 666 Chapter 24 Networks and Volume Installations Using EndNote on a Network .670 Volume Installations .672 Unlocking the Volume/Site License Installer .673 Mass Program Installations 674 Uninstalling EndNote 686 Appendix A Making Backup Copies of Your EndNote Files 690 Appendix B Troubleshooting Troubleshooting EndNote .696 Troubleshooting Cite While You Write .701 Troubleshooting Connections .707 Appendix C Reference Types and Fields 717 Appendix D Direct Export Formats and Import Formats About Direct Export and Import Formats 746 Direct Export Formats 747 Output Formats with Corresponding Import Options 755 Appendix E Keyboard Commands Menu Keyboard Commands 762 Editing Keyboard Commands 764 CWYW Keyboard Commands for Word 765 The EndNote Glossary 767 Index 775 Chapter Welcome to EndNote Contents Introducing EndNote 10 About This Manual 10 Customer Services Online Help and Release Notes Register Your Copy of EndNote Customer Service Technical Support International Customer and Technical Support The EndNote Website The EndNote Discussion Forum ADA VPAT 11 11 11 12 12 12 13 13 13 What’s New in EndNote X3 13 Introducing EndNote Welcome to EndNote—the complete reference solution!  EndNote is an online search tool—it provides a simple way to search online bibliographic databases and retrieve the references directly into EndNote (EndNote can also import data files saved from a variety of online services and library databases.)  EndNote is a reference and figure database—it specializes in storing, managing, and searching for bibliographic references in your private reference library You can organize figures—including charts, tables, pictures, and equations—and have EndNote locate and store full text files  EndNote is a bibliography and manuscript maker—it formats citations, figures, and tables in Microsoft® Word with the Cite While You Write™ feature Watch the reference, figure, and table lists grow as you insert citations in your manuscript Microsoft Word templates guide you through the exacting manuscript requirements of publishers You can also use Cite While You Write for OpenOffice.org Writer to format citations and a bibliography For other word processors, create bibliographies with Format Paper EndNote and EndNote Web are collaborative tools to simplify working with colleagues See “What’s New in EndNote X3” on page 13 for a list of the most recent features added to EndNote For late-breaking news and updates, please go to: http://www.endnote.com/support About This Manual This manual assumes that you know how to use Windows, your word processor, and the mouse For help on these topics, consult your computer owner’s guide or your word processor manual Often there is more than one way to select a command in EndNote A single command may be available from one of the main menus, from a context-sensitive right click menu, from a toolbar icon, or with a keyboard command In most cases, this manual gives instructions for selecting commands from the main menus If a menu command has a keyboard equivalent, the keyboard command appears next to the menu item You can also refer to the “Keyboard Commands” appendix on page 761 10 Chapter 1: Welcome to EndNote reverting changes to references 137 changes to styles 477 resetting preferences to defaults 590 unformatting citations 334, 384 Reviewed Item field 147 reviews, of various works 147 ribbon in Word 2007 304 Rich Text Format 398 RLG 753 RTF Document Scan (Format Paper) 398 RTF file extension 399, 771 RTF files 17 compatibility 16 definition 771 Format Paper 398 running Setup 18, 673 S sales information 12 Save As filters 533, 574 styles 476 Save As command 476 Save command 137 Save Term button 278 saving connection files 574 files for other word processors (Word) 364 filters 533 references 137 searches 248 styles 476, 525 Word files without field codes 365 Scan Next command 411 Science Direct 749 Science Magazine 753 SciFinder 756 Scopus 753 scripted program installations 678 scroll bar 40, 131 search and replace, (see Change Text and Change Field commands) search attributes 580, 581 Search command 234, 235 Add to showing references option 247 adding search lines 246, 247 Boolean operators 246 canceling 238 cleaning up search results 240 combining search results 237, 247 comparison operators 243 complex searches 248 deleting search lines 247 diacritics (accents) 238 Match Case 237 partial words 238 removing results from showing references 248 restricting to certain fields 242 Search showing references option 248 using term lists 275 viewing the references not found 240 Search Field Name attribute 580 Search Fields 585 search lines 236 adding and deleting 247 Search Remote option 180 search results 193 Search Results group 263 Search Set list 237, 247 Search showing references option (Search command) 248 Search tab 62 comparison list 237 Match Words option 237 search line 236 Set list 237 searches adding results to showing references 237 canceling 238 combination 246–248 combining search results 247 complex 246–248 diacritics 238 empty fields 239 finding carriage returns & tabs 238 for numbers 238 for partial words 238 for symbols 245 groups 270 guided tour of EndNote searching 76 loading 249 loading saved searches 249 marking search results 171 Match Words 237 omitting results from showing references 237, 248 online databases 59, 180 Palm handheld 651 Index 797 partial words 238 Quick Search 236 references that not include a term 248 restricted to certain fields 242 restricted to the showing references 237, 248 saving strategies 248 Web of Science 773 Windows Mobile device 665 years 239 Secondary Author 495, 511 sections in Microsoft Word 345 output style settings 499 sections, in manuscript template wizard 311 Select All command 135, 240, 538 selected references exporting 422 selected references, exporting 421 selecting references 43, 97, 134, 135 semicolons, in citations 329 Sentence case 553 Serial reference type 739 Series Editor field 512 Server Address 578 Server Description 578 setting a favorite library 48 sharing libraries across EndNote versions 117 libraries across platforms 122 libraries on a network 113, 670 term lists 290 Word documents 365 Shift key, for selecting references 135 Shift-Tab 131 Short Title field 145, 520 shortcuts in Word 620 key commands in EndNote 141, 764 shortcut menus 626 toolbars 627 shortened form of citations 519 Show All Fields style 470 Show All References command 235, 242 Show Connection Status command 198, 582 Show Empty Fields 130 Show Info, styles 474 Show Preview 104 styles 474 Show Selected command 235 798 Index SilverPlatter 530, 535, 752, 759 single user license 672 site license 672 site license installer 673 size, bibliography font in OpenOffice.org Writer 389 size, bibliography font in Word 340 small caps 507, 510 Smart Groups creating 268 deleting 271 editing 269 renaming 270 searching 270 Smart Indent Identification 549 Smart Parsing 558 first name parsing 545 individual author name separators 547 multiple author separators 547 Smart Record Identification 555 smart settings, in filters 544 smart tags, in Word XP 337 Smartphone 656 Sort Library command 99, 253 sorting (see also styles) author names 253 bibliographies 515–518 custom sort order 518 exported references 422 library window 99, 252 multiple citations 515, 516 omitting articles 599 omitting names 599 reference list 515 references 42 subject bibliography 440 subject terms 444 Title field 254 source line 540, 557 unmatched 558 source parsing 557 Source Parsing command 557 Source tag, defining 557 spaces between references 514 in bibliographies 490 in bibliographies (Word) 340 missing in bibliographies 493 Spanish dictionary 613 special formatting characters 492 back apostrophes (`) 494 caret 495 option-space 492 vertical bar (|) 493 spell checking 170 modifying dictionaries 611 preferences 609 spelling errors, correcting globally 171 Sr., entering with author names 143 St John of God, Ireland 754 Standard reference type 739 Stanford University HighWire Press 754 StarOffice 16, 398 starting EndNote 37 statistics about libraries 92, 134 Status window 198 Statute reference type 740 STN 759 Structure attribute 581 Style editor 479 Bibliographies panel 480 Citations 480 Footnotes 480 Style Manager 341, 470 location of styles 606 Style window 469, 479 closing 478 styled text (in bibliographies) 489 styled text (subject bibliographies) 445 styles 469, 772 accent grave (`) 494 adding Abstracts 427 adding fields 485, 486 adding reference types 487 author name separators 505 blank lines in bibliography 514 citation template 481, 525 copying 476, 477 creating 524 creating (example) 524 creation dates 472 definition 469 deleting 477 editing 475, 481 editor names 512 entering Tabs 515 fields 490 figures and tables in Word 521 fonts and text styles 489 for notes only 428 forced separation 493 formatting different reference types 483 Generic template 455, 483 getting the latest 29 hanging indent 514 inserting fields 525 inserting Tabs 515 Journal Abbreviations command 497 journal names 497 letter after year 503 making backups 690 modifying to include abstracts 427 multiple citation separators 482 naming 470 navigation 515 new 479, 524 number ranges 503 numbered formats 503, 512 options 495 page numbers 497 prefixes 486 previewing 474, 475 punctuation 489, 492 relation to reference types 454 removing fields 485, 486 renaming 477 reverting changes to 477 rules 489 saving 476, 525 section formatting 499 selecting 470 selecting as favorites 342 selecting for OpenOffice.org Writer 388 selecting for Word 339 showing field names 494 Sort Order command 515 sorting 515 spaces 490 special formatting characters 492 suffixes 486, 513 tabs 514, 515 templates 480 updated 479 vertical bar (|) 493, 494 Styles folder 606 subdocuments (OpenOffice.org Writer) 390 subdocuments (Word) 343 Index 799 subject bibliography applying styles 445 Bibliography Layout tab 447 by call numbers 450 examples 449 font and size 446 margins 446 Page Layout tab 446 printing 430 record IDs 442 References tab 439 selecting fields 431 selecting terms 432 settings 439 sorting 440, 444 term counts 442 Terms tab 441 subject list 433 printing 433 subject term counts 442 subject terms, sorting 444 submitting papers to publishers (Word) 365 subscript 151 subscription databases 772 suffix editing citations (OpenOffice.org Writer) 383 suffix text add to citations 329 add to citations (OpenOffice.org Writer) 380 add to citations (Word) 321 suffix, editing citations (Word) 332 Suggest Terms as You Type 142, 608, 609 summary of library statistics 92, 134 superscript 151, 489 support, technical 12 SUTRS 579 Swedish dictionary 613 Symbol font 151 symbols 155 in searches 245 System requirements 16 T Tab-Delimited import option 215 errors 224 Table reference type 725 800 Index tables in Word output style settings 521 preferences 621 tabs 512 Change Field 175 Change Text 174 searching for 238 Tag cell 537 tag line indicators 312 tagged data 772 tags 770, 772 technical drawing files, inserting 159 technical support 12 Telemed 754 Templates folder 21 templates 772 filters 535 for Microsoft Word 308 references 154 styles 480 Templates folder 21 temporary citation delimiters 597 changing in OpenOffice.org Writer 388 changing in Word 339 temporary citations 325, 399, 401, 403 (see also citations) changing markers 596 components 324, 382 CWYW, inserting 313 definition 313, 373 delimiters 597 inserting in OpenOffice.org Writer 373 modifying 324, 382 modifying (OpenOffice.org Writer) 379 modifying (Word) 320 omitting author and year 602 omitting components 325, 327 record number only 602 typing 324, 382, 602 temporary groups 263 term counts, subject bibliography 442 term lists 21, 141, 773 4-column journal lists 288 auto-completion 275 automatic updating 275, 277 capacity 276 chemistry 282 creating 287 customizing delimiters 287 deleting terms 285 editing terms 285 entering new terms 276 exporting 290 humanities 282 important points 276 importing 282 importing EndNote Journals files 294 importing into 282 inserting terms into references 283, 284, 287 introduction 275 journal abbreviations 288, 293 Journals term list 288, 290 medical 282 pasting text into 279 predefined (default) lists 287 preferences 608 removing links to fields 289 renaming 286 sharing 290 updating from references 279, 280 using with Find, Change Text, and Change Field commands 283, 284 terms (see term lists) Terms folder 21 Terms menu 278, 286, 288 Terms tab, subject bibliography 441 Tertiary Author 495 text before citations 328 text encoding, when importing data 579 text files 773 text in bibliographies 491 Text menu 489 Text Only export 421 text styles, in formatted references 489 Text toolbar 629 text translation 213 importing 73 text, changing fonts and sizes 340, 389, 593 Thesis reference type 740 Thieme 754 Thomson Reuters contact info 11 TIFF files, inserting 159 timeout error message 709 Titles 144, 456 changing case 601 entering 144 in manuscript template wizard 311 shortened forms 145, 520 sorting 254 toggle empty fields 130 toolbars EndNote Web CWYW 640 EndNote X3 in OpenOffice.org Writer 373 EndNote X3 in Word 303 Library 627 Reference 628 text 629 Tools menu Configure Handheld Sync 645, 658 Data Visualization 124 Format Paper 400 in Word 27, 301 Manuscript Templates 308 online database searching 182 Recover Library 114 Spell Check 170 Subject Bibliography 431 Term lists 275 tour of EndNote 35 training 13 transfer references Cite While You Write issues 639 duplicate references 634 figures and linked files 633 fonts and styles 634 how to transfer references 634 limitations 633 overview of EndNote Web 632 remember email and password 635 transferring libraries, Mac to Windows 123 libraries, Windows to Mac 123 references between libraries 153 term lists between libraries 290 Trash 137 Trash group 138, 263 traveling library (Word) 361 exporting to EndNote 362 troubleshooting 695, 745 Add-in installation (Word) 701 connections 707 damaged library 700 double-byte characters 697 empty library 698 firewalls and proxy servers 709 library compatibility 117, 698 Index 801 Unicode characters 697 Truncation attribute 581 turn on/off instant formatting 337, 619 types of references (see reference types) typing citations into your paper 324, 382 EndNote suggests terms 275, 283 Typing Display Font command 152 printing font 424 U UnCover 759 underline 151, 489 Undo command 137 Unfiled group 263 unformatted citations, definition 313, 373 unformatted papers 409 unformatting citations (OpenOffice.org Writer) 384 unformatting citations (Word) 334 Unicode 42, 132, 155, 156, 282, 593, 612, 647, 660, 697, 773 uninstalling EndNote 30, 686 unique identifiers 561 unlinking field codes (Word) 365 unlocking the volume installer 673 Unmark All 531 Unpublished Work reference type 741 Unselect All command 135 unselecting references 135 unzipping a compressed library 111 Update List command 234, 276, 279 canceling 279 important points 279 journal abbreviations 291 updating EndNote enhancements 29 figure lists 352 getting the latest filters, styles, connection files 29 Journals list 291 term lists 279 updating term lists 277, 608 during data entry 609 when importing or pasting references 609 upgrading converting EndNote Journals files 294 from earlier versions 25 uppercase to lowercase 552 802 Index URL field 457 URLs 148 clickable links 148 definition 162, 773 entering 148 jump to Web of Knowledge reference 200 linking to 162 Use attribute 581 Use Number Ranges option 503 User dictionary 613 user group 13 User ID 579, 711 using multiple computers 363, 395, 415 USMARC 579 UTF-8 282, 612 V vertical bar (|) 493, 543 VHL 759 viewing information in references 131 Virtual Health Library 759 Visio files, inserting 159 vol 491, 493 volume installations 672 volume installer 673 volume license 672 W Web addresses clickable links 148 entering 148 Link to URL 162 opening a linked URL 168 Web of Knowledge 200, 759 full record charges 201 local servers 201 searching 200 Web of Science 200, 201, 754, 759, 773 base URL 614 hot URL 773 importing from 215 Web Page reference type 741 Web pages, exporting/importing references 75 Web to desktop 634 WebFeat 754 website, EndNote 12, 13 WebSPIRS 759 Whole Names 546 WilsonWeb 754, 759 window close 45 open 44 reference 44 window corner 93, 130 Window menu 131 Windows 364, 396 Windows installation 18 Windows Mobile device deleting references 664, 665 displaying references 661 editing references 664, 665 entering references 663 installing EndNote 656 library statistics 666 preferences 666 requirements 656 searching 665 synchronizing libraries 659 Unicode compliance 660 Windows Mobile operating system 656 Windows registry 591 wizard, for Word Templates 308 Word (see Microsoft Word) Word begins with, as Search option 244 word processor files compatibility 398 copying references from 230 CWYW compatibility 297, 369 WordPad 16, 398 WordPerfect 398 working on different computers 363, 395, 415 workstation license 672 World Wide Web 421 WorldCat 759 WoS (see Web of Science) www.endnote.com 12, 13 www.endnoteweb.com 633 www.myendnoteweb.com 639 years 2-digits 482 entering 144 exclude from citation 321, 380 excluding from citations (Word) 332 in temporary citations 326 letters after 503 omitting from citations 325, 327 searching 239 You 373 Z Z39.50 180, 774 command line searching 585 zipped libraries 109 Zoological Records 201 X XML exporting 421 importing 215 Y year excluding from citations (OpenOffice.org Writer) 383 Year field 144 Index 803 ... Files EndNote X3, OR C:Program Files (x86) EndNote X3 (64-bit Windows versions)  EndNote X3. exe application file  EndNote. chm help file You can double-click the file to view it In the EndNote. .. select EndNote X3 Click the Remove button Next, install the new EndNote X3: Install the upgrade just as you would a new installation See ? ?EndNote Installation” on page 18 By default, EndNote X3 is... menu in EndNote and select EndNote Program Updates The EndNote Discussion Forum If you wish to join an ongoing forum of EndNote users like yourself, go to the EndNote website at http://www .endnote. com,