Division of Library Services

Windows

• EndNote X2 will run on Windows XP (service pack 2) and Vista.
• For word processing, it is compatible with Word 2003 and 2007.
  

Mac

• EndNote X2 will run on OS X (10.4.x, 10.5.x)
• For word processing, it is compatible with Microsoft Word X, 2004, 2008.

There are no longer toolbars at the top of the EndNote screen, under the main menu bar. Instead, there is a Library Toolbar which appears at the top of the Library window, and a Reference Toolbar, which appears at the top of the Reference window (when it is open). The commands which appeared on the toolbars in earlier versions of EndNote are now split between the two new toolbars, eg. all the text style tools are now on the Reference Toolbar.

Only common commands are accessible from the toolbars. Many commands are only accessible from the top menu bar.

There is a new Groups item on the EndNote menu bar. It gives access to the Hide Groups / Show Groups command, which was available on the main toolbar in the previous version.

The Groups Pane at the left of the library window has now been divided into five categories:

• Temporary Groups (All References, Search Results, Imported References, Trash, etc.)
• Custom Groups (created by the user, as in EndNote X1)
• Smart Groups (see below)
• Online Search (see below)
• EndNote Web (to transfer references to or from EndNote Web)

If you want the function to apply to the whole library, you must select the All References group.

A plugin was released in February 2009 which makes it possible to identify references that have not been assigned to any group. See the installation instructions.

Smart Groups

These are groups which you set up with an inbuilt search strategy. When new references are added to the library, they are searched by each of the Smart Groups. If they fit the parameters of any of the Smart Groups, they are automatically added to that group.

To set up a Smart Group, either go to Groups > Create Smart Group, or use the Search function, and click on the Options button and select Convert to Smart Group.

Online Search Groups

Any connection files which you have marked as favourites will be listed in the Online Search group in the Groups pane. You can click on the name of the connection file here to launch it quickly. Other connection files that you have used during the current session will also be listed here.

The search is performed in the Tab Pane. As in the past, you specify how many references you want to retrieve, and these references will be displayed in the main pane of the library window. These references are automatically added to your library.

The X2.0.1 patch includes a feature which allows you to choose between different modes of using the groups.

Modes

The X2.0.1 patch introduces modes, which allow different presentations of the Groups panel. Depending on the mode chosen, the panel either hides or shows particular Groups. Users choose the active mode by selecting one of the three new toolbar controls:

• Integrated
• Local
• Online (Temporary Library)

EndNote Modes

These toolbar icons remain depressed when clicked, indicating the current mode. The leftmost button is for Integrated mode, the middle is for Local mode, and the rightmost is for Online mode.

The default mode when EndNote X2 is installed is Integrated. However if the user then selects one of the other modes, EndNote will remember that choice when it is shut down, and it will reopen in Local mode. Library windows never open up directly in Online mode.

In the Integrated mode, all groups appear in the Groups Pane, including the Online Search groups. When performing an online search, results are downloaded directly into the user's library and added to the All References group (i.e. the complete EndNote library).

Online and Local modes are similar to the multi-window remote search used in prior versions of EndNote:

• Local mode hides the online groups and displays only those groups containing references found in the user's library.
• Online mode presents only the Online Search groups, in addition to the Online References and Online Trash auto-groups. All the references found in these groups are located in a temporary database, separate from the user's library, but displayed in the normal library window. There is no Retrieved References window, as in earlier versions of EndNote. In Online mode, users can search and download references from remote databases without affecting their own library. To copy any required references to their permanent library they must select those references and use the References > Copy References To command.

There has been a significant change in the location of the Filters, Styles and Connections folders. The locations of these folders can be seen by clicking on Edit > Preferences > Folder Locations.

In earlier versions, these folders were, by default, stored with the EndNote Program Files. This caused two problems:

• The folder locations formed part of the Preferences, and the Preferences were copied from the earlier version of EndNote when updating to a new version. This meant that many users were still accessing these folders from the earlier version, even after they had installed the new version. It was necessary to go into the Preferences and select the new locations.
• Users of Windows Vista could not edit filters, styles or connection files, because they were denied access to the Program Files area. They had to change the folder locations and move the files so that they could edit them.

In EndNote X2, the user has personal folders which are located at:

• C:\Documents and Settings\[UserName]\My Documents\EndNote\ (on Windows XP) or
• C:\Users\[UserName]\Documents\EndNote (on Windows Vista).

New or modified filters, styles and connections are stored in the personal folders. If you wish to save a filter, style or connection which you have downloaded from the web, or been sent by a colleague, you must save it in your personal folders.

If you are editing a filter, style or connection file supplied with the software, you cannot save your changes unless you have selected the personal folders in the Folder Locations of the Preferences. If your Folder Locations are still pointing to the Program Files, you will not be able to save the changes, and you will not receive any error message explaining why.

This will cause some confusion for experienced users who are upgrading from an earlier version. Because the Preferences are carried over from the earlier version, their Folder Locations will still be pointing to the Program Files. The easiest way to fix this is to go to the Preferences and select the Folder Locations, and then click on the EndNote Defaults button to set up the location for the personal folders.

When you view the Style Manager, Filter Manager or Connection Manager, you are seeing both the files supplied with the software and the files in your personal folders. If you save a file to your personal folders, and the file has the same name as a file in the program folders, you will only see your personal copy, although the other file is still in the program folders.

The files in your personal folders are not affected if you uninstall EndNote or upgrade to another version.

There is a new command under the References menu: Find Full Text.

The CSU firewall prevents this function from working on-campus via the CSU computer network.

CSU uses IP authentication for online database and journal subscriptions. Full text content from these sources can only be accessed from either on-campus, or via a CSU proxy server. Off-campus users using an ISP (with a different IP address) will therefore only be able to Find [the] Full Text of freely available content such as that provided by PubMed.

Under Libraries there are new options available. By default, when EndNote starts, it will open the most recently used library, as with previous versions.

Instead of being deleted, references are now placed in a special Trash group (References > Move References to Trash). This removes them from the library but stores them until you click on the Trash group and use the References > Empty Trash command. You will be prompted to emtpy the trash whenever you close the library.

There is a new Library Summary command on the Tools menu. It displays some basic data about the library. Probably the most useful piece of data is the location of the library on the user's computer.

Record summary

Some basic data about each reference can be displayed by highlighting the reference in the library window, and then clicking on References > Record Summary.

References now include automatic date stamp information. Each reference displays an Added to Library date and a Last Updated date in the footer of the reference window. Obviously references will not contain an Added to Library date if they were entered using an earlier version of EndNote, but they will have a Last Updated date corresponding to the date on which the library was first opened in EndNote X2.

The Search dialog and the Sort dialog in EndNote X2 now include fields for Added to Library and Last Updated, so it is possible to search your library for references added on (or after, or before) a certain date, and also to sort your references by date added or date last updated. In the Search dialog, when you select the fields Added to Library or Last Updated, the box where you enter the search terms now has a drop-down menu with a widget that allows you to select the required date.

Six new reference types have been introduced: Aggregated Database, Blog, Catalog, Pamphlet, Serial and Standard.

The Preview Pane at the bottom of the Library window has now become the Tab Pane. It contains a Preview tab and a Search tab.

There is a Quick Search box on the library toolbar, but the Search tab in the Tab Pane brings up the full search dialog box. To search the whole library, you must first click on the All References group in the Groups Pane. To search only a particular group, click on the group name in the Groups Pane.

The Search tab also becomes the search window when using the Online Search function (connection file).

When using the direct export function from databases, EndNote no longer asks you to choose a library if you already have a library open. It assumes that you want to import the references into the open library

The Search Library, Sort Library and Change and Move Fields commands have moved from the References section of the menu bar to the Tools section of the menu bar.

When editing an output style, you now select fonts from a menu at the top of the style edit window.

This function is a little more visible now on the File menu. There is a new command which allows you to both compress and email a library, using your default email system.

EndNote libraries larger than 4 gigabytes cannot be compressed

Although version X2 is a 32-bit application, it has been designed to work in 64-bit environments. However we are warned that there may be some "issues".