2010 Import Alert for EndNoteX2 through EndNote8

Please read this alert about an import issue with EndNote versions X2 through EndNote8 beginning in 2010.

In many cases, bibliographic records with a publication date of 2010 or later will not import the year data into the versions of EndNote mentioned above. When this occurs, the year must be added manually. All other data for the reference imports correctly.

EndNote X3 and later imports records including the year field correctly. There is no import issue with this version.

The online search within EndNote Web imports the publication date correctly as well. EndNote X2 users may use the EndNote Web online search to collect 2010 bibliographic records and then transfer them to EndNoteX2. Once records are in EndNote, the Find Full Text option will locate and store PDFs and URLs while the user continues to work. 

A free update will be available for EndNote X2 in early January, 2010 and EndNote X1 in the first quarter of 2010.  EndNote X through 8 are no longer supported, and will require an upgrade to the current version to correct the issue.

For more information on this, please go to: http://endnote.com/support/Faqs/Import/faq20.asp

What’s the difference between Custom Groups and Smart Groups?

June 12, 2009 – Yingting  

In EndNote X2, by default the Groups Pane displays when a library is open. Some users are confused by the Custom Groups and the Smart Groups. Here is how they are different:

Custom Groups: manually created groups by the user to help organize his or her library. The user can drag and drop the references into a custom group which can serve as a subset of the library. The custom groups are listed alphabetically.

Smart Groups: created by a user with certain searching criteria to dynamically update groups as existing references are edited and new references are added to the library. It is similar to a canned search.

How to Create a Smart Group in EndNote X2

February 28, 2009 – Yingting  

The “Smart groups” feature is new in EndNote X2. It is located in the Groups panel at the left of the screen. Smart groups are created to build subsets of references automatically based on the search strategies you set up previously. They are dynamically updated as references are added, deleted or edited in the library.

To Create a Smart Group:

Open the library in which you would like to build an automatic search for a subset of the references in that library. There are three ways to create a smart group.

·        Method 1:

Go to Groups at the menu bar on the top of the screen and choose Create Smart Group. A search box will appear. In the Search Box, type in your search terms and then click on the Create button. Your smart group is built. You may rename it to your choice.

·        Method 2:  

Do a right-click on the Smart Groups header in the Groups Panel. A search box will appear. In the Search Box, type in your search terms and then click on the Create button. Your smart group is built. You may rename it to your choice.

·        Method 3:

Use the Search function by either clicking on the Search tab at the bottom of the screen or choosing “Search Library” under the Tools menu on the top of the screen. In the Search Box, type in your search terms and click on the Options button. Then select Convert to Smart Group. A Converted Search group is created under Smart Groups. Rename the smart group to your choice.

Once a smart group is created, you may either right-click on the group name to edit, rename, or delete the group or highlight the group name and go to the Groups menu for these functions.