Tuesday, 20 January 2015

A White Space Oddity

A user arrived the other day in a state of some perplexity. She was using the OSCOLA style, and the punctuation between the place published (a colon) and the publisher vanished, as did the comma after the publisher and before the date:

Ramsey I T, On Being Sure in Religion (London Athlone Press 1963)

The style, however, was set up to deliver the required punctuation marks, however.

Author, |Title|, vol Volume| (|Series Editor ed,^eds, |Translator tr,^trs, |Edition edn, |Place Published|: Publisher|, Year|)

My fiddling drew a blank, and so I was forced to retire to my desk to ponder further. Eventually, I found what was going on, although admittedly, I have no idea why. It turned out that the publisher and the place published fields in the reference itself had a blank space at the end.

So, instead of being ‘London’ the entry was ‘London ‘.

The removal of the white space at the end of the entry restored the colon and comma:

Ramsey I T, On Being Sure in Religion (London: Athlone Press, 1963)

Which just goes to show that when strange things happen, sometimes it is the fault of the data, rather than the style, although I cannot see why a bit of cunning string handling and slicing could not sort this issue.


Tuesday, 18 March 2014

Synchronizing Endnote Desktop and Endnote Web

As Endnote Web (or Endnote Online, or Endnote Basic, or whatever it is being called this week) is evolving fairly rapidly, it is probably time to have another look at linking your endnote desktop and Endnote Web libraries.

This is done from Endnote desktop, from Edit | Preferences | Sync.


You will need to enter your Endnote Web credentials (set up from the My Endnote Web page. The system will then transfer records between your Endnote libraries (the one on your desktop and the one in Endnote Web) and keep them both up to date.


Be warned. The first time this is done it can be slow, however.

Tuesday, 3 December 2013

Bibliographic Reference Manager Wars

It seems to me that competition is heating up between the different reference managers that are available. I am seeing more people using Zotero and Mendeley, although Endnote is still the weapon of choice for most people. However, the other two products are free, at least if you do not need the extra storage space available for a price.

To consider Mendeley first, I confess that I have never got on with it very well. The interface into Word has been cleaned up significantly and it does work, but except for Science Direct I have not been very successful in capturing online papers and other references, for example from JSTOR. Perhaps it is just me.

The other thing which people do object to with Mendeley is that, in April 2013, it was brought by Elsevier, the publishers. Firstly, the question that springs to mind is “why?” According to this article, it is to gain access to the data flows of all the article sharing and groups and so on that the social media side of the product produces. That, of course, is modern business for you, but you might object to your data being used in this way.

The downside of the sharing ability is, of course, the potential breach in copyright. Indeed, the article referred to above notes that Elsevier were one of the protagonists in trying to stop PDF sharing, so that every researcher had to buy their own copy from the publisher. The pros and cons of this are, of course, arguable, but breaching copyright is actually illegal.

Next up is Zotero, which has improved radically over the last few years (i.e. since I last looked). The desktop version works nicely and (once I found the tools) the integration into Word seems fine (the tools are on the Word ‘Add-ins’ menu, but not named as Zotero, at least on my installation. Again, Zotero offers some social networking ability, although I confess I have not explored it as yet.

Finally, we come to the stalwart package of the field, Endnote. This is costly (at least in comparison to the others) and proprietary, although this does not mean that you are committed to using Endnote for evermore, as some people seem to think. All of these packages are interoperable, to a greater or lesser extent, although, annoyingly, some struggle to transfer attached PDFs (I’m still looking into it). Endnote is probably the most powerful, in that if the exact reference style you need is not available, you can modify one, which is not, so far as I can tell, available in either Zotero or Mendeley, at least without a great deal of blood, sweat, and XML.

Of course, with power and flexibility comes complexity, and Endnote is probably the most difficult of the packages to come to terms with. It also has an online version, which is developing rapidly (and rather confusingly) at present, but does not have social networking ability (at least, as yet).

So, there you, you pays your money (or not) and you takes your choice. As I mentioned, Mendeley would not do the things I wanted it to, and so I can’t recommend it. Zotero and Endnote seem to be converging to similar sorts of solutions, so far as I can tell.

Anyway, don’t take my work for it. A useful comparison can be found here: http://blogs.lse.ac.uk/impactofsocialsciences/2012/11/23/harries-referencing-tools/


Tuesday, 27 August 2013

Endnote vs The Rest

There is an interesting post here about using Endnote (or not):

http://thesiswhisperer.com/2013/08/21/endnote-vs-well-everything-else/

together with a lengthy discussion in the comments.

Endnote seems to have a bad reputation for occasionally messing up long documents, leaving a 'references-off-by-one' error, which is referred to int he post and comments.

I have not ever seen this error, so could anyone who does experience it let me know, please? Anecdotal evidence suggests that it happens when a long document scan for citations is cancelled, but I have not managed to reproduce it.

Aside from that, one of the outcomes of the discussion is that choice of reference management software is highly personal.

And finally, I have to add that lots of people do complete their theses happily while using Endnote....

Wednesday, 14 August 2013

Invalid Class String – Update

One of the most popular posts on this blog is the one about the error “Invalid Class String”.

This usually happens when you are running Word as an administrator and Endnote as a user.

Thompson have kindly rearranged their web site, so the link to the FAQ in the original post (http://durhamendnote.blogspot.co.uk/2012/05/invalid-class-string.html) is not incorrect.

The address you now need is this: http://endnote.com/support/faqs/endnote


and scroll down to CWYW 13, and click on ‘Answer’. 

Wednesday, 7 August 2013

Endnote X7.0.1 Windows

No sooner did Endnote X7 appear, than there was a patch.

The patch also uses a new feature of Endnote X7, in that it launches automatically when the update is detected, and installs itself.

The update arrived last week. You can skip it, but the pop-up may well return the next time you open Endnote. In order to avoid it keeping popping up, you need to click on ‘skip this version’. If you use ‘cancel’ it will reappear next time.

You also need administrator rights to install it, so it could become a nuisance for those without such rights (of course, that may be part of the point; updates are good things, in general).

The patch description is:
Improved stability for Synchronisation.
Updates to "Category Bibliography" functionality in CWYW.
Updates to record matching logic for CWYW.
Improved performance for application auto-updating.




Tuesday, 18 June 2013

Prefixes and Suffixes

Sometimes, the plain reference will just not do. Someone asked me recently about a work which was by a set of authors, but had a bit inserted in it by someone else. The plain reference (Smith et al (1991) p. 42) simply would not do, but then nor would (Jones (1991) p. 42), as that is almost equally misleading.

Similarly, you might was to say (see Smith et al (1991) p 55).

How do you handle these issues?

There are two ways you can, in fact, deal with these items. Inevitably, there is a complex way, and a simple way. Unless this sort of thing happens a lot to you, I commend the simple way.

Consider this citation:

(Cuban, 2001)

Suppose I wish to add the word ‘see’ to the beginning of it. If I click on Edit & Manage Citations from the Citations group of the Endnote tab, I get the dialog box:



I can add the text I wish to appear before the citation to the Prefix box:

(see Cuban, 2001)

I need to remember to add the space as well.


Tuesday, 28 May 2013

Endnote X7


For those of you eagerly awaiting the arrival of Endnote X7 I present the following video.

It isn't mine, but from a reliable source, and lasts just over six minutes.

http://www.youtube.com/watch?v=FqvYH0FUXps

Tuesday, 16 April 2013

Changing Temporary Citation Delimiters

I encountered an issue recently with Endnote which had been upgraded (from X4.0.0 to X4.0.2, but I’m not sure the exact details are important).

During the upgrade the temporary citation delimiters had been changed from “{“ to “(“.

A simple, slight change, you would think. What could possibly go wrong?

Well, Endnote, of course, started to throw a bit of a wobbly, putting up the Find Citation box for every parenthetical comment the author had made.

Fortunately, I discovered that this can be fixed in a relatively painless manner. Although I still recommend taking a backup before trying this at home.

You need to start with all the references in a formatted state. This might take some clicking on the Ignore button on the Find dialog when it appears.

Then, click on the little box with an arrow on it in the bottom right of the Bibliography group on the Endnote tab. The Format Bibliography dialog will be shown.



Change the temporary citation delimiters to your required symbol and click OK.

Now, in the document, unformat the citations. They should appear with your new temporary citation delimiter around them.

Then click on Update Bibliography. The extra visits to the Find Reference dialog should be avoided, this time.

Tuesday, 19 March 2013

Converting a Text Bibliography to Endnote

This is a perennial favourite question that I am asked, and there simply is not a good answer: ‘All my references are in a Word document. How can I convert them to Endnote?’

I have found, however, some new (to me, anyway) methods of trying to sort this problem out.

There are some instructions here:


The instructions refer to WizFolio, yet another free (or, in this case, semi-free) online bibliography reference manager, to be found here:



Tuesday, 5 March 2013

Endnote to Latex Transfer

Peter Robejsek very kindly send me an email recently outlining a problem he had, and a solution he came up with, to transfer a Word document with Endnote references to LaTeX using an applescript?

Since at the time I had a fairly large (100+ pages) document already written in Word and wanted to transition to LaTeX I faced the problem of having to replace all the citations. Obviously doing this manually would have been terrible, so I wrote a bit of AppleScript to automatize the whole thing with the help of Excel.

I thought it might be useful for others as well especially given the large number of Mac users these days. So if you would care to publish it on the blog, please do so (if not, that's also fine). The code is not very polished since I had never written any AppleScript before and I am sure the whole strategy could be improved but back when I worked it out I was looking for a quick rather than an elegant solution.

So, here is the description and the script below in plain text. Any comments, please let me know.


This document gives a step by step procedure how to go about exporting a library from Endnote into JabRef and using that to generate BibTex. In the second part (steps 3 & 4) we show how to take an existing word document with Endnote bibliography and replace the references automatically by LaTeX code references. It is assumed that the natbib style is to be used with LaTeX and that the user is on a mac operating system.

1. Endnote
Need to get Endnote Reference Number, Author first name, date and Bibtex key into the same excel spreadsheet
a) start with Endnote. Here create an export output style (e.g. go to the finder, Usr/Applications/Endnote/Styles/BibTeXExport.ens and create copy; Rename to BibTeXExportToJabref.ens or something like that)
b) In Endnote go to Edit->Output Styles->Open Style Manager and select the newly created output style
c) In Endnote apply the new output style to your current library and go to Edit->Output Styles-> edit"new output style"
d) For every entry in the Bibliography.Templates category add another field like "|   `endnotekey = `{Record Number}" as well as a "," after the preceding field entry. The result will look like this:

|   `keywords = `{Keywords},
|   `year = `{Year},
|   `url = `{URL},
|   `endnotekey = `{Record Number}
e) Export this file from endnote as a .txt file using your newly created output style.

2. JabRef
a) add "endnotekey" field: Go to Options-> Set General Fields and type into the line beginning with "general": ";endnotekey"
b) make the field visible in Jabref: Options -> Preferences -> Entry Table Columns -> add field "endnotekey"
c) Autogenerate BibTex keys. The resulting library file will be used with LaTeX
d) also avoid having the url and note fields show up in the bibliography by going to Tools->Set/Clear/Rename Fields and set all fields to " " with overwrite active.
e) create a copy of this library file. When that is done open in JabRef and rename the "endnotekey" field. This is necessary so that its contents can be exported to *.csv. This is done by: Going to Tools -> Set/Clear/Rename Fields and renaming the "endnotekey" field to "note". This will transfer the Endnote Reference Numbers to the field note. Some entries in the database may already have text in "note" however. In this case this needs to be deleted first: Tools -> Set/Clear/Rename Fields-> Clear Fields+overwrite existing values.
f) Export the .bib library as a .csv library

3. Excel
a) import the *.csv library into excel. Delete all columns except for "Identifier" (=Bibtexkey), "Author", "Year" and "note".
b) assuming the fields remaining are in the order as above with one header row, enter the following formula in E2: =LEFT(B2;SEARCH(",";B2;1)-1. This should obtain for us the last name of the first author.
c) Then enter this formula into F2: =CONCATENATE("{";E2;", ";C2;" #";D2;"}"). This will give us the same format as an unformatted Endnote citation. also into G2: =CONCATENATE("{";E2;", ";C2;" #";D2;"@@author-year}") to get the endnote formatted author year style. Also in J, K and L =CONCATENATE("{";E2;", ";C2;" #";D2;";"), =CONCATENATE(E2;", ";C2;" #";D2;";") and =CONCATENATE(E2;", ";C2;" #";D2;"}") to get the cases where there are "mass citations" i.e. more authors in one set of brackets.
d) Enter into H2 the corresponding format for Latex that goes with F2 (i.e. gives author comma date in brackets): =CONCATENATE("\citep{";A2;"}") and into I2 the corresponding format for Author (date): =CONCATENATE("\citet{";A2;"}"). Now fill down cells E to I. Corresponding to the mass citation case enter in M, N and O: =CONCATENATE("\citep{";A2;","), =CONCATENATE(A2;",") and =CONCATENATE(A2;"}") respectively.
e) then take these cells and paste special (value) them to columns P-Y, make note of the number of rows. (Note: In case you notice any weird symbols e.g. ÅŸ gets translated as Yue or something of the sort, you need to search and replace these before doing step e) in order to be sure that no citations get left behind)

4. Word
a) Go to Tools-> Endnote X5 -> Convert to unformatted citations. Select the entire text you want to get your endnote citations replaced in (cmd+a).
b) run this applescript where the to value should get replaced by the number of rows from 3.e)
repeat with theIncrementValue from 1 to 345
    repeat with theIncrementValue from 1 to 345
      tell application "Microsoft Excel"
       set rg1 to "P" & theIncrementValue
       set rg2 to "Q" & theIncrementValue
           set rg3 to "T" & theIncrementValue
       set rg4 to "V" & theIncrementValue
         set rg5 to "U" & theIncrementValue
       set EndForm1 to value of range rg1 as string
       set EndForm2 to value of range rg2 as string
         set EndForm3 to value of range rg3 as string
       set EndForm4 to value of range rg4 as string
            set EndForm5 to value of range rg5 as string
   end tell
   tell application "Microsoft Excel"
            set rg6 to "R" & theIncrementValue
       set rg7 to "S" & theIncrementValue
            set rg8 to "W" & theIncrementValue
       set rg9 to "Y" & theIncrementValue
            set rg10 to "X" & theIncrementValue
            set TexForm1 to value of range rg6 as string
       set TexForm2 to value of range rg7 as string
         set TexForm3 to value of range rg8 as string
       set TexForm4 to value of range rg9 as string
            set TexForm5 to value of range rg10 as string
  end tell
   tell application "Microsoft Word"
       set findRange to find object of selection
            tell findRange
                  execute find find text EndForm1 replace with TexForm1 replace replace all
                  execute find find text EndForm2 replace with TexForm2 replace replace all
                  execute find find text EndForm3 replace with TexForm3 replace replace all
                  execute find find text EndForm4 replace with TexForm4 replace replace all
                  execute find find text EndForm5 replace with TexForm5 replace replace all
            end tell
   end tell
end repeat

Please note: The above procedure does not account for names that are of agencies (European Banking Authority etc.) however the vast majority of quotations should be easily taken care of in this way.) Feel free to improve on the approach as desired.

Applying these steps worked well for me at the time of writing. However I can give nor warranty explicit or implied that the approach is fault free. The only application took place on MacOS X 10.6.8. Always back up important files before manipulating them!


 

Tuesday, 5 February 2013

Mac Os X 10.8.2 Update


As Mac users may know, there have been issues with Os X 10.8.2 and Endnote not getting on with each other. The new Os release has seemingly made Endnote freeze from time to time.

There is now a new release of Endnote X6 for Macs (X6.0.2), which is supposed to cure the problem.

As this is a Mac specific problem, there is no corresponding Windows update, so the latest version for Windows remains X6.0.1.


Tuesday, 15 January 2013

Citing more than one article in the text and prefixing the last article with 'and'


"I want to be able to cite 3 articles in the text with commas between the first two and "and" between the 2nd and last. As for example (Smith et al, 2002, Jones, 1999 and Bloggs, 1986). How can I do this?"

Firstly, you need to set up the multiple citation separators to use commas; by default this usually uses semi-colons.

Multiple citation separator control is at the bottom of the Citations Template area. Insert a comma, and remember to add a space afterwards.


To add the “and” before the last cited item is more difficult. There is a way to do this but it has to been to done to each citation when they have been created in Word. It cannot be done through the output style on EndNote.

In Word make sure the cursor is in the required citation.

From the toolbar choose Edit citations (or right click with the mouse).

An edit box will appear with all three citations displayed.

Click on the last citation and then click in the prefix box.

Type 'and' then a space.

Click on OK. This will allow the word to appear before the last citation. Unfortunately the comma appears as well, but at least this does allow the and to be added manually, as desired.

Tuesday, 25 December 2012

Mac OsX 10.8.2 Freezing Issue


There is a known issue with OSX 10.8.2 that will cause Cite While You Write to either freeze while formatting or give you a -1712 (time out error). While a bit technical, this is what is currently “known” about the problem:
  • The problem is specific to the OS X 10.8.2 update specifically, not EndNote or Word.
  • The problem is directly related to the use of the AESendMessage/AESend functions used with typeApplicationBundleID or typeApplSignature for the target type.
  • Using typeKernelProcessID for the target type still works. However EndNote uses the bundle signature.
  • Killing the appleeventsd daemon fixes the problem temporarily (Antonin Hildebrand discovered this fact). This can also be done by logging out then logging back in.
Note: We recommend those experiencing this issue should contact Apple directly. This can help prioritize the effort. Here is the link to contact Apple:http://www.apple.com/feedback/macosx.html
 
To kill the appleeventsd process directly please do the following:
  1. If EndNote or Word are stuck, restart both applications.
  2. Go to Applications : Utilities.
  3. Run the Activity Monitor found there.
  4. Set the "Show" option at the top of the window to All Processes (not My Processes which is default). 
  5. Click the column header "Process Name" to sort alpabetically.
  6. Highlight the appleeventsd process.
  7. Click the “Quit Process” button.
  8. Try using EndNote or Word now.
[Reproduced from the endnote.com knowledge base:

Tuesday, 18 December 2012

EndNote: Direct Export with Safari or Internet Explorer for the Mac

There are known problems using Direct Export with Internet Explorer and current Safari browsers on a Mac OSX system. In most cases, instead of importing directly into EndNote, it will instead save a file onto the desktop. This is due to the way these browsers handle MIME types; they interfere with the ability to directly export from certain websites into EndNote.

Try accessing the website and exporting using a Mozilla based browser instead (see http://www.firefox.com/). Mozilla based browsers like Firefox allow you to specify how to handle the data when you initiate a direct export, permitting you to select the EndNote application.

[Reproduced from the endnote.com Endnote FAQ pages]

Tuesday, 11 December 2012

Mac Deployment of Connection Files.

Recently, I have run across some problems for people using Macs with Endnote. Unfortunately, I do not have a Mac with Endnote to play with, but I have managed to find some information. The next few posts will give some solutions (hopefully) to some of these issues.

Firstly, Endnote does not by default deploy all its connection, style and filter files. This means that, for example, the connection to Durham U is not available in default deployment of Endnote.

The method to deploy all the files is below. For PCs there is an earlier post on this blog describing how to deploy all the files.

EndNote X3 and later have the ability to modify the installation to include additional content files. While this article focuses on Connection Files, it is of note that similar steps can be used to add Styles and Filters as well. 

On Mac OS: 
  1.      Start EndNote to go to the "EndNote" menu and choose "Customizer."
  2.     To install ALL Connection Files, place a check next to "Connections." Alternately, you can expand the Connections drop down and check only the Information Provider of interest to you.
  3.      Click Next twice until the changes are complete. Click Done to close the window.


Tuesday, 2 October 2012

Notes and Research Notes



I am sure many, if not most of you have experienced the following scenario:

You are reading a book or a paper. It is very, very useful, and you start frantically scribbling notes, underlining sentences, marking paragraphs, reading bits out to your friends, colleagues and anyone passing who you think might listen.

You get to the end of the document, and you have several pages of notes. The question then arises: what do you do with them?

Classically, of course, you would attach them to the document with a staple or paper clip, and place the original document and your notes reverently in a filing cabinet draw, so you could find it all again.

These days, of course, we store the document in Endnote as an attachment, and so putting notes in alongside seems to be impossible.

There are, however, a couple of things you can do to keep your notes alongside the original, in a form which is easy to retrieve.

Firstly, you can type your notes up in a word processor, and attach that file to the Endnote record. You can, in fact, attach up to (I believe) 44 different files to a record, which is a lot of notes. So your file attachments to a given record in Endnote can include the work itself and several sets of notes that you might have taken at different times.

Alternatively, if your notes are not too long, you can use either the ‘Notes’ or the ‘Research Notes’ field in the record. Both can store up to 64,000 characters, which is reckoned to be about 16 pages of text. While this may not be as flexible as a Word document, it does have the advantage of being immediately visible in the record when you open it.

If you have downloaded the record from a library or database, it is possible that the Notes field will already be populated by some information, such as the size of the book and the number of pages. In general, you can remove this without fear of suddenly requiring that information (who needs to know how big the book is, after all?).



Tuesday, 28 August 2012

Endnote X6 Has Arrived


Endnote X6 has arrived on my desktop. I confess, I was not expecting very much additional functionality from it (it was flagged by Adept, at least, as more of a tidy up than a redesign).

What it does have, however, is a redesigned user interface, presumably to make it more Windows 7 in style.



As you can see, the preview pane that used to be at the bottom of the window has gone, replaced by a tabbed pane on the right which shows the selected reference, its preview in a bibliography and the PDF attachment (if any).

The search screen is now hidden and can be reached from the show search button on the icons menu.

The rest of the user interface seems to be fairly familiar, but there are two new features which might be useful.

The first is a button to mark items as read or unread. Imports into the library are automatically marked as unread so consistent use of this feature might help you to stop building up mountains of unread texts in your library.

The second is a rating system, based around the inevitable stars. I would guess that this might be useful if you are sharing a library with other people, or just for your own reflection on whether the paper was good or bad. However, I think that it might be less useful than the read/unread marker.

Tuesday, 21 August 2012

12xxxx Connection Errors


A recent puzzle was a sudden failure of Endnote to connect to Web of Science directly.

The software used to connect quite happily, but had suddenly stopped doing so, giving an error in the 12000 range, along with a connection error message.

The usual cause of this is a change in your machines internet security options; a quick check for this is to turn off your machine’s firewall software and see if Endnote will then connect.


Tuesday, 10 July 2012

Multiple Authors in the Author Field


One thing I have noticed that catches people out is entering multiple authors into the author field.

If you create a new reference (References | New Reference on the menu), you can enter the authors into the Author field. It is natural to do this in a continuous fashion:


Unfortunately, this does not render properly in the output, as can be seen from the preview pane:


The solution to this is to split the separate authors onto separate lines in the author field.


This now outputs correctly:

  
The same is also true of the Editor field.