PocketCites for Windows™
Wooden Brain Concepts
 
woodenbrain@kagi.com
http://beam.to/woodenbrain
Windows version by Jon Trinder
pcw@ninelocks.co.uk

How to use PocketCites for Windows with EndNote

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Transferring records from EndNote 3.0 to JFile

You first need to export your bibliography from your bibliographic software.

  1. Select the "PocketCites" export style from EndNote's Styles menu.
  2. Select a number of records in your EndNote library and chose "Show Selected Records." Now select "Export" and export these records as text. Save the file in the "Import and Export" folder of the PocketCites folder.
Hint: It may be helpful to create a shortcut to the PocketCites folder within the EndNote folder because EndNote import and export options default to that folder. Alternately, you may choose to create an import and export folder directly in the EndNote directory.

In EndNote 4.0:

If you are using EndNote 4.0, the same principles apply as above, but are accomplished somewhat differently.

  1. Add "PocketCites (for EndNote 4) to your favorite Output Styles in the Style Manager.

  2. (File Menu->Output Syles->Open Style manager). If you are unclear about how to do this, consult the EndNote 4 documentation.
  3. Select the "PocketCites (for EndNote 4)" style in the Output Styles sub-menu.

  4. Follow step 2 of the EndNote 3.0 section.


To convert a file exported in EndNote to JFile, simply click the EndNote to JFile button, select the file, and the conversion will begin. A dialog will appear that shows conversion progress. The resulting JFile database is placed in the "Install" folder you specified in Settings. If you've set this folder as your Palm Install folder and have correctly set the HotSync ID, the database will be installed automatically on your next HotSync. The database will be called <en-FileName> in JFile.

To convert a PocketCites JFile database to a file that you can import in EndNote, simply click the JFile to EndNote button and select the file. PocketCites will default to the location of the "Palm databases" you've specified in Settings. Normally you would want to set this to your Palm Backup folder. When you've selected a .pdb database file, the conversion will begin. A dialog will appear that shows conversion progress. PocketCites will place a file that you can import in EndNote called <EN-FileName.tsv> in the "Import and Export" folder.  See how to import into your bibliographic software.



Settings:

Truncating fields and converting line feeds:

Due to JFile limitations and  oddities in the bibliographic packages, some problems could be encountered if your  fields are too long or they contain line feeds. One of the chief functions of PocketCites is to remove line feeds and truncate fields to lengths that JFile can handle. PocketCites will automatically replace line feeds in your import file with "…"

PocketCites will also limit your fields to the length you specify. Since JFile Pro fields are limited to 4K, the maximum field lengths default to 3990. You may set them lower if you wish.

Other Settings:
PocketCites will appear slightly differantly depending on which bibliographic mode you have selected from the Mode menu.

PocketCites for Windows allows you to choose which fields to send to JFile, to define pop-up menus, and to set column widths. Choose fields by checking their corresponding boxes. The field names vary depending upon which bibliographic software you are using.

Set pop-up menu and column width preferences by right-clicking on the field names and selecting Properties.

Note that several fields default to pop-up fields the exact ones depend upon which bibliographic software you have selected.

Be very careful changing the Reference Type pop-up value list, because they must exactly match your bibliographic softwares reference types. Editing the Reference Type pop-up values is possible but not recommended.


Entering New Records in PocketCites in JFile:
 
 

Try entering some new records into JFile. In general you enter records as you would in any JFile database. Here are a few things to keep in mind however:

  1. Multiple authors should each be separated by a semicolon (";").
  2. Use the pop-up list for Reference Type, or if you enter your own, make sure it is defined in EndNote.
  3. Title 2 (Secondary Title) is used for the titles of Journals, Magazines, Newspapers, or Books (in the case of books sections) depending on the Reference Type. (See field names used in PocketCites and EndNote.)
  4. Editor is used for Editors in Book Section, Edited Book, and Conference Proceedings reference types. (This field is mapped to Secondary Author on import/export.)

Importing Records from JFile to EndNote:

To get the records you've created in JFile and converted with PocketCites into EndNote, simply import the EN-*.tsv file in EndNote:

Note for EndNote 4 users: The import dialog adds a "Text Translation" option. You should select "No Translation" as well as the options above.

Wooden Brain Concepts also recommends that you both import and export records via a different library than your default library. This way you can avoid unwanted mistakes, unexpectedly truncated fields, etc.



Limitations: Go back to Main documentation