This document aims to provide a fairly complete list of new or changed features in version 9 of EndNote.

Most of the development work in EndNote 9 has been directed at correcting outstanding bugs in EndNote 8. Most of the bugs listed in our guide to new features in EndNote 8 have been fixed. There are still some bugs that we know of in version 9.

We are told that performance of processor-intensive tasks will be much faster, and that we should not experience the same delays in sorting, importing, exporting, drag and drop, and in the first appearance of dialog boxes for the Tools and Edit functions and Cite-While-You-Write.

CONTENTS

COMPATIBILITY

Windows

EndNote 9 will run on Windows 2000 and XP.

For word processing, EndNote 9 is compatible with Word 2000, Word XP and Word 2003.

Notes regarding computers with installations of Microsoft Word XP:

• Smart Tags must be enabled to run EndNote's Instant Formatting feature.
• The latest Microsoft Service Update should be installed on your computer.

There do not seem to be any plans to make EndNote 9 compatible with WordPerfect. EndNote 9 can only be used with WordPerfect if documents are saved in Rich Text Format. Use the RTF Document Scan feature in EndNote, but note that, when pasting references into the document, you must use the "Paste without Font/Attributes" function in WordPerfect.

Macintosh

EndNote 9 will run on OS X (10.3.6 - 10.4.x)

For word processing, EndNote 9 is compatible with Word X (10.1.2-10.1.6) and Word 2004.

BACKWARD COMPATIBILITY

EndNote 9 is completely compatible with EndNote 8. Documents and libraries created with EndNote 8 can be used with EndNote 9 without conversion.

Libraries created in EndNote 7 (or earlier versions) will be converted into EndNote 8/9 format when they are first opened. Documents formatted with EndNote 7 (or earlier versions) should preferably be unformatted before use with EndNote 9.

Libraries created in EndNote 9 cannot be used with EndNote 7 or earlier versions. Documents formatted with EndNote 9 cannot be edited or reformatted with EndNote 7 or earlier versions. This could create problems for researchers collaborating on a paper, if they have different versions of EndNote.

Output styles written in EndNote 8 or 9 cannot be used with earlier versions of EndNote. On the EndNote website, there are now two versions of some output styles available for download. The output style with "7" appended to the name is the style to be used with EndNote 7 and earlier versions.

Filters and connection files written in EndNote 8 or 9 can however be used with earlier versions of EndNote (new fields will be ignored).

TRANSFERRING PREFERENCES/MODIFIED REFERENCE TYPES

One of the "new" features is the RefTypeTable.xml file, which allows you to transfer preferences from one computer to another. This was actually introduced in EndNote 8 and is documented in our guide to new features in EndNote 8.

IMPORTING UNICODE VIA CONNECTION FILES

Some connection files can now import references in Unicode and other non-Latin text encodings. The number of such connection files is fairly limited. This is because many library catalogues transliterate non-Roman scripts into the Latin alphabet. They may still use Unicode to represent diacritics which are not available in the basic ASCII character set, but when references are retrieved from the Z39.50 server, they are "downgraded" so that they can be displayed by non-Unicode character sets. Unicode diacritics will either not show, or they will rendered as an asterisk or another special character. As the records are not being sent in Unicode, EndNote cannot import them in Unicode.

However some Z39.50 servers are now able to transmit references in Unicode or another non-Latin text encoding, and in such cases the EndNote connection files may be able to import the references. Here are some examples of connection files supplied with EndNote 9 which will import references in non-Latin scripts: Hokkaido U (Japanese), Okayama U (Japanese and some Chinese), Moscow State U (Russian), Russian State Library (Russian), TEI of Messolonghi (Greek).

The connection files can also cope with a wider range of record syntaxes. This means that EndNote 9 is able to parse catalogue records from many non-English speaking countries. In other words, it can identify the different sections of those catalogue records (Author, Title, Publisher, etc.) and convert them into EndNote references.

The new syntax and text encoding options can be seen by clicking on Edit|Connection Files|New Connection. Click on Connection Settings. At Record Syntax, click on the down arrow to see the available options. Similarly, at Text, click on the arrow to see the text encodings supported.

IMPORTING UNICODE VIA FILTERS

As in previous versions, the filters can only import text files. However they are no longer restricted to files in ASCII text. Text files with other encodings (e.g. Unicode) can now be imported. When using the Import dialog box, go to the Text Translation box and click on the downward arrow to see the available options. The standard Unicode encoding is UTF-8.

REFERENCE TYPES

Reference types are the same as in version 8, except for some changes of name. For example, Electronic Journal has become Electronic Article (and now includes a Volume field).

Some of the output styles supplied with EndNote 9 are configured to format at least some of the new reference types which were introduced in EndNote 8. For example, the APA5th output style is configured to format the Electronic Article, Electronic Book, Government Document and Conference Paper reference types.

REFERENCE FIELDS

The reference fields are the same as in EndNote 8. The Notes, Research Notes, and Abstract fields can each now hold up to about 16 pages of plain text.

CITE WHILE YOU WRITE

We are told that there will no longer be problems when using the Track Changes feature in Microsoft Word.

LINKING TO WEBSITES AND PDF DOCUMENTS

When a URL is stored in the URL field of a reference, or when a path to a PDF document is stored in the Link to PDF field of a reference, there are new commands, Open URL and Open PDF, which can be found under References on the menu bar. These commands will open the relevant webpage or PDF document.

The OpenURL Link command is still used to connect to the full text of an article via the web using a link resolver.

MACINTOSH ENHANCEMENTS

For the Macintosh, EndNote 9 should have improved toolbars for OSX (Tiger) and improved handling of OSX default font settings.

MANUAL

The full user's manual in PDF format is installed with the software, as in previous versions. The printed Guided Tour supplied with the software is an abbreviated version of the full PDF manual. A full printed manual is no longer produced.

KNOWN PROBLEMS IN ENDNOTE 9.0.1

We are aware of the following bugs in EndNote 9.0.1 for Windows:

• When using the Change Text command, it is not possible to find carriage returns using the Ctrl + Enter command.
• There are problems when writing templates for filters and connection files because the normal copy and paste functions do not work and the cursor is not visible when editing connection file templates.
• When editing an output style, any change to the Multiple Citation Separator in the Citation Template will be lost when the changes are saved.