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

Description:

If you use EndNote for Windows and have a Palm, you've probably wished there was a way to either bring specific citations with you to the library on your Palm, or enter citations on your Palm to later upload to EndNote. With PocketCites for Windows, you can do exactly this. PocketCites for Windows is a Windows application which converts files exported from EndNote by ResearchSoft into JFile databases and back again to files which can be imported in EndNote.

Update Notes:

Version 1.3.5 release date August 11, 2001. Adds support for EndNote 5, JFile 5, and provisional support for ProCite and RefMan.

September 11, 2000: Version 1.0.5 released. Minor bug corrections.

September 1, 2000: Version 1.0 release date. Please report any bugs to Jon Trinder.

Download:

Download PocketCites for Windows here.

Index

Requirements

Operation

Install & Setup

Converting Files

Settings

Entering new records in JFile

Importing records from JFile to EndNote

Shareware

Version History

Requirements:

PocketCites for Windows is a stand-alone application which works with EndNote and JFile. It requires:

On the PC:

• EndNote 3.0 or greater (previous versions may also work but are not supported)
• Palm Desktop for Windows

On the Palm:

• JFile v4.0 or greater (formerly JFile Pro)

(Available from Palmgear or directly from Land-J.)

Distribution:

Shareware: $15-30, sliding scale. (see below)

Operation:

PocketCites for Windows is a utility for converting exported EndNote records to JFile databases and JFile databases back to files than can then be imported in EndNote. While not a true conduit, PocketCites provides easy two-way conversion between JFile and EndNote import & export files.

In a nutshell: From EndNote, you use the included PocketCites style to export a file to the "Import and Export" directory. You then use PocketCites to convert that file to a JFile database which can be installed via HotSync. PocketCites databases from JFile can then be converted to a file which you can import into EndNote.

Initial Setup:

To install PocketCites for Windows, follow these instructions.

We will assume that all the required software mentioned above has already been installed.

In Windows:

1. Launch the self-extracting archives, which will create a PocketCites folder in C:\Program Files\
2. The PocketCites folder contains:
   • PocketCites.exe (the application)
   • Jconvpro.exe (a helper application provided by Land-J)
   • EndNote folder containing two export styles for EndNote 3 & 4
   • Register Application
   • This documentation in its own folder
3. Note that two EndNote export styles are located in the EndNote folder. One is for EndNote 3.0 and the other for EndNote 4.0.
4. Copy or Move the appropriate PocketCites export style to the corresponding EndNote styles folder.
   In EndNote 3.0, use C:\Program Files\EndNote\Styles\Export folder. In EndNote 4 use C:\…\EndNote 4\Styles folder.

In EndNote 3.0:

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.

1. Add "PocketCites (for EndNote 4) to your favorite Output Styles in the Style Manager.
   (File Menu->Output Syles->Open Style manager). If you are unclear about how to do this, consult the EndNote 4 documentation.
2. Select the "PocketCites (for EndNote 4)" style in the Output Styles sub-menu.
3. Follow step 2 of the EndNote 3.0 section.

In PocketCites:

1. Launch the PocketCites.exe application. Necessary supporting files and directories, including an Import and Export Folder, will be created within the PocketCites folder.
2. Select the Settings option and set your preferred folders as follows:
   1. EndNote Import/Export: The "Import and Export" folder for files coming from and going to EndNote.
   2. Palm Install: The location of your Palm Install directory (PocketCites for Windows will put .pdb files here)
   3. Incoming Palm Files: the location of your Palm Backup directory (HotSync'ed databases from the Palm are kept here)
3. If you want PocketCites to automatically install databases on your Palm on your next HotSync, set your Palm HotSync ID number. There are two ways to determine your Palm HotSync ID number.
   1. Refer to your Palm device. Enter the following on your Palm:
      1. A shortcut symbol (A fish standing on its tail)
      2. A "." (i.e. two taps in the character or number area)
      3. A "4" in the numeric area.
      4. The palm will then pop-up your HotSync name and number. You may have to do this more than once because it pops up quickly!
   2. Use the RegEdit Utility that comes with Windows (see this sample dialog box):
      1. Install a valid .prc or .pdb file using the Palm desktop Install tool (but do not HotSync)
      2. Launch RegEdit.exe [either in your Start Menu or in C:\Windows]
      3. Browse to this path:
         HKEY_CURRENT_USER\Software\U.S. Robotics\Pilot Desktop\HotSync Manager
         
      4. Look for the Keyname "Install####".
      5. The #### is your HotSync ID number. In the sample, it is 7044.
4. Set other preferences from the main screen. (See Settings section below.) You may change field truncation values and select which fields you wish to appear in JFile by (un)checking the boxes. By right-clicking on the field name, you may change other settings such as pop-up menus and column widths in JFile.

Converting files with PocketCites for Windows:

PocketCites for Windows is quite self-explanatory.

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 <PC-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 <PC-FileName.tsv> in the "Import and Export" folder. (See Importing Records from JFile to EndNote.)

Settings:

Truncating fields and converting line feeds:

Due to JFile limitations and EndNote oddities, some problems could be encountered if your EndNote 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 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. For more information about the field names used in PocketCites and EndNote, refer to this table or see the EndNote manual.

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. These are: Reference Type, Year, Place Published, and Publisher. Be very careful changing the Reference Type pop-up value list, because they must exactly match EndNote's 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 PC-*.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.

Shareware:

This software is offered as Shareware. Although Wooden Brain Concepts would like to distribute it as freeware, considerable effort has been put into this project when both developers should be working on their Ph.D. projects. We would thus very much appreciate some minimal compensation. Jon Trinder agreed to develop a Windows version of PocketCites mainly because of demand from Windows users for a Windows version of what had been only a Mac product.

This is a fully functional version, except that it has a built-in nag screen, and you have to respond to the reminder each time you convert files. Once you have paid, Wooden Brain Concepts will e-mail you a Shareware Code to disable the nag screen. You can access the registration dialog via the About option.

Payment is accepted via Kagi. You can pay on-line using a credit card via a secure server. You can also pay by e-mail using a credit card, or by snail mail using cash or a check. Use the included Register application to generate scrambled text, which includes your payment options and credit card information, to send by e-mail to Kagi.

Various site-license and world-wide license arrangements are also available.

Thank you!

Note: PocketCites for Windows is slightly more expensive than the Mac version because it requires no additional for-fee supporting software, whereas the Mac version relies on several other components.

Disclaimer:

Wooden Brain Concepts cannot be held responsible for any damage this software may do to your data, to your computer, to your sanity, to your appetite, or anything else. Using this software constitutes an agreement to these terms.

Limitations:

1. 10,000 records maximum
2. Record size limited to 32K (per record)
3. JFile data structure is locked. This means that you cannot add/delete/re-order fields in JFile.
4. Exported EndNote citations cannot contain tabs within fields.

Acknowledgments:

Thanks to John Lehett and Land-J for JFile file structure technical information and for permitting the distribution of Jconvpro.exe with PocketCites for Windows.

Troubleshooting & Technical Help:

Technical support will be offered only to registered users directly by the Windows developer, Jon Trinder. General inquires and sales questions should be addressed to woodenbrain@kagi.com.

Version History

v1.0: September 1, 2000

• First release.

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