File Menu

• New Library: Create a new library of references. Enter a new user name and a new library name. If a library with the same name exists, it will be opened and not replaced. All library files have the ‘.lcs’ extension. The user name is not a functional requirement but its use is encouraged, especially since CiteSmart will evolve and the possibility to share databases between users will be added.
• Open >> Open a library: Open an existing library. Enter a user name and library name to open the library.
• Email Library: Select an existing library and email it using your default mail client. Note that this functionality has been tested with the following email clients: Outlook Express / 97 / 2000, Eudora, Incredimail, Mozilla Thunderbird (1.5.0.2), and Novell Groupwise. If this feature does not respond, library files may still be attached to emails.
• Export and Email: Export the entire library or select references into one of four formats: Medline, Refer, RIS, or HTML. The codec with automatically change to match the format chosen. Enter the name of the exported library. The default email client will open to send the library file.
• Export Library: Export the entire library or select references into one of four formats: Medline, Refer, RIS, or HTML. The codec with automatically change to match the format chosen. Enter the name of the exported library. Some data might be lost in this process. Learn more about exporting a CiteSmart Library (i.e. to use with EndNote).
• Import Library: Import an existing library from one of seven formats: Medline, XML From EndNote, Refer, Refer_EndNote, RIS, BibTex, or ISI. The codec with automatically change to match the format chosen. Enter the name of the library to import or enter library text in the box provided. Some data might be lost in this process. Learn more about importing a CiteSmart Library (i.e. from EndNote).
• Print: Print a citation(s). If one or more citations are selected only those will be printed. Otherwise the entire library will be printed.
• Page Setup: Setup the page format.
• Print Preview: Preview your citation(s) to be printed. If one or more citations are selected only those will be printed. Otherwise the entire library will be printed.
• Exit: Quit CiteSmart.

Edit Menu

• Copy: Copy a reference.
• Cut: Cut a reference.
• Paste: Paste a reference.
• Select All: Select all references.
• Preferences: In-depth options to customize CiteSmart. They are detailed below. The following elements are customizable:

  • Table Panel: Adjust the appearance of the references table. Choose which fields to display and their arrangement. The colors of field names and contents are also customizable.
  • Preview Panel: Adjust the appearance of reference previews. Choose which items (Citations / Bibliographic Entry) to display. Choose which fields to display and their arrangement. The colors of field names and contents are also customizable.
  • Printing: Adjust printing format. Choose which items (Citations / Bibliographic Entry) to display. Choose which fields to print and their arrangement.
  • Style Folders : These folders will be searched by CiteSmart to retrieve styles. Note that each time you create a new style, CiteSmart automatically adds (if needed) the folder in which the newly created style is saved.
  • Layout Options: Adjust appearance of the main window. Choose which items (Preview Panel / Toolbar) to display. Choose which toolbar items to display and their arrangement.
  • Working Space: The Working Space function will split the screen in two with MS Word on one half and IE on the other half. This allows to define if MS goes on the left (default), right, top or bottom of the screen.
  • MS Word: Activate/Deactivate automatic handling of the track changes feature of word when CiteSmart interacts with word. It is recommended to let CiteSmart deal with this feature (leave the checkbox checked). This is important in order to avoid some incompatibilities between this feature and CiteSmart. See Track Changes compatibility issues.
  • PDFs : Options to ignore, link or download PDFs when they are freely available for PubMed references. More here...

Library Menu

• Create a Label: Create a new label. The CiteSmart Labeling Tree System will provide a simple yet powerful way to organize libraries. Learn more about the Labeling Tree System.
• Add a New Reference: Manually add a new reference.
  • Insure the correct reference type is selected (‘ARTICLE’ is the default).
  • Insure the author name is properly formatted: Brown, John Ray or John Ray Brown are both acceptable. First and middle names may be abbreviated with initials.
  • Names of different authors must be separated with ‘;’ or by pressing ENTER.
  • Pop-out balloon tips are available to assist with name formatting.
  • No identifier is needed. CiteSmart will automatically add one.

• Edit Selected Reference: Manually edit an existing reference.
• Quick Search: Find a reference within the library.

• Delete Reference: Delete a reference from the library. CiteSmart will ask for confirmation. If you want to bypass this warning, use the key combination Shift+Del.
• Change Fields Order: Opens CiteSmart Preferences to change the appearance of the references table.
• Change Library User: Re-open the current library with another user name. A dialog box opens to show existing users and their labels.
• Merge...: Allows merging operation ('Brut' OR 'Label Exchange'). See Merging Operations with CiteSmart.
• Link Reference to a File: Associate a local file or website URL with a selected reference. This file (or web page) can be viewed later on with the “View Linked File” option from the Library menu. Note that references also contain a ‘URL’ field. For Medline references, this URL field contains the Medline URL where the reference abstract can be read. The URL field can be viewed with the “View URL” option from the Library menu.
• View Linked File: View the associated local file.
• View URL: View the associated website URL. For Medline references, the URL points to the Medline abstract.
• View Medline Related Articles: View Medline curated “Related Articles” for a selected reference.

Toolbox

• Journal Styles Submenu - CiteSmart comes with a powerful style interface to select, modify, and create styles. Learn how to work with styles.
  • Choose: Opens a submenu browser window to choose a CiteSmart style.
  • New Style: Opens a submenu to create a new style file. Both Numbered and Harvard style formats are available.
  • Modify Style: Opens a submenu to modify the currently loaded style.
  • Click to learn more about working with styles.
• Find Reference Submenu - Functions to search references in the library or Medline.
• Other Items
  • Refresh Connection with IE: Connects CiteSmart to the active Internet Explorer (IE) browser and insures the availability of the CiteClick and RefClick options.
  • Refresh Connection with FireFox: similar to "Refresh Connection with IE" for Mozilla FireFox.
  • Refresh Connection with Word Toolbar: Connects CiteSmart to the active Microsoft Word document. Specifically, it connects CiteSmart to the CiteSmart Word Toolbar. This will allow users to search Medline and add citations directly from Word.
    • Click to learn more about the CiteSmart Toolbar for Microsoft Word
  • Start Working Space: Splits the screen in two with Microsoft Word on one half and Internet Explorer on the other half, according the preferences. This configuration allows to be able to "cite on the fly" using the CiteClick feature.

MSWord

• Insert Citation: Will insert the selected citation(s) in the active Word document.
• Update Citations: Will update the citation in the active Word document using the current style. To be used when the current style is changed.
• Edit Citations : This will open a dialog box with a list of citations in the current document. It will allow you to edit one or more citations. Make sure to read these important considerations regarding citation editing.
• Update Bibliographic Index: This will create/update the bibliographic index with the references cited in the active Word document. The style of the bibliographic index is defined in the current style. Note: if the number of references is less than the number of cited references, use 'Repair Citations' before updating the bibliographic index.
• Update and Pre-format all : Combines the two previous function. This will give a preview of the final format of the citations and bibliographic index.
• Finalize: Will create a copy (on the fly) of the document named cs_copy_[document name] and finalize the citations and bibliographic index. This function is very close to the previous one, but here some steps cannot be undone, mainly when using a harvard style, the resolution of duplicates is definitive and must be the very last step. For instance when two different articles would be cited as Jones et al, 2005, after finalization the results would be Jones et al, 2005a and Jones et al, 2005b (with corresponding changes in the index).
• Repair Citations: At times, it is possible that some information hidden in the document and used by CiteSmart may be altered or affected (various users/various Word versions etc...) This may result in an incomplete index, with less references than the number of references cited in the document. In that case, this function should resolve the problem and should be called before updating the index, ore pre-formatting/finalizing the document. This function should be hardly needed.

View Menu

Straight-Forward: options to show/hide each components and dock/undock all components.