SSR1203038POD - EndNote

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QUICK REFERENCE GUIDE THE MOST EFFECTIVE TOOL FORMANAGING YOUR RESEARCHve seamlessly through yourEndNote enables you to moveresearch process with flexible tools for searching, organizing,and sharing your research, creating your bibliography,and writing your paper.FOR WINDOWS

QUICK REFERENCE GUIDE – ENDNOTEWhat you can do with EndNote Create a customized library of all your references. Insert those references in Microsoft Word, Wolfram Mathematica 8, or Apple Pages, and EndNote will automaticallycreate citations and a bibliography matching the requirements of your selected journal or style manual; it hasover 6,000 bibliographic styles from which to choose. Attach PDFs, sound files, videos, or any other kind of file to your references – up to 45 files per record. Read and annotate attached PDFs. Organize your library using groups to categorize references by project, subject, or anything else you choose;the same reference can be in as many groups as you want. Sync your EndNote references and groups across multiple computers, share references with others, and accessyour references from almost anywhere with any Internet browser by logging into your EndNote online accountat my.endnote.com. And much, much more!SEARCH EASILYAccess thousands of onlineresources within EndNote.INSERT CITATIONSBring citations and referencesdirectly into Microsoft Word.SHARE YOUR LIBRARYCollaborate with otherEndNote X7 users.ORGANIZE YOURREFERENCESCreate groups and dragand drop your referencesinto them, or createautomatic smart groupsand let EndNote takecare of this for you.SYNC YOUR LIBRARYSync across desktop,online, and iPad .2VIEW AND ANNOTATE YOUR PDFSAdd sticky notes to your PDFs and searchfor them later. Use the built-in emailfunctionality to quickly share a referenceand its file attachments with others.

QUICK REFERENCE GUIDE – ENDNOTEGet started in 7 easy steps1CREATE YOUR ENDNOTE LIBRARYCREATE AND SAVEGo to File New. Save your libraryin your Documents folder.2IMPORT YOUR PDFSIMPORT PDFSIf you already have PDFs of full-text articles on yourcomputer, you can start by importing them into yourEndNote library. With your library open, go to File Import to import one PDF or a folder of PDFs.3IMPORT REFERENCES FROM .IMPORT REFERENCESMany online databases give youthe ability to export referencesto your EndNote library. Lookfor the option to save, export, orsend to EndNote. The EndNoteoption might also be labeledas “RIS.”3

QUICK REFERENCE GUIDE – ENDNOTE4ORGANIZE YOUR REFERENCES INTO GROUPSCREATE A GROUPGo to Groups CreateGroup. This creates a groupwith a folder icon on the left.Give your group a name.Drag and drop referencesfrom your library into thisgroup. The same referencecan appear in multiplegroups and is not duplicatedwhen you do this.CREATE A SMART GROUPGo to Groups CreateSmart Group. Define asearch parameter and givethis group a name. Click onthe Create button. A SmartGroup automatically showsreferences that match thatsearch. This group will alsoinstantly update as you addmore references to yourlibrary that match thatoriginal search.COMBINED GROUPSExplore the relationshipsbetween your existing groups.Go to Groups Create FromGroups. Pick at least two groupsin the drop-down menu andselect your Boolean operator ofchoice. Give this group a name,click on the Create button, anda combined group will appearon the left. This group is also asmart group and will update asyour component groups change.4

QUICK REFERENCE GUIDE – ENDNOTE5SIGN UP FOR SYNC TO ACCESS YOUR LIBRARY ANYWHERE . AND SHAREYou can automatically sync your desktop, online, and iPad libraries so that all the references, attachments, and annotations in one can beaccessed from the other. Although only custom groups will appear online or on the iPad, all groups and group sets will appear on all synceddesktop computers.Three ways to access your library:1) EndNote DesktopGET STARTEDWith your library open,select the sync buttonto get started.SIGN INSign in with your EndNoteonline account or createa new account.2) EndNote Online3) EndNote iPad AppACCESS YOUR LIBRARYAccess your library onlineand on the iPad app.5

QUICK REFERENCE GUIDE – ENDNOTE6EASILY SHARE YOUR ENTIRE LIBRARY WITH YOUR TEAMINVITE COLLEAGUESSelect the Share button tobegin inviting your colleaguesto share your library.TRACK INVITESKeep track of who you’vealready invited andwhether they’ve acceptedand are a member or not.PERSONALIZEINVITATIONSTo invite other EndNoteusers, enter their emailaddresses and add apersonalized message.INVITE UP TO 14 OTHER COLLABORATORSYou can invite up to 14 others to join your sharedlibrary. All members you invite have read/writeaccess to your full library and can add and editreferences, file attachments, and notes.Learn more at endnote.com/library-sharing6JOIN OTHER TEAMSYou can also have an unlimitednumber of libraries shared withyou by other EndNote users.Once you’ve accepted theirinvitation, go to File OpenShared Library to access them.MANAGE COLLABORATIONYou can remind users who haven’taccepted or remove members whenyou’re finished working together.

QUICK REFERENCE GUIDE – ENDNOTE7CITE REFERENCES IN WORDPowered by patented CITE WHILE YOU WRITE technology.OPEN A DOCUMENTIN WORDNow that you have somereferences in your EndNotelibrary, you can start to citethem in your documents.Use the following Cite WhileYou Write commands toinsert citations, edit citations,and change styles as needed.FIND AND INSERTMY REFERENCESPlace the cursor in yourdocument where you wouldlike a citation to appear. Usethis command to search fora reference in your EndNotelibrary and insert it intoyour paper.PICK A STYLEUse the style drop-downto pick a style from amongyour favorite styles or chooseSelect Another Style to seea bigger list of styles. You candownload more styles atendnote.com.EDIT AND MANAGE CITATIONSUse this command to edit specific citations: Change the formatting of your in-text citations. Add a prefix, suffix, and/or pages to your citations. Remove citations.7

QUICK REFERENCE GUIDE – ENDNOTEDID YOU KNOW . ?ENDNOTE CAN FIND THE FULL-TEXT ARTICLE FOR YOUIf you have access to PubMed LinkOut and/or OpenURL, you canpoint EndNote to these resources when you run the Find Full Textfeature. In the EndNote preferences, go to the Find Full Text settingand check the PubMed LinkOut box. Enter your OpenURL server inthe OpenURL Path box. If you have an EZProxy server, put that intothe authenticate with box.To run Find Full Text, select one reference or multiple referencesin your library. Then use the Find Full Text button in the toolbaror go to References Find Full Text.YOU CAN MANUALLY ENTER REFERENCESYou won’t be able to find everything online. To enter a referencemanually, go to References New Reference. This opens a newreference window for you to start typing (or pasting) into the fields.Here are some guidelines on entering references:1. Set the reference type in the drop-downmenu at the top of the record window.2. Enter author names as follows:Smith, John Oscar (Last name, First name)Smith, J.O. (Initials separated by periods)Center for Disease Control and Prevention,(Add a comma at the end of corporate names)For multiple authors, enter each new author on a new line withinthe Author field.YOU CAN VIEW AND ANNOTATE YOUR PDFSView the PDF attached to your reference in the Reference Panelon the right or use the Open PDF/Close PDF toggle button to viewit in full-screen mode.NEED HELP?ADDITIONAL TRAINING RESOURCESWhether you want to get the basics or fine-tune your skills, ThomsonReuters can help with a variety of targeted training opportunities thatinclude recorded trainings, live expert-led WebEx sessions, anddownloadable materials at endnote.com/training.Subscribe to our YouTube channel to receive training video updatesat youtube.com/user/EndNoteTraining.GET TECHNICAL HELPSearch our Frequently Asked Questions Knowledgebase or contactour expert technical support staff at endnote.com/support.Science Head OfficesAmericasPhiladelphia 1 800 336 4474 1 215 386 0100Europe, Middle East and AfricaLondon 44 20 7433 4000Asia PacificSingaporeTokyo 65 6775 5088 81 3 5218 6500For a complete office list visit:ip-science.thomsonreuters.com/contactS SR 1203 038iPad is a trademark of Apple Inc., registered in the U.S. and other countries. 2015 Thomson Reuters 1008265/2-15You can highlight, underline, strikethrough, and add notes directlywithin the PDF Viewer. These annotations are editable by all whenyou share your library. When you sync, you can resume editing themon the iPad app, or review them in EndNote online.ASK THE COMMUNITYOne of the most important benefits of EndNote is our knowledgeableand committed user base. Follow us on Twitter , like us on Facebook , orjoin our user forum accessible on our online platform at NoteNewsmy.endnote.com/connectnowCONTACT SALESPhone: 1-800-722-1227Email: endnote.sales@thomsonreuters.com

2 What you can do with EndNote Create a customized library of all your references. Insert those references in Microsoft Word, Wolfram Mathematica 8, or Apple Pages, and EndNote will automatically create citations and a bibliography matching the requ

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