EndNote X7 Quick Reference Guide

QUICK REFERENCE GUIDETHE MOST POWERFUL TOOL FORMANAGING YOUR RESEARCHEndNote enables you to move seamlessly through your research process withflexible tools for searching, organizing and sharing your research, creating yourbibliography and writing your paper.

QUICK REFERENCE CARD - ENDNOTEWHAT CAN YOU DO WITH ENDNOTE? Create a customized library of all your references.Insert those references in Word, Apache OpenOffice Writer(only compatible with Windows), or Wolfram Mathematica8 and EndNote will automatically create citations and abibliography matching the requirements of your selectedjournal or style manual—and it has over 5,000 bibliographicstyles to choose from!Attach PDFs, sound files, videos, or any other kind of file toyour references—up to 45 files per record! Read and annotate attached PDFs.Organize your library using groups to categorize referencesby project, subject, or anything else you choose—and thesame reference can be in as many groups as you want.Synchronize your EndNote references, custom groups, andgroup sets across multiple computers, share references withothers, and access your references from almost anywherewith any Internet browser by logging into your EndNoteaccount online at my.endnote.comAnd much, much more!BUILD YOUR LIBRARY OF REFERENCESImport your PDFs, download references from online databases or manually enter yourreferences. Have EndNote find the full text article for you or manually attach the PDFyourself. Mark your references with a Read/Unread tag and apply ratings to help youidentify the more important references.ORGANIZE YOURREFERENCESCreate groups anddrag and drop yourreferences into them. Orcreate automatic smartgroups and let EndNotetake care of this for you.YOUR REFERENCESIN THE CLOUDHave EndNote on multiplecomputers? Create anEndNote account onlineand sync your references towherever you have EndNote.Share your references withcolleagues quickly.2VIEW AND ANNOTATE YOUR PDFS. EDITYOUR REFERENCES.Add sticky notes to your PDFs and searchfor them later. Use the built-in emailfunctionality to quickly share a reference andits file attachments with others.

QUICK REFERENCE CARD - ENDNOTEGET STARTED IN 5 STEPS.1: CREATE YOUR LIBRARYFrom the Getting Started window click on the“Create a new library” button. Or go to the Filemenu New Library.Save your library in your Documents folder.2: IMPORT YOUR PDFSIf you already have PDFs of fulltext articles on your computer, youcan start by importing them intoyour EndNote library. With yourlibrary open go to File Importto import one PDF or a folder ofPDFs, or set a folder for autoimport of PDFs in the preferences.3

QUICK REFERENCE CARD - ENDNOTE3: DOWNLOAD REFERENCES INTO YOUR LIBRARYMany online databases give you the ability to export references to your EndNote library. Look for the optionto save, export, or send to EndNote. The EndNote option might also be labeled as “RIS.”4: ORGANIZE YOURREFERENCES INTO GROUPSGROUPS: Go to Groups Create Group. This creates a groupwith a folder icon on the left. Give your group a name. Dragand drop references from your library into this group. Thesame reference can appear in multiple groups and is notduplicated when you do this.SMART GROUPS: Go to Groups Create Smart Group. Definea search parameter and give this group a name. Click onthe Create button. A Smart Group will automatically showreferences that match that search. This group will also instantlyupdate as you add more references to your library that matchthat original search.COMBINED GROUPS: Explore the relationships betweenyour existing Groups. Go to Groups Create From Groups.Pick at least two groups in the drop-down menu and selectyour Boolean operator of choice. Give this group a name,click on the Create button, and a Combined Group willappear on the left. This group is also a smart group and willupdate as your component groups change.4

QUICK REFERENCE CARD - ENDNOTE5: CITE REFERENCES IN WORDPowered by patented CITE WHILE YOU WRITE technologyNow that you have some references in yourEndNote library, you can start to cite themin your documents.OPEN A DOCUMENT IN WORD and use thefollowing Cite While You Write commandsto insert citations, edit citations, andchange styles as needed:FIND & INSERT MY REFERENCES:Place the cursor in your documentwhere you would like a citation toappear. Use this command to searchfor a reference in your EndNotelibrary and insert it into your paper.STYLE: Use the style dropdownto pick a style from among yourfavorite styles, or choose SelectAnother Style to see a bigger list ofstyles. More styles are available fordownload at endnote.comEDIT AND MANAGE CITATIONS:Use this command to edit specific citations:Change the formattingof your in-text citations.Add a prefix, suffix, and/orpages to your in-text citations.Remove Citations.5

QUICK REFERENCE CARD - ENDNOTESYNC YOUR REFERENCES, CUSTOM GROUPS, AND GROUP SETSYou can automatically sync your desktop and web references,attachments, and custom groups, so one can be accessed from the other.EndNote onlineEndNote on desktop6

QUICK REFERENCE CARD - ENDNOTEDID YOU KNOW.?ENDNOTE CAN FIND THE FULL TEXT ARTICLE FOR YOU.If you have access to PubMed LinkOut and/or OpenURL,you can point EndNote to these resources when you run theFind Full Text feature. In the EndNote preferences go to theFind Full Text setting and check the PubMed LinkOut box.Enter your OpenURL server in the OpenURL Path box. Ifyou have an EZProxy server, put that into the Authenticatewith box.To run Find Full Text, select one reference or multiplereferences in your library. Then use the Find Full Textbutton in the toolbar or go to References Find Full Text.YOU CAN MANUALLY ENTER REFERENCES.You won’t be able to find everything online. To enter areference manually, go to References New Reference.This will open a new reference window for you to starttyping (or pasting) into the fields. Here are some guidelineson 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 authoron a new line within the Author field.Share a referenceand its fileattachmentsAdd annotationsthat are searchablein EndNote.YOU CAN VIEW AND ANNOTATE YOUR PDFSView the PDF attached to your reference in the Reference Panel on the right, or usethe Open PDF/Close PDF toggle button to view it in full screen mode.7

QUICK REFERENCE CARD - ENDNOTENEED HELP?ADDITIONAL TRAININGWhether you want to get the basics or fine tune your skills, Thomson Reuters can help witha variety of targeted training opportunities which include recorded trainings, live expert-ledWebEx sessions and downloadable materials at endnote.com/trainingGETTING TECHNICAL HELPSearch our Frequently Asked Questions Knowledgebase or contact our expert technicalsupport staff at endnote.com/support/One of the most important benefits of EndNote is our knowledgeable and committed user base.Follow us on Twitter, Like us on Facebook or join our customer forum to ask questions andget feedback from our millions of users around the world.http://community.thomsonreuters.com/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 4589 3100For a complete office list visit:ip-science.thomsonreuter.com/contactS SR 1203 038Copyright 2013 Thomson Reuters. All rights reserved.

Insert those references in Word, Apache OpenOffice Writer (only compatible with Windows), or Wolfram Mathematica 8 and EndNote will automatically create citations and a bibliography matching the requirements of your selected journal or style manual—and it has over 5,000 bibliographic styles to choose from!