EndNote
EndNote X8 Research Smarter.Quick Reference Guide for WindowsDon’t forget to downloadthe iPad App
What can you do with EndNote? Create a customized library of all your references. Insert those references in Word, Apache OpenOfficeWriter (only compatible with Windows), and EndNote willautomatically create citations and a bibliography matchingthe requirements of your selected journal or style manual—and it has over 6,000 bibliographic styles to choose from! Attach PDFs, sound files, videos, or any other kind of file toyour references—up to 45 files per reference! 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. Sync your EndNote references and groups across multiplecomputers, share references with others, track who hasmade changes to references in shared libraries and whenthey were made, and access your references from almostanywhere with any Internet browser by logging into yourEndNote online account at my.endnote.com. And much, much more!Track ActivityView a history of the changes madeby your shared library colleagues viaan activity feed.Insert citationsShare your libraryBring citationsand referencesdirectly intoMicrosoft Word.Collaborate with up to 100other X7 and X8 users.Search easilyAccessthousands ofonline resourceswithin EndNote.Organize yourreferencesCreate groups anddrag and drop yourreferences into them,or create automaticsmart groups and letEndNote take care ofthis for you.Sync your librarySync across desktop, online, and iPad .View and annotate your pdfsAdd sticky notes to your PDFs and search for themlater. Use the built-in email functionality to quickly sharea reference and its fi le attachments with others.Quick Reference Guide for Windows – EndNote2
Get started in 5 steps.1 Create your EndNote LibraryCreate and saveGo to File New. Save your library in yourDocuments folder.2 Import your PDFsCreate Groups for PDFs AutomaticallyMark both these boxes and EndNote willautomatically create custom groups forsubfolders when a folder of PDFs is imported.Import pdfsIf you already have PDFs of full-text articles on your computer, you can start byimporting them into your EndNote library. With your library open, go to File Import toimport one PDF or a folder of PDFs.3 Import references from.Import referencesMany online databases give you the abilityto export references to your EndNote library.Look for the option to save, export, or send toEndNote. The EndNote option might also belabeled as “RIS.”Quick Reference Guide for Windows – EndNote3
4 Organize your references into GroupsCreate a groupGo to Groups Create Group. This creates agroup with a folder icon on the left. Give yourgroup a name. Drag and drop references fromyour library into this group. The same referencecan appear in multiple groups and is notduplicated when you do this.Create a smart groupGo to Groups Create Smart Group.Defi ne a search parameter and givethis group a name. Click on the Createbutton. A Smart Group automaticallyshows references that match that search.This group will also instantly update asyou add more references to your librarythat match that original search.Combined groupsExplore the relationships between yourexisting groups. Go to Groups CreateFrom Groups. Pick at least two groupsin the drop-down menu and select yourBoolean operator of choice. Give thisgroup a name, click on the Create button,and a combined group will appear on theleft. This group is also a smart group andwill update as your component groupschange.Quick Reference Guide for Windows – EndNote4
5 Sign 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 be accessed from the other. Although only custom groups will appear online oron the iPad, all groups and group sets will appear on all synced desktop computers.Three ways to access your library:1) EndNote DesktopGet startedWith your library open, selectthe sync button to get started.Sign inSign in with your EndNoteonline account or create anew account. If you alreadyhave a Web of Scienceaccount, use that login toaccess EndNote online andthe accounts cross-referenceeach other.2) EndNote OnlineAccess your libraryAccess your library online andon the iPad app.Quick Reference Guide for Windows – EndNote5
6 Easily share your entire library with your teamManage collaborationYou can remind users who haven’t accepted or removemembers when you’re fi nished working together.Invite colleaguesSelect the Share button to begin invitingyour colleagues to share your library.Track invitationsKeep track of whoyou’ve alreadyinvited and whetherthey’ve acceptedand are a memberor not.PersonalizeinvitationsTo invite otherEndNote users,enter their emailaddresses andadd a personalizedmessage.Invite up to 100 othercollaboratorsYou can invite up to 100 othersto join your shared library. Allmembers you invite have read/write access to your full libraryand can referencadd and edites, fi le attachments, and notes.Quick Reference Guide for Windows – EndNoteJoin 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.6
7 Cite references in WordPowered by patented CITE WHILE YOU WRITE technology.Open a document in wordNow that you have some referencesin your EndNote library, you can startto cite them in your documents.Use the following Cite While YouWrite commands to insert citations,edit citations, and change styles asneeded.Find and insert my referencesPlace 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.Pick a styleUse the style drop-down to pick a stylefrom among your favorite styles orchoose Select Another Style to see abigger list of styles. You can downloadmore styles at endnote.com.Edit and manage citationsUse this command to edit specifi c citations: Change the formatting of your in-text citations. Add a prefi x, suffi x, and/or pages to yourcitations. Remove citations.Quick Reference Guide for Windows – EndNote7
Did you know.?Endnote can find the full-text article for youIf you have access to PubMed LinkOut and/or OpenURL, you can point EndNote to theseresources when you run the Find Full Text feature.In the EndNote preferences, go to the Find Full Textsetting and check the PubMed LinkOut box. Enteryour OpenURL server in the OpenURL Path box.If you have an EZProxy server, put that into theauthenticate with 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 FullText.You can manually enterreferencesYou won’t be able to fi nd everythingonline. To enter a referencemanually, go to References New Reference. This opens anew reference window for you tostart typing (or pasting) into the fields. Here are some guidelines onentering references:1. Set the reference type in thedrop-down menu at the top ofthe record window.2. Enter author names as follows:Smith, John Oscar (Last name, Firstname) Smith, J.O. (Initials separatedby periods) Center for DiseaseControl and Prevention, For multipleauthors, enter each new author on anew line within the Author field.You can view and annotate your pdfsView the PDF attached to your reference in the Reference Panel onthe right or use the Open PDF/Close PDF toggle button to view it infull-screen mode.You 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.You 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 editingthem on the iPad app, or review them in EndNote online.Quick Reference Guide for Windows – EndNote8
Contact salesNeed Help?Email: endnote.sales@thomsonreuters.comWhether you want to get the basicsor fine-tune your skills, ThomsonReuters can help with a varietyof training resources, includingrecorded trainings, live expert-ledWebEx sessions, and downloadablematerials at endnote.com/training.Subscribe to our YouTube channelto receive training video updates atyoutube.com/endnoteTraining.Phone: 1-800-722-1227Science Head OfficesAmericasPhiladelphia: 1 800 336 4474 / 1 215 386 0100Europe, Middle East and AfricaLondon: 44 20 7433 4000Asia PacificSingapore: 65 6775 5088 / Tokyo 81 3 5218 6500For a complete office list al training resourcesAsk the communityOne of the most important benefitsof EndNote is our knowledgeableand committed user base. Follow uson Twitter , like us on Facebook ,or join our user forum accessibleon our online platform at wsGetting Technical HelpSearch our Frequently AskedQuestions Knowledgebase orcontact our expert technicalsupport staff atendnote.com/support.S SR 1005 302Copyright 2016 Clarivate Analytics. All rights reserved.Quick Reference Guide for Windows – EndNote9
Insert those references in Word, Apache OpenOffice Writer (only compatible with Windows), and EndNote will automatically create citations and a bibliography matching the requirements of your selected journal or style manual— a
Whether you use EndNote online through Web of Science , with EndNote desktop, or on its own – you reduce the time you spend . searching, updating, and cleaning your research and formatting documents. Depending on how you access EndNote online, you may see different features and options. ENDNOTE BASIC If you only have access to EndNote online, and not EndNote desktop, you are considered a .
1-1 GETTING STARTED GUIDE - ENDNOTE X6 EndNote — Your Complete Reference Solution! EndNote as an online search tool You can search online bibliographic resources and retrieve references directly into your EndNote library. You can also export references to EndNote from your favorite online resource (see "Direct Export Providers" in EndNote Help). .
The following explains how to insert an endnote on a page. 1. Click in the document at the location where you want to insert your endnote. 2. Click the References tab (See Figure 13). 3. In the References tab, click on Insert Endnote (See Figure 13). Figure 13 - Insert Endnote 4.
Appointment Books 3 years See Industry Standard endnote 5 Attendance Reports-Summary Permanent See Industry Standard endnote 5 Medical Records 8 1/2 years 10 years for Medicare Advantage patients See Medical Records endnote 1 Patients Name Index Permanent Se
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
the footnote in Word and select the Insert Citation, Insert Selected Citation(s) option from the EndNote tab. This process also starts to create a reference list at the end of your document. More on this later! Adding a pinpoint: Citations often need to refer to a specific page or section
About this Getting Started Guide This guide provides a basic overview of installing and using EndNote. It is not a complete user's guide, but rather is intended as a guided tour to show you the highlights of the EndNote program. This guide assumes that you know how to use your Macintosh or Windows operating system and your word processor.
Eastview China Academic Journals (CAJ) Mark references Click Save . may work better if you select complete reference Click on Export Click on the .cgi file at the bottom of page. You may need to select EndNote as the application to open this file type
