QUICK REFERENCE GUIDE - Clarivate Analyticswokinfo.com/media/pdf/enx6-win_qrc.pdf · 2017-01-10 ·...

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THE MOST POWERFUL TOOL FOR MANAGING YOUR RESEARCH EndNote enables you to move seamlessly through your research process with flexible tools for searching, organizing and sharing your research, creating your bibliography and writing your paper. QUICK REFERENCE GUIDE

Transcript of QUICK REFERENCE GUIDE - Clarivate Analyticswokinfo.com/media/pdf/enx6-win_qrc.pdf · 2017-01-10 ·...

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THE MOST POWERFUL TOOL FOR MANAGING YOUR RESEARCHEndNote enables you to move seamlessly through your research process with flexible tools for searching, organizing and sharing your research, creating your bibliography and writing your paper.

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QUICK REFERENCE CARD - ENDNOTE

WHAT CAN YOU DO WITH ENDNOTE?

BUILD YOUR LIBRARY OF REFERENCESBUILD YOUR LIBRARY OF REFERENCESBUILD YOUR LIBRARY OF REFERENCES

Import your PDFs, download references from online databases or manually enter your Import your PDFs, download references from online databases or manually enter your Import your PDFs, download references from online databases or manually enter your references. Have EndNote find the full text article for you or manually attach the PDF references. Have EndNote find the full text article for you or manually attach the PDF references. Have EndNote find the full text article for you or manually attach the PDF yourself. Mark your references with a Read/Unread tag and apply ratings to help you yourself. Mark your references with a Read/Unread tag and apply ratings to help you yourself. Mark your references with a Read/Unread tag and apply ratings to help you identify the more important references.identify the more important references.identify the more important references.

ORGANIZE YOUR ORGANIZE YOUR ORGANIZE YOUR REFERENCESREFERENCESREFERENCES

Create folders and drag Create folders and drag Create folders and drag Create folders and drag Create folders and drag Create folders and drag and drop your references and drop your references and drop your references into them. Or create into them. Or create into them. Or create automatic smart groups automatic smart groups automatic smart groups and let EndNote take and let EndNote take and let EndNote take care of this for you.care of this for you.care of this for you.

YOUR REFERENCESYOUR REFERENCESYOUR REFERENCESIN THE CLOUDIN THE CLOUDIN THE CLOUDIN THE CLOUDIN THE CLOUDIN THE CLOUD

Have EndNote on Have EndNote on Have EndNote on multiple computers? multiple computers? multiple computers? Create an EndNote Web Create an EndNote Web Create an EndNote Web account and sync your account and sync your account and sync your references to wherever references to wherever references to wherever you have EndNote. Share you have EndNote. Share you have EndNote. Share your references with your references with your references with colleagues quickly with colleagues quickly with colleagues quickly with EndNote Web.EndNote Web.EndNote Web.

VIEW AND ANNOTATE YOUR PDFS. EDIT VIEW AND ANNOTATE YOUR PDFS. EDIT VIEW AND ANNOTATE YOUR PDFS. EDIT VIEW AND ANNOTATE YOUR PDFS. EDIT VIEW AND ANNOTATE YOUR PDFS. EDIT VIEW AND ANNOTATE YOUR PDFS. EDIT YOUR REFERENCES.YOUR REFERENCES.YOUR REFERENCES.

Add sticky notes to your PDFs and search Add sticky notes to your PDFs and search Add sticky notes to your PDFs and search for them later. Use the built-in email for them later. Use the built-in email for them later. Use the built-in email functionality to quickly share a reference functionality to quickly share a reference functionality to quickly share a reference and its file attachments with others.and its file attachments with others.and its file attachments with others.

• Create a customized library of all your references.• Insert those references in Word, OpenOffice.org Writer

(only compatible with Windows), Wolfram Mathematica 8, or Apple Pages 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!

• 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—and the same reference can be in as many groups as you want.

• Synchronize your EndNote library across multiple computers, share references with others, and access your references from almost anywhere with any Internet browser through EndNote Web.

• And much, much more!

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If you already have PDFs If you already have PDFs If you already have PDFs of full text articles on your of full text articles on your of full text articles on your computer, you can start by computer, you can start by computer, you can start by importing them into your importing them into your importing them into your EndNote EndNote EndNote library. With your library. With your library. With your library open go to File > library open go to File > library open go to File > Import to import one PDF Import to import one PDF Import to import one PDF or a folder of PDFs. or a folder of PDFs. or a folder of PDFs.

QUICK REFERENCE CARD - ENDNOTE

1 : CREATE YOUR LIBRARY

2 : IMPORT YOUR PDFS

GET STARTED IN 5 STEPS.

From the Getting Started window click on From the Getting Started window click on From the Getting Started window click on the “Create a new library” button. Or go to the “Create a new library” button. Or go to the “Create a new library” button. Or go to the File menu > New Library.the File menu > New Library.the File menu > New Library.the File menu > New Library.the File menu > New Library.the File menu > New Library.

Save your library in your Documents folder.Save your library in your Documents folder.Save your library in your Documents folder.

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4 : ORGANIZE YOUR REFERENCES INTO GROUPS

SMART GROUPS:SMART GROUPS:SMART GROUPS: Go to Groups > Create Smart Group. Define Go to Groups > Create Smart Group. Define Go to Groups > Create Smart Group. Define a search parameter and give this group a name. Click on the a search parameter and give this group a name. Click on the a search parameter and give this group a name. Click on the Create button. A Smart Group will appear on the left under Create button. A Smart Group will appear on the left under Create button. A Smart Group will appear on the left under My Groups automatically showing references that match that My Groups automatically showing references that match that My Groups automatically showing references that match that My Groups automatically showing references that match that My Groups automatically showing references that match that My Groups automatically showing references that match that search. This group will also instantly update as you add more search. This group will also instantly update as you add more search. This group will also instantly update as you add more references to your library that match that original search.references to your library that match that original search.references to your library that match that original search.

COMBINED GROUPS:COMBINED GROUPS:COMBINED GROUPS: Explore the relationships between your Explore the relationships between your Explore the relationships between your existing Groups. Go to Groups > Create From Groups. Pick existing Groups. Go to Groups > Create From Groups. Pick existing Groups. Go to Groups > Create From Groups. Pick at least two groups in the drop-down menu and select your at least two groups in the drop-down menu and select your at least two groups in the drop-down menu and select your Boolean operator of choice. Give this group a name, click on Boolean operator of choice. Give this group a name, click on Boolean operator of choice. Give this group a name, click on the Create button, and a Combined Group will appear on the the Create button, and a Combined Group will appear on the the Create button, and a Combined Group will appear on the left under My Groups. This group is also a smart group and will left under My Groups. This group is also a smart group and will left under My Groups. This group is also a smart group and will update as your component groups change.update as your component groups change.update as your component groups change.

GROUPS:GROUPS:GROUPS: Go to Groups > Create Group. This creates a group Go to Groups > Create Group. This creates a group Go to Groups > Create Group. This creates a group with a folder icon on the left under My Groups. Give your group with a folder icon on the left under My Groups. Give your group with a folder icon on the left under My Groups. Give your group a name. Drag and drop references from your library into this a name. Drag and drop references from your library into this a name. Drag and drop references from your library into this group. The same reference can appear in multiple groups and group. The same reference can appear in multiple groups and group. The same reference can appear in multiple groups and is not duplicated when you do this.is not duplicated when you do this.is not duplicated when you do this.

3 : DOWNLOAD REFERENCES INTO YOUR LIBRARYMany online databases give you the ability to export references to your EndNote library. Look for the option to save, Many online databases give you the ability to export references to your EndNote library. Look for the option to save, Many online databases give you the ability to export references to your EndNote library. Look for the option to save, export, or send to EndNote. The EndNote option might also be labeled as “RIS.”export, or send to EndNote. The EndNote option might also be labeled as “RIS.”export, or send to EndNote. The EndNote option might also be labeled as “RIS.”

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Now that you have some references in your Now that you have some references in your Now that you have some references in your EndNote library, you can start to cite them in EndNote library, you can start to cite them in EndNote library, you can start to cite them in your documents. your documents. your documents.

OPEN A DOCUMENT IN WORDOPEN A DOCUMENT IN WORDOPEN A DOCUMENT IN WORD and use the and use the and use the following Cite While You Write commands following Cite While You Write commands following Cite While You Write commands to insert citations, edit citations, and change to insert citations, edit citations, and change to insert citations, edit citations, and change styles as needed:styles as needed:styles as needed:

EDIT AND MANAGE CITATIONS:EDIT AND MANAGE CITATIONS:EDIT AND MANAGE CITATIONS: Use this Use this Use this command to edit specific citations:command to edit specific citations:command to edit specific citations:

1.1.1. Change the formattingChange the formattingChange the formattingof your in-text citations.of your in-text citations.of your in-text citations.

2.2.2. Add a prefix, suffix, and/orAdd a prefix, suffix, and/orAdd a prefix, suffix, and/orpages to your in-text citations.pages to your in-text citations.pages to your in-text citations.

3.3.3. Remove Citations.Remove Citations.Remove Citations.

5 : CITE REFERENCES IN WORD Powered by patented CITE WHILE YOU WRITE™ technology

FIND & INSERT MY REFERENCES:FIND & INSERT MY REFERENCES:FIND & INSERT MY REFERENCES:Place the cursor in your document Place the cursor in your document Place the cursor in your document where you would like a citation to where you would like a citation to where you would like a citation to appear. Use this command to search appear. Use this command to search appear. Use this command to search for a reference in your EndNote library for a reference in your EndNote library for a reference in your EndNote library and insert it into your paper.and insert it into your paper.and insert it into your paper.

STYLE:STYLE:STYLE: Use the style dropdown Use the style dropdown Use the style dropdown to pick a style from among your to pick a style from among your to pick a style from among your favorite styles, or choose Select favorite styles, or choose Select favorite styles, or choose Select Another Style to see a bigger list of Another Style to see a bigger list of Another Style to see a bigger list of styles. More styles are available for styles. More styles are available for styles. More styles are available for download at www.endnote.comdownload at www.endnote.comdownload at www.endnote.com

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YOU CAN SYNCHRONIZE YOUR REFERENCES WITH ENDNOTE WEBSYNC YOUR LIBRARY

You can automatically sync your desktop and web libraries so all the references, attachments, and custom groups in one can be accessed from the other.

EndNote Desktop

EndNote Web

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DID 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 so that when you run the Find Full Text feature, EndNote will use those resources. In the EndNote preferences go to the Find Full Text setting and check the PubMed LinkOut box. Enter your OpenURL server in the OpenURL Path box. If you have an EZProxy server, put that into the Authenticate with box.

To run Find Full Text, select one reference or multiple references in your library. Then use the Find Full Text button 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 a reference manually, go to References > New Reference. This will open a new reference 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-down menu 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 within the Author field.

YOU CAN VIEW AND ANNOTATE YOUR PDFS

View the PDF attached to your reference in the Reference Panel on the right, or use the toggle button to view it in full screen mode.

Share a reference Share a reference Share a reference Share a reference Share a reference Share a reference and its file and its file and its file attachmentsattachmentsattachments

Add annotationsAdd annotationsAdd annotationsthat are searchablethat are searchablethat are searchablein EndNote. in EndNote. in EndNote.

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