EndNote X8

Research Smarter.
Dont forget to download
Quick Reference Guide for Windows the iPad App
What can you do with EndNote?
Create a customized library of all your references. Organize your library using groups to categorize references
by project, subject, or anything else you chooseand the
Insert those references in Word, Apache OpenOffice
same reference can be in as many groups as you want.
Writer (only compatible with Windows), and EndNote will
automatically create citations and a bibliography matching Sync your EndNote references and groups across multiple
the requirements of your selected journal or style manual computers, share references with others, track who has
and it has over 6,000 bibliographic styles to choose from! made changes to references in shared libraries and when
they were made, and access your references from almost
Attach PDFs, sound files, videos, or any other kind of file to
anywhere with any Internet browser by logging into your
your referencesup to 45 files per reference!
EndNote online account at my.endnote.com.
Read and annotate attached PDFs.
And much, much more!

Track Activity
View a history of the changes made
by your shared library colleagues via
an activity feed.

Insert citations
Bring citations
Share your library
and references Collaborate with up to 100
directly into other X7 and X8 users.
Microsoft Word.

Search easily
Access
thousands of
online resources
within EndNote.

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

Sync your library

Sync across desktop, online, and iPad.

View and annotate your pdfs

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

Quick Reference Guide for Windows EndNote 2

Get started in 5 steps.
1 Create your EndNote Library

Create and save

Go to File > New. Save your library in your
Documents folder.

2 Import your PDFs

Create Groups for PDFs Automatically

Mark both these boxes and EndNote will
automatically create custom groups for
subfolders when a folder of PDFs is imported.

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

3 Import references from...

Import references
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.

Quick Reference Guide for Windows EndNote 3

 4 Organize your references into Groups

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

Create a smart group

Go to Groups > Create Smart Group.
De ne a search parameter and give
this group a name. Click on the Create
button. A Smart Group automatically
shows references that match that search.
This group will also instantly update as
you add more references to your library
that match that original search.

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

Quick Reference Guide for Windows EndNote 4

 5 Sign up for sync to access your library anywhere...And share
You 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 or
on the iPad, all groups and group sets will appear on all synced desktop computers.

Three ways to access your library:

1) EndNote Desktop

Get started
With your library open, select
the sync button to get started.

Sign in
Sign in with your EndNote
online account or create a
new account. If you already
have a Web of Science
account, use that login to
access EndNote online and
the accounts cross-reference
each other.

2) EndNote Online

Access your library

Access your library online and
on the iPad app.

Quick Reference Guide for Windows EndNote 5

 6 Easily share your entire library with your team

Manage collaboration
You can remind users who havent accepted or remove
members when youre nished working together.

Invite colleagues
Select the Share button to begin inviting
your colleagues to share your library.

Track invitations
Keep track of who
youve already
invited and whether
theyve accepted
and are a member
or not.

Personalize
invitations
To invite other
EndNote users,
enter their email
addresses and
add a personalized
message.

Invite up to 100 other

collaborators
Join other teams
You can invite up to 100 others
You can also have an unlimited
to join your shared library. All
number of libraries shared with
members you invite have read/
you by other EndNote users.
write access to your full library
Once youve accepted their
and can referencadd and edit
invitation, go to File > Open
es, le attachments, and notes.
Shared Library to access them.

Quick Reference Guide for Windows EndNote 6

 7 Cite references in Word
Powered by patented CITE WHILE YOU WRITE technology.

Open a document in word

Now that you have some references
in your EndNote library, you can start
to cite them in your documents.
Use the following Cite While You
Write commands to insert citations,
edit citations, and change styles as
needed.

Find and insert my references

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

Pick a style
Use the style drop-down to pick a style
from among your favorite styles or
choose Select Another Style to see a
bigger list of styles. You can download
more styles at endnote.com.

Edit and manage citations

Use this command to edit speci c citations:
Change the formatting of your in-text citations.
Add a pre x, suf x, and/or pages to your
citations.
Remove citations.

Quick Reference Guide for Windows EndNote 7

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 when you run the Find Full Text feature.
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 wont be able to nd everything
online. To enter a reference
manually, go to References >
New Reference. This opens a
new reference window for you to
start typing (or pasting) into the
elds. 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:
You can view and annotate your pdfs
Smith, John Oscar (Last name, First
name) Smith, J.O. (Initials separated View the PDF attached to your reference in the Reference Panel on
by periods) Center for Disease the right or use the Open PDF/Close PDF toggle button to view it in
Control and Prevention, For multiple full-screen mode.
authors, enter each new author on a You can highlight, underline, strikethrough, and add notes directly
new line within the Author eld. within the PDF Viewer. These annotations are editable by all when
you share your library. When you sync, you can resume editing them
on the iPad app, or review them in EndNote online.

You can highlight, underline, strikethrough, and add notes directly

within the PDF Viewer. These annotations are editable by all when
you share your library. When you sync, you can resume editing
them on the iPad app, or review them in EndNote online.

Quick Reference Guide for Windows EndNote 8

Contact sales Need Help? Ask the community
Phone: 1-800-722-1227 Additional training resources One of the most important benefits
of EndNote is our knowledgeable
Email: [email protected] Whether you want to get the basics
and committed user base. Follow us
or fine-tune your skills, Thomson
on Twitter, like us on Facebook,
Science Head Offices Reuters can help with a variety
or join our user forum accessible
of training resources, including
Americas on our online platform at http://
recorded trainings, live expert-led
Philadelphia: community.thomsonreuters.com/t5/
WebEx sessions, and downloadable
+1 800 336 4474 / +1 215 386 0100 EndNote/ct-p/endnote
materials at endnote.com/training.
Europe, Middle East and Africa Subscribe to our YouTube channel facebook.com/EndNote
London: +44 20 7433 4000 to receive training video updates at twitter.com/EndNoteNews
youtube.com/endnoteTraining.
Asia Pacific
Singapore: Getting Technical Help
+65 6775 5088 / Tokyo +81 3 5218 6500 Search our Frequently Asked
Questions Knowledgebase or
For a complete office list visit: contact our expert technical
ip-science.thomsonreuter.com/contact support staff at
endnote.com/support.

S SR 1005 302
Copyright 2016 Clarivate Analytics. All rights reserved.

Quick Reference Guide for Windows EndNote 9