Quick Reference Guide for Windows

Don’t forget to download the iPad App

 Quick Reference Guide for Windows
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
• Insert those references in Word and EndNote
else you choose—and the same reference
will automatically create citations and a
can be in as many groups as you want.
bibliography matching the requirements of your
selected journal or style manual— and it has over • Sync your EndNote references and groups across
6,000 bibliographic styles to choose from! multiple computers, share references with others,
track who has made changes to references in
• Attach PDFs, sound files, videos, or any other kind of
shared libraries and when they were made, and
file to your references—up to 45 files per reference!
access your references from almost anywhere
• Read and annotate attached PDFs. with any Internet browser by logging into your
EndNote online account at my.endnote.com
• And much, much more!

Track Activity
Share your library View a history of
Insert citations
Collaborate with up to the changes made
Bring citations and 100 other EndNote users. by your shared
references directly library colleagues
into Microsoft Word. via an activity feed.
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

View and annotate your PDFs
Sync across desktop, online, and iPad®.
Add sticky notes to your PDFs and search for them
later. Use the built-in email functionality to quickly
share a reference and its file attachments with others.
Get started with these steps
Create your EndNote library

Create and save

Go to File→New. Save your library in your Documents
folder. Never save EndNote libraries in cloud-
syncing folders such as Dropbox or OneDrive.

Import references from online databases or your existing folders of PDFs

In online databases...
Look for options to save or download
references to EndNote or in the RIS format.

Import PDFs
Select File→Import→Folder to import
folders and subfolders of PDFs.

Organize your references into groups

Use the Groups menu to organize your library into groups
Group sets: Groups are organized under group sets and
references are organized in groups. A reference can be in as
many groups and group sets as you choose, and will not be
duplicated, just assigned to the category the group represents.
Custom groups: Drag references into a custom
group to add them to the group.
Combination groups: Combination groups combine
references from other groups and will automatically update.
Smart groups: Smart groups are based on
searches and will automatically update.

Sync your desktop library to an EndNote online account and access your references anywhere

Click the Sync button to start

The Sync button will open this window where you can
sign up for an EndNote online account if you don’t have
one, or enter your email address and pass-word if you
have an account. If you already have a Web of Science
or EndNote basic account, use the same logon.
After syncing, you will be able to ac-cess your library
through any browser or in the EndNote iPad app. You will
also be able to share references with other EndNote users.
Share your references with your entire team

See who is sharing your library

You can share your library with up to
100 EndNote X7, X8, or X9 users. You
can see a list of whom it is being shared
with, change their permissions, or
remove them from the list at any time.

Invite colleagues to share your library

Invite colleagues to share your entire
library—and have the choice of giving
them full Read & Write access or
limiting them to Read Only access.

Share EndNote online groups from within your EndNote desktop library

Share custom groups

Share custom groups in your EndNote library
through EndNote online without having to leave
EndNote. Just right-click on a custom group and
select Share Group from the menu. Note that
attachments are not shared when sharing groups.

Library-sharing tools

The Activity Feed

The Activity Feed shows changes made to
the shared library. EndNote X8 or X9 users
sharing the library can see the feed, with the
name of the person who made the change and
a description of the type of change made.

Open a library shared with you

Select Open Shared Library from the File menu
to open a library that has been shared with you.
Create documents with Cite While You Write
When you install EndNote, it will search for your word processor and install the appropriate
Cite While You Write (CWYW) files to let EndNote and your word processor communicate.
On Windows, Cite While You Write is available for Microsoft Word, Apache OpenOffice, and
LibreOffice. With Microsoft Word, you will see the EndNote X9 tools shown below in Word.

Insert Citation Style Instant Formatting

Use the Insert Citation button to Use the Style drop-down menu to Turn Instant Formatting on to have
search for EndNote references choose an EndNote style. It includes a citations instantly formatted, or off
without leaving Word. favorites list for frequently used styles. to insert plain-text placeholders.

Edit & Manage Citation(s) Configure Bibliography Manuscript Matcher

Use the Edit & Manage Citation(s) Use the Configure Bibliography button Use Manuscript Matcher to find
button to add page numbers or to change the font, line spacing, style, journals that may be interested
make other changes to citations. or add a title to the bibliography. in publishing your paper.

Find & Insert My References

The Insert Citation button brings up this
window, where you can choose to search
either your open EndNote libraries or
groups shared with you in EndNote online.
Resources
Contact technical support or search Download the EndNote Guided Tour, a
the EndNote knowledge base at: written tutorial, at: clarivate.libguides.
endnote.com/support com/ld.php?content_id=42326715

Contact the education team at: Download the Little EndNote How-To
clarivate.libwizard.com/contact-training Book, a reference work for common
EndNote tasks, at: clarivate.libguides.
Find more training resources on the
com/ld.php?content_id=42104347
EndNote LibGuide at: clarivate.libguides.
com/endnote_training/home Watch How to Use EndNote in 6 Minutes at:
youtu.be/7e6-6QkcYm0
Register for free EndNote classes at: clarivate.
libguides.com/endnote_training/calendar

Learn more about EndNote Compatibility

Visit: endnote.com For compatibility and system
Contact Sales: +1 800 722 1227 requirements visit endnote.com/
product-details/compatibility/
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