NCSU: EndNote Beginner’s

EndNote Fundamentals EndNote is a reference organizer Build a library of references Cite references in Word, OpenOffice Writer, or Pages and generate bibliographies easily* * output styles are available at endnote.comendnote.com 2

A Workflow Create a library in EndNote Import PDFs Add references to your library Find Full Text Organize references using Groups Use EndNote Web for collaboration 3

Create a library Each library is comprised of a file (.enl) and a folder (.data) 4

Import PDFs Import a PDF or a folder of PDFs Organize references into Custom Group 5

Download references Direct Export Find Duplicates 6

Entering references manually Enter author names correctly! Do not apply bold, italics, underlining, etc. Find Reference Updates 7

Full journal names or journal abbreviations (read Styles FAQ #5) Journals term list Output style 8

Find Full Text Retrieves publicly available full text articles Recognizes your subscriptions to paid full text articles 9

Organize references using Groups Custom Groups Smart Groups Composite Groups 10

EndNote Web Access your EndNote Web account from anywhere in the world at Transfer references between EndNote and EndNote Web Share references with other EndNote Web users Cite references from a shared group Manage your publication lists at ResearcherID 11

What’s New in EndNote X5 Built-in PDF viewer File attachments in EndNote Web Find Reference Updates Duplicates highlighting 12

How Many? Create an unlimited number of libraries No limit to the number of libraries that can be open at one time Unlimited number of references Each record can contain up to 52 fields (e.g., Author, Title, etc.), 8 of which are custom fields. 47 predefined reference types and 3 additional, unused references types Maximum of 500 Groups (Custom, Smart, Composite) in a single library 13

Requirements for EndNote Windows –Windows XP with Service Pack 3, Windows Vista, or Windows 7 –256 MB of RAM –400 MB of free disk space Macintosh –Mac OS X (10.5.x, 10.6.x, 10.7.x) –256 MB of RAM –400 MB of free disk space 14

Word Processor Compatibility Windows –Microsoft Word 2003, 2007, or 2010 –OpenOffice.org Writer 3 –Wolfram Mathematica 8 –Any word processor capable of producing rich text format (RTF) documents Macintosh –Microsoft Word 2008(SP1), 2011 –Apple iWork ‘09 Pages –Any word processor capable of producing rich text format (RTF) documents 15

EndNote learning and support resources endnote.com/demo EndNote Getting Started Guide (inside the EndNote folder) Video tutorials at endnote.com/trainingendnote.com/training EndNote Discussion Forum (in EndNote go to Help>EndNote User Forums) Technical Support is free. Mon-Fri, 6 am to 5 pm Pacific time. Phone: or Contact Us area of our website FAQs: endnote.com/faqsendnote.com/faqs 16

Building an EndNote library