1. ENDNOTE X7.2 (LIBRARY SHARING) JOEY FIGUEROA PRE-SALES SOLUTIONS SPECIALIST SCIENTIFIC & SCHOLARLY RESEARCH, IP & SCIENCE DIVISION

2. 2 AGENDA X7.2 FEATURES LIVE DEMONSTRATION

3. ENDNOTE DISCOVER, ORGANIZE & COLLABORATE Makes your literature search fast and productive Builds an organized research library Collects full-text PDFs and adds your notes and annotations Delivers the famously easy Cite While You Write in Microsoft ® Word Creates perfectly formatted bibliographies, endnotes and in-text citations Loves Mac ® and Windows ® equally Keeps it all synced up – on your desktop, online and on the iPad ® app Search online databases, collect full-text articles and auto-complete your references. Organize and store your research, PDFs, notes and annotations. Then, sync, store, and share with no size limitations. Use the built-in bibliography maker to create and format citations in 5,000+ styles. Share your research with colleagues and team members across departments or across the world.

4. ENDNOTE X7.2 INTRODUCING – LIBRARY SHARING & UNLIMITED STORAGE ONLINE Library Sharing Users can share a library with up to 14 others, for a collaborative team of 15. Once shared, all users will have access to the entirety of its contents: references, attachments, notes, and annotations. Unlimited Storage Users receive unlimited storage – online and for syncing and sharing. (Changed from 5GB) All X7 users get access – once they have updated to X7.2 and activated the desktop

5. ENDNOTE X7.2 INVITATION PROCESS

6. There is a counter to let the user know how many invites they have sent and a list of those invited and whether they’ve accepted or not. Users can invite multiple X7.2 users at a time by by entering their email addresses. This email address does not have to match the invited users’ EN online account email. For those who’ve been invited but have not accepted, the sharer can send out a reminder invite. Invites can be removed whether or not they’ve accepted. For those who’ve been invited but have not accepted, the sharer can send out a reminder invite. Invites can be removed whether or not they’ve accepted. Users can invite up to 14 others to join the shared library. All members who accept will have read write access to the full library, and be able to add and editing references, file attachments and notes. Users can invite up to 14 others to join the shared library. All members who accept will have read write access to the full library, and be able to add and editing references, file attachments and notes. A personalized message can be added. ENDNOTE X7.2 EXTENDING INVITATIONS

7. Once invite is sent from the desktop, invitee receives an email where they can accept by logging in with their EndNote online credentials ENDNOTE X7.2 INVITATION ACCEPTANCE

8. ENDNOTE X7.2: Invitation Process Premium vs. Non-Premium User Identified Premium X7.2 UserNon-Premium X7.2 User

9. 9 LIVE DEMONSTRATION

10. ENDNOTE X7.2 FAQ’s & ANSWERS Whom can I share my library with? Anyone who has EndNote X7, no matter where they are located. EndNote library sharing is not restricted to people within the same firewall or organization. How many libraries can I share? You can share one library from your Mac or Windows desktop. The library that you share will also be the library that you can access online at my.endnote.com or on your iPad using the EndNote for iPad app. There is no limit to the number of libraries that can be shared with you by others. Can I access a shared library from anywhere? If you are the one who shared the library, you have access to this library on your desktop, online, or on your iPad. If you have been invited to access someone else’s library, you can only access this library from your desktop. How do I share my library with someone? Just go to File > Share and enter the email addresses of people to share with (up to 14 total, plus yourself). If you haven’t set up your EndNote account, you will be prompted to do this first. Since sharing relies on our sync services, all users accessing the library must have an EndNote online account connected with their desktop version of EndNote X7. What if I no longer want to share my library? You can easily control access to your library from your desktop version of EndNote X7. Add or remove individual access by going to File > Share.

11. EXPERT TRAINING & SUPPORT ENDNOTE X7.2 OVERVIEW: http://youtu.be/ZJ1DpcEeTLw http://youtu.be/ZJ1DpcEeTLw Library Sharing Guide Instructions SUPPORT MATERIALS TRAINING VIDEO ENDNOTE ONLINE DETAILS: www.endnote.com/library-sharingwww.endnote.com/library-sharing

12. THANK YOU… JOEY FIGUEROA PRE-SALES SOLUTIONS SPECIALIST SCIENTIFIC & SCHOLARLY RESEARCH, IP & SCIENCE DIVISION

13. 13 INTERNAL SLIDES

14. ENDNOTE X7.2 WHY LIMITED TO 15 COLLABORATORS Multi-User EndNote Sales Average Number Authors on Scientific Literature in Web of Science Market Research on Group Collaboration within Academic & Corporate Sectors

15. ENDNOTE X7.2 COPYRIGHT/LICENSING Question: Does sharing of a library of references along with full-text violate copyright laws? Answer: The content being shared within a library is through invitation to specified people, thus preventing inadvertent public distribution. Prior to uploading any materials to the shared library, end-users should ensure that they have obtained permission of the copyright owner (if applicable) and that they have reviewed the End-User License Agreement. Thomson Reuters takes copyright infringement seriously and is acted upon quickly. If a copyright holder reports that there has been an accidental or purposeful sharing of material that a user does not hold the rights to. Any account found to be in violation will have their sharing capabilities disabled.

16. Competitive Positioning EndNote X7.2 vs. RefWorks

17. Competitive Positioning EndNote X7.2 vs. Mendeley Team

18. Competitive Positioning EndNote X7.2 vs. Zotero