EndNote X9 for Happy

Writing
Collect, manage and write!

Dju-Lyn CHNG
Solution Consultant (Southeast Asia)
dju-lyn.chng@clarivate.com

Feb 2019
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First things first

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Creating a library

• ONE library is all you need

• Always save it on a local drive
– No flash drive, SkyDrive, Google Drive, Dropbox, etc

• Synchronize with EndNote web account

– Share library with 100 other users

• www.endnote.com
– Public training schedule, training videos
– EndNote styles

• http://clarivate.libguides.com/endnote_training
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EndNote comes in different usage modes

The default offline mode Combined mode

Online search mode

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How to collect references?

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Different sources of References (PDFs)

• Drag and drop from PDFs

Drag and drop any PDF file from

your desktop here
(Works only if PDFs contains DOI)
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Different sources of References (PDFs)

• Automatic importation your PDF files

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Different sources of References (Google Scholar)

• Google Scholar (Default)

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Different sources of References (Google Scholar)

• Google Scholar (Default)

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Different sources of References (Google Scholar)

• Google Scholar
– Settings->Bibliography manager->Show links to import into
EndNote
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Different sources of References (Google Scholar)

• Google Scholar (Direct Import into EndNote)

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Different sources of References (PubMed)

• https://www.ncbi.nlm.nih.gov/pubmed/
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Different sources of References (Publisher)

• Many publishers provide direct download of references

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Managing References
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Manage and organize your references

• Create/edit references
• Group Set, Groups, Smart groups, Groups from Groups
– Groups are not like folders. The same reference can be in different
groups
• Find duplicates
– References-> Find Duplicates
• Find full text
– Edit->Preferences->Find Full Text
– Need login credentials to access library's subscriptions (ezproxy,
OpenAthens, etc)
– Doesn’t always work due to publishers’ restrictions
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Manage and organize your references - 2

• Synchronize EndNote desktop with EndNote Web

– Need an EndNote web account, which is the same as your WoS
account
– or Tool->Sync
• Attach files to references in EndNote
– PDF files are the most common but you may also attach other file
types
– Attachments, including any notes made, will also be synchronized
with EndNote web
– Unlimited storage
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Sharing your library

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Share your groups with 100 other users

• Share your groups with

• Allows collaboration

• You can determine Read

Only or Read & Write
permissions

• Up to 100 users
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Determine the
Impact of your References
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With a Web of Science subscription you can now determine the citation impact of
your references
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Use Manuscript Matcher to

Find Suitable Journals
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What if you could….?

Find a list of high impact journals suitable for your

manuscript?

See journal information (Impact Factor) of the list of

suitable journals?

See papers in high impact journals similar to your

manuscript?

With Manuscript Matcher

now you can!
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EndNote Manuscript Matcher

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EndNote Manuscript Matcher

References will be
automatically
inserted.
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EndNote Manuscript Matcher

List of up to 10 journals recommended

JCR category, rank

and quartile
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Writing with EndNote

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Manage and organize your references

• Insert citations, change styles, etc

– Some styles require journal abbreviation. EndNote “learns” the
abbreviation using “Term Lists”
– In EndNote, Tools->Open Term List->Journal Term List
• Export references from a word document
– Export to EndNote

• Changes in EndNote created text cannot be edited in Word

– Any error in the references need to changed in EndNote
– Right click->Edit citation in Word OR Edit reference in EndNote

• Convert EndNote References to Plain Text

– Convert Citations and Bibliography->Convert to Plain Text
– Save before you do it! You CANNOT undo this!
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How to have references for

each chapter (or section) of your
document?
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Why do you need to have references at the end of each chapter?

• By default, EndNote will place all the references at the end

of the document.

• In a long document (such as a thesis), it is often more

convenient for references to be placed at the end of each
chapter for easier reading.
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Steps for creating separate reference list for each section/chapter of document

• Insert citations, change styles, etc

• From the EndNote Library: modify the style

• Go to Edit -->Output Styles --> Open Style Manager and

choose the style you are using. For example, “Numbered”

• Click Edit and then click Sections from the lefthand

panel when the style window opens. This allows you to
create multiple reference list for a single Word document

• Check “Create a bibliography for each section”

• Save the style under a new name , such as “Numbered by

Chapters”
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