Product overview of the bibliographic software EndNote and the recent update X7.2

2. Today’s Agenda
• EndNote in 2014: Overview and Roadmap
• Development to Date this Year
• X7.2 Product Overview
• Marketing & Sales Support
• Q & A

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7. 2014 EndNote
Development to
Date

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11. Customer Benefits
 Networking: Access to global pool of
colleagues and experts
 Brand Building: Opportunities to build
personal brand and reputation
 Knowledge Sharing: Safe and controlled
environment for sharing professional
experiences
 Better Collaboration: Infrastructure for
professional collaboration
 Increased Productivity: Access to
productivity-enhancing information and tools

12. PRODUCT OVERVIEW
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13. 13
EndNote X7.2: Releasing in the Fall

14. EndNote X7.2: Listening to your demands
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"Thanks [for the iPad app]!...the 5GB space for Endnote online is a major
limitation for some researchers like me who may have accumulated reference
libraries far more than that...I'd like to ask if it's possible to get more space for my
Endnote online account?”
“I want to know if you will offer additional EndNote online storage beyond 5 gigs
for a fee, or if you might boost the premium version capacity at some point. I
think I will exceed 5 GBs with my current EN desktop library contents.”
“I have an EN library with 200,000 references
in it. I’d never heard of ENW, and am excited
to learn because of the amount of travel I and
my team does. But, when I saw the 5 GB
limit, I knew it wouldn’t work for us with the
size of our database.
Can I pay more to accommodate the larger
library?”

15. What is “X7.2”?
X7.2 is an update the EndNote X7. While it brings significant
enhancements, it is not considered a new version or upgrade.
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

16. Overview of X7.2 functionality
When I Share My Library, I can:
Sync one library from within the Mac/ Win desktop (current functionality)
Share this library with up to to 14 other X7.2 users for a working group of 15
Access and edit the library I’ve shared to others on my iPad, online, or another
desktop client
Invite other X7.2 users to access this library based on email address
Un-invite a user from my shared library if I change my mind
Have unlimited storage associated with the shared library
Share my library and have unlimited number of libraries shared to me by other
X7.2 users
Add, edit, delete references, attachments and annotations within the library I’ve
shared to others
Send and receive the changes to the library I shared via sync
If others have shared their library to me, I can:
Accept the invitation online
Access all of these libraries from within the desktop
Add, edit, delete contents of the library shared to me
Send and receive the changes to the libraries shared to me via sync

17. Preeti,
Research Assistant/
PhD Student
TYPES OF PROJECTS:
As RA/ TA:
•Creating or participating in
library with Professor; sharing
research relevant to classes
and to help with creating
syllabus
•Collaborate on publications or
projects with other RA/ PhD’s
from the same and external
institutions
• As PhD Student:
•Writing thesis manuscript;
Creating associated
bibliography
Kevin,
Principal Investigator/
Teaching Faculty
TYPES OF PROJECTS:
As PI:
•Manuscripts for journal
submissions
•Grant applications
As Faculty:
• Syllabi
• Course reading; list of
references
George,
Senior Scientist/
Lab Manager
TYPES OF PROJECTS:
As Senior Scientist:
Maintains a library with
relevant and recent research
that he shares with his
assistant(s) for them to
maintain
May publish, citing references
from that primary library
As Lab Manager:
Has libraries shared to him by
members of the team he
manages
Marissa,
e-Resources Librarian
TYPES OF PROJECTS:
•In support of or collaboration
with institution’s faculty
members:
E.g.. During systematic
review process for Medicine
EndNote X7.2:
Primary Persona Output Using Shared Libraries

18. X7.2: Invitation Process
Initiating Library Sharing

20. X7.2: Invitation Process
Once invite is sent from the desktop
1. The invitee receives an email.
2. The invitee can accept by logging
in with their EndNote online
credentials or by creating a new
account.
2.
1.

21. X7.2: Invitation Process
Once a user has accepted and logged in,
they are identified as either an X7.2 user or not
Premium X7.2 User Non-Premium X7.2 User

22. X7.2: Invitation Process
Once the Invitation has been accepted…
Sharer can see the status of
all invites and invite more
Sharee can navigate to
File Open Shared Library
to begin working

23. Why 15?
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As far as arriving at a shared library size of 15 users,
multiple data sources were taken into account.
They included the following:
• EndNote multi-user sales
• The average number of authors in scientific journal
articles from Web of Science
• Market research studies on group collaboration and
sizes gathered from corporate and academic
customers

24. A.
We have spent an extensive amount of time ensuring that X7.2 allows users to share entire
EndNote libraries while also being mindful of copyright laws.
We want to allow users the ability to share the content they have the the legal rights to.
Thomson Reuters takes copyright infringement seriously and we want to be able to act
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.
So, we have done two things:
1)Require users to accept a new EULA when they download or update to X7.2. This new
EULA states that by accepting, the user understands they are allowed to share only what they
have the legal rights to.
2)Set a process in place where, if a user has been reported for being in violation of copyright,
they will be contacted. If they fail to remove the item, we will turn off their ability to share.
When their sharing is turned off, they will be presented with an in app message on the steps
they can take to contact us and remedy the situation. Once the item has been removed, we
can easily reinstate their ability to share their library.
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See http://thomsonreuters.com/copyright/ for more information
Q.
What about copyright and licensing issues?

25. COMPETITIVE ANALYSIS &
POSITIONING
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26. Competitive Positioning
EndNote X7.2 vs. RefWorks

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

28. Competitive Positioning
EndNote X7.2 vs. Zotero

29. MOVING FROM REFERENCE
MANAGER TO ENDNOTE
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30. Features EndNote Reference Manager
Where
EndNote
Offers More
than RefMan
Integrated in MS Word Cite While You Write
Yes; only Microsoft Word® 2003, 2007,
2010; no MS word 2013
One-click Find full text Yes No
Exporting from online database providers 700+ 430+
Operating System Mac OS X & Win Windows only
Create Smart Groups for instant sorting Yes No
Unicode compliant Yes No
Create a list of "favorite" styles Yes No
Create Custom Groups Yes Use keywords or multiple databases
Sharing References
Share library through the desktop;
share groups via EndNote online Multi User access in network
# of citation styles 5,000+ predefined; create your own 1,300+ predefined; create your own
Max # of fields 56 37
Max # of Reference Types 48 35
Neutral or
the Same
Format bibliographies Yes Yes
Online database searching Yes Yes
Custom options to add additional
database providers Yes Yes
Installation required Software Software
File Attachment Storage Unlimited Unlimited
Reference Storage Unlimited Unlimited
Spell Check Yes Yes
Moving Reference Manager Customers
to EndNote X7.2

31. How EndNote Offers More Than Reference Manager
• EndNote is Unicode compliant, meaning it can support a number of languages, such as Asian
languages, that RefMan cannot
• EndNote is available on Mac, Windows, online and has its own iPad app; RefMan is on Windows
only
• Because RefMan is Windows desktop only, it does not have any of the power or flexibility of
EndNote online nor the iPad app, such as:
 Capture references bookmarklet/web importer of EndNote online
 Shared groups of EndNote online
 Find references, manage and organize your library and annotate full text
articles on the go with the iPad app
• EndNote is compatible with the latest operating systems, including Windows 8; RefMan is not
• EndNote has more citation styles than RefMan
• EndNote has more connection file options than RefMan does, allowing users to collect from a
greater number of resources on either the desktop, or online
• EndNote allows a user to Find Full Text for their references, where RefMan requires a manual
attachment process
• EndNote has a built-in PDF viewer for attached files, RefMan can only attach files
• Not only does EndNote have a built in PDF viewer, but a user can annotate and add notes to
their full text attachments, and save them to their library
• EndNote has one-click Find Reference Update, RefMan does not

32. How EndNote X7.2 with Shared Libraries Offers More Than
Reference Manager
• EndNote X7.2 allows users to share their library with up to 14 other Endnote users
anywhere; for colleagues in another office location, they are not restricted to only
sharing within a firewall
• EndNote X7.2 lets users build a shared research library together as fast as
possible by:
 Pulling in references from more sources through more
connection file offerings
 Automating the process of finding journal articles by using Find
Full Text
 Cleaning up their library by initiating Find Duplicates to remove
redundant references
 Automate the process and save time with Find Reference
Updates

33. How does X7.2 compare overall?
More Robust
Tools
• Patented technology for accurate, simple to create bibliographies
• Customizable reference types and styles for complex multi-layer
projects
• Time saving automation features like find full text and reference updater.
• In app DB searching for faster discovery and collection
More Flexible
Sharing
• Organized, functional sharing allowing all users to contribute and co-
create – references, attachments, notes and annotations.
• Users can share across institutions and geographies; as long as the
other users have X7. No institutional license needed.
• Sharing is a part of EndNote, not an incremental fee or additional
service.
Cross Platform
& Unlimited
Storage
• Access via desktop, web, or iPad allow users flexibility when they work.
• Powerful Mac and Windows clients allow users to work offline; instant
syncing connects and updates their work when they are back online.
• Unlimited storage at no incremental cost allows even the most
seasoned researcher to have their library entire library with them where
ever they are.

34. MARKETING & SALES
SUPPORT
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35. New look and feel for EndNote marketing
endnote.com/library-sharing

36. New look and feel for EndNote marketing
New application icon
across Mac/Win, online,
and iPad
Feature related
marketing graphics
Consistency across
digital comms channels

37. Tools & Resources
Available Now:
• Pre-launch landing page
• New application icons
• New marketing related
feature icons
• New email templates
• Redesigned endnote.com
website
• Redesigned refman.com
website
• Updated marketing
factsheet and brochures
• Updated training materials
and QRCs