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Preparing for Activity Insight: Creating and Curating a Scholarly Profile

This guide is designed for those who would like to create an ORCID, ResearcherID, or Google Scholar profile, especially those who need to track scholarly output in preparation for the Activity Insight implementation.

EndNote

EndNote BannerThese recommendations are specific to curating your own research output using EndNote Online and/or Desktop. For more general usage guidance, visit the EndNote section of our Citation Management Tools Guide or consult EndNote's training and documentation

Decide how you will organize your research output. Perhaps a library (Desktop) or group (Online) named "My Publications" or similar.  Optionally, you can create different groups (Desktop or Online) named "Conference Proceedings," "Journal Articles," etc.

Depending on how many resources you need to add and how those are best accessed, try one of the following methods to get the publications into your library. Many other options are detailed in EndNote's training and documentation.

EndNote Desktop:

  • (Fastest) Drag and drop your publication in PDF format into the EndNote Desktop app.  EndNote will look for a DOI or other index to automatically find the reference information, which will be linked to the PDF you have added.
  • Use EndNote's "Find Full Text" to search databases within the EndNote app.

EndNote Online:

  • Google the title of your publication to find the official journal/publication page, then import to the appropriate folder using the EndNote Capture Reference tool.
  • Search Web of Science for the publication and add directly to EndNote (built into Web of Science database).

Either version:

  • Search your favorite database for your publication and import the reference into EndNote.
  • If you have been using EndNote and have cited any of your own work, you can drag those files into your research folder to make a copy.

Once you have a complete list of publications in your collection in EndNote, it would be best to review all the content before exporting. That reduces the time you spend manually curating resources in Activity Insight.

Activity Insight best handles the following formats using an import from BibTeX, so we recommend focusing on these types of publications when curating your personal library in EndNote:

  • Articles
  • Books
  • Book chapters
  • Conference proceedings
  • Manuals
  • Technical reports
  • Theses/dissertations
  • Unpublished
  • Miscellaneous*

*Miscellaneous will appear as Other in Activity Insight