EndNote

Getting Started

Adding to and managing your library

Writing with EndNote

EndNote Online

Types of EndNote Online Accounts

The way you create your EndNote Online account determines the features you can access.

If you create your account via the:

• EndNote Online website, you will only have access to the free version of EndNote Online, called EndNote Basic, with limited features, whereas if you create your account via:
• Web of Science you get access to more storage space and features.

If you sync your EndNote Online library with EndNote desktop, you will get access to the full version of EndNote Online which includes unlimited storage space.

See the table below for details:

Access EndNote Online via Web of Science

You can access EndNote Online via  Web of Science, which is accessible via the A-Z ejournals and databases link on the Library Homepage:

For example, in Web of Science, select:  Products > EndNote from the menu at the top of the database homepage:

Getting references into EndNote Online

There are a few ways to get references into EndNote Online:

• Adding references manually
• Searching the library catalogue through EndNote Online
• Direct exports from databases

Adding references manually

To add a new reference:

1. New Reference + icon
   
2. Select Create manually
   
3. Select the appropriate type from the Reference Type drop-down menu.

   

4. Enter information about the item in the appropriate fields.
5. Click the Save button.

Direct exports of references from databases

You can directly export references from many databases into EndNote Online.

Look for options such as Save to EndNote online:

OR Direct Export to EndNote Web:

Import references

To get references from those databases into your EndNote Online library, you will have to import them:

1. Search a database.
2. Mark/save the records you wish to put in your EndNote Online library.
3. Select a file format, such as 'RIS' or 'EndNote' (see the EndNote Online help for the format to select for specific databases).
4. Save the file to your computer.
5. Go to EndNote Online.
6. Click on the New Reference icon and choose Import from file
   
7. Select the file you saved to your computer (note the supported file types).
8. Click the Import button.

More information on getting references from other databases into EndNote Online

Organise your references into groups

EndNote Online allows you to organise your references into groups.

This makes it easy to share them with colleagues.

To create a group:

1. Go to My Groups and click on the + icon to add a new group
2. Select Create New Group
   
3. Enter a name in the text box provided.
4. Click Create.

Cite while you write plug-in

Before you can insert in-text citations or footnotes into your Microsoft Word documents you will need to ensure you have the EndNote Cite While You Write plugin installed.

If you use EndNote Desktop and EndNote Online:

If you are using EndNote desktop, DO NOT download and install the Cite While you Write plugin as it will already have been installed when you installed EndNote desktop.

You simply need to select the EndNote Web option in the toolbar in Microsoft Word:

1. Go to Microsoft Word
2. Go to the EndNote toolbar
3. Select 'Preferences' and the 'Cite While You Write Preferences' dialog box will open.
4. Select the 'Application' tab.
5. Select the option: EndNote Online or EndNote Web.
6. Make sure your email address and password for EndNote Online are correct.
7. Click the 'OK' button.
8. The EndNote tab in Word should then change to the 'EndNote Web' or 'EndNote Online' tab.

If you are ONLY using EndNote Online:

Download and install the Cite While You Write Plug-in for Microsoft Word

Before you get started: turn Instant Formatting off

If you are working on a large document, it is a good idea to turn instant formatting off in Word before you start inserting citations, as this feature can be slow if you insert many citations:

1. Open Microsoft Word.
2. Select the EndNote tab.
3. Select Preferences.
4. Untick the checkbox: Enable Instant Formatting on new Word documents and click the OK button.

Inserting In-text citations in MSWord

To insert a citation into a Microsoft Word document:

1. In Microsoft Word, go to the EndNote tab.
2. Click the Insert Citation button.
3. Enter some search terms and hit the return key on your keyboard, or click the Find button.
4. Select the reference(s) you wish to use.
5. Click the Insert button.

Insert footnotes

You need to use Microsoft Word to insert the footnote and then insert a citation:

1. In Microsoft Word, select the References tab.
2. Click the Insert Footnote button.
3. Use the instructions above for inserting in-text citations.

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