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EndNote Online: Using EndNote Online

What is EndNote Online and Who Should Use It?

EndNote Online is a free, web-based program that stores and organizes citations, and enables you to import citations directly into a Word document.  But to produce papers you must use the correct combination of operating systems, word processors, and browsers.

Recommended configurations are:

Windows (XP, Vista, 7, 8 & 10), MS Word (2003 or later), & I E (version 7 or later) set as your default browser. 

MAC OS X 10.6 or later, MS Word (2008 SP 1 or 2011), & Mozilla Firefox as your default browser.  It will NOT work with Pages

You can use other browsers to collect references, but "direct export" and "cite while you write" may not function properly unless you use the above combinations. 

Step 1: Create an EndNote Online Account

EndNote is a program that stores and organizes citations, and enables you to import citations directly into a Word document. EndNote Online is the web-based version of EndNote and is available for free.

Sign Up for an Account

  1. To set up an EndNote Online account, access EndNote Web at
  2. Choose create an account to sign up for an account.
  3. Complete the required fields and click "I Agree" to the terms and conditions.

Note: your password must have at least 8 characters, with at least one number, one alpha-numeric character and one special character.

Step 2: Collect References

The two most used import filters are EndNote Import and Reference Manager (RIS).

Database Import Filter
LibrarySearch+ RefMan RIS ( use LS+ or WorldCat instead of CBBcat )
WorldCat WorldCat (OCLC)
SciFinder SciFinder (CAS)
PubMed PubMed (NLM)
Annual Reviews EndNote Import

Step 3: Staying Organized

Group your references with paper or subject names so that you have easy access:
  1. Click the Organize tab at the top of the screen.
  2. Select Manage My Groups

  3. At the bottom of the list, click the New Group button.
  4. Enter the name you want to give to the new group.
  5. Click OK.

Moving Citations to a Group
  1. Click the My References tab, if it is not already chosen, and choose the folder within My References where the citations are currently stored. For example, imported citations are placed in the [Unfiled] folder.  All My References is just what it says.  If you can't find your reference anywhere else, look there

  2. Place a checkmark at the citations you want to move, or click the All button.

  3. Click the Add to Group drop-down box and choose the folder to which you want to move the citations.
Delete a Group
  1. Click the Organize tab at the top of the page.

  2. Find the correct group within My Groups. Click the Delete button.

    Note: Deleting a Group does not delete the references in that group.  They stay in their other groups, or in the [Unfiled] group until they are individually deleted.