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EndNote Online  

Last Updated: Sep 2, 2014 URL: http://libguides.bates.edu/endnote-online Print Guide RSS Updates

Using EndNote Online Print Page
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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 http://myendnoteweb.com/.

  2. Choose CREATE YOUR FREE 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: Configuring Cite While You Write for EndNote Online

Because the Cite While You Write plugin for MS Word can work with either EndNote Online or the desktop version of EndNote, you will need to configure it to work with EndNote Online before you can use it to insert citations into your Word documents.

Windows OS Configuration

1.  Open MS Word and select the EndNote tab and select the "Preferences" option.

2.   In the Application tab, select "EndNote Online".  Then select "OK".

       If you are using your personal computer, select "Remember my username and password" and then "OK".

       If you are using a public computer, simply select "OK".

Mac OS Configuration

Cite While You Write configuration for the Mac version of Word follows the same steps described for Windows (above).

The look and feel of the preference options vary slightly.

 

 

Step 3: Collect References

You can either import references -- one at a time or in groups -- into EndNote Online, or you can create a new reference by typing the information into a form.

1) Importing

       The good: Importing is very efficient because you can create several records at one time with very little typing.
The drawback: Not all databases export records in exactly the same way.  You will need to know your database, and make sure that your records are cleaned-up after you import them.  In particular watch for references that have been imported with a "generic" reference type.
You can import citations into EndNote Online from most library article databases and library catalogs.  

*See the "Importing Citations" tab at the top of this guide for separate instructions on how to import from specific databases.

2) Entering New Citations

       The good: You can enter the information carefully and accurately, so that you have to do less cleanup.
The drawback: Slower, and sometimes database exports have necessary information like DOIs that might require further research if you are entering manually.

*Click the "Collect" tab, and enter information in the form that appears.  Be sure to designate the correct "Reference Type" in the dropdown.  This will assure that your final bibliography is formatted correctly. 

 

 

Step 4: 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 Check 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.
 

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. Click on the Icon and choose create an account to start an EndNote Online account.

Requirements of EndNote Online?

EndNote Online is web-based, so it works with both Windows and Apple operating systems when collecting references, 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), MS Word (2003 or later), & I E (version 7 or later) set as your default browser.  Will not work with Chrome.

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

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. 

The Basics of Endnote Basic (on the Web only): a 36 minute self-directed Youtube introduction

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