Library Guide to EndNote Online
EndNote allows you to build a database of references that you collect from searches of library catalogues, online databases and the web and enables you to add them into your documents and your bibliographies in many different referencing styles.
Step 1: Register for an account
Go to the Library web site (http://www.bbk.ac.uk/lib/)
Click on eLibrary
Select EndNote – reference management software from the Quick Links on the right
Under Create an Account, click on Web Of Science
Log in with your ITS account
Click on Sign In at the top left of the screen and select Register
Fill out the boxes to complete the registration process. You will create a password for the Endnote Online service during the registration process.
Then click on EndNote at the top of the screen and log in with your new account Tip Once registered, you can go straight to www.myendnoteweb.com to use EndNote – you might want to bookmark this page
Step 2: Build your EndNote Library
There are three ways to get references into your EndNote Library:
1. Manually creating new references
Click on the Collect tab and select New Reference
Select the appropriate reference type from the Reference Type drop-down menu
Enter the information from your reference in the appropriate fields
Click on Save
References are automatically added to the Unfiled group – to create groups of references, see “Organising your references” on page 2 of this guide
2. Transferring references from Library catalogues
Click on Collect and then Online Search
In the connection file drop-down list, select the database/library catalogue (e.g. for Birkbeck Library catalogue, choose Birkbeck College)and click Connect
Enter your search terms
Select a field from the In: box. to search in, e.g. author, title, subject.
Use the And, Or and Not drop down menu to join search terms together
Click on Search
Click in the box to the left of the citations you want or check the box for All or Page
Select the folder you want to copy them to from the Add to group: drop down menu Tip Create a list of the connections you use the most by clicking on Select Favorites
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3. Transferring references from online databases and ejournal packages
See the list at the end of this guide for instructions on how to transfer references from some of our major databases and ejournal packages.
Step 3: Organize, search and edit your references
Creating groups in EndNote
Click on the Organize tab
Select Manage My Groups
Select New Group
Give your group a name and click OK Putting references into groups
When records are imported into EndNote they are placed in the Unfiled group unless you specify otherwise
Click in the box to the left of the records you want to move, or select All or Page
Select the folder from the Add to Group drop-down menu or select New Group. All selected records will be moved to the group of your choice
Editing records and adding notes
Click on the title to see the full record
Click in any of the fields to edit that field
Click in the Research Notes field to add your notes. These don’t display when you insert the references into a document.
Attaching PDFs and adding links to full text
You have 5GB of space to attach full text PDFs that you have downloaded. Click on the paperclip icon and navigate to where you have saved the PDF to attach it.
You can also add the URLs of ejournals that we have access to, in the URL field of the record for that article.
Searching records and folders
You can easily search your EndNote library using the Quick Search feature. This tool searches your entire library - all fields - for all references in all folders.
Enter a search term in the Quick search: box. To search for a specific phrase enclose the phrase in double quotes
Example: "dna fingerprinting"
Use* replace one or more characters at the end of a search term.
Example: drug* (retrieves drug, drugs, druggist)
Select a folder or use the default All My References to search your library.
Click Search
Step 4: Create Bibliographies
Create a bibliography as you write - “Cite While You Write”
Use the EndNote Cite While You Write Plug-in to insert references and format citations and bibliographies automatically while you write your papers in Word.
You can install the plug-in on your own computer by clicking on Download Installers at the bottom of any of the Endnote web pages.
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Inserting cited references in your Word document (see below if using a footnote referencing style):
1. With your Word document open, place the cursor in the location where the citation should appear
2. Select the EndNote tab and choose a referencing style from the Style menu.
Tip Create a list of the styles you use the most by clicking on Select Favorites under
```````the Format tab within EndNote
3. Then click on Find Citation(s) This tool searches your entire library (i.e., all reference fields for all references in all folders)
4. Enter a search term in the Find Citations box to find the reference(s) to insert.
5. Click on Search
6. Select the reference. To insert multiple references in one citation, click each reference while holding the Ctrl key.
7. Click Insert
The citation appears at the cursor location, formatted according to the referencing style you chose.
You will see that EndNote starts to build a bibliography for you. Each reference is automatically added to the bibliography that builds up at the end of your document.
N.B. If you are using a footnote style:
In Word, select the References tab
Choose Insert Footnote
The cursor moves to the footnote area of the document
Follow steps 2-7 above
Your references will be inserted in the style you have chosen into the footnote area of the document and EndNote will also build a bibliography at the end of your document
Creating a stand-alone bibliography in EndNote
If you require just a bibliography:
Click on the Format tab and then on Bibliography
Select a folder or All references in my library from the References drop-down menu
Select an output style from the Bibliographic style: drop-down menu
Select a file format from the File format: drop-down menu - RTF (Rich Text Format) is the best file format to open in a Word document.
Click on the appropriate button to print, save or email your formatted bibliography
If you open it in a Word document, you can then edit it or add text to it.
See over for instructions on importing references from the Library’s most popular databases
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Transferring references from databases to EndNote
Below are instructions for getting references from some of our most popular databases in to EndNote
Tip Create a list of the import filters you use the most by clicking on Select Favorites on
EBSCO databases (e.g. Academic Search Compete, PsycInfo, Business Source Premier, etc.)
Add the references you want to a folder by clicking on the folder symbol
Click on Folder to display them and then on Select all
Click on on the right hand side and choose Direct Export to EndNote Web
the Import References page within EndNote
Google Scholar
You can only save one reference at a time.
In Google Scholar, click on the Settings link.
Under Bibliography Manager select the option Show links to import citations into and choose EndNote from the drop down menu
Click on the Save button.
After performing a search on Google Scholar click on the Import into EndNote link for the reference you want to import.
In some browsers you will see a box where you can chose “Open with ResearchSoft Direct Export helper” This will send your references to EndNote.
If you don’t get the helper, and are asked if you want to open or save this file, choose to Save this file
Go to EndNote:
In EndNote, select the Collect tab and then Import References.
Use the Browse button to select the file you saved above. Click Open.
Under Import Options click on the drop-down list and select EndNote Import.
Select a group/folder to put the records in. Click on Import
JSTOR
Check the boxes next to the references you want to transfer
Click on Export under Citation Tools
Click on RIS file (EndNote, ProCite, Reference Manager)
In some browsers you will see a box where you can chose “Open with ResearchSoft Direct Export helper”. This will send your references to EndNote.
If you don’t get the helper, and are asked if you want to open or save this file, choose to Save this file.
In EndNote, click on the Collect tab, and click on Import References
Click on Browse… to find the save file
Select JSTOR from the list of filters
Choose the group you want the references to be saved in to
Click on Import
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Proquest Databases (e.g. ABI/INFORM Global, IBSS, MLA International Bibliography, etc. (but see below for Literature Online)
Check the boxes next to the references you want to transfer
Click on [number] Selected items at the top of your list
Click on More…, Go to Export/Save and select RIS format
In some browsers you will see a box where you can chose “Open with ResearchSoft Direct Export helper”. This will send your references to EndNote.
If you don’t get the helper, and are asked if you want to open or save this file, choose to Save this file
In EndNote, click on the Collect tab, and click on Import References
Click on Browse… to find the saved file
Select Proquest from the list of filters
Choose the group you want the references to be saved into
Click on Import
Literature Online (LION)
Check the boxes next to the references you want to transfer
Click on Selected items at the top of the screen
Locate your selected items (under a content type on the left hand side of the screen)
Click on More…, and select Export/Save
Click on Export directly to ProCite, EndNote or Reference Manager
PubMed
Select the references you want
Expand the Send To drop down menu
Choose Citation Manager
Click on Create File
In some browsers you will see a box where you can chose “Open with ResearchSoft Direct Export helper”. This will send your references to EndNote.
If you don’t get the helper, and are asked if you want to open or save this file, choose to Save this file
In Endnote, click on Collect and on Import References and then on Browse and navigate to the file
Set the Import filter to PubMed (NLM)
Click on Import
ScienceDirect
In ScienceDirect, select the references you want to save and click on Export
Choose RIS (For EndNote, Reference Manager, Procite)
Choose Citations or Citations and Abstracts
Click on Export
In some browsers you will see a box where you can chose “Open with ResearchSoft Direct Export helper”. This will send your references to EndNote.
If you don’t get the helper, and are asked if you want to open or save this file, choose to Save this file
In Endnote, click on Collect and on Import References and then on Browse and navigate to the file
Set the Import filter to ScienceDirect
Click on Import
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Web Of Science/Medline
From the Web of Science interface you can directly import references into EndNote, by checking the boxes next to them (or by creating a marked list) and clicking on Save to EndNote Online.
Importing references from other databases
If the database doesn’t have an EndNote export facility, search the database and save the citations. Note that all files must saved be as RIS files or, if that option is not available, as plain text (.txt) or before importing into EndNote.
In EndNote, click the Import link to the left of the screen. Click on Browse to select the file
Select the file format or database/vendor from which you obtained the citations from the Format drop down menu, or if not present try Refman RIS
Click on Import
Further help
There are online tutorials at http://endnoteweb.com/training/ and training videos on YouTube at http://www.youtube.com/user/EndNoteTraining
You can also contact the Library Help Desk on 020 7631 6063 or [email protected], or contact your subject librarian.
August 2015
