Introduction
to
EndNote
Web
 This
tutorial
provides
an
introduction
to
EndNote
Web
and
will
help
you
get
started
 immediately.
EndNote
Web
is
a
web‐based
bibliographic
management
tool
that
allows
you
to
 organize
and
store
all
your
citations
in
one
location,
format
references
in
an
array
of
citation
 styles,
and
easily
create
footnotes
and
endnotes
in
your
word
processor.

Visit
EndNote
Web
 for
a
brief
overview
and
a
comparison
of
EndNote
and
EndNote
Web.

 
 You
can
receive
additional
support
by
emailing
[email protected].
 
 


Getting
Started
with
EndNote
Web


EndNote
Web
has
many
features.
At
the
end
of
this
tutorial,
you
will
be
able
to
create
and
open
 your
EndNote
Web
library
and
add
references
to
your
library
using
various
methods.

A
quick
 note
regarding
terminology.

All
references
to
EndNote
refer
to
the
desktop
version
of
EndNote.

 EndNote
Web
is
used
for
the
web‐based
application.


 


Create
an
EndNote
Web
Account


EndNote
Web
comes
as
part
of
the
upgrade
with
EndNote
X2.0.1.
You
can
initiate
your
account
 by
going
to
Edit
>
Preferences
from
the
Menu
bar
in
EndNote.
Choose
EndNote
Web
from
the
 left‐hand
column
and
select
Register
Online.
You
must
conduct
this
step
from
an
on‐campus
 location
as
your
account
will
be
verified
by
your
IP
address.
Also
in
Preferences,
you
can
add
 your
email
address
(username
for
EndNote
Web)
and
password
in
order
to
quickly
transfer
 references
between
EndNote
and
EndNote
Web.

 






 Adding
References
to
your
EndNote
Web
Library





You
may
add
references
to
your
EndNote
Web
library
using
various
methods.

This
tutorial
will
 cover
the
most
common
methods.

 Transferring
references
between
EndNote
and
EndNote
Web


1



 Once
you
register
with
EndNote
Web,
this
is
fairly
easy
and
a
great
way
to
back
up
your
 EndNote
library.

  Under
the
EndNote
Web
group,
click
Transfer.
  You
will
then
have
the
option
to
transfer
from
EndNote
Web
to
EndNote
on
your
 desktop
or
from
your
desktop
to
EndNote
Web.
  Choose
what
action
you
wish
EndNote
to
perform
and
then
click
Transfer.
 



 
 
 Search
and
import
references
through
EndNote
Web
 
  Click
on
the
Collect
tab
in
EndNote
Web
and
the
Online
Search
option.
 



 



 

 

Select
the
database
you
want
to
search.
Note
you
only
have
access
to
open
databases,
 primarily
library
catalogues,
and
not
proprietary
databases
(ATLA,
Academic
Search
 Premier,
and
JSTOR).

 Click
Connect.
 Enter
your
search
query.
 


2






 



EndNote
Web
will
let
you
know
how
many
results
the
search
returned.
If
you
wish
to
 import
those
results,
click
Retrieve.
 



 
 Those
references
are
now
imported
into
your
Unfiled
group.
You
will
have
the
option
to
 add
your
new
references
to
a
specific
group
or
create
a
new
group.




 
 You
also
have
the
option
to
manually
create
references
by
selecting
New
Reference
from
the
 Collect
tab.


 
 Capturing
references
directly
from
the
web
 
 EndNote
Web
has
add‐ons
for
both
Firefox
and
Internet
Explorer
that
enables
users
to
save
 online
references
directly
into
their
library.

You
can
download
the
add‐ons
under
the
Options
 tab
and
click
Download
Installers.
  If
the
EndNote
Web
Toolbars
does
not
appear
in
your
internet
browser,
go
to
View
>
 Toolbars
>
EndNote
Web.

There
should
now
be
a
checkmark
(√)
beside
EndNote
Web.
  Once
you
find
a
reference
you
wish
to
add
to
your
library,
click
Capture
from
the
 EndNote
Web
toolbar.
 





 
 A
window
will
appear
with
the
bibliographic
information
EndNote
Web
can
determine
 from
the
reference.
You
may
need
to
add
additional
information
to
complete
the
 record.
 3


 
 



 
 Click
Save
once
the
record
is
complete.

It
is
now
in
your
EndNote
Web
library.



Collaborate
and
Share
References
with
EndNote
Web

 EndNote
Web
allows
users
to
collaborate
with
the
Share
Groups
feature.

To
enable
share
 groups
between
EndNote
Web
users,
follow
these
steps.
  Go
to
the
Organize
tab
and
choose
Manage
My
Groups.
 








 

Click
on
the
Manage
Sharing
radio
button.
 Select
Start
sharing
this
group
and
enter
the
email
address(es)
of
whom
you
wish
to
 collaborate
with.
 Click
Apply
and
close
the
window.
 To
initiate
sharing,
you
must
check
the
box
in
the
Share
column.




The
sharing
icon


 





will
appear
beside
the
group.


4


Using
EndNote
with
Microsoft
Word
 At
the
end
of
this
tutorial,
you
will
be
able
to
insert
citations
from
EndNote
Web
into
Word,
edit
 your
citations,
and
created
independent
bibliographies.
You
can
receive
additional
support
by
 emailing
[email protected].

All
screenshots
below
are
specific
to
Word
2008
for
 Mac,
but
the
options
are
available
for
Word
2003
and
2007
for
PC
and
Word
2004
for
Mac.
 


Changing
the
EndNote
Toolbar
in
Word


Your
EndNote
Cite
While
You
Write
(CWYW)
Toolbar
will
probably
be
the
default
the
option
in
 Word
until
you
use
EndNote
Web.
To
change
the
Toolbar:
   

Select
the
Cite
While
You
Write
Preferences
 
icon.
 Choose
the
Application
tab
at
the
top
and
select
EndNote
Web.

 Enter
your
E‐mail
Address
and
Password.
 






 


Inserting
citations
into
Word
  

Choose
the
output
style
you
want
to
use.
Select
Format
Bibliography
 Select
the
desired
style.
Chicago
15th
A
is
chosen
below.

 








5


.








In
MS
Word,
chose
the
appropriate
place
to
add
your
citation.
If
your
citation
style
 contains
footnotes
or
endnotes,
perform
the
normal
MS
Word
commands
to
add
 footnotes/endnotes.

 Choose
Find
Citation(s)
from
the
EndNote
toolbar.



 
 
 
 Perform
a
search
for
the
desired
citation.

Choose
the
citation(s)
you
wish
to
add
and
 then
click
Insert.

 









 


Edit
citations
in
Word
 You
can
edit
citations
to
add
page
numbers,
suffixes,
and
prefixes
such
as
“See
also”
in
any
 citation.

 
  Highlight
the
citation
you
wish
to
edit
and
then
choose
Edit
Citation(s)
icon.
 





 
 Choose
to
add
page
numbers,
suffixes,
and/or
prefixes
to
page
numbers
for
that
 particular
citation.
 


6






 


Create
an
independent
bibliography
in
EndNote
Web
 
  





 
     
 
 
 
 
 
 


The
references
you
wish
to
include
in
the
bibliography
must
first
me
collected
into
a
 group,
or
you
may
include
all
references.


 In
EndNote
Web,
select
the
Format
tab
and
Bibliography.
 


Choose
the
group
of
references
from
which
to
create
a
bibliography.

 Then
select
the
appropriate
style
for
your
bibliography
(MLA,
Chicago
Manual
of
Style,
 APA,
etc…).
You
can
customize
this
list
in
order
to
reduce
the
number
of
options.
 Select
your
preferred
file
format.
To
open
in
MS
Word
use
RTF
(Rich
Text
Format).
 Click
Save
to
save
the
bibliography
to
your
location
of
choice.
Or
Email
to
send
the
file
to
 yourself
or
someone
else.



For
more
support
email
[email protected].


7