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EndNote Web Tutorial

What is EndNote Web?

EndNote Web is a simplified version of the main EndNote software which can be accessed online. References can be transferred between the two programmes, so you can still use the more advanced features of the main EndNote software if you need to.

Why should I use EndNote Web?

EndNote Web can be accessed from off-campus.

How do I access EndNote Web?

If you are a Doctoral Level Student or member of Staff at UEL, you can sign up for an EndNote Web account. In order to use EndNote Web away from your institution, you must first register and login from an IP authenticated workstation (ie a computer on campus). This confirms that you are a valid user with your institution and initiates Roaming access for twelve months. After twelve months, you are required to login again from an IP authenticated workstation to re-establish your association with the institution.

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How to register for an EndNote Web account

Note: This has to be done on campus. Go to the EndNote Web website at http://www.myendnoteweb.com Click on EndNote Web Login in the column at the left hand-side of the screen. Click on Sign up for an account. Type in your e-mail address.Re-type your e-mail address. Click on continue.Type your first name in the First Name field. Type your last name in the Last Name field. Type your middle initial in the Middle Initial field (optional). Type your password in the Password field. (Check that you are using the correct format for the password). Type the same password in the Retype Password field. Select your primary role in the Primary Role/Title field. Select your subject area in the Subject Area field. Select the bibliographic software you are using in the Bibliographic Software Use field (optional). Select the appropriate radio button to Opt in or Opt out for e-mail communication. Click the I Agree button indicating that you agree to the Terms and Conditions.

How to open your EndNote Web account

Go to the EndNote Web website at http://www.myendnoteweb.com Click on EndNote Web Login in the column at the left hand-side of the screen. Type in the e-mail address which you used to register for an EndNote Web account. Type your EndNote Web password. Click on Login. Click on Yes in the dialogue box which appears.Note: If you have forgotten your password click on the Forgot your password link to reset your password.

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How to create a folder in which to put the items for your bibliography

Click on the Organize tab.Click on New Group. In the dialogue box which appears at the top of the screen, give the folder a name and click on OK.

How to find and collect references from an online catalogue (eg the British Library Catalogue)

In your EndNote Web click on Collect. Click on Online Search. Click on the arrow in the select box. Click on the library catalogue you wish to search (eg the British Library).Click on Connect. Type your search terms. Click on search. Click on Retrieve. Select the items you want to export. Click on the arrow in the Add to group box and select the group to which you  want to send the items.

How to create a reference manually

Click on the Collect tab. Click on New Reference. Click on the arrow in the reference type box. From the drop-down menu select the kind of material which you require eg. book, journal article etc. Enter the details of the item which you have. You do not need to complete all the fields, but you should enter enough information to create a full reference. Note: When inputting an author, type the surname; initial Eg Giddens; A. In order to save the reference to a particular group, scroll down to the bottom of the screen. Click in the box for the group in which you want to save the item. Click on Back to top. Click on Save to save the reference. To look at the references click on My References.Click on the link to the group to which you have sent the items.

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How to import references from ABI Inform (Off-campus use the Proquest link)

Perform your search in the usual way. Click in the box alongside each item which you want to send to EndNote Web. Click on Export. Click on Download in a format compatible with Procite, EndNote, Reference Manager and Refworks Click on File. Give the file a name and save it as a text file. Go to EndNote Web.Click on Collect. Click on Import references.Click on Browse and select the file which you have just saved. Click on the arrow in the filter box and select ABI-Inform (OvidSP). Click on the arrow in the To box and select the EndNote Web group to which you want to send it. Click on Import. To look at the references click on My References. Click on the link to the group to which you have sent the items.

How to import from ACM Digital Library

Perform your search in the usual way. Click on the title link for an item which you want to import into EndNote Web. In the Display Formats section click on Endnote. Click on Save. Give the file a name and click on Save. One it confirms that the download is complete, click on close. Click on Collect. Click on Import references. Click on Browse and select the file which you have just saved. Click on the arrow in the filter box and select ACM Digital Library. Click on the arrow in the To box and select the EndNote Web group to which you want to send it. Click on Import. To look at the references click on My References. Click on the link to the group to which you have sent the items.

How to import references from ARTbibliographies Modern (Off-campus use the CSA Illumina Link)

Perform your search in the usual way. Select the results you want to export by clicking in the box to the left of each record. Click on Save, Print, E-mail towards the top of the screen. Scroll down the screen and click on Save. Click on Save again. Give the file a name in the usual way in the usual way. Make sure that you save the document as a text file. A message will appear telling you that the download is complete. Click on Close. In your EndNote Web click on the Collect tab and select Import References. Click on Browse and find the file which you have just saved. In the filter box click on the arrow and from the drop down menu select Artbiblio Modern (CSA). Click on the arrow in the to box and select the folder to which you want to import the item. Click on Import.To view the references click on My references. Perform your search in the usual way. Select the results you want to export by clicking in the box to the left of each record.Click on Save, Print, E-mail towards the top of the screen. Scroll down the screen and click on Save. Click on Save again.Give the file a name in the usual way in the usual way. Make sure that you save the document as a text file. A message will appear telling you that the download is complete. Click on Close. In your EndNote Web click on the Collect tab and select Import References.Click on Browse and find the file which you have just saved.In the filter box click on the arrow and from the drop down menu select Artbiblio Modern (CSA). Click on the arrow in the to box and select the folder to which you want to import the item. Click on Import.To view the references click on My references. Click on the group to which you have sent the items.

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How to import references from ASSISA (Off-campus use the CSA Illumina Link)

Perform your search in the usual way. Select the results you want to export by clicking in the box to the left of each record. Click on Save, Print, E-mail towards the top of the screen. Scroll down the screen and click on Save.Click on Save again.Give the file a name and save it in the usual way.Make sure that you save the document as a text file. A message will appear telling you that the download is complete. Click on Close. In your EndNote Web click on the Collect tab and select Import References.Click on Browse and find the file which you have just saved.In the filter box click on the arrow and from the drop down menu select ASSIA (CSA). Click on the arrow in the to box and select the folder to which you want to import the item. Click on Import.To view the references click on My references.Click on the folder to which you have sent the items.

How to import references from the British Education Index

Perform your search in the usual way. Tag all the references you wish to download.Scroll down the screen and choose: Display format: Full Output format: RefMgr, ProCite, EndNote Action: Save Click on Save. Give the file a name and save it as an RIS formatted file. Go to your EndNote Web. Click on Browse and select the file which you have just saved. Click on Open. Click on the arrow in the filter box. From the drop-down menu select Ref Man RIS. Click on the arrow in the To box. Select the group into which you want to import the reference. Click on Import. To view the references click on My references. Click on the folder to which you have sent the items.

How to import references from the British Humanities Index (Off-campus use the CSA Illumina Link)

Perform your search in the usual way. Select the results you want to export by clicking in the box to the left of each record. Click on Save, Print, E-mail towards the top of the screen. Scroll down the screen and click on Save. Click on Save again.Give the file a name and save it in the usual way. Make sure that you save the document as a text file. A message will appear telling you that the download is complete. Click on Close. In your EndNote Web click on the Collect tab and select Import References. Click on Browse and find the file which you have just saved. In the filter box click on the arrow and from the drop down menu select BHI (CSA). Click on the arrow in the to box and select the folder to which you want to import the item. Click on Import. To view the references click on My references. Click on the folder to which you have sent the items.

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How to import references from Cambridge Journals Online

Perform your search in the usual way. Mark the citations you wish to download by clicking in the box alongside each one. Click on Export citation(s). Click in the circle alongside RIS. Click on Download.When the File Download box opens click on Save. Give the file a name and make sure that the file is saved as RIS Format. Go to your EndNote Web. In your EndNote Web click on the Collect tab and then select Import references. Click on Browse and find the file which you have just saved. In the filter box click on the arrow and from the drop down menu select Ref Man (RIS). Click on the arrow in the to box and select the folder to which you want to import the item. Click on Import. To view the references click on My references. Click on the folder to which you have sent the items.

How to import references from EBSCO Academic Search Complete

Perform your search in the usual way. Click on Add to folder for each of those items which you want to export into EndNote Web. Click on Folder View to access the items which you have added. Click in the box alongside Select/deselect all. Click on the Export icon. Click in the circle alongside Generic bibliographic management software. Click Save. Click on File. Click on Save As. Give the file a name. Click on the arrow in the Save as type box and select Text file. Click on Save. Open up EndNote Web if it is not already open. Click on Collect. Click on Import References. Click on Browse and select the text file which you have just saved. Click on Open. Click on the arrow in the filter box and from the drop-down menu select Acad Search Prem (EBSCO). Click on the arrow in the to box and from the drop-down menu select the folder into which you want to import the items. Click on Import. To view the references click on My references. Click on the group to which you have sent the items.

How to import references from EBSCO Business Source Complete

Perform your search in the usual way. Click on Add to folder for each of those items which you want to export into EndNote Web. Click on Folder View to access the items which you have added. Click in the box alongside Select/deselect all. Click on the Export icon. Click in the circle alongside Generic bibliographic management software. Click Save. Click on File. Click on Save As. Give the file a name. Click on the arrow in the Save as type box and select Text file. Click on Save. Open up EndNote Web if it is not already open. Click on Collect.Click on Import References. Click on Browse and select the text file which you have just saved. Click on Open. Click on the arrow in the filter box and from the drop-down menu select Bus Source Prem (EBSCO. Click on the arrow in the to box and from the drop-down menu select the folder into which you want to import the items. Click on Import. To view the references click on My references. Click on the group to which you have sent the items.

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How to import references from EBSCO PsycARTICLES

Perform your search in the usual way. Click on Add to folder for each of those items which you want to export into EndNote Web.Click on Folder View to access the items which you have added. Click in the box alongside Select/deselect all. Click on the Export icon. Click in the circle alongside Generic bibliographic management software. Click Save. Click on File. Click on Save As. Give the file a name. Click on the arrow in the Save as type box and select Text file. Click on Save. Open up EndNote Web if it is not already open. Click on Collect. Click on Import References. Click on Browse and select the text file which you have just saved. Click on Open. Click on the arrow in the filter box and from the drop-down menu select PsycINFO (EBSCO). Click on the arrow in the to box and from the drop-down menu select the folder into which you want to import the items. Click on Import. To view the references click on My references. Click on the group to which you have sent the items.

How to import references from EBSCO SPORTDiscus

Perform your search in the usual way. Click on Add to folder for each of those items which you want to export into EndNote Web. Click on Folder View to access the items which you have added. Click in the box alongside Select/deselect all. Click on the Export icon. Click in the circle alongside Generic bibliographic management software. Click Save. Click on File. Click on Save As. Give the file a name. Click on the arrow in the Save as type box and select Text file. Click on Save. Open up EndNote Web. Click on Collect.Click on Import References. Click on Browse and select the text file which you have just saved. Click on Open. Click on the arrow in the filter box and from the drop-down menu select Sportdiscus (EBSCO). Click on the arrow in the to box and from the drop-down menu select the folder into which you want to import the items.Click on Import.To check whether the item has come into the folder, click on My References and then click on the link to the group to which you have sent the reference.

How to import references from Emerald

(To do this you will need to be logged in with your Emerald username and password). Perform you search on the usual way. Click in the box alongside each of the references you want to import. Make sure Session Marked List is selected in the Add to the marked list box. Click on Go. Click on My profile. Click on Market lists. Click in the box alongside each item. Click on Download (ASCII). Click on File. Give the file a name. Select text file as the file type. Click on Save. Go to your EndNote Web. Click on Collect. Click on Import References. Click on Browse and select the text file which you have just saved. Click on Open. Click on the arrow in the filter box and from the drop-down menu select Emerald. Click on the arrow in the to box and from the drop-down menu select the folder into which you want to import the items.Click on Import. To view the references click on My references.Click on the group to which you have sent the items.

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How to import from Google Scholar

Access Google Scholar by typing in the url http://scholar.google.co.uk in your browser’s address box and press return. Click on Scholar Preferences (to the right of the Search box). Scroll down the screen. In the Bibliography Manager section at the bottom of the screen, click on the arrow in the Show links to import into box. Select EndNote in the drop down menu. Click on the Save Preferences button. Do your search as normal. Beneath the information for the item, click on the link Import to Endnote. Click on Save. Make sure that the File Type is set to EndNote Import File and then click on Save. Go to your EndNote Web. Click on the Collect tab. Click on the Import References tab. Click on Browse alongside the File box. Select the file you want to import and click on Open. Click on the arrow in the Filter box. From the drop-down menu select EndNote Import. Click on the arrow in the To box and select the group to which you want to send the reference. Click on Import. The reference will be added to your EndNote Web account. To view the references click on My references. Click on the group to which you have sent the items.

How to import references from InformaWorld

(You will need to be signed in to InformaWorld to do this. Perform your search as normal.Mark the references you want to import into EndNote Web by clicking in the box alongside each one. Go to the drop-down menu labelled Choose an action. Select Download citation. Click on the Go button. On the next screen, from the drop-down menu labelled Choose a Format, select Download file. Click on the Go button. A standard save box appears. Give the file a name and save it as normal. Make sure the Save as box is set to EndNote Import File or the has enw as is its suffix. Click on Save. Click on Close. Go to EndNote Web library. Click on the Collect tab. Click on the Import References option. Click on the Browse button and select the file you have just saved. Click on Open.Click on the Filter drop down menu and select EndNote Import.Click on the Import button.To view the references click on My references.Click on the group to which you have sent the items.

How to import references from Ingenta Connect

Do your search in Ingenta Connect as normal. Mark your results by clicking in the box alongside each one. Click on Update marked list. Click on Bookmarking options on the right of the search screen. Click on Marked list on the right of the search screen. Click on Export options on the right of the search screen. Click on Plain Text.Click on File.Click on Save As. Give the file a name and remember to save it as a text file.Click on Save. Go to EndNote Web.Click on the Collect tab. Select Import References. Click on browse.Select the file which you have just saved and click on Open.Click on the arrow in the Filter box and select UnCover Ingenta.Click on the arrow in the To box and select the group to which you want to send the references. Click on Import. To view the references click on My references. Click on the group to which you have sent the items.

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How to import references from JSTOR

Note: To be able to do this you will need to set up a JSTOR Account. Access JSTOR in the usual way. Click on MY JSTOR. Type your username and password. Click on Login. Click on Search. Select either the basic or the advanced search. Perform your search in the usual way. Click in the box alongside each of the references you want to export. Click on the save citations icon. Click in the select/deselect all box. Select the option Endnote, Procite or Reference Manager (download RIS field. Click on Save. You can save the document in the usual way. The save as type box should be set as RIS Formatted. Once the file has been saved, click on close. To view the references click on My references.Click on the group to which you have sent the items.

How to import references from Pubmed

Perform your search in the usual way. Click alongside each of the items which you want to export. Click on the arrow in the display box and select MEDLINE. Click on the arrow in the send box and select File. Click on Save. Save the file as a plain text file. When the download complete dialogue box appears click on Close. In EndNote Web click on Collect and then click on Import References. Click on Browse. Select the file. Click on Open. Click on the arrow in the filter box. Select PUBMED (NLM). Click on the arrow in the To box and select the group to which you want to send the references. Click on Import. To view the references click on My references. Click on the group to which you have sent the items.

How to import references from ScienceDirect

Perform your searches in the usual way. Click in the box alongside those items which you want to export. Click on the export citations icon. Select Citations or Citations and Abstracts. For the Export Format choose the RIS Format.Click on Export. Click on Save. Give the file a name and click on Save. Click on Close. Go the EndNote Web. Click on Collect. Click on Import References. Click on Browse. Select the file you want to import. Click on Open. Click on the arrow in the Filter box. Select RefMan RIS. Click on the arrow in the To box. Select the group to which you want to send the references. To view the references click on My references. Click on the group to which you have sent the items.

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How to import references from Social Care Online

Access Social Care Online and perform your search. Select references by clicking in the box to the right of them. Then click on the arrow in the display/export box. From the drop-down menu select Export in RIS format. Click on go. Click on Save. Give the file a name Click on Save. Click on Close. Go to EndNote Web. Click on Collect. Click on Import References. Click on Browse. Select the file you want to import. Click on Open. Click on the arrow in the filter box. From the drop-down menu select RefMan RIS. Click on the arrow in the To box and select the group to which you want to export the references. Click on Import. To view the references click on My references. Click on the group to which you have sent the items.

How to import references from Swetswise

Perform your search in the usual way. By default, Swetswise will export details for all the articles found. If you only want one of the results, keep a note of the number. Click on download results (top of page). Select the items of data to download – the left-hand column are the most important, publication name and link are recommended. Enter the numbers of records to choose in the Select result range box if you do not want them all. Click on the arrow in the default file download type box and select RIS. download file type to RIS (using Endnote does not always bring across all the information). Click on download. Click on Save. Give the file a name and make sure that RIS file is selected. Click on Save. Click on Close. Go to your EndNote Web. Click on the Collect tab. Click on Import References. Click on Browse. Select the file which you want to transfer and click on Open. Click on the arrow in the filter box. From the drop-down menu select RefMan RIS. Click on the arrow in the To box. Select the group into which you want to import the references. Click on Import. To view the references click on My references. Click on the group to which you have sent the items.

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How to import references  from Web of Science

Sign into Web of Science. Perform your search. Click in the box alongside each of the items which you want to import. Click on the Save to EndNote Web button. Click on Logout to exit from Web of Science. Go back to EndNote Web. Click on Unfiled in the My References section. To assign all the items to a particular group click in the box alongside All. Click on the arrow in the Add to group box. From the drop-down menu select the group to which you want to add the references. To view the references click on My references. Click on the group to which you have sent the items.

How to import references from Zetoc

Access Zetoc. Perform the search. Mark any references that you want to transfer by clicking in the box alongside each one. Click on Download at the top of the Zetoc page. Click on the arrow in the Format box. From the drop-down menu choose Short labels. In the Download box make sure that Just tagged records is selected. Click on Send file. Click on Save in the File download box. Give the file a name. Save the file as a text file. Click on Close. Go to your EndNote Web. Click on the Collect tab. Click on Import References.Click on Browse. Select the file which you want to transfer and click on Open. Click on the arrow in the filter box. From the drop-down menu select Zetoc (MIMAS). Click on the arrow in the To box. Select the group into which you want to import the references. Click on Import. To view the references click on My references. Click on the group to which you have sent the items.

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How to create a new folder

Click on the Organize tab. Click on New Group. Enter a name for your new group. Click on OK.

How to view a record

Click on the title to view the record. Click on Go to URL to see the item’s record. To access the full text of the article click on the PDF link.

How to make changes

Click on the Edit button to make changes.

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How to look for duplicate records

Click on Organize. Select the group in which you want to search for clicking in its box. Click on Find duplicates. The duplicate references are highlighted. Click on delete.

How to share your references with another EndNote user

It is possible to share a specific folder with other EndNote users. This is especially useful if you are working on a group project. In your EndNote Web account click on the Organize tab. Under Manage my groups click on the Manage Sharing option next to the group you want to share. Click again on Manage Sharing. Click on Start sharing this group. Enter the email address of the person with whom you want to share the group and click on Apply. A message will confirm that the account has been shared. Click Close to return to your account. NB. Next time the other person logs into their account they will be able to view this folder.)

How to use the quick search facility

Click in the quick search box and enter the search term. Use * to replace one or more characters at the end of a search term. Eg. Comput* will retrieve computers, computing etc). Select a folder in which search or search all your references.Click on search.You will see the references displayed.

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Generating a bibliography within EndNote

EndNote Web provides a bibliography feature allowing you to output your references in a specified bibliography output style and in a specified file format to e-mail, print or save.

Click on the Format tab. Click on the arrow in the References box. Select the references you want to format, such as the quick list or a group of references from the drop-down menu. Click on the arrow in the Bibliography style box and select the style you require (eg Harvard). Click on the arrow in the file format box and select the file type. Click on Save, E-mail, Preview & print buttons

A file using the Save option – a standard “File Download” window will appear allowing you to open the file or save to disk. If saving to disk, a standard “save to window” will appear, so that you can browse to the folder location and name the file.

An e-mail using the Email option- an e-mail will appear allowing you to enter the e-mail addresses of those to receive the e-mail addresses to those to receive the e-mail, a subject and a message.

A printed list using the Preview & Print option- a “Preview & Print” window will appear allowing you to print to a local or network printer.

How to install the “Cite while you write” plugin

You can use EndNote Web to insert citations into your Word document and to create and format a list of references. To do this you will need to download the “Cite While You Write” plugin from the EndNote Web website. Close all Microsoft programs, eg. Word Outlook. Within your EndNote Web account click on Download installers at the bottom of the page. Click on the link Download Windows. Click Run to download the file. Click Run to begin the installation. Once the process is complete, click Finish.Using Cite While You Write

Using Cite While You Write

In the Word document, click on Tools. Click on EndNote Web. Click on the format bibliography icon. You might be asked to give your e-mail address and your EndNote password. In the dialogue box which appears click on the arrow in the With the output style box. From the drop down menu select the referencing style which you require (eg Harvard). Click on OK. In your word document put the cursor where you want to insert a citation. Click on the Find citations icon. In the find box type the search term and click on search. Highlight the reference which you want to insert and click on insert.You will see that the citation appears in the text and the reference appears at the end of the document. Save your document as normal.

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Moving references between EndNote Web and EndNote X

You can transfer references between EndNote Web and EndNote. Select the references you want to transfer by clicking in the box alongside each one. Click on Copy to quick list. Click on Format. Click on Export References. Click on the arrow in the references box. Select Quick List in the drop-down menu. Click on the arrow in the Export Style box. Select EndNote Export. Click on Save. Click Save. Name the file and save it the usual way. On the download complete dialogue box click on Close. Go to your EndNote X Library Click on File and then on Import. Click on Choose File. Select the file with references you want to transfer. Click on Open. Click on the arrow in the Import Option box and select EndNote Import from the drop-down menu. Click on Import. It is considered good practice to indicate where you obtained the material. Click on References. Click on Change and Move Fields. Click on the arrow in the In box and select Label from the drop down menu. Type in the box where you found obtained the articles and the date. Click on OK. Click on OK in the dialogue box. To absorb the references into your existing references, click on References. Click on Show all references. You can see that the items have been added to the earlier list

Moving references between EndNote X and EndNote Web

You can transfer references between EndNote and EndNote Web. In your EndNote X library select the references you wish to transfer. In the output style box click on Select another style. Scroll down the screen and select EndNote Export. Click on File. Click on Export. Give the file a name and save it in the usual way. Click on Collect. Click on Import References. Click on Browse. Select the file of references which you want. to transfer. Click on open. Go to your EndNote Web. Click on Collect. Click on Import References. Click on Browse alongside the File box. Select the file containing the references you want to transfer. Click on the arrow in the filter box. From the drop-down menu select EndNote Import. Click on the arrow in the to box and select the group to which you want to send the references. Click on Import.

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