Introduction to EndNote Web, rev. ML 20/4/11.

EndNote Web is a software application that allows researchers to store and manage references in a web environment -from on or off campus.

Following are some of EndNote Web's Capabilities:

  • Users can record, store and manage references
  • Users can add references manually or search and download directly from online databases and other library catalogues
  • EndNote Web's Cite While You Write features allows users to insert citations easily and to creates bibliographies automatically in Microsoft Word
  • Create and Share Groups

Registering for Access to EndnoteEndNote Web

The first time you wish to access EndNote Web you need to sign up for an account whilst logged onto a PC on campus. This confirms that you are a valid user.

To register your account with EndNote Web go to and click on Sign Up. This will need to be done while you are on campus as this is how EndNote Web determines that you are a UCD student. Once registration is complete, you will be able to access EndNote Web on and off campus. After three months, you are required to login again from a PC on campus. This simply reactivates your account as an affiliated member of the University.

Alternatively:

Go to Web of Knowledge on the library website. You will need to do this through UCD Connect if you are off campus and register there. You can find Web of Knowledge on the library website by clicking on the tab at top of the screen. Log in with your UCD Connect details and then go to Databases. From the next screen select List of Library Databases. [UL1]Select W from the alphabet at the top of the screen and then select Web of Knowledge. If going through UCD Connect, go to the My Library tab and select Databases and work your way down to Web of Knowledge.

On the right side of the screen you will see the option to Customize Yyour eExperience. Click on register and this will give you access to EndNote Web.

To use EndNote Web, scroll to the top of the webpage and you will see a link to My EndNote Web. Click on this. The first time you login you will see the screen below. You can use

the various sections, My References, Collect, Organize and Format to manage your references.

  1. Collect

In this section you will be able to manually create a reference., Search online databases and import references.

  • Manually create a reference

While you can import references from a range of databases you may need to enter a reference manually at times. To do this click on the Collect tab at the top of the screen and then click on the Nnew Rreference link.

You will see the screen to the left. Creating the reference is a simple matter of filling in the fields with the information that you have, i.e author, title, publisher.

One thing that you have to do is change the reference type. EndnoteEndNoteWeb will use a generic type by default, but if you have a book you will need to change the reference to Book and the same for Journal Aarticle or conference Conference proceedingProceeding. You will find the Reference type Type at the top of the screen and you will see that if you change the type you will be presented with different fields to fill in.

When you are finished inputting your information click on at the bottom of the screen and the reference will be saved to your library.

Search online databases

You can perform searches of many library catalogues, including UCD’s, and databases directly through EndnoteEndNote Web. While you are in the Collect Tab click on Online search, This will bring up a drop down menu of the catalogues and databases that you can search. Click on the database that you want to search, e.gi.e. Pubmed and click on .

You will then be presented with a search screen.

Enter the search phrase in the Search Criteria field, e.g. Avian Flu

Select a field in the Search Field drop-down list to limit the search to a specific field. e.g. Title

Select a connector (And, Or, or Not) from the Connector drop-down list if searching for more than one eexpression.

Click the Search button.

Select the results range to retrieve and click on Retrieve.

Tick the box beside the references that you want to bring into your library and from the Aadd to group drop down menu select a group you already created. If you haven’t created a group, select unfiled and these refrencesreferences will be brought into your EndNote Web library.

What do I do if the database I want to search is not in EndNote Web?

If you cannot find the database or catalogue in the drop down menu you can go to the database in question in UCD Connect and search as you would normally. Save your references in a format that endnote EndNote Web will understand. When you saveing a reference you may see options for EndnoteEndNote or RIS format. Select that option and save the references to your computer. If you don’t see this formatat try saving your references as a plain text file anywhere on your computer.

When you are in EndNote Web go to the Collect tab and click on Import References.

Click on the Browse button to locate the references you saved and from the filter dropdown menu select the database you searched. You may need to be careful that you select the correct database provider. If you look at the picture to the left you’ll see that ABI-Inform appears a number of times. This is because it has a number of different providers. The database you searched will clearly state who the provider is. So if you there are any doubt as to the correct filter havedoubts as to the correct filter, have a look again at the database.

  1. Organize

This tab allows you to create and manage your groups and also check for duplicate records.

  • Groups.

The group feature allows you to divide your records up by topics. If you don’t do this all references will end up in the unfiled folder and may be difficult to find. To create a group click on the New Group button and give the new group a suitable name. To add references go to the My References tab. Clicking on the All my references link will list all references in your library. tTick the box beside the references you want to add to a group. If you want to share your references with other you can do this. Tick the box beside the group you want to share and click on the Manage sharing button and adding the email addresses of other people who are registered with EndNote Web.

  • Duplicates

If you have been searching a number of databases you way will inadvertently have brought the same record in more than once. EndnoteEndNoteWeb can check this for you. While in the Organize tab click on Find Duplicates and endnoteEndNoteWeb will bring you a list of all duplicate references with a tick in the box beside the duplicate record. You can then click on the delete button to remove the duplicates.

  1. Format

The format tab allows you to create a bibliography of your references, download and install the cite Cite wWhile You wWrite plugin and export your references.

  • Bibliography.

You can use this feature to easily and quickly create a bibliography of the references in your library.

You can select which references you want to create a bibliography from, the output style that you want to use, i.e. Harvard, and the file format that you want the bibliography to be in.

  • Cite While you You wWrite.

This is the feature of EndNote Web that you will use when writing. You can download the plugin from here and there are instruction on how to install it.

If prompted, select whether or not you would like EndNote Web to import direct export files from data provider web sites. Select EndNote Web.

  • Format Paper

Here you can change the bibliographic style of a paper that was saved in rtf format. You need to have matching citation in your EndNote Web library.

  • Export References.

This allows you to send your references in a format that will allow other users to import into a reference managerr. If the person you’re exporting references to is also using EendNnote or EndNote Web select EendNnote eExport as the export style.

4.

Options

This tab allows you to change your password and email address. It also allows you to update your profile and download the Cite while While yYou wWrite plugin (click on Download Installer).

UsingCcite Wwhile yYou wWrite

After you’ve installed The cite Cite wWhile yYou wWrite plugin you will see more options in Word to help you work with your EndNote Web library online. This is what the EendNnote Wweb menu looks like in Word 2007.

And this is what it looks like in Word 2003. While the menus look different they do the same job. If you cannot see the EndnoteEndNoteweb Web Toolbar when you open Word 2003, look for it in the tools Tools dropdown menu or go to View -, Toolbars and click on endnoteEndNoteWweb.

  • Cite While You Write & Word 2007

One of the first things you should do is go to , click on the application tab and put in your login details for EndNote Web. This will make your interaction with your library more seamless. Here you can also customise your EndNote toolbar.

allows you to search your library, to find the references you want and to insert it into your document at that time.

You should remember that endnoteEndNote web will insert references at the position that you place your cursor in Word.

Clicking on the link will bring up a search screen looking like this.

Just enter the search term that will help you find the articles that you want to locate and click on search. You will be presented with a list of references that meet your search criteria. Select the reference that you want to insert. You can select more than one reference at a time by holding down the control button while you click on the references you want. When you’ve highlighted the references you want click on the insert button at the bottom of the search screen and the references will be inserted into your document. You will also note that these references will be added to the bibliography at the end of your document.

will do exactly what it says. It will bring you to your EendnNote Wweb account.

Use this command to make any changes inside a citation, such as adding page numbers or removing author names from author-date citations.

This drop down menu allows you to select the output style that you are required to use, i.e. Harvard.

This will ensure that your citations and bibliography are formatted in the style that you have chosen from the drop down menu above.

This menu allows you to a number of things. This command will remove the formatted bibliography and citations and replace all citations with plain-text placeholders that EndNote Web can match to library records to create formatted citations. This command is commonly used when moving documents between word-processing programs.

This command will create a second copy of the document with all EndNote Web field coding removed (you can generally recognize field codes such as formatted EndNote Web citations by their turning grey when you select them in Word). It is used when sending documents to a publisher because the field coding used for EndNote Web citations can sometimes cause problems for publishers’ page layout programs.

Click this to convert Word 2007 Citations in this document to Endnote Web Cite-While-You-Write citations

This drop down menu will give you three options.

Copies the Endnote Web citations in a document to your EndNote Web library's Unfiled group

Transfer the Word 2007 citations in your document to your Endnote Web library

Transfer the Word 2007 master list of citations to your Endnote Web library

click this to convert Word 2007 Citations in this document to Endnote Web Cite-While--You-Write citations

This drop down menu will give you three options.

Copies the Endnote Web citations in a document to your EndNote Web library's Unfiled group

Transfer the Word 2007 citations in your document to your [UL2]Endnote Web library

Transfer the Word 2007 master list of citations to your Endnote Web library

Customize your Endnote Web toolbar and switch between Endnote Web and Endnote software products

  • Cite While You Write & Word 2003[UL3]

allows you to search your library to find the references you want to insert into your document at that time.

You should remember that endnoteEndNote web will insert references at the position that you place your cursor in Word.

Clicking on the link will bring up a search screen looking like this.

Just enter the search term that will help you find the articles that you want to locate and click on search. You will be presented with a list of references that meet your search criteria. Select the reference that you want to insert. You can select more than one reference at a time by holding down the control button while you click on the references you want. When you’ve highlighted the references you want click on the insert button at the bottom of the search screen and the references will be inserted into your document. You will also note that these references will be added to the bibliography at the end of your document.

Go to EndNote Webwill do exactly what it says. It will bring you to your eEndnNote wWeb account.

Format BibliographyThis command will allow you to change the EndNote Web style used for your document. It will also let you make other changes to the layout of your bibliography, such as adding titles and changing the line spacing.

Edit Citation(s) Use this command to make any changes inside a citation, such as adding page numbers or removing author names from author-date citations.

Unformat Citation(s) This command will remove the formatted bibliography and citations and replace all citations with plain-text placeholders that EndNote can match to library records to create formatted citations. This command is commonly used when moving documents between word-processing programs.

Unformat Citation(s) This command will remove the formatted bibliography and citations and replace all citations with plain-text placeholders that EndNote Web can match to library records to create formatted citations. This command is commonly used when moving documents between word-processing programs.

Remove Field Codes This command will create a second copy of the document with all EndNote Web field coding removed (you can generally recognize field codes such as formatted EndNote Web citations by their turning grey when you select them in Word). It is used when sending documents to a publisher because the field coding used for EndNote Web citations can sometimes cause problems for publishers’ page layout programs.

Export Traveling Library EndNote Web creates a hidden “traveling” library containing only the references used in each paper. This traveling library is part of the coded information contained in each citation. Use this command to export the references in this traveling library to a regular EndNote library.

Customize your EndnoteEndNote Web toolbar and switch between EndnoteEndNote Web and EndnoteEndNote software products

1

UCD Library

Diarmuid Stokes

August 2009

[UL1]Needs to be updated when Metalib is live

[UL2]The two Export Word 2007 options are not available in Word 2002/03, right?

[UL3]What if we use the same text for the same functions in Word 2007 and 2002/03?