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What is EndNote Web?

EndNote Web is a web-based citation manager that you may use as a standalone program or in conjunction with EndNote Desktop. It is free to campus users courtesy of the UW-Madison Libraries. You can store up to 10,000 records.

If you purchase EndNote Desktop X5 or X6 you will get a free upgrade to your EndNote Web account allowing you to save pdfs, figures and other files to your EndNote Web account. You are upgraded to 1 GB of space and 25,000 records plus you can save pdfs and figures to your EndNote Web account.(See page 5 for more info)

To upgrade your EndNote Web account from within your EndNote X6 desktop account select Edit/Preferences/Syncand select the Enable Sync button enter your EndNote Web email address and password and select Sign Up.

How to Login

Go to to sign up for or to log into your account.

Note:Unless you have purchased EndNote and sign up within your desktop version, you must sign up for an account from a campus computer, but after that you may log in from anywhere.

Once logged in, familiarize yourself with the various tabs (My References, Collect, Organize, Format) in your EndNote Web account.

How to Organize Citations Using Groups (folders)
Organize your citations by creating custom groups (folders). EndNote Web includes three permanent groups: Unfiled, Quick List and Trash but you may create your own additional groups.

Creating a Group (Folder)

  1. Click on the Organize tab.
  2. Click on New Group from the My Groups column (left column).
  3. Enter a GROUP name such as “Demo” in the pop-up window.

Sharing a Group with Another EndNote Web User

  1. Click on the Organize tab and then Manage My Groups.
  2. Click on Manage Sharing for the group you want to share and and click on Start Sharing this Group then enter the email address of the person with which you want to share. This email must be associated with an EndNote Web account.
  3. Select if you want them to Read Only or Read & Write access and click Apply.
  4. The group you shared will now have a next to it on the References tab.If someone has shared a group with you, you will have a Groups Shared by Others section on your References tab.

Adding a CitationManually

  1. From the Collect tab, click the New Reference link.
  2. Change the reference type by selecting the appropriate type from the Reference Type drop-down list box. The page will redisplay with the appropriate fields for that reference type.
  3. Enter the bibliographic data in each of the fields in the reference.
  4. With the Group section expanded, check the checkboxes next to the groups to add the reference to those groups.

Online Search: Connect to PubMed

  1. Click on Select Favorites and select the PubMed (NLM) filter in the column labeled ALL
  2. Click on Copy to Favorites
  3. On the left side of your screen click on the drop down arrow next to Select
  4. Choose PubMed and click on Connect
  5. Begin your search
  6. Note: It is also recommended that you click on the radio button below the search box for Select a Range of Records to Retrieve

AddingCitations from PubMed

Perform a search in PubMed

  1. Select the references you want to put into Endnote Web
  2. On the upper right-hand you will see Send To. Click on Send To, select Citation managerthen click on Create File
  3. Click on Save File. File is saved in your downloads folder

In EndNote Web

  1. Select the Collect tab
  2. Click on Import References


  1. Browse to the saved file in your downloads folder
  2. In the “Filter” box, select PubMed (if this is the first time you use the PubMed filter you will have to click on Customize this list and select it)
  3. In the “To” box, choose the folder you want to import into

  1. Click on the Import button

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Adding References: From Web of Knowledge

  1. Perform a search in Web of Knowledge.
  2. Select a few records.
  3. Click Save to EndNote Web.
  4. Open EndNote Web and you will find the citation in the Unfiled folder

Creating a Formatted Bibliography from a Group of References

  1. Click on the Format tab.
  2. Click on theReferences drop down and select the Group you want to format.
  3. Click on the BibliographicStyle drop down and select an output style OR click on Select Favoritesand choose a style and Copy to Favorites.
  4. On the File Format drop down, select TXT (plain text file).
  5. Choose Preview to print to display the formatted bibliography.

Installing the Cite While Your Write (CWYU) Utility for Word

NOTE: Uninstall your older version of the EndNote Web Utility by going to your computer’s "Start > Control Panel > Add/Remove Programs” area.

To download and install the Cite While You WriteTM plug-in to use with Word in either a PC or Macintosh log into your EndNote Web account. At the bottom on the page click on the Download Installers link and then choose the appropriate link from this page for your computer.In the PC EndNote Web is found under the EndNote Web tab. On theMacintosh a toolbar is installed in Word.Note:If you don’t see the toolbar go to View/Toolbars and select EndNote Web.

To Switch Between EndNote Desktop and EndNote Web Tool Bars in Word

  1. Open Word and select the tab at upper right of your screen that will either be EndNote or EndNote Web.
  2. In the toolbar that appears select Preferences then select the Application tab.
  3. In the Applications screen you will select EndNote Web from the Application Drop down.
  4. Note: For your convenience you may also enter your email address and password for EndNote Web and check the box to Remember My Address and Password as well.
  5. Now click OK and you will be connected to EndNote Web. To get back to EndNote Desktop just go back to the Applicationscreen and select EndNote.

NOTE:For the Macintoshuser go to the EndNote Web toolbar and click on the Bibliography Icon and select Preferences then select EndNote Web and enter your EndNote Web login ID and password. Follow steps 4-5 above.

Using the Cite While You Write (CWYW) Utility

You may have to go to the Preferences link in the EndNote toolbar and choose EndNote Web under the Applications tab and then select EndNote Web so your toolbar will be pointing to EndNote Web.
To find and cite your source:

  1. With your Word document open, place the cursor in the location where the citation should appear.
  2. Click Find Citation(s)in the EndNote Web toolbar. Or from the Tools menu, select EndNote Web then Find Citation(s). The Find Citation(s) dialog will appear. Word 2007: On the EndNote Web tab, in the Citations group, click Find Citation(s).
  3. Enter a search term in the Search field to find the reference or references to insert. Refer to Search Tips in this topic or search operators for ways to refine your search. Note: The search term must be a minimum of three characters. Click on Search.
  4. Select the reference. To insert multiple references in one citation, click each reference while holding the Ctrl key. Click Insert.

To format your bibliography:

  1. In your EndNote Web account click Format/Bibliography.In Word 2007 on the EndNote Web tab, in the Bibliography group, click the bottom corner arrow.
  2. In the Format Bibliographydialog, select the style from the With output style drop-down list.
  3. If desired, modify the font and size for the references in the bibliography.

Optional: In the Layout tab add a title in the Bibliography Title field. Click OK.

Selecting an Output Style and Add to Favorites (Journal style)

  1. In your EndNote Web database select the Format tab
  2. To the right of the Bibliography selection box you will see the hyperlink Select Favorites
  3. Click on this and the styles will be displayed highlight one of these and click on Copy to Favorites

Choosing the Style in your Word Document

If you had the Word program open while adding a style to your favorites close the program and reopen your program/document. Sometimes there is a delay in your style showing up in your EndNote Web toolbar

In the EndNote WebToobar in Word

  1. Located top center in your EndNote Web toolbar you will find the Style display box. The drop down arrow will allow you to choose from your favorites that you have added from your EndNote Web database
  2. Highlight the style you want and then click on the Update Citations and Bibliography button (right below the style box) in the toolbar and your bibliography will be reformatted

Changing Your Bibliography Font, Size, Layout, etc.

In Word the EndNote Web toolbar has numerous features to fine tune your bibliography

  1. In the center bottom of the EndNote Web toolbar is the Bibliography drop down arrow
  2. Click on this and select the Layout tab
  3. Here you can change font, size, indents and more. This only affects your bibliography NOT the text of your word document

Exporting Your Citations for Backup or to Another Citation Manager

or If You Are Leaving UW-Madison

  1. Go to the Format tab and select Export References.
  2. You may select a Group or All References in My Library.
  3. Next select your Export style. RefMan (RIS) is the most universal since you can later import the records into most any citation manager.

EndNote X6 Enhancements to Your EndNote Web Account

Beginning with EndNote X5 PDFs and other files as well as figures can be saved to your EndNote Web account. Up to 1 GB of storage space for file attachments and up to 25,000 records. You can do this through the EndNote desktop Syncfeature.

You Can Also Attach Files and Figures to Your EndNote Web Account

  1. Open a record in your EndNote Web account
  2. In the record you will seeAttach Files and Attach Figure (only one figure per record)
  3. Click on one of these links and you can browse to the file or figure you have saved on your computer and attach it to the record

Transferring Records Between EndNote Desktop and EndNote Web

In EndNote Desktop

Moving records and attachments between EndNote Desktop and EndNote Web

  • In EndNote Desktop you will see an ICON (blue button with two white arrows)near the top center of the screen click on this to sync your library. Everything in both libraries will be synced in both directions.

Preferences for Syncing

When syncing your EndNote Desktop library to EndNote Web it is best to use the same desktop library for this purpose

  • In EndNote Desktop click on Edit/Preferences/Sync

  • Here you can enter your email address and password for permanent storage
  • At the bottom of this screen you have three options for syncing frequency.
  • It is recommended not to mark any of these options but to sync using the sync button (see above)
  • When syncing the EndNote Desktop library to the EndNote Web library ALL citations, figures, pdfs and any other documents you have saved to records are saved to both libraries.

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