Library Guide to EndNote Online

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1 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. It enables you to add them as citations in your documents and create bibliographies in many different referencing styles. Step 1: Register for an account Go to the Library web site ( Click on elibrary Click on EndNote reference management software from the Quick Links on the right From the creating an account section, click on Web of Science Log in with your Birkbeck username and password 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 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

2 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: Organise, search and edit your references Creating groups in EndNote Click on the Organise 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 2

3 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. 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 your formatted bibliography 3

4 If you open it in a Word document, you can then edit it or add text to it. Transferring references from Discover to EndNote Online Do your search in Discover. Select the references that you want to export to EndNote Online by checking each box. Click on Save. Login to your Library Account with your barcode number and pin. Save the references to your Favourites. Click on Your Account. From your Favourites, click on the list of references you want to export to EndNote Online. Select the references you want to export by clicking Select All or by checking the box of each reference. Click on export. Select RIS then click Export. Click on Download File. Go to your EndNote Online account. Click on Collect. References. Select the file that you downloaded from Discover. Select RefMan RIS from the import option dropdown menu. Select, or create a group that you want to save your references to.. Transferring references from databases to EndNote Below are instructions for getting references from some of our most popular databases in to EndNote Online. Tip Create a list of the import filters you use the most by clicking on Select Favorites EBSCO databases (e.g. Academic Search Compete, PsycInfo, Business Source Premier) 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 Go to your EndNote Online account and refresh the page. The references will be saved to the Unfiled group. 4

5 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. ResearchSoft Direct Export helper This will send your references to EndNote. 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 selected citations Click on RIS file (EndNote, ProCite, Reference Manager). 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 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 Save and select RIS format 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 5

6 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 Export/Save Click on Export directly to ProCite, EndNote or Reference Manager Save this file In EndNote, click on the Collect tab, and click on Import References Click on Browse to find the saved file Select Refman RIS from the list of filters Choose the group you want the references to be saved into PubMed Select the references you want Expand the Send To drop down menu Choose Citation Manager Click on Create 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) 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 Endnote, click on Collect and on Import References and then on Browse and navigate to the file Set the Import filter to ScienceDirect 6

7 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 Further help There are online tutorials at and training videos on YouTube at You can also contact the Library Help Desk on or or contact your subject librarian. 7

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