Creating an Account. Using Endnote Basic

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1 Creating an Account Create an Account on EndNote Basic 1. Connect to My EndNote Basic ( from a computer on the UNCW network. 2. Click the Sign Up for an account link and follow the directions. Alternately, Distance Learning students may request registration through Melissa Raymer Distance Learning Librarian. *After twelve months, you are required to login again from on-campus or via VPN ( to re-establish your association with the institution. Using Endnote Basic WARNING!! Occasional errors can occur in EndNote Basic. Once you have created a bibliography using Endnote Basic remember to review the bibliography to make sure formatting is correct. How to Add References Individually 1. From Collect tab, select New Reference. 2. Select the reference type from the drop down menu (i.e., journal article). 3. Enter the reference information and click Save. Edit a Reference/Add Research Notes Once a reference is in EndNote, you can change it, and add your personal research notes. Go to the My References tab, select the desired reference to edit and click the Show Empty Fields link (top right). When a reference is open for editing, you will see two note fields at the bottom of the entry list on the screen: one called Notes, and the other Research Notes. Both are available for your use.

2 Using Endnote Basic Tip: Create a list of favorite databases If you prefer not to scroll through the entire list of databases you can create a list of favorite databases. Only the selected databases will display in the Online Search menu. 1. From the Collect tab, click on Import References. 2. Import Option: Select Favorites, select one or more databases in the list. 3. Click the Copy to Favorites button (25 limit). Add References using Direct Export You can import references directly into your EndNote Basic account from Web of Knowledge databases (Web of Science, BIOSIS Previews, and Zoological Record), and ProQuest databases. You can access these databases from the Randall Library. Using the Web of Knowledge databases? 1. Sign In (ENB is a WOS product, so you are logged into both) 2. Perform a search in the database. 3. Select records you want to export. 4. Select the Save to My EndNote online menu option from the toolbar. Using the EBSCOhost databases? Individual File: 1. Sign In to EBSCOhost 2. Perform a search in the database. 3. Select record you want to export. 4. Click on the Export link from the Tools menu in the right column. 5. Select the Direct Export to EndNote Web button. 6. Click Save Multiple Files: 1. Sign In to EBSCOhost **(First Time Users will need to create an account) 2. Perform a search in the database. 3. Select records you want to export by clicking on the Add to Folder icon. 4. Select Folder you would like records to import to. 5. Click on Folder link from the top menu. 6. Select Articles from folder. 7. Click on the Export link from the menu in the right column. 8. Under Save citations to a file formatted for:, select Direct Export to EndNote Web. 9. Click Save. 10. Login to My EndNote Basic. **First Time Users: How to Create an Account for EBSCOhost 1. Click Sign In from the top menu. 2. Click the Create a New Account link in the right side of the screen.

3 Add References using Export & Import from Specific Databases Search a database and select citation records you want to keep to a file. For database specific instructions about saving records, go to the EndNote Basic Help link and select the "Import Formats" link under "Collect References" or see below. ACM Digital Library (Individual file) Export from ACM Select a citation from the search results In citation/abstract area's Tools and Resources Export Formats: select EndNote (a new window opens) Click on the [download] link Save File Click browse and find the ".enw" file Select EndNote Import from Filter drop down menu *Abstract is NOT included CQ Researcher (Individual file) Export from CQ Researcher Select an issue to view Select CiteNow! near the top of the screen (a new tab opens) In the new tab select EndNote from the "Export Citation to:" menu (Note: may need to turn off popup blocker) A dialog box opens, login to End Note Web A dialog box appears 1 references exported to EndNote Web Virtual Reference Library (Gale) (Individual file) Export from VR Click on the article title The tool menu, select Citation Tools Then select the Export To: section, select EndNote Then Click on Export Select Save File Download Document.RIS, click OK select InfoTrac (Gale) from Filter drop down menu **Abstract is NOT included

4 HighWire Press Export from HighWire (Multiple Journal Titles) Check box next to any article(s) in the search results Select Download to Citation Manager (radio button) above/below of search results, then Go Click download all, grey box next to first selected item Click on EndNote Web from the Citation Manage Formats list EndNote Basic login page will open in new tab. Log into ENB Items records will be imported Export from HighWire (Individual Journal Title) Select Abstract of article Under Services, select Download to Citation Manager Under Citation Manager Formats list, Click on EndNote Web EndNote Basic login page will open in new tab. Log into ENB Item record will be imported Select EndNote Import from Filter drop down menu WorldCat FirstSearch databases Export Check box next to a citation(s) in the search results Select the Export button Select the radio buttons: "Marked Records from this search" and Export To: EndNote" Select Export Save the DirectExport File Select WorldCat (OCLC) from Filter drop down me

5 ProQuest databases Export from a ProQuest database Check the box next to any article(s) in the search results or in an individual abstract Select Save Under Export/Save, Select RIS (works with Endnote, ) Click Continue (Note: may need to turn off popup blocker). Save.RIS File Select ProQuest from Filter drop down menu PubMed (National Library of Medicine) Export from PubMed Check the box next to any article(s) in the search results or in an individual abstract Send to (drop down menu), Choose Destination Citation Manager (top right of screen under Search box) Create File Save.nbib File Select PubMed from Filter drop down menu ScienceDirect (Elsevier) Export from ScienceDirect Click on Export Citation in the article results list to export single citation Select "Export citations" Select Export citation to RIS (Export Format) Select Export Save.RIS file Select ScienceDirect from Filter drop down menu

6 Add References to My Library Account Using UNCW s Randall Library Catalog Randall Library Catalog 1. From the library s homepage, Login to My Library Account 2. Select New Search (top menu) 3. Mark the record(s) you wish to save in the catalog 4. Select a List or Create a New List from drop down menu 5. Click on Save Marked to My Lists 6. Records will then be saved to the list Select a List: Create New List: ** If you Create a New List, type in List Name, and then Click Submit **To continue to Search the Catalog, Click

7 Add References using Export & Import from UNCW s Randall Library Catalog Export from Randall Library Catalog Log into My Library Account Select My Lists Select List Name Select the Export List button From the Format of List area, select EndNote/RefWorks From the Send List to area, select Local Disk Click Submit Save TXT File Import from Randall Library Catalog Select ReferBibIX from Filter drop down menu Working with Groups Create a New Group/ Place References in Groups You can organize your references into groups. To add references to a folder: 1. Select Organize tab 2. Select the New Group button under Manage My Groups. 3. Once you have created new group(s) click on the My References tab. 4. Check the boxes next to the references you want to put in the groups. 5. From the Add to group drop down menu at the top of the window, select the group s name. ***Also, you can create a New Group from this menu option.

8 Working with Groups To share a group (You can share groups with other users, including users at other institutions) 1. Select the Organize tab. 2. Click the Manage Sharing button (under the Manage My Groups section) next to the groups you wish to share. 3. Select Start Sharing this group. Enter or update the e mail addresses who will share the groups. Use the Enter or Return key to separate addresses. 4. Select Read Only or Read & Write option for group members to add/edit content 5. Click the Apply button. Use While Writing a Paper Install the Windows or Mac plug in to add an EndNote Toolbar to Word. This toolbar allows you to create bibliographies in Word. The plug in is available from the Download Installers link at the bottom of the screen once you are logged in to your account. To create a bibliography with in text citations (i.e., APA and MLA styles): 1. From the EndNote Basic toolbar in Word, choose a bibliographic Style: by selecting from the drop down menu. **You can setup bibliographic format style(s) favorites within My EndNote Basic. 2. Position the cursor in your document where you want to insert the reference. 3. From the EndNote Basic toolbar select Find Citations represented by a microscope icon. 4. Search for the reference you want to cite. 5. Select the reference and click Insert. 6. If your style requires you to cite a specific page number, select Edit Citation from the EndNote Basic toolbar. Select the relevant cited reference and add the page number. Click the OK button. **Setup Bibliographic Format Style Favorites 1. Go to myendnoteweb.com, Sign In. 2. Format Tab 3. Select Bibliography 4. Select Favorites next to Bibliographic Style: 5. Select bibliographic style format from drop down menu 6. Copy to Favorites 7. When finished selecting, click Hide 8. Next time you open Word the Favorites bibliographic styles will appear

9 Use While Writing a Paper To create a bibliography with footnotes and a bibliography (i.e., Chicago style): 1. From the EndNote Basic toolbar in Word, choose a bibliographic Style: by selecting from the drop down menu. 2. In Word, position the cursor in your document where you want to insert the reference. 3. From the Word References menu, select Insert Footnote or Insert Citation. 4. To Insert Footnote, Select Insert Footnote. 5. From the EndNote Basic toolbar select Find Citations represented by a microscope icon. 6. Search for the reference you want to cite. 7. Select the reference and click Insert. 8. To cite a specific page number, select Edit Citation from the EndNote Basic toolbar. Select the relevant cited reference and add the page number. Click the OK button. Create a Stand Alone Bibliography You can create a formatted stand alone bibliography with your references in EndNote Basic. 1. Click on the Format tab, select Bibliography. 2. Choose the references, bibliography output style, and file formation. **If you want to export the bibliography to Word, select the RTF file format. 3. Select an option to save, or print the bibliography. Tip: Select individual references for your bibliography To create a bibliography with a selected group of references, select My References tab. Click on All My References. Check the box to the left of individual references and click Copy to Quick List. Follow the directions above to create a bibliography using those references. Updated 09/28/2017

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