EndNote Web

This help guide provides an overview of EndNote Web, an online citation management resource available to WSU faculty, staff and students. Help exporting citations from specific database platforms and importing them into Endnote Web is also available.

Contents

Creating an account

To make sure that EndNote Web knows you are affiliated with WSU, be sure register for an account while you are on campus. To register, do the following:

  1. Go to EndNote Web: http://www.myendnoteweb.com
  2. Click the Sign Up for an account link at the top of the page.
  3. Fill out the registration form with your name, email address, desired password, and other information. Be sure to choose whether to opt in or out for receiving training material and other email.
  4. Click the I Accept button indicating that you agree to the Terms and Conditions.

Note: If you have an account on ISI Web of Knowledge (Science Citation Index and Social Sciences Citation Index) for saving searches and getting email alerts, then you can use that account with EndNote Web.

On & Off Campus Access

After you have registered for an account from an on campus computer, you will be able to use EndNote Web anywhere you have Internet access (on or off campus) for three months. Once every three months, be sure to login to EndNote Web using an on campus computer. This tells the service that you are still affiliated with WSU.

Using EndNote Web

The features of EndNote Web are organized into five areas, accessible via tabs across the top of all the pages.

  • My References: View and edit your references.
  • Collect: Add references to your collection.
  • Organize: Arrange and share your references.
  • Format: Generate bibliographies and format citations.
  • Options: Manage your account.

My References

On this page, you can view the references you have saved or imported to EndNote Web.

screenshot of reference list

The reference list is arranged alphabetically by author's last name. However, you can sort the list as desired by clicking on a column heading. For example, clicking on Year will arrange your references list by publication date.

My References: Groups

From this list, you can also arrange your references into groups:

    screenshot of group options
  1. Click on the checkboxes for any references you want to add to a group. You can also select all of your references or select references by page using the All checkbox or Page checkbox.
  2. After selecting references, click on the Add to group drop-down box.
  3. Choose a group from the list or select New Group to create a new one.
  4. You can also add references to a Quick List by selecting any references and clicking on the Copy to Quick List button. A quick list is an easy way to create a unique list without needing to add new groups.

    Note: You can add a reference to more than one group.

My References: Editing a reference

The Edit link located to the right of each reference allows you to edit information about that reference. In addition to basic citation information, there are also many optional fields including the ability to add labels, keywords, translation information and research notes. The types of fields change based on the type of resource you are adding. These optional fields provide more flexibility for the type of information you can save.

screenshot of the side panel

My References: Quick Search / My References Box

This box is displayed on the left side of the My References page. It provides a quick way to search your references for keywords, author names, dates, etc.

Additionally, you can see each of your groups and the number of references in each group. Clicking on a group name will display the references in that group. Clicking on All My References will display your full list of references.

Collect

The Collect page contains options for adding new citations to your references collection. There are three ways to add new citations:

  • New Reference: Manually add a reference by filing out a form.
  • Import References: Import from a file.
  • Online Search: search a catalog or database using EndNote Web.

Click on the Collect tab and then choose one of the collection options from links located just below the Collect tab.

Collect: New Reference

One basic way to add a reference to EndNote Web is to choose New Reference and then fill out a form with information about the item.

  1. Choose the Collect tab and then click on New Reference (located just below the Collect tab).
  2. Fill out the form with any information you have pertaining to the item. You can choose to add the reference to a specific group if you wish.
  3. Click on Save to save the reference to your collection or click on Clear to reset the form.

Collect: Import References

Another possibility is to search another source, such as a library catalog or database, and save your search results to a file which can then be imported into EndNote Web. Specific steps for this process will vary depending on where you are gathering your references.

Once you have a file containing references that you would like to import, do the following:

  1. Be sure you are on the Collect page and then click on Import References (located just below the Collect tab).
  2. Click on the Browse button and locate the file you want to import.
  3. Select a Filter type from the drop-down list. This option helps EndNote Web decipher the file you are importing.
    • If necessary, click on the customize this list link. This will allow you to customize the types of filters in your list.
    • There are many options depending on the source of the file, how the data was saved and even what interface you used. Experiment with different options to see what works best for your data. The generic EndNote Import option is useful.
    • Look at the help documentation on the website or database you searched for more information.
  4. Click on Import.

Collect: Online Search

The Online Search option is designed to allow you to search a specific database or catalog from within EndNote Web. The idea of being able to search using one interface is very compelling. However, it is important to note that this option does not currently work very well. EndNote Web does not know which databases our library system licenses so you may see error messages when you try to use this Online Search option. Additionally, search results will vary if you use this interface instead of searching the databases or catalogs individually. The Library is investigating how to make this feature work better.

You can use this option to search the WSU Library catalog (Griffin) and, while on campus, Web of Science, which includes Science Citation Index and Social Science Citation Index. To add these resources and search them, do the following:

  1. Be sure you are on the Collect page and then click on Online Search (located just below the Collect tab).
  2. Select a database or catalog from the drop-down list. Washington St U is the WSU Libraries Catalog (Griffin). Web of Science (ISI) includes Science Citation Index and Social Science Citation Index.
    • You can also customize the list so that it is shorter by clicking on the customize this list link.
    • Scroll through the list of options, click on those of interest and "copy to favorites".
    • These "favorites" will now display in drop-down box.
      • Washington St U is the WSU Libraries Catalog (Griffin)
      • Web of Science (ISI) includes Science Citation Index and Social Science Citation Index
  3. Click on the Connect button.
  4. You will see a series of search boxes with options for different fields to search. Enter your search terms, choose field limits and boolean operators (AND, OR, NOT) as desired. Then, click on Search.
  5. Click on the Retrieve button to retrieve all the search results or choose a specific number of records and then click on retrieve.
  6. To add references to your collection:
    • Click on the checkbox next to each item of interest or choose "Page" or "All" to add multiple references.
    • Click on the Add to group drop-down list and choose a group to add the references to. You can also create a new group for the reference or choose "unfiled" to leave them outside a group.
      screenshot of adding references procedure
    • After you select a group, the screen reloads. This is confusing as it is not initially obvious that anything happened. However, small check marks are now displayed next to the title of each reference that was added to your collection.
      screenshot of adding references procedure
  7. To do another search in the same catalog or database, click on the New Search link located above the search results list. To choose a different source, click on the Online Search link.

Export / Import

Help with exporting lists of citations from particular database platforms and importing them into your Endnote Web account are available for the following database platforms:

  • EBSCO (CINAHL, Academic Search, Business Search, and more. Click here and here for title lists .)
  • CSA (PsychINFO, Sociological Abstracts, PAIS International, and more. Click here for a full list.)
  • ISI - Web of Science (Science Citation Index, Social Science Citation Index, Arts & Humanities Index, Biosis)
  • JSTOR
  • ABC-CLIO
  • ProQuest

Organize

The Organize tab includes options for organizing your references. From this page you can:

  • Manage My Groups: manage your groups, create new groups and share your groups with others.
  • Others' Groups: see groups that other people have shared with you.
  • Find Duplicates: search your reference collection for duplicate entries.

Click on the Organize tab and then choose one of the options from links located just below the Organize tab.

Organize: Manage My Groups

On this page you can see the groups you currently have and the number of references in each group. You can Rename or Delete groups here. Note: Deleting a group does not delete the references connected to that group.

To share a group, click on Share Group. You will see a pop-up window asking you for the email addresses of anyone you want to share the group with. Some notes about shared groups:

  • You can share groups with EndNote Web users at other institutions.
  • You can share groups with individuals who are affiliated with an organization that has access to Endnote Web but have not yet created an EndNote Web account. The group will automatically appear after they've registered and logged in.

Organize: Others' Groups

On this page, you can view any groups other EndNote Web users have shared with you. A couple of notes regarding these groups:

  • Shared groups are read-only so only the owner of the group can edit the references in it.
  • However, you can generate a bibliography or an export file from the references in a shared group.

Organize: Find Duplicates

This option will search your references and identify any duplicate entries. To do this, EndNote Web compares the Author, Year, Title and Reference Type fields for each reference to see if it is a duplicate of other entries. As an example:

screenshot of locating duplicate records

From this page, you can easily delete duplicates, move them to a group or create a new group.

Note: Slight differences in any of the fields used for comparison (author, year, title and reference type) will effect whether a reference is listed as a duplicate. For example, consider the book entitled "The Design of Everyday Things". If "The" is dropped from the title in one reference but included in another reference, then EndNote Web will not list this as a duplicate.

screenshot of listing duplicate records

Format

The Format page includes tools for using the references you have collected. On this page you can:

  • Bibliography: Create a bibliography from your references.
  • Cite While You Write Plug-in: Download a plug-in for Microsoft Word.
  • Format Paper: Scan a document for citations that are also in your references collection.
  • Export References: Export your references for use elsewhere.

Click on the Format tab and then choose one of the options from links located just below the Format tab.

Format: Bibliography

You can generate bibliographies from your collected references using this page. To do this:

  1. Click on the Format tab and choose the Bibliography link.
    2. screenshot of formating a bibliography options
  2. From the "References" drop-down list, choose which references you wish to include. You can choose a specific group or all of your references.
  3. For "Bibliographic style" choose the citation style you wish to use, such as APA, Chicago or MLA.
    • To adjust the options included in this list, click on the customize this list link.
    • Scroll through the list of options, click on those of interest and "copy to favorites".
  4. Choose either HTML, TXT (plain text file) or RTF (rich text file) as a file format for your bibliography. Note: RTF is a good option if you will be using the bibliography with a word processor (such as Word or Pages).
  5. Choose one of the following options:
    • Save: Allows you to save the bibliography to the computer you are using.
    • Email: Sends the file via email as an attachment.
    • Print/Preview: Displays your bibliography in a new window.

Format: Cite While You Write Plug-in

This is a downloadable plug-in that works with Microsoft Word (on Windows and Mac OSX). Using this plug-in, you can add references from your EndNote Web collection to your Word document as you write. Specific instructions on installing and using the Plug-In can be found in EndNote Web's Help section at: http://www.myendnoteweb.com/help/ENW/h_toc.htm.

Format: Format paper

Format Paper is a tool that will scan a file and add references from your EndNote Web collection to it. This allows you to connect your references collection to a document without having to install and use the Cite While You Write Plug-in. In order for this to work properly, however, you need to add special formatting to the document for each citation. Specific information on how to do this can be found in EndNote Web's Help section at: http://www.myendnoteweb.com/help/ENW/hs_formatpaper.htm.

Format: Export References

You can export references that you have saved in EndNote Web for use with other programs. To do this:

  1. Click on the Format tab and choose the Export References link.
    2. screenshot of export options
  2. From the "References" drop-down list, choose which references you wish to include. You can choose a specific group or all of your references.
  3. For "export style", choose an option based on what you will be doing with the references. There are options for exporting to specific citation management software, including the full version of EndNote. Tab delimited files can be opened in many programs, including word processors and spreadsheet programs like Excel.
  4. Choose what you want to do with the file:
    • Save: Save the file to the computer you are using.
    • Email: Email a copy of the export file as an attachment.
    • Print/Preview: View the export results in your web browser.

Options

The Options page, located by clicking on the Options tab, includes tools for maintaining your EndNote Web account. You can:

  • Change your account password.
  • Change your email address.
  • Change your profile information, which includes subject area and role with the university.

Help

Detailed help on using EndNote Web is available online.

The Getting Started Guide provides an introduction to the website. This can be found by clicking on the My References tab. A link to the guide is located on the right side of the screen.

Help documentation is also available. These documents can be found from any page within EndNote Web by clicking on the Help link located in the top right corner.