Research Guides: EndNote - Managing your Sources: Home (2024)

Endnote Basic is a free web-based system for organizing articles and creating bibliographies. This Web-based tool provides users with 2GB of online storage for their references and the ability to instantly format bibliographies in their word processor. These instructions are for EndNote basic. For those that havepurchasedEndNote - please see thisEndNotepage created by the University of Oregon library. It is possible to sync citations between EndNote and EndNote basic.

Creating an account

To use EndNote Basic you mustsign up for an account.

Web of Science

If you have a Web of Science account, that account will also work for EndNote Basic.

Research Guides: EndNote - Managing your Sources: Home (1)

Once you have established an account you will use themyndnoteweb.compage to access thesources that you saved. Make sure to bookmark this page in your browser for easy access.

Adding citations to Endnote Basic

Importing citations from databases

You can save citations from many of the TMU Library's databases and import them into your EndNote basic library using a simple two-step process.

  • While in your database, you need to export the selected citations or save the information from the database in either "EndNote" or "RIS" format. Remember what database you search.
  • Once you have saved the data open EndNote Web and click on the "Collect" tab.

Research Guides: EndNote - Managing your Sources: Home (2)

To import your file:

  • Click theImportlink located under the Collect tab.
  • Click theBrowsebutton in Step 1. This will open a window for you to find and select the import file.
  • Select the database you exported the records from using theImport Optiondrop-down menu.
    • If the database you used isn't in the list, then select "RefMan RIS" from the menu.
  • Optionally, select the group (or folder) into which you want to save the references.
  • Click theImportbutton.

The references imported from the selected file are now saved to the folder you selected, or into your "Unfiled" folder.

Capture Add-On

Endnote provides a browser add-on that allows you to capture information about the webpage you're looking at. This works best when you're reading an abstract of a journal article or a news website.

The Add-on is available in EndNote basic under the Download Tab.

Research Guides: EndNote - Managing your Sources: Home (3)

The "Capture" button lets you add citation information from the page that you're on to your EndNote Basic account. The "Capture" button describes the page you're on,notany citations that are on the page, so it doesn't work with a list of articles in a database.

Research Guides: EndNote - Managing your Sources: Home (4)

Make sure that the information in the "Capture" window is correct and complete, so that EndNote will e able to format your bibliography correctly later.

Manually add citations

  • On theCollecttab, click onNew Reference
  • Choose the folder where the reference will be saved from theChoose Folderdrop-down list box.
  • Change the Reference Type by selecting the appropriate type from theReference Typedrop-down list box. The screen will redraw when the reference type changes displaying appropriate fields for that reference type
  • Enter the bibliographic data in each of the fields in the reference. Reference Fields required for a properly formatted citation and bibliography are indicated with asterisks.
  • Click theSavebutton in the upper left corner of the new reference box."*

Creating Bibliographies with EndNote Basic

Creating bibliographies in MS Word

EndNote Basic can automatically create bibliographies and format citations in documents, assignments, manuscripts, and more in a variety of citation styles.

Before you can do this, you have to install EndNote Basic's plug-in for Microsoft Word. This plug-in enables EndNote Basic to create and automatically update your bibliography and citations in your Word document. Install the "Cite while you write" plug-in from the Download tabwithin EndNote Basic:

Research Guides: EndNote - Managing your Sources: Home (5)

Once you've installed the Word plug-in, it will appear as a new toolbar:

Research Guides: EndNote - Managing your Sources: Home (6)

  • The first time you use the Cite While You Write toolbar, click on the "Tools" menu in the toolbar and select "Cite While You Write Preferences...". In the preferences window that appears, click on theApplicationstab.
  • Click on the "EndNote online" option, then fill in your account information and click "OK". You are now ready to start adding citations to your Word document.
  • Open your Word document and begin writing, when you need to insert a citation into your text, click theInsert Citation(s)button on the Cite While You Write toolbar. TheEndNote Find & Insert My References Windowwill appear

Research Guides: EndNote - Managing your Sources: Home (7)

  • Type a search into the "Find Citation" search box, and the matching articles in your EndNote Basic account will appear.
  • Select one or more of the articles, and click on the "Insert" button (if you are using an "author-date" style and want to change the display, then click on the down-arrow to select how you want to insert your citation).
  • The in-text citation will appear, and the article will be added to your reference list at the end of the document. If this is the first citation you've inserted, then the reference list will be created.

To change the way that your bibliography is formatted, click on theConfigure Bibliographybutton in the toolbar. This window lets you change the citation style on theFormat Bibliographytab; adjust the font and title of the bibliography on theLayouttab; and enable or disable immediate formatting of your citations and bibliography on theInstant Formattingtab.

Create a bibliography within EndNote Basic

EndNote Basic lets you create a quick bibliography using theBibliographysection of theFormattab. You can create a bibliography from all the references in one of your groups, or if you just need a few references that you want to post to a blog post or email to somebody, add them to the "Quick List" on yourMy Referencestab.

  • In EndNote basic select Bibliography (under the Format tab).
  • Select the group that you want to use as the source for your bibliography
  • Select a bibliographic output style from the pull-down menu (i.e., APA, MLA, etc.).
  • Select a file format: HTML, plain text, or rich text format.
  • Click on the Create button.
  • Save, email, or print the bibliography.

Quality Assurance

EndNote Basic facilitates the management and formatting of citations. However, it is vital that you check the citation data at the import stage and check the formatting of your in-text citations and the generated bibliography to ensure the completeness and accuracy of the data captured or the references being produced.

More support for EndNote Basic

Check out theEndNote Basic YouTube Channel for more tutorials.

Research Guides: EndNote - Managing your Sources: Home (2024)

FAQs

How do I manage references in EndNote? ›

Click on the add references icon in the top toolbar OR go to References and select New Reference (or Ctrl+N) Select the Reference Type from the drop-down menu (e.g., Journal Article, Book, Conference Paper, Webpage) Enter reference details in the relevant fields (e.g., Author, Title, Year, Volume, Issue etc.)

Is EndNote Click safe? ›

When EndNote Click handles your personal data, we follow three core principles: We only use your institutional login credentials to give only you legitimate access to your subscribed resources. Your institutional login credentials are only stored locally, in your browser, and are kept safely encrypted.

Where should I put my EndNote library? ›

Choose a name for your library and save it in a file location of your choice, such as your C drive, or N drive if working on a student UCL-networked computer. Never save your EndNote library on a cloud drive (e.g. OneDrive) as it will almost certainly become corrupted.

What is the difference between EndNote desktop and EndNote online? ›

Answer. Both do the same essential job of collecting references and storing them into a library and both have the Cite While You Write plugin in Word so you can easily cite your sources. EndNote Online is a web based. Your reference library is stored in the online application and not on your computer.

How do you manage references? ›

manage references by using folders and tags and facilitates the search and deletion of duplicate references. share your references with colleagues. store full text PDFs with the relevant references. cite references in your chosen referencing style.

How do I edit and manage citations in EndNote 20? ›

In your document select the citation you want to change by placing the cursor anywhere within it. Select the EndNote 20 tab from the toolbar ribbon. Select the Edit & Manage Citation(s) button and make the necessary changes. Save the changes and the citation will be updated.

Is Zotero or EndNote better? ›

EndNote vs Zotero: EndNote has more advanced reference management features. EndNote has some useful reference management features that Zotero lacks. EndNote can automatically search for and update references with missing information. This is especially helpful for ensuring that references are complete and up-to-date.

Why is EndNote gone from Word? ›

If you cannot see the EndNote tab in your Word document you may need to re-enable Cite While You Write (CWYW). To re-enable CWYW: Go to File > Options > Add-ins.

Is EndNote free or paid? ›

Try EndNote free for 30 days.

If you're happy with the trial, your subscription will roll over to a full license after 30 days. Not satisfied? Opt-out at any time.

Is EndNote backed up? ›

Sync with EndNote Online

If you regularly sync your EndNote Desktop Library with your EndNote Online account this will provide a limited backup to your basic references.

Does EndNote store files locally? ›

EndNote libraries consist of two parts: the enl file and the Data folder. You must keep these two components together at all times; both are essential for the library to work correctly. Keep EndNote libraries on your computer's local hard drive.

How to get EndNote for free? ›

EndNote Basic: This is the free version of EndNote. You can sign up for it through EndNote's website here. EndNote Basic comes with limited features--for example, you will have less storage space than in the full version, and you will not be able to mark up PDFs within the program.

Is EndNote X9 or 20 better? ›

While EndNote 20 retains the three-paned structure of EndNote X9, the interface has been simplified. Previously you could search PubMed and other databases by switching to Online Search or Integrated Mode. EndNote 20 has combined that feature into the main library, essentially making Integrated Mode the default.

Which is better, Mendeley or EndNote? ›

Which citation managing software you choose ultimately comes down to what your needs are. If you love importing references from PDFs, annotating them, and sharing them with colleagues then Mendeley is the right choice. For those who collaborate with co-authors and need to exchange references with ease, choose Endnote.

Is EndNote worth it? ›

Overall: EndNote is a valuable tool for researchers, students, and professionals looking to manage their references and bibliographies.

How do you edit reference types in EndNote? ›

It's easy to modify an existing reference type in EndNote. Whenever you make a change to a reference type, you should also edit your Output Style to make sure that they correctly format the modified reference type. Go to Edit > Preferences > References Types > Modify Reference Types.

References

Top Articles
Latest Posts
Recommended Articles
Article information

Author: Tyson Zemlak

Last Updated:

Views: 6490

Rating: 4.2 / 5 (63 voted)

Reviews: 94% of readers found this page helpful

Author information

Name: Tyson Zemlak

Birthday: 1992-03-17

Address: Apt. 662 96191 Quigley Dam, Kubview, MA 42013

Phone: +441678032891

Job: Community-Services Orchestrator

Hobby: Coffee roasting, Calligraphy, Metalworking, Fashion, Vehicle restoration, Shopping, Photography

Introduction: My name is Tyson Zemlak, I am a excited, light, sparkling, super, open, fair, magnificent person who loves writing and wants to share my knowledge and understanding with you.