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University of Newcastle Library guides

Managing your References:  EndNote Online

Why use EndNote Online?

Why use EndNote Online?

 

Access Anywhere. On your desktop, online, or on your iPad

 

EndNote Online can be used to manage your references, share libraries collaboratively, and can be used with Microsoft Word to add in-text citations and bibliographies to your assignments.EndNoteOnline can be synced to an EndNote library on your desktop, or used completely online - whatever works for you. Create your free account. EndNote also has an app for iPad.

Getting Started

Getting Started

To get ready to use EndNote Online, you need to complete the following steps:

1.Ensure your computer meets the System Requirements

2.Createan Account

3.Download and Install the Installers (Firefox Extension,Capture Reference and Cite While You Write,)

4. Setup MS Word to use EndNote Web as a Preference to use theCWYW Plug-in

After you have completed the 4 steps above, you are ready to use EndNote Online to

  • Build up your personal EndNote Online library and
  • Create bibliographies automatically for your assignments

Note:Information for Mac users is available in the Mac Users box below.

System Requirements - Windows

Browser Requirements (Cookies and JavaScript must be enabled in the Web browser settings)

  • Internet Explorer 8.x or later 
  • Firefox 27 or later 
  • Chrome 31 or later 

Windows Plug-in Requirements

  • MS Windows XP SP3 or later 
  • MS Word: 2003 or later 
  • MS Internet Explorer 7.x - 9.x with the latest service pack set as the default Web browser
  • Firefox for Windows set as the default Web browser

For more details see the EndNote Online Help page

Create an Account

To create an EndNote Online account go to https://www.myendnoteweb.com

  1. Provide your e-mail address
  2. Complete the registration form online
  3. Read and agree to the Terms and Conditions

To retrieve a lost password

Click the Forgot Your Password link on the login page, and then follow the instructions there to reset your password. To change your password, email address, profile information etc, login to EndNote Online, then click the Options tab, and then choose the relevant tab from the menu.

Firefox Extension for Windows

FireFox Extension

 

The FireFox Extension Installer adds the EndNote toolbar in Firefox to enable you to save online references from web pages (eg Google Scholar) or databases (eg. EBSCO) into your EndNote Online library.

To install the EndNote Online extension for Firefox:

  1. After log in to EndNote Online
  2. Click the Download Installers link at the bottom of any page.
  3. Under Firefox Extension, click the Windows/Macintosh link.
    Note: If Firefox prevents the download, Choose Allow this site http://myendnoteweb.com to install software to your computer.
  4. Click the Install Now button when prompted to confirm software installation.
  5. Click the Restart Firefox button.

To uninstall th EndNote Online toolbar for Firefox:

  1. In Firefox, select the Tools menu, then Add-ons or Extensions.
  2. Select the EndNote Web extension.
  3. Click the Remove/Uninstall button.

See more details at the EndNote Online Help page

Capture Reference Plug-in for Windows

 

Capture Reference enables you to catch bibliographic information from the current web page and save it to your EndNote Online library.

Capture Reference

The Capture Reference bookmarklet is available if you have downloaded the Web Capture installer.

To install the Capture tool, just drag the Capture Reference button to your Bookmarks bar (also known as "Favorites Bar" or "Bookmarks Toolbar"). In some browsers, you may need to right-click and select "Add to Favorites" or "Bookmark This Link "To use it, browse to a page you like and click the Capture Reference button in the Bookmarks bar. The Capture Reference window will open. Follow the instructions in the window.

See more details on the EndNote Online Help page

CWYW Plug-in for Word

If you want to use EndNote Online with Word or the Internet Explorer toolbar for Windows you need to download and install the Cite While You Write plug-in. If you use Firefox there is also a FireFox Extension add-on available.

Information for Mac users is available under the tab Mac Users on the top of the site.

Cite While You Write Plug-in for MS Word

 

The Cite While You Write Plug-in (CWYW) enables you to insert references, and format citations and bibliographies automatically while you write your papers in Word.

The Windows plug-in also allows you to save online references from databases to your EndNote Online library in Internet Explorer.

When off campus: To download and install the Cite While You Write plug-in to use with Word or the Internet Explorer toolbar for Windows:

  1. Log in to the PC with administrative rights.
  2. Close all open windows of programs eg MS Word and MS Outlook.
  3. Open a web browser and log in to EndNote Online, and click the Download Installers link at the bottom of any page.
  4. Click the Download Windows with the Internet Explorer plug-in link and follow screen prompts to save and run the EndNote Plugins.exe installer.

If you need more assistance see the CWYW plugin EndNote Online help page

When on campus:The library's PCs already have the plug-ins installed. If not installed please see the librarian.

To verify the installation of Cite While You Write, open Word and look for the Cite While You Write toolbar.
To verify the installation of the Internet Explorer toolbar, open Internet Explorer and look for the EndNote Web toolbar. If it is not visible, select the View menu, Toolbars and check EndNote Web.

To uninstall the Cite While You Write Plug-in:

Go to Start > Control Panel > Add/Remove Programs or Programs and features > Uninstall a program.

See more details at the EndNote Online Help page

Mac Users

Mac Users

The minimum requirements to use Endnote Online with your Mac are as follows:

Web Browser Requirements (Cookies and JavaScript must be enabled in the Web browser settings)

  • Firefox 27 or later 
  • Chrome 31 or later 
  • Safari 5.0 or later

Macintosh CWYW Plug-in Requirements

  • Macintosh OSX 10.6 or later
  • Microsoft Word: 2008 SP1 / 2011
  • Firefoxfor Macintosh set as the default Web browser

For more details see the EndNote Online help page

CWYW Plug-in for Mac

Mac users need to download and install the Cite While You Write plug-in to use EndNote Online with Word. You may also download and install the FireFox Extension add-on to capture the references from the web instantly.

Installing the Cite While You Write Plug-in for Macintosh

The Cite While You Write Plug-in(CWYW) enables you to insert references, and format citations and bibliographies automatically while you write your papers in Word.

To download and install the Cite While You Write plug-in to use with Word:

  1. Login to the PC with administrative rights.
  2. Login to the EndNote Online site in a Web browser.
  3. Click the Download Installers link at the bottom of any page.
  4. Click the Download Macintosh link to download the Cite While You Write installation disk image.
  5. Make sure no applications are running.
  6. Double-click the EndNoteWeb.dmgfile.
  7. Drag the EndNote Web folder to the Applications folder on your hard drive.
  8. Double-click on the Applications folder, then the EndNote Web folder, and finally the ENWeb_installer file.
  9. Follow the instructions to complete the installation.

For more information on installing the CWYW plugin for Macintosh see the EndNote Online Help page

To uninstall the EndNote Cite While You Write Plug-in

  1. Go to Applications> EndNote Web and double-click on the ENWeb_installer file.
  2. Select, Un-Install, and click Next.
  3. Drag the EndNote Web application folder to Trash when the uninstall completes.

See more details at the EndNote Online help page

Firefox Extension

Installing the FireFox Extension Add-on

The FireFox Extension Installer adds the EndNote tool bars in Firefox to enable you to save online references from web pages (eg Google Scholar) or databases (eg EBSCO) into your EndNote Online library. It also adds the links to the EndNote Online site and help page.

To install the EndNote Web extension for FireFox:

  1. Login to EndNote Online.
  2. Click the Download Installers link at the bottom of any page.
  3. Under Firefox Extension, click the Windows/Macintosh link.
    Note: If Firefox prevents the download, Choose Allow this site http://myendnoteweb.com to install software to your computer.
  4. Click the Install Now button when prompted to confirm software installation.
  5. Click the Restart Firefox button.

To uninstall the EndNote Web toolbar for Firefox:

  1. In Firefox, select the Tools menu, then Add-ons or Extensions.
  2. Select the EndNote Web extension.
  3. Click the Remove/Uninstall button.

See more details at the EndNote Online Help page

Collect your References

Collect your References

Once you have created an EndNote Online account you can build up your personal EndNote Library by collecting references.

To do so, click the Collect tab, then use any of the following 3 options to add references to your EndNote library.

  • Online Search: Search the library catalogue within EndNote Online and import references into your library.
  • New Reference: Add a new reference manually.
  • Import References: Import references from a database into your EndNote Online library.

Important: You should always check the quality of the references and edit them when you add references using the methods described above. It is very important to keep all the data in your EndNote library correct and accurate at all times. Otherwise any mistakes in your EndNote library will be transferred to your paper whenever you use these references.

Online search from NewCat+

  • Click Collect tab, then Online Search.
  • Select U Newcastle from the library catalogue connection drop down menu, then click Connect.

  • Do a search, select retrieve all records or a range of records, then click Search.
  • Mark the results then choose Add to groups from the drop down menu, eg Unfiled or New Group.

Important: You need to check the quality of references you have added from the catalogue and edit them as necessary.

Manual Entry

  • Click the Collect tab, then New Reference
  • Select the Reference Type from the drop down menu eg Book Section

  • Fill in the fields with the reference information eg Author, Title, etc. It is a good idea to familiarise yourself with your reference style to ensure you enter the correct citation elements. For further help refer to the UoN Referencing Guide.
  • Click Save

For more details see the EndNote Online help page

Important: You need to check the quality of references you have added and edit them as necessary.

 

Editing a Reference

It is very important to ensure all data in your EndNote Online library is accurate as any mistakes in your EndNote library will be reflected in your paper whenever you use these references. If you see an error you can edit the reference. This includes both manually added references and those imported from a database or library catalogue.

To edit a reference:

Click on the title to open the reference.

Click each of the fields to edit as needed.

Click theSave button on the Top or Bottom of the record to save the changes made to that record.

Importing References

Importing references from a database is slightly more involved than the Direct Export process. It involves the following 2 steps:

Step 1: Search the database and save the results as a Text file. You will need to:

  • Search a database, eg Proquest, Informit etc.
  • Mark the records you want to save
  • Save these records in a text file (i.e. a file with the extension .txt) or .RIS format
  • Import the text file into your EndNote library as illustrated in Step 2:

Step 2: Import the search results into EndNote Library:

  1. Select the Collect tab, and then click the Import References link as shown above.
  2. For the File field, click the Browse button to find and select the file containing reference data.
  3. For the Import Option field, select the import option that matches the reference data format, eg Proquest, Informit etc.
  4. For the To field, select a group to assign to the imported references. If you don't have any groups select Unfiled.
  5. Click the Import button. A message will display telling you how many references has been imported into that group.
  6. Click the My References tab to see the imported references

For more information see the EndNote Online Help page

Important: You need to check the quality of references you have added from the databases and edit them as necessary.

Direct Export from Databases

Some databases allow direct export from the database to EndNote Online.

The EndNote website provides a list of database that allow direct export

Databases not listed will require you to import the references into your library (See the Importing References Tab).

Important:You need to check the quality of references you have added from the databases and edit them as necessary.

Adding File Attachments

  • Click on the title to open the reference
  • Scroll down to Attachments, click on Attach files

  • Choose File and Upload to Library

  • The document has now been attached to the reference in your library.

 

Organise your References

Organise your References

 

Organise your references for your research topics and papers

 

You can organise your references by creating groups, share your groups with others, and find duplicates.

Click the links below for details:

  • Create a group
  • Manage and share groups
  • Find duplicates

Create a Group

You can create a new group by going to the Organize tab, then click on Manage My Groups and select the New Group button.

Alternatively, you can create a New Group from the My References page. First select the references you want to put into a new group, then click on the Add to group ...drop down menu, and then click New Group.

Manage and Share Groups

Collaborative group sharing

You can share a group of references with others with read only or read and write access.

  • Go to the Organize tab then Manage My Groups.
  • Select the group you want to share with others, then click Manage Sharing.

  • Type in the other's email address and select access right as Read Only or Read and Write.
    (Note: Attachments are not shared, regardless of access privileges).
  • Click Apply.

If others share their groups with you, you can view them by clicking Others' Groups.

 

Deleting Groups

 

Deleting a group will not delete the references held in this group. When you delete a group these references are moved to Unfiled.

 

Find Duplicates

  • Go to the Organize tab then Find Duplicates.
  • Mark the duplicate record(s) then click Delete.

Deleted items may be recovered in the Trash section, if not yet emptied.

Format your References

Format your References

 

Create a formatted bibliography for your paper or cite references while you write

 

EndNote Online provides the following functions to enable you to create a formatted bibliography for your paper or cite references while you write. EndNote Online also enables you to export your references to other programs such as EndNote Desktop, Reference Manager etc.

 

Creating a Formatted Bibliography

Within EndNote Online you can format your references in a specified reference style and e-mail, save or print the formatted bibliography as you wish.

To create a bibliography:

  1. From the Format tab, click the Bibliography link.
  2. Select the references to format.You can create a bibliography from one of your groups, or all of your references.
  3. Select the output style from the Bibliographic style drop-down list box eg APA 6th as shown.
  4. Click the Save, or E-mail, or Preview and; Print buttons as you wish, then follow the instructions on the screen to proceed.

For more details see the EndNote Online Help page

Cite While You Write (CWYW)

To use EndNote Online with Microsoft Word you will need to install the CWYW Plug-in. Once this is installed you can easily find and insert a citation from your EndNote Online library into your paper while you are writing.

 

To find and cite your source

  1. Within Word, click the EndNote Web tab,then select the style you need, eg APA 6th as shown above,
  2. While you write place the cursor in the location where the citation should appear.
  3. Click the Find Citations button in the EndNote Online toolbar.
  4. Enter a search term in the Search field to find the reference or references to insert.
  5. Click the Search button.
  6. Select the reference. To insert multiple references in one citation, click each reference while holding the Ctrl key.
  7. Click the Insert button to insert the standard citation or choose from these additional options:
    • Insert and Exclude Author
    • Insert and Exclude Year
    • Insert and Exclude Author and; Year

The citation appears at the cursor location, formatted according to the bibliographic style specified. The reference information is also automatically added to the bibliography at the end of your paper.

To edit citations

 

You must use the Edit Citation(s) tool to edit the citation after it has been inserted. This may include to delete a citation, add or change page numbers, prefix and suffix, exclude author or date etc.

  1. In your Word document, highlight the citation to edit.
  2. Click on the Edit Citation(s)button in the EndNote Online toolbar.
  3. Select the appropriate edit option(s). The options available are:
    • Exclude the author - Removes the author's name in the selected citation
    • Exclude the year - Removes the Year in the citation in the selected citation
    • Prefix - Adds the prefix entered in the Prefix field to the citation
    • Suffix - Adds the suffix entered in the Suffix field to the citation
    • Page(s) - Adds the page numbers in the citation
    • Insert - Launches a Find Citation(s)window to select an additional reference to add to the citation
    • Remove - Removes the reference highlighted from your paper (both in-text citation and bibliography)

Note:You must use this option to delete citations. This will ensure that both the in-text citation and the reference in the bibliography list as well as all related EndNote field codes are removed.

For more details see the EndNote Online help page

Export References

EndNote Online provides an export feature allowing you to export your references in one of several standard export styles to e-mail, save or print for alternative use, eg you may open them in EndNote desktop, or Reference Manager etc.

To export the references:

  1. From the Format tab, click the Export References link.
  2. Select the references to format.
  3. Select the output style from the Export style drop-down list box eg RIS as shown.
  4. Click the Save, or E-mail, or Preview and Print buttons as you wish, then follow the instructions on the screen to proceed.

For more details see the EndNote Online help page

Edit/Add New Output Styles

Please note that it is not possible to manually edit or add new Output Styles in EndNote Online.

If users wish to add a style or change/edit an existing style there are two options:

  • Make a request for the style to be added to EndNote Online. See the EndNote website for more information; or

  • Use the EndNote program instead. For more information on the EndNote program,

Synchronize your References

Synchronize your References

EndNote Sync allows you to access your references from anywhere and manage your EndNote library on multiple computers.

EndNote Sync allows you to synchronize the references in your EndNote library with the references in your EndNote Online library.(EndNote is the desktop version of EndNote and EndNote Online is the Web version of EndNote desktop.)

In order to use this capability, you must have an EndNote Online account.

If you already have an EndNote Online account and know your log-in information, you are ready to get started!

Syncing automatically affects both sets of references that live in the respective Groups so that identical groups and references wil lbe there when EndNote Sync completes the proces.This includes all data changes -including file attachments -therefore each library will match the other. If references and/or PDFs are added or removed in EndNote, those changes are consequently updated in EndNote Online and EndNote.

Set up your Sync Preferences

Go to the Edit menu, select Preferences,then click Sync in the list of preferences.

Sync Preferences allows you to:

  • Set EndNote automatically to begin the Sync process every 15, 30, or 60 minutes (or manually).
  • By-pass entering your e-mail address and password each time you synchronize your references
  • Update your EndNote library with your EndNote Online library whenever you open or close your default EndNote library.

For more information see the EndNote Online help page

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Tutorial

UON Library guide to referencing

A tutorial about what
referencing is and how to
get started.