Endnote Web. Format Create a standalone bibliography Insert references into your Word document

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1 UNIVERSITY OF SYDNEY LIBRARY Endnote Web Collect Create an Endnote Web account Add references to your Endnote Web account Export references directly from Web of Science to Endnote Web Import references from other sources Organize Create and share a Group with other Endnote Web users Format Create a standalone bibliography Insert references into your Word document Sync Set up desktop Endnote for synchronizing Sync references with desktop Endnote Collect Create an Endnote Web account Endnote Web accounts are free to any authorised users of desktop Endnote. Create an account via the Library s Web of Knowledge database: 1. Go to the Library homepage: sydney.edu.au/library 2. Click on databases and electronic resources 3. Click on W 4. Click on Web of Science 5. Select EndNote at the top of the page and click on Register 6. Enter requested details to create the account 7. Note down the account login and password in a safe place Add references to your Endnote web account References can be collected in a number of ways: Online Search (via Collect tab) Direct Export with some database platforms such as Web of Knowledge and Ebsco (via the database itself) Manual entry using New Reference (via Collect tab) Import References (via Collect tab) References can also be transferred from your desktop Endnote library. This is known as Synchronizing. See steps at the end for how to set up and use Sync. Online search of the Library catalogue 1. In Endnote Web, click on the Collect tab. You will see the Online search feature 2. Select your source (e.g. U Sydney) from the list* a. You can add favourites by clicking Select Favorites 3. Click on Connect 4. Type in your search criteria (unusual word from the title or ISBN searches are most effective) 5. Choose the appropriate field to search on 6. Click on Search 7. When the result numbers appear tick the box next to any results you wish to keep 8. Click on the Add to group.. drop-down menu and choose the group to add the references to 9. The selected references will be added to your Endnote Web account *Databases that require password access (not unikey) cannot be accessed through Online search. Use either Direct Export (if available), Import References or Manual Entry instead.

2 Direct Export from Web of Science 1. Leave the Internet Explorer tab with Endnote Web open 2. Right click on the tab with Endnote Web open 3. Open a new tab so that you have two tabs open in the same browser window: One tab for Web of Science and one tab for Endnote Web 4. In the new tab go to the Library homepage, click on Databases and electronic resources and then click on W 5. Scroll to Web of Science and click on the title 6. Log in using your Endnote Web account login and password 7. Do a search on your chosen topic 8. The results will then appear 9. Select some results from the list of results 10. Click on Send to: my.endnote.com: 11. Choose the fields to be sent to your Endnote web account: 12. The selected results will be sent to your Endnote Web account 13. Click on Endnote Web tab again 14. Click on the My References tab to refresh the account (log in again if prompted) 15. Your newly added reference should appear in the list Import References into Endnote Web 1. In Endnote Web, click on the Collect tab and then click on Import References 2. Browse for the file you wish to import (this is the file you already downloaded from a database) 3. Select the appropriate import option (corresponding to the database you downloaded from) 4. Select the Endnote Web Group that you would like the references to go to 5. Click on Import Example 1: Import references from Google Scholar 1. Do a search in Google Scholar on your chosen topic 2. Click the Cite link (if you have imported references from desktop Endnote in the past the link may say Import into Endnote instead) 3. A window will open with saving options. Click on the drop-down menu and choose Save as and save the file to your computer 4. In Endnote Web: Click on the Collect tab 5. Click on Import References 6. Browse and select the file you downloaded from Google Scholar Jeremy Cullis For use with Endnote X7 Page 2

3 7. Click on Select Favourites and add Endnote Import to your list of favourite import filters 8. Choose this filter from the drop-down menu next to Import Option 9. Choose a destination Group to put the reference in 10. Click on Import 11. The references will be sent to your chosen Group Example 1: Import references from CrossSearch 1. Do a search in Cross Search on your chosen topic 2. Click on the folder appearing in the top right-hand corner of any references that you want to export 3. When finished click on the Saved Items folder in the bottom right-hand corner of the results window 4. Choose Endnote from the export options 5. A window will open with saving options. Click on the drop-down menu and choose Save as and save the file to your computer 6. In Endnote Web: Click on the Collect tab 7. Click on Import References 8. Browse and select the file you downloaded from Google Scholar 9. Click on Select Favourites and add Refman RIS to your list of favourite import filters 10. Choose this filter from the drop-down menu next to Import Option 11. Choose a destination Group to put the reference in 12. Click on Import 13. The references will be sent to your chosen Group Manual Entry This method should be used when the above methods cannot be used. 1. In Endnote Web click on the Collect tab 2. Click on the New Reference link 3. Choose the appropriate reference type and then type or copy and paste the citation details into the form 4. Click Save Jeremy Cullis For use with Endnote X7 Page 3

4 Organize Create and share a Group with another Endnote Web user Endnote Groups allow you to organise and share your references online. If you are planning to sync your desktop Endnote library it is important that any Groups you create in Web or desktop Endnote have unique names. This will help you avoid losing data when synchronizing. Create a group 1. Go to your Endnote Web account (if not already there) 2. Click on the Organize tab 3. Click on New group a. A pop-up window should appear 4. If the pop-up does not appear, in Internet Explorer, click on the message appearing at the top of the browser window and choose Temporarily allow scripted windows 5. Click on New group again your popup should now appear 6. Type in the name of your group* 7. Click OK 8. Your new group should appear in the Manage my Groups table *If you are using desktop Endnote as well it is important that any Groups you create in Web or desktop Endnote have unique names. This will help you avoid losing data when synchronizing. Share a Group 1. Tick the Share box next to the Group you want to share 2. Click on Manage Sharing next to the Group you want to share 3. Click on Start sharing this group 4. Enter address of another Endnote Web user that you wish to share Groups with 5. Choose read only or read and write 6. Click Apply 7. Click Close window Jeremy Cullis For use with Endnote X7 Page 4

5 8. Click on the My References tab 9. The newly created Group should appear in left hand menu and a share icon next to it References not in any Group Group shared with other users Group shared by another user Add references to a Group 1. Start from the My References page (click on the My References tab if you are not sure) 2. Click on All my references to see all references in your Endnote web account 3. In the main window tick box next to the references you want to put into a Group 4. From drop-down menu choose your newly created Group 5. The references should now appear in your newly created group If another Endnote Web user has shared a Group with you, you will have Groups listed under Groups Shared by Others Format As with desktop Endnote you can create independent bibliographies or use Cite While You Write in Word. Create a standalone Bibliography Use this method if you just want to create a list of references without an accompanying essay. 1. In your Endnote Web account click on the Format tab 2. Choose your References, Bibliographic style and file format 3. Click on Preview & Print (or Save or depending on what you want to do with the list) a. If pop ups are blocked, change your browser settings to allow pop ups and repeat this step 4. Follow the prompts to either print, save or the list Jeremy Cullis For use with Endnote X7 Page 5

6 Create a list of favourite styles in Endnote Web In order to format your references in your chosen style you may need to create a list of favourite output styles in Endnote web before inserting references into your Word document. 1. In Endnote Web click on the Format tab 2. Click on Select Favourites 3. Find and add your favourite styles: Cite While You Write in Word 2010/11 with Endnote X7 toolbar Before you can use Endnote Web with Word you need to display the Endnote Web toolbar. 1. Open Microsoft Word and go to the Endnote tab 2. Click on Preferences 3. Click on Application 4. Change the application drop-down menu display Endnote Web 5. Put in account details if prompted 6. Click Ok 7. The Endnote toolbar will change to an Endnote web toolbar Insert a reference into your paper 1. Put your cursor next to the text where you want the reference to appear 2. Click on Insert Citations to look up references 3. Type in a detail from the reference you wish to insert (e.g. author surname or a word from the title) 4. Click Find 5. Select the reference you want from the list of results and click Insert 6. The reference will appear in your paper Type in a detail from the reference and click Find Highlight the reference from the results and then click Insert Jeremy Cullis For use with Endnote X7 Page 6

7 Sync Sync your references with your desktop Endnote library The Sync feature will synchronise the contents of your desktop and Web Endnote libraries. Previous users of Endnote Web with desktop Endnote The transfer of references between desktop Endnote X6 and Endnote Web works differently to how it worked in the past. It is no longer possible to maintain different collections of references in desktop and Web libraries. Important information for all users Synchronizing your Libraries is designed to mirror the content in desktop and Web Libraries. For this reason references can be lost if Synchronizing is not done correctly. To avoid losing references or Groups from either Library it is important that you do the following before synchronizing your Libraries: Make a backup copy of your desktop Endnote Library Rename any Groups that have the same name in both Web and desktop Libraries (before Synchronizing for the first time) Advanced users should watch the video below and follow all the recommended steps to make sure no references or Groups are lost when synchronizing with X6 for the first time If you plan to synchronize your Library on a second computer please watch the video below for steps on how to do this Do not make a change to both your desktop and Web libraries before Synchronizing It is very important that you watch this video before Synchronizing for the first time: Other points about synchronization Smart Groups, Combined Groups and Group sets will not be synchronized Deleting references or custom Groups in either your desktop or Web library after your first sync will delete them in both libraries Setting up desktop Endnote with your Web account details The next step for new and existing users is to link your Endnote Web account to desktop Endnote. It is recommended that you do this on home or work computer and use this computer to do all your synchronizing. 1. Open desktop Endnote 2. Windows user: a. Click on Edit b. Click on Preferences 3. Mac users: a. Go to the EndNote X7 menu and choose Preferences Jeremy Cullis For use with Endnote X7 Page 7

8 4. Click on Sync 5. Click on Enable sync to activate your Endnote web account 6. Follow the prompts to register your Endnote web account 7. Enter your Endnote Web account details 8. Choose your automatic sync settings* 9. Click Apply 10. Click OK *It is recommended that you untick the automatic sync options until you are familiar with how synchronizing works Synchronizing your desktop and Web Endnote Libraries 1. Make sure you have followed the steps above under Important information for all users 2. Go to your desktop Endnote account and ensure that you have your account details entered as described above 3. Click on the Sync icon: 4. Your account details will be verified and then the synchronization will be completed Frequently Asked Questions Endnote web accounts registered through your institution can store up to 5GB of file attachments and an unlimited number of citations Back up your citations if they are important to you: Remember the references are stored on a remote server so it is important to have a backup in case the server is unavailable. The easiest way to do this is to sync your Endnote Web and desktop Libraries and then make a backup Jeremy Cullis For use with Endnote X7 Page 8

9 copy of your desktop Library (see Introduction to Endnote material on how to backup your desktop Endnote Library) Referencing styles cannot be customised in Endnote Web. However you can insert references from your Web account then apply a customised output style to them from your desktop Endnote program. For further information University of Sydney EndNote guide: Faculty Liaison Contacts: EndNote Web FAQs: Compare Endnote features: Endnote user forums: Endnote knowledge base: Jeremy Cullis For use with Endnote X7 Page 9

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