Manchester Metropolitan University home page
Library home page

EndNote and EndNote Web

How to use EndNote and EndNote Web, Manchester Metropolitan's supported reference managers

Creating an Endnote Web account

>

EndNote is a software package that you can use to collect and organise your references and to create bibliographies.  This video will demonstrate how to create an account with the online version of EndNote. 

 

To start the registration process: go directly to the EndNote homepage using the myendnoteweb.com web address.

To set up an account which gives you full access to Endnote and allows you to use the MMU referencing style, you need to click sign in via your institution/Shibboleth login link.

Under Institutional Users, select UK federation from the drop down menu and click Go

 

On the next screen, type Manchester into the search box and Manchester Metropolitan University will appear, select and then click continue.

 

You will be taken to the MMU eResources log in page where you can type in your MMU network ID and password, then click Log in.

 

You are now taken back to the EndNote page where you can now create your own Endnote account. Click on sign up.

 

Next, you will need to provide an email address. You can register using your MMU email or a personal email account.  You will then need to use this email address to access your Endnote account in the future.  Then choose a password.  Make sure you choose an appropriate password that complies with online password guidance. Finally type in first and last name.

Click on Sign up.

Once you have created an account, you can now start adding references to your library.

 

For further help please email library@mmu.ac.uk. You can access the Endnote guide from the library website by clicking on the Resources link then selecting Endnote. From this page you can view a selection of short videos. To view the full playlist of Endnote videos, go to the library’s YouTube channel and select Endnote from the available playlists

 

Loading

Adding references manually

This video will demonstrate how to manually add a reference to your EndNote Web library. You can add many different types of references for example: books, reports, journal articles, newspaper articles, websites and more.

From the homepage, click on collect and then new reference.

Before you start, ensure that you have selected the desired reference type from the drop down menu. This affects which  fields are displayed for you to enter the relevant elements of a particular reference. In this example I am going to add a book.  You need to enter all of the information required for your desired referencing style. For example,

If you are using the MMU Harvard style of referencing then these are the bibliographic  details you need to enter for a book: The author or authors, the year of publication, the title of the book, the edition if it is the second edition or later, the place of publication and the publisher.

Just click in each field to enter the details. The book I wish to add has 2 authors if there is more than one author, the names need to be entered on a new line. Type in the name of your first author in the following format.Then hit enter and type the next name.

If the authors have more complex names they should be entered as follows with the first name only after the comma.

If you need to reference an item where the author is the name of an organisation, you will need to enter a comma at the end of the organisation name so that it will be displayed correctly.

Add all of the details required by clicking in each field. You will be prompted to save the reference To view your recently added reference click on All my references.

Your references are automatically displayed in a-z order by author. To change this and to view your most recently added reference, click on the drop down menu next to sort by and click on added to library newest to oldest. This is the book that I’ve just added. You can see that I’ve entered the title incorrectly so will need to edit the details. To do this, just click on the reference title.

Click in the field that needs editing to correct the details – this particular book also has a subtitle so I’ll add that too. It is also the 2nd edition so I need to type 2nd into the edition field. Click on hide empty fields to just see the fields for which you have entered reference details.

 You can reveal the empty fields again if you wish by clicking on show empty fields

For further help with using Endnote you can email the Endnote team. There is also an Endnote guide available on the library website. Click on the help and guidance link on the library homepage and then select Endnote and Endnote Web. On this guide you will find links to more Endnote videos and you can browse the full collection of library videos on our YouTube channel.

Loading

Adding references from Library Search to your Endnote Web library

This video will demonstrate how to use Direct Export to transfer references from library search to your Endnote Web Library.

You can access Library search from the library website . Type in your search terms into the search box  and click search

Before exporting your references to your Endnote Web Library you need to save them to a folder. To do this, simply click on the folder icon next to the desired reference.

You will see that the icon changes and the number of saved items appears in the folder icon at the top of the screen. To view the folder, click on the folder icon.

You will then see your list of references.  Please be aware that this list will only be saved for 20 minutes. You will not be able to access this list next time you use Library Search. Please ensure that you export your references to your Endnote Web Library before you close down Library search. If you want to remove anything from the list, just click on the cross next to the reference . You can clear the folder completely at any time by clicking on clear folder at the bottom of the page . Once you are happy with your list, click on the drop down box next to ‘export to’ then select Endnote. If you are using Internet Explorer   the following message will appear  Click on Open . Another box will appear, ensure that Endnote Web is highlighted  and click OK. If you don’t have your Endnote web Library open, you will be required to enter your Endnote Web log in details  then click OK. You will then see a confirmation screen which tells you how many references have been exported to Endnote Web.

If you are using Google Chrome then click on the drop down box next to ‘export to’ and select Endnote. The following box will appear at the bottom of the screen. Double click on the box, ensure Endnote Web is highlighted and click ok.  )If you don’t have your Endnote web Library open, you will be required to enter your Endnote Web log in details  then click OK. You will then see a confirmation screen which tells you how many references have been exported to Endnote Web.

To view your recently exported references, go to your Endnote Web Library. From the sort by drop down box, select added to library newest to oldest  You recently exported references should appear at the top of the list. References exported from Library search are automatically sent to your unfiled group

Slide 8. For more help and information about Endnote please ask a member of staff in the library or visit the library website.

Loading

Adding references from the library catalogue to your Endnote Web library

This video will demonstrate how to add references from the MMU library catalogue to your Endnote Web library. You can access the library catalogue from the library homepage, click on the library catalogue link. To add multiple references to your Endnote Web library you will need to be logged in to your library account. Click on my account. You will then be presented with the login screen. Enter your student number and your four digit library PIN. Click login. Once you are logged in, use the search box to find books that you want to add to your Endnote Web library. In this example I am looking for books about research methods, enter your search terms and click search. Before adding references to your Endnote Web Library you need to save them to a list. Once you have found a relevant book,  Click on the save button to the right of the item and the following box will appear. You can either save the details of the book to an existing list or create a new list.  These lists will be accessible whenever you are logged in to your MMU library account. I am going to create a new list called research methods. Then, click save and a confirmation box will appear. You can continue to add books to your list and then when you are ready to add the list to your Endnote Web library, click on my references at the top of the page. Scroll down to the bottom of your list and ensure that the RIS option is highlighted in the drop down box. Then, click on export. The following pop up box will appear ensure that Endnote Web is highlighted and click on OK. You will then be prompted to enter your Endnote Web log in details click OK and then you will see a confirmation screen which tells you how many references have been added to your Endnote Web library. To view your recently added references go to your Endnote Web library and from the sort by drop down box ensure that added to library newest to oldest is highlighted. You should then see your references at the top of the list. Please be aware that any references added to your Endnote Web Library from the library catalogue will be automatically added to your unfiled group. You can then add them to a different group if you wish. It is also possible to add references from the library catalogue to your Endnote Web library one at a time rather than adding multiple references to a list. To do this, click on Save next to the desired book and instead of adding to a list, click on the RIS link. Select Endnote Web,  Sign into your Endnote Web account if prompted and wait for the confirmation pop up box. For further help with using Endnote you can email the Endnote team. There is also an Endnote guide available on the library website. Click on the help and guidance link on the library homepage and then select Endnote and Endnote Web. On this guide you will find links to more Endnote videos and you can browse the full collection of library videos on our YouTube channel.

Loading

Adding references from COPAC to your Endnote Web library

EndNote Web allows you to connect to different databases and library catalogues to transfer details of books directly into your own EndNote Web library. This video will demonstrate how to add references from COPAC.

COPAC is a database which allows you to search across the catalogues of many UK and Irish research libraries at once. COPAC has over 35 million records from over 70 libraries, and can help you to discover a wide range of research across all subject areas.  COPAC can be a useful resource for dissertation students to begin literature searches.

Sign in to your EndNote Web account.  Click on collect, then online search.  From the drop down menu, select COPAC, then click on connect.

To run a search, type your terms into the search boxes. Choose to retrieve all the results or just a specific range of results, It is recommended that you select a range of results. Then click search

There are 957 results for my search so, as I have opted to select a range of records to retrieve I am able to change this to a more manageable amount. Then click retrieve.

The next screen will display the records retrieved by COPAC.

Simply click on the box next to each reference you wish to add to your EndNote library.  Choose whether to add them to a specific group in your EndNote Library, or add them to your unfiled library.

When you go to your EndNote Web library, your references will be visible in the folder you selected.

For further help with using Endnote you can email the Endnote team. There is also an Endnote guide available on the library website. Click on the help and guidance link on the library homepage and then select Endnote and Endnote Web. On this guide you will find links to more Endnote videos and you can browse the full collection of library videos on our YouTube channel.

Loading

Groups: organising your Endnote Web library

 

 

This video will demonstrate how to organise all your references in your EndNote Web library, by making use of the groups feature.

When you add a record to your library, it is automatically added to the All My References area and the unfiled folder. However, a useful feature of Endnote is being able to sort your references into individual groups. If you are working on several assignments at once, you can create groups to contain the relevant references for each assignment.

To create a new group, select the organize tab, and click on manage my groups option.

Click on New group to bring up a dialogue box where you can type a suitable name for the group. Click on Ok.

This will create a new group, to add references to it, return to your reference list by clicking on My references.

From the reference list, tick the box against the records you wish to add to the group.

From the “add to group” drop down menu, simply click on the group you wish to add the references to. You can add the same reference to more than one group, if required.

If you click on your group in the my references panel, you will see that your references have been added.

If you no longer require a group, return to the Group page, then click delete and confirm.  Your references will not be deleted just returned to the unfiled group.

Endnote also allows you to share your references with other Endnote users if you are working on a joint project.  Click on Manage Sharing next to the group you want to share.

Next click Start sharing this group.

Now enter the email address of the person you want to see your references.  You can choose to let them have Read access or Read or Write access.  It is normally advisable just to give them Read access only.  Then click Apply.  Then click Close window.

When you return to your references screen you will see an icon next to any group that is currently shared.  If anyone share references with you this will appear under Groups Shares by Others.

For further help with using Endnote you can email the Endnote team. There is also an Endnote guide available on the library website. Click on the help and guidance link on the library homepage and then select Endnote and Endnote Web. On this guide you will find links to more Endnote videos and you can browse the full collection of library videos on our YouTube channel

Loading

Installing the Cite While You Write toolbar for Word off campus

This video will demonstrate how to install the Endnote toolbar in Microsoft Word on your own laptop or PC for off-campus use.

This allow you to use the Cite While you Write feature to create in-text citations and bibliographies.

Once you have logged into your EndNote online account, click on the ‘options’ tab, and then click on ‘download installers’.

You may wish to read the installation instructions and the information about system requirements. Then, simply choose the appropriate plugin for your system and click to start the download.  Before you start downloading installers ensure that Word and is shut down.

Once the download begins, you will see a series of dialogue boxes.

Simply follow the onscreen instructions, and click finish when the installation is complete

When you open Word you will see the EndNote toolbar appearing in your Word toolbar and you may be prompted to enter your Endnote Online email address and password.

On a Windows Pc the toolbar will appear as part of the Word toolbar.

On a Mac the toolbar will be a floating toolbar.

For further help you can email the Endnote team.  You can access an Endnote guide from the library website by clicking on the help and guidance link and selecting Endnote and Endnote Web. From this page you can view a selection of short videos. To view the full playlist of Endnote videos, go to the library’s YouTube channel and select Endnote from the available playlists.

Loading

Cite While You Write: inserting and editing citations in Word

This video will demonstrate how to use Endnote’s Cite While You Write toolbar in Microsoft Word.  The toolbar allows you to automatically insert your citations into your Word document and automatically build your reference list in your chosen referencing style.   If you wish to use this function off campus, first watch the video which demonstrates how to install the necessary EndNote toolbar.

To start using Cite While you Write with your EndNote web library, you will need to link your library by telling Word which version of EndNote you are using.  Click on the Endnote tab.

On the EndNote toolbar, simply click on preferences  then select application . Select EndNote Online as your application, then enter the email address and password for your EndNote web account.

Click on Ok. Word is now linked with your Endnote web library.

When using Cite while you write,  you will need to select the correct referencing style. Most undergraduates at MMU should use the MMU Harvard style.  Students are advised to check with their programme team as to which style of referencing is required as a few departments do not use this referencing style..

On the EndNote tool bar, select the Style drop down list . Only a few styles are displayed here so you will need to click on Select Another Style to browse the full list . Select MMU Harvard from the list and click on OK. Please note that you will find MMU Harvard listed under both M for MMU and H for harvard.

Your citations and references will now formatted in the MMU Harvard style.  When you are ready to insert a citation simply place the cursor where you want the citation to appear and click on Insert Citations on the EndNote Online toolbar . Search for the citation you need.  You can search by author name, title or keyword. Click on find   Highlight the relevant citation and then click on insert.

The citation will appear in the text.  If you scroll to the end of your document you will find that the corresponding reference has been automatically created.  Repeat this process for every citation you need to add to your document and your list of references will be automatically alphabetised.

If you need to edit or remove a citation, it is very important to remember to never use the delete or back space keys on your keyboard to make any edits.   Once you have inserted a citation into your Word document using the Endnote toolbar you will see that the citation is highlighted in grey and it is essential that you only use the Endnote toolbar to edit your automated citations.  Using the delete or back space keys will cause issues with the way Word is linked to your Endnote library.

To edit a citation, click on Edit Citation in the EndNote Online tool bar. Highlight the relevant citation. If you have already mentioned the author in your sentence and therefore don’t need to include the author name in brackets, you can choose the option exclude author in the Edit Citation menu  and click OK.

Only the year will appear in the text , but the full reference will be added to your reference list.

If you are using a direct quote, your citation will need to include a page number.  To add a page number to your citation, place the cursor in the bracketed citation and click on Edit Citations.   In the Edit citation menu, highlight the relevant citation. Do not use the pages field option, instead type the page number in the field marked suffix.  You need to write the page number exactly as you would like them to be output so for MMU Harvard you would need to enter a colon followed by the number.

Click on OK

Your citation will be updated with the page number inserted

If you want to remove a citation completely, simply click on Edit Citation  and highlight the reference you wish to remove. Click on the drop down arrow next to Edit reference and select remove citation  and click on Ok.  The reference will be removed from your document.

If information is appearing incorrectly in your citation or reference list, this is probably because it is incorrect in your Endnote Web library.   In this example, we need to remove the county of publication . The MMU Harvard referencing style requires the town or city of publication only.

Access your Endnote web library and click on the title of the reference you need to edit. Then, click in the field that needs editing

Simply make the necessary changes and click on Save.

Return to your Word document and click on Edit Citations    and highlight the reference that you want to update. Click on the drop down arrow next to Edit reference   and select Update from my Library. Then click on OK

Select the correct reference  You can see that the information for city of publication is now correct and click on Insert.

Click on Ok.

The citation and reference will be updated in your Word document.

For more help and information please ask a member of staff in the library or visit the library website.

Loading

Synchronising your references between Desktop Endnote and Endnote Web

This video will demonstrate how to transfer references from Desktop Endnote to Endnote Web.

In Desktop Endnote you will need to open your library of references. To transfer to Endnote Web click on the Sync Library button.   On a PC the button is located here, on a Mac the button appears in grey on the left hand side of the toolbar.

You will be asked if you want to back up your references.  If you click yes please ensure you save the file to your H drive or a pen drive. Once the backup has been created click the Sync Library button again.  If you do not wish to create a backup, click No.

)If you have already created an Endnote Web account enter the details of your Endnote Web account and click OK .

If you don’t yet have an Endnote Web Account click on Sign Up.

You will need to enter an email address you would like to use for your Endnote Web account, then retype your email address to confirm and then click submit.

Now you will need to fill in a registration form, click and type in the relevant boxes. 

Once you have completed the form click I agree.

A confirmation message will appear, now click Sync to begin the transfer.

A bar at the bottom right of the screen will show the progress of the Sync. Once this disappears, your references will have been transferred.  Depending on the size of your library and the number of attachments, the sync may take some time to complete. 

Go to Endnote Web www.endnoteweb.com and login to view your references in Endnote Web

For further help you can email the Endnote team. You can access an Endnote guide from the library website by clicking on the help and guidance link and selecting Endnote and Endnote Web. From this page you can view a selection of short videos. To view the full playlist of Endnote videos, go to the library’s YouTube channel and select Endnote from the available playlists.

Loading