Using EndNote Web at HSU

EndNote Web is a web-based application that allows you to 1) save and manage references, 2) format them in most publication styles and 3) incorporate them into documents you create. A fuller description of EndNote Web's capabilities is available.

This guide emphasizes aspects of EndNote Web that are more complicated, unique to HSU or not covered in the EndNote Web documentation.

Learning to Use EndNote Web

EndNote Web includes excellent help files, a "Getting Started" guide when you first login, online tutorials, phone and email technical support, and webinar classes for which you can register. For local assistance contact Robert Sathrum, HSU Natural Resources Librarian.

Creating and Keeping an Account Activated

To use EndNote Web for the first time you must first open an account from this proxied Login page. If connect from an off campus computer you will be prompted for your campus NetID login. (Note: If you have already established a Web of Knowledge account through the BIOSIS Previews database you can use that existing account information to login.)

To keep your account active you must login within a 12 month period from a campus computer or through the proxied Login above. Access is reset for a new 12 month period everytime you login.

Adding References

There are four methods for adding references to EndNote Web.

• Import References (saved from HSU Library database searches)
1. Search an HSU Library database and save the references you want to add to EndNote Web. See Saving References for Importing into EndNote Web for database specific directions and the name of the Filter: you need to use in Step 4. This is a critical step.
   
2. In EndNote Web click and select Import References.
3. In the File: box click Browse to find your saved file.
4. In the Filter: box select the database from which you saved your references. If your database is not listed you will need to add it using Customize this list.
   
5. Click Import.
6. All imported references are put in the Unfiled group.


• Online Search (using the EndNote Web interface to search library catalogs and and HSU Library databases)
  
  

  Using this option you can search BIOSIS Previews (from campus only), PubMed, and many library catalogs. Most HSU Library databases cannot be searched directly through EndNote Web since they require a special login/password.

  1. Click and select Online Search..
  2. Select the database or library catalog connection. If your database or library catalog is not listed you will need to add it using Customize this list.
  3. Click Connect.
  4. Enter search terms in the Online Search box.
     
  5. Click Search.
  6. The number of records retrieved will be displayed. Click Retrieve.
  7. References will be displayed on the screen. Mark All references, all references on the Page or individual references.
  8. Select the group in which to add your references from the Add to group... drop down box.
  
  
• New Reference (to manually add references)
1. Click and select New Reference.
2. Select the appropriate Reference Type from the drop-down box. The screen will redraw to display the appropriate fields for that reference type.
3. Enter the bibliographic data in the reference fields. Fields required for a properly formatted citation and bibliography are indicated with asterisks.
4. Mark the Group into which you want to add your reference.
5. Click Save.


• Capture Web Page References Using the EndNote Web Toolbar




You can use the Capture option on the EndNote Web Toolbar in Internet Explorer or Firefox to obtains bibliographic information from a web page and save it to an existing or new EndNote Web reference group.



1. Download and install either Cite While Your Write for Internet Explorer or the Firefox Extension. This will install the EndNote Web Toolbar in either browser.
2. Follow the directions on the EndNote Web Browser Toolbars Help page to view the toolbar in either browser.
3. When viewing a web page click the Capture button on the EndNote Web Toolbar.
4. A Capture New Reference window will open. You may have to temporarily turn off your browser's pop-up blocker.
5. Enter the bibiographic data you need that is not already completed, select the group into which to file the reference and click Save.

Linking to Fulltext

References imported from HSU Library Databases should automatically include a button which links to the HSU Library database that shows fulltext availability. From off campus you will be prompted for your campus NetID login. Web addresses for HSU Library site licensed resources that you manually enter should be appended with this initial web address--http://ezproxy.humboldt.edu/login?url=, e.g., http://ezproxy.humboldt.edu/login?url=http://www.bioone.org/archive/1545-1542/81/4/pdf/i1545-1542-81-4-1128.pdf. Adding this ezproxy address will ensure off campus fulltext access if available.

Searching References

You can search all references you added to EndNote Web using Quick Search found under . You can perform simple or complex searches using one or more Quick Search Operators-- +, -, ( ), *, or " ".

Creating a Bibliography

1. If you do not already have a reference group established use Quick Search under to create a list of references that can be saved as a new group or as a Quick List group
2. Click and then select Bibliography.
3. Under References select your desired group.
4. Under Bibliographic Style select desired output style. If your format is not listed you will need to add it using Customize this list.
   
5. Under File Format select the desired file format. RTF (rich text format) is the appropriate file format for Word documents.
6. Click Save, Email or Preview & Print.

Adding References to MS Word and Other Word Processor Documents

Using the Cite While You Write plug-in for MS Word you can easily insert references stored in EndNote Web into the body of a paper you are writing and create an associated bibliography. As a first step you will first need to download and install the Cite While You Write MS Word plug-in.

Once installed follow the Cite While You Write instructions found on the Endnote Web help page. Most of the steps are illustrated in this Cite While Your Write powerpoint presentation.

Sharing References with Other EndNote Web Users

You can share reference groups you create with others who have or can create EndNote Web accounts at HSU or other institutions.

1. For sharing reference groups that are read-only and cannot be modified:

   Click and then select Manage My Groups. Click Share Groups and then add the email addresses of those with whom you want to share a reference group. These groups show in other accounts under in Groups Shared by Others. Only the original creator can modify the reference group. However, shared groups can can be saved by others as a new group within their own account for adding and formatting references.

2. For sharing reference groups that can be modified by others (colleagues or class groups):

   You will need to create an account or share an existing account with colleagues or students which can be used as a shared login. Everyone with this shared login will be able to modify the reference group by added references, etc.