Using

To Manage
References

LIBRARY & COMPUTING SERVICES

November 2017
Introduction

is an online reference manager.

Using EndNote basic you can collect, organise, store and format references. You
can use these references to develop bibliographies and insert citations whilst
writing assignments, your thesis or dissertation.

Please note: you may see some training material and tabs referred to as EndNote Web
which was the previous version of EndNote basic. You can use these to help you with
EndNote basic.

This guide explains some of the functions of EndNote basic to get you started. Having
worked through this guide you will be able to:

 Create an EndNote basic account

 Create a library of folders for your references
 Import references from other databases (e.g. Google Scholar, Cinahl, Art Index,
PubMed, Scopus)
 Save references from Library Search (UH library catalogue)
 Manage your references
 Install and use writing support tools in Microsoft Word (Cite While you Write)
 Create a formatted reference list or Bibliography

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1. Getting Started – Create an Account
You will first need to create an EndNote basic account.

To create an account:

 Go to www.myendnoteweb.com from any

UH-networked computer.

 Click on Don’t have an account? Sign up

to start registration.

1.1 Accessing Your Account

Always access your EndNote basic account from StudyNet

This will ensure you can access the full-text of the articles the University subscribes to.

 Go to StudyNet>Online Library> Referencing>Endnote basic

 Follow the links and log in using the username and password previously created
(see 1. Getting Started – Creating an Account)

Click this Referencing link

Please Note:

If you created your EndNote Basic account and linked it to an EndNote Desktop account,
your EndNote Basic account will have added features.
Upon leaving the University, the added features to your EndNote basic account will remain
available for 12 months. After this, the account will revert to a standard EndNote basic
account. To check, in EndNote go to Options>Account information.

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2. Managing References – creating folders & groups

2.1 My References Tab

This is where your references will be saved. One default folder will display – Unfiled. This
folder remains, even if you do not create more folders.

When importing and gathering references from other databases, all references will go directly
into the Unfiled folder. You can manage your references later by creating more folders
(organised by your research topics for example).

All your references (including those in named folders) will display in the My References tab.
Click from the list on the left to select and display a folder’s contents as shown below.

Click here for new folder

Show Getting Started Guide

Unfiled - Default
Find Help here

Other folders you

have created are here

From this page you can also click on Show Getting Started Guide (link on top right of page)
and follow the help links there.

2.2 Organize Tab

To create a new group (folder), click on the Organize tab. In the new screen, click New
Group Here, you can rename, delete or share your groups. From the Organize screen you
can use “Find Duplicates” to identify and remove duplicate references from all groups.

Click to create
Find duplicates
new group

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3. Collecting References to save in EndNote basic

Summary:
There are 2 methods. Option A can be used for most databases, but Option B can
only be used for specific databases (mainly those using the EBSCO platform)

Option A: Mark references from database, save in a file, import file into EndNote basic.
 Open your chosen database, and search for your topic.
 From the results list there, mark the references you wish to keep. These are then
saved in that database’s temporary folder.
 Open the database temporary folder and select the export option to save the
references to a specific text file.
 Go to your EndNote account, select the Collect tab and import the references from
the text file into your EndNote account.
Full details on how to do this for specific databases are in section 3.1.
For databases not specifically mentioned here, follow the Library Search
instructions.

Option B: Mark references from database and import direct into EndNote basic
This Direct Import Option is quicker and easier, but can only be used with certain databases.
Use this for databases using the EBSCO platform: Art Full-text, Business Source Complete,
CINAHL Plus, Education Research Complete, Humanities International Complete.

These databases allow the selected references to be exported direct from the database
folder to your EndNote account without needing to download and save them in a text file and
then import it back to EndNote basic. See section 3.2 for full details.

Manual Entry: It is also possible to add references manually if you cannot find the record
in an online database e.g. a reprint or a website. See section 5 for details on this.

Find full details in the following sections of this workbook:

3.1 Saving and Importing references to EndNote - Option A

3.1.1 Library Search Page 6

3.1.2 Google Scholar Page 7

3.1.3 Scopus Page 7

3.1.4 PubMed Page 8

3.2 Saving and Importing references to EndNote – Option B

Use this for EBSCO Databases: Art Full-text, Business Source Complete, CINAHL Plus,
Education Research Complete, Humanities International Complete.

3.2 EBSCO databases Page 9

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3.1.1 Library Search at UH
Search from StudyNet>Online Library>Library Search

1. From your search results list in Library Search click on the folder icon to save
your selected items in the Folder.
2. Click and open the Folder icon at the top of page.

1 Click to add to folder 2

Open this folder where

your marked references
are saved

This record has already

been marked

3. Select a Citation Format from the drop-down arrow (e.g. APA)

4. Select EndNote from the Export To drop-down arrow.

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4

5. A message will appear “Do you want to open or save export endnote- …?”
6. Save the file and then open the folder to check the location (generally the Download
folder) so you will be able to import it to EndNote later (see section 4 of this
workbook).
7. Login using your EndNote basic username and pasword.
8. Go to Section 4 of this workbook to complete the process.

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3.1.2 Google Scholar
1. First, in Google Scholar, change the settings at the start of each new session.
a. Select Settings
b. Under Bibliography Manager – Select “Show links to Import citation into” and
using the arrow change it from Bibtex to EndNote and Save.
2. Search and select the article you wish to save.
3. Click on Import into EndNote

4. Save the file

5. Go to Section 4 of this workbook to complete the process.

3.1.3 Scopus
1. From the results list, check the relevant items and then click Export or RIS Export
2. On the next screen select RIS format
3. Under “Choose the Information to export”, select Citation information
4. Click the Export button
5. Save the file.
6. Go to Section 4 of this workbook to complete the process.

Then save the downloaded file, and then follow the instructions in Section 4 of this workbook
to complete the process.

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 3.1.4 PubMed

It is recommended to use Chrome, Edge or Firefox browsers (not internet Explorer) if you
wish to export references from PubMed to EndNote basic.

 From PubMed Results page, mark the references you wish to save.
 From the Send to drop-down list box, select Citation Manager
 Click on Create File
 Go to section 4 of this workbook to complete the process.
Click the arrow to
reveal the options

Select citation
manager

Mark the item

Create file

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3.2 EBSCO Databases: Art Full-text, Business Source Complete, CINAHL
Plus, Education Research Complete, Humanities International Complete

Direct Import Option:

1 From the results list, place your required articles in the Folder by clicking on the
Add to Folder icon.
2 Click on Folder icon at the top of page.
3 In Folder, select individual or more articles. To export the whole folder, do not
select anything.

4 Click on Export icon.

5 In Export Manager under Save Citation to a file formatted for select Direct
Export to EndNote Web. Click Save.
6 The file will be automatically imported to EndNote basic>My
References>Unfiled. 2

NOTE: If EndNote desktop (e.g. EndNote x7) is installed on your PC or you are using UH
computers, you may have to follow the standard option as outlined in the Library Search
example above in section 3.1.1

This means that In Export Manager under Save Citation to a file formatted for, you
should select the option for Direct Export in RIS format and then import the file from your
EndNote basic account. Then use the details in Section 4 of this workbook to complete the
process.

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4. Importing References into EndNote basic

This is used to import files into EndNote, including text files previously
downloaded from databases as described above in Section 3.1
1. In EndNote basic, click on Collect tab.
2. Click on Import References
3. Click on Browse button to find the text file you have created and saved from a
database. (This will probably be in the Downloads folder of your PC)
4. Select the appropriate Import Option based on the database you used for that text
file. Below are some examples. For databases not listed there, choose the relevant
import option from the “Select favourites” link as explained in section 4.1.

a. For Art Full-text, use Direct import (see section 3.2 above)
b. For Business Source Complete, use Direct import (see section 3.2 above)
c. For CINAHL Plus, use Direct import (see section 3.2 above)
d. For Education Research Complete, use Direct import (see section 3.2)
e. For Google Scholar, select EndNote Import
f. For Humanities International Complete, use Direct import (see section 3.2)
g. For PubMed, select PubMed (NLM)
h. For Scopus, select Scopus
i. For Project Muse – select Scopus
j. For UH Library Search – select Proquest

5. From the drop-down menu, select any Group or create new for import of references.
6. Click the Import button and references will go into your selected Group.

Note: You can move the references within groups.

1. Select this Tab

2. Click to import

3. Select file you created for

6. Click Import uploading to EndNote

5. Select any existing Group 4. Select Import Option.

or create New for Import Choose from list above.

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4.1 How to make a Favourite List for Import Options
You can create a favourite list for the Import Filters.

1. Select Collect tab and then use Import References link.

2. Click on Select Favorites

3. In new screen, one window will appear with two sections.

4. Select Import Option e.g. PubMed from the All list and click Copy to Favorites tab
in bottom

5. After selection, only selected Import Options will appear in your drop-down menu.

The databases you have

selected will appear in this list

5. Manual entry – New Reference Tab

This is used when you cannot find the record online e.g. a reprint or a website.

1. From Collect tab, select New Reference

2. Select the reference type from drop down menu (i.e. Journal Article or Website)

3. Enter the reference details and click “Save”

1. Click to collect References

2. Click here for

manual entry

3. Select the type of citation e.g.

journal or book section

Note: It is important that author names are entered using a standard format:
e.g. Smith, John Allen or Smith, J.A. or Smith, J A
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6. Using EndNote basic in Word

Cite While You Write is a very useful feature of EndNote. You can create, format or insert
citations and bibliographies in different referencing styles directly from EndNote into a Word
document.

Using Cite While You Write requires a Plug-In, which is already installed on the University
network. If you need to install it, use the Download Installers link from the Format tab.

The Plug-in installs a specific toolbar for EndNote basic in Word.

If you can’t view the EndNote tab in Word, go to File>Options>Customise Ribbon and
check EndNote. For earlier versions of Word, go to View icon, select Toolbars & EndNote.

Note: On University computers, click on the EndNote tab and check that EndNote Online
displays and not EndNote X7 which is the desktop version.
To change it: go to MS Word - EndNote tab – Preferences - Application. Use the drop
down arrow and select EndNote Online. The EndNote Web URL should be in the box.
Enter your EndNote username and password. This will ensure that the references you
select to insert in your Word document are retrieved from your EndNote basic account.

EndNote menu option

Click on EndNote icon shown above to see the options on EndNote Online toolbar as below:

Below is an explanation of the icons on the EndNote Web toolbar in Word:

Insert Citations - Use this to search your EndNote basic account for a specific reference.
Then you can click to insert it into your Word document. The name of the author will appear
in the text (in the place you have selected), and the full reference will be inserted in the
alphabetical list of references at the end.

Go to EndNote Online- Connects to your EndNote basic account where you can select
references for insertion into Word document. You may have to log into your account.

Edit Citations - Delete inserted references or change any detail within a reference e.g.
author’s name, publication dates etc.

Bibliographic Style - Select a specific bibliographic

style for creating bibliographies and citations from this box. E.g. APA 6

EndNote basic/online Help - A link to the EndNote Basic Help page

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 7. How to create a Bibliography?
You can create a stand-alone bibliography from the references in your EndNote basic using
the Format tab.

To create a formatted stand-alone bibliography from the references of your EndNote basic
account, please follow the instruction.

1. Click on Format from the EndNote basic top menu bar.

2. Choose the references from any folder, quick list or all references

3. Select bibliography style and finally the file format. If you want to create your
bibliography in Word then select RFT format

4. Click an option to save, e-mail or preview or print the bibliography.

1. Click here

2. Select any folder or

group of references

3. Select style (e.g. APA 6th)

from here. Create a favourite
list of Bibliographic Styles
5. Select RTF for
Word document

5. To create a Bibliography in Word, click on the Save option and a window will appear
asking you to open or save the file. Click save and finalise its location.

6. If you click E-Mail then a window will appear allowing you to enter the e-mail address,
subject and a message.

7. If you click Preview & Print, then a window will appear having the text ready for print.

Note

 To prepare a bibliography containing selected references, copy these to Quick List.

 To create a list of your favourite Bibliographic styles, use Select Favorites.

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8.Glossary
Citation: Reference details of one publication when it is quoted in the text of another work.

Import Option: This is used to import references from other databases to EndNote basic.
Also referred as to as Filter. Each database has its own filter. You need to select a
filter/import option before importing.

Library (Reference Library): EndNote basic stores all citations in a library, which is called
“My References”. You can create various folders or groups within one library.

Group: You can save references in different groups. All the groups can be viewed under the
tab “My References”. You can rename, delete and share groups.

Bibliography: A list of references to sources cited in the text of an article or book or

suggested by an author for further reading. It usually appears at the end of the article or
book.

Further Help: Help within EndNote basic is very comprehensive. Try the following:-

EndNote guides:
http://endnote.com/training/qrc/x7qrc-online.pdf

EndNote videos:
https://www.youtube.com/playlist?list=PLAEGcPDviwLY_MePrJAum34xt8Nz9-Kub

Tutorials: http://endnote.com/training

EndNote for Macs Tutorial: http://endnote.com/training/guide/mac

Use the Help section in EndNote for any further queries.

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