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Referencing guide: EndNote online

Getting started

Before using EndNote Online it is important to make sure your PC/laptop/device is compatible with the relevant browser and operating system requirements:

How do I register to use EndNote Online?

1. To register for full access to EndNote Online, you need to either use an on-campus networked computer or connect your off-campus device to the University network using a UniDesk connection.  If off-campus, please follow the instructions for setting up a UniDesk connection (available via the UniApps webpage). 

2. Once you are connected to the University network, connect to either Web of Science or Web of Science Core Collection, using one of the following links:

3. After entering Web of Science, click the EndNote link at the top of the screen and then click 'Register' next to the words, 'Don't have an account?'

4. Enter you name and University of Bath email address (any other address may limit your access).  You will be emailed a registration link; there may be a delay in receiving this or it may appear in your junk folder. 

5. Once you have received the email and opened the link, set up your password carefully (only include symbols from the list provided). 

Once registered, how do I access EndNote Online?

Once you are registered, you can connect to EndNote Online via either Web of Science or Web of Science Core Collection. Once connected, click the EndNote link in the top menu.

To access your full EndNote Online account for at least 12 months: you must log on to EndNote Online within every twelve months as follows:

1. You need to either use an on-campus networked computer or connect your off-campus device to the University network using a UniDesk connection.  If off-campus, please follow the instructions for setting up a UniDesk connection (available via the UniApps webpage). 

2.Connect to either Web of Science or Web of Science Core Collection, using a link in the Library website (note the links in the section above). 

3.  If you do not use one of these methods, 50,000 of your references will be transferred to the more limited “EndNote Basic” account which will not provide access to referencing styles such as Harvard (Bath).  You will be able to access your "Basic" account in perpetuity.

Using EndNote Online after University

See the links below for guidance on how you can use EndNote Online after you have left University.

Guides to using EndNote Online

Saving back-up copies of EndNote references

Will your references be available throughout your time at this University?

They will not be available in the case of technical difficulties with the connection to the provider's server in the United States. It is therefore recommended that you regularly transfer your references (in either Rich Text Format or Text Format) from EndNote Online to EndNote Desktop.

FAQs

  • Using EndNote Online on a campus workstation: the Cite While You Write toolbar in Word is already available as part of the campus wide installation of EndNote Desktop. It will be set on the Word ribbon as EndNote Desktop for use with EndNote Desktop and will need to be changed to EndNote Online via the Preferences tool (you will need to enter the log in details for your EndNote Online account).
  • Off-campus: you will need to download the plug-in software from the EndNote Online pages yourself. Log in to your EndNote Online account as normal via www.myendnoteweb.com - then go to the Options tab and select Download installers. There are instructions and files for use with Windows and Mac. There is also a Firefox Extension you may wish to try.
  • Installed plug-in but can't find Endnote Online toolbar in Word? If you are using Microsoft Word 2010, try closing then re-opening this. If the toolbar still does not appear, click on File - Options. Then, click Customize Ribbon and select Endnote Online from the right-hand menu - finally, click 'ok'. Again, you may need to close and then re-open Word. If you are using a different version of Word, please contact your Subject librarian.
  • You can request an email reminder of your password from the EndNote Online home page: select the 'Forgot Your Password?' link at the bottom of the home page
  • It is not possible to edit or add new Output Styles in EndNote Online. If you wish to do this, you may prefer to use Endnote X8.
  • Left-click/highlight the relevant in-text citation e.g. (Smith, 2006).
  • Click the 'Edit Citation(s)' button which is located within the Endnote Web toolbar (this may be visible as the 3rd icon from the left). A dialog box should appear.
  • Select the option, 'Exclude Author'. Then click OK. The author name(s) should disappear from within your highlighted citation but your other citations should remain as you last entered/amended them.
  • You can then manually enter the author name(s) outside of the parentheses/brackets as relevant.
  • Highlight the citation in your Word document.
  • Click the ‘Edit Citation(s)’ button within the EndNote toolbar in Word.
  • User of Harvard (Bath) and some other styles: enter the page number(s) in the page field (do not enter 'p' or 'pp'). Then click OK.
  • If the method above does not work: enter the necessary punctuation, spacing and page number(s) in the suffix field and then click OK. For example, you might enter: , pp.4-5
  • Keep your Word document open but connect to EndNote Online via Web of Science.
  • Within EndNote Online, click the relevant book title.
  • Within the full reference page, ensure the 'reference type' at the top of reference page is set to ‘book section’ rather than ‘book’.
  • Check that details for both author(s) and editor(s) are included.
  • Enter the chapter title and page numbers in the relevant fields.
  • After you have completed editing the reference, click Save and keep EndNote Online open.
  • Within your Word document, highlight the relevant citation. Click the ‘Edit Citation(s)’ button within the EndNote toolbar.
  • Finally, click ‘edit reference' and ‘update from My Library’. Click ‘insert’ and ‘OK’
  • Keep your Word document open but connect to EndNote Online via Web of Science.
  • Within EndNote Online, click the relevant title in your list of references.
  • Within the full reference page, click on the title. Amend it as required.
  • Click Save and keep EndNote Online open.
  • Within your Word document, highlight the relevant citation. Click the ‘Edit Citation(s)’ button within the EndNote toolbar.
  • Finally, click ‘edit reference” and ‘update from My Library’. Click ‘insert’ and ‘OK’.

If an institutional author's name does not appear correctly, the following steps might work:

  • Keep your Word document open but connect to EndNote Online via Web of Science.
  • Within EndNote Online, click the relevant title in your list of references. Within the full reference page, click on the author. Enter a comma at the end of the author's name so that EndNote Online does not confuse it with an individual's name (i.e. featuring a first name and surname).
  • Click Save and keep EndNote Online open.
  • Within your Word document, highlight the relevant citation. Click the ‘Edit Citation(s)’ button within the EndNote toolbar.
  • Finally, click ‘edit reference' and ‘update from My Library’. Click ‘insert’ and ‘OK’.
  • Open your Word document and open the EndNote tab. Connect to EndNote Online (via preferences > application > enter your EndNote Online password - tick 'remember' > click OK)
  • Within the EndNote tab, click the small arrow to the right of the word 'Bibliography'.
  • The 'Configure EndNote Bibliography' pop-up dialog box should appear.
  • Within the dialg box, open the 'Layout' tab. Via this tab, you can amend font type, font size, spacing and reference-list-title. After you have selected your new options, click OK.

Very important: before you try to merge any references, ensure that you save separate 'back-up' copies of each individual unmerged document. This will enable you to return to the unmerged documents if something were to go wrong with the following processes:

  1. Open EndNote Online and delete any duplicate references that you have stored.
  2. For each Word document that you wish to be merged, follow steps 3-4.
  3. Open the EndNote tab/ribbon. Click the down-arrow just underneath Convert Citations and Bibliography.
  4. Select Covert to Unformatted Citations. The EndNote citations in your text will now appear in curly brackets.
  5. Copy and paste all the text from each document (but not the associated reference lists) into a single new Word document. Edit the text as necessary (e.g. correct spacing and formatting, moving sections of text around).
  6. Within the new merged Word document, go to EndNote tab and choose Bibliography > Format Bibliography > Layout to set the output style including font size, reference page title, and spacing.
  7. From the EndNote tab, select Update Citations and Bibliography.
  8. While EndNote updates the references, a 'Select Matching Reference' dialog-box may appear (i.e. if a name or year has been modified, or there are multiple matches for a citation). If so, click Insert until the process is complete.
  • Check that you are able to log into EndNote Online to verify that your username and password are working. Then try to insert references in your Word document using the EndNote Online CWYW tool. If the error message repeats, verify the subscription details set in the CWYW Preferences tab:
  1. Click on EndNote tab in Word.
  2. Click on Preferences.
  3. Click on Applications tab.
  4. Ensure that the URL field reads: http://www.myendnoteweb.com:80 - also delete the current email address and password fields and re-type login credentials. Do not copy/paste email ID and password.
  • If the issue persists: open a new blank Word document and try to use EndNote Online CWYW plug-in. If you get the same error and this only happens in one document, then the document may have damaged EndNote field codes. Please make a backup copy of the Word document. Then follow the instructions for cleaning up the field codes. After step 4 of these instructions: if any references did not un-format, highlight them and try again. If this still does not work, it is likely that reference has damaged field codes that cannot be recovered. This citation will need to be re-entered after you follow the rest of these steps.
  • If the issue persists with all documents: perhaps you kept Internet Explorer open while you installed the EndNote Online plug-in. If so:
  1. Uninstall the plug-in and reboot the computer.
  2. Make sure that Internet Explorer is not open. You can verify from Windows Task Manager on this.
  3. Re-install the plug-in instructions.
  • Connect to http://wok.mimas.ac.uk/
  • Select the following option: 'Problems with access? Try this Alternative Link'.
  • Select the blue link for 'Institutional users (Shibboleth)'.
  • Choose UK Federation from the drop-down menu. Search for and select University of Bath.
  • Enter your University username and password when prompted.
  • If this does not work, please clear cache and cookies from your web browser. Further information available in the FAQ: http://wok.mimas.ac.uk/faq/#Q6.5 - then close and re-open the web browser and repeat the above steps.
  • For recommended browsers and specifications please refer to: http://wokinfo.com/media/pdf/wos_515_releasenote.pdf
  • There is no method of linking an EndNote library saved in EndNote Desktop with an EndNote Online library. If you choose to use both these must be maintained as two separate unrelated databases. However, you can easily transfer references between an EndNote Desktop and EndNote Online Library using the EndNote integrated library options.
  • One solution would be to switch to using EndNote Online. Then, create a group in EndNote Onlineand use EndNote Online's 'Manage My Groups' option to share these references. EndNote Online will then allow all these people to edit the same library.

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