EndNote

EndNote online

EndNote Online is an online version of EndNote Desktop. By creating an account in EndNote Online, you can access your references from any computer with an internet connection. Plus, you can easily sync your desktop and online libraries giving you greater flexibility in where and how you manage your references.

It is freely available to all students and members of staff at Deakin University.

EndNote Basic

EndNote Basic is a free web-based application, which is similar, but more limited than EndNote online. You should only use EndNote Basic if you do not have access to EndNote Online or EndNote Desktop.

• Storage for up to 50,000 references
• 21 most popular bibliographic styles
• 2GB of file storage
• Online search of the 5 most popular databases
• Webpage reference capture

Click EndNote Online, Basic and Desktop comparison chart to compare the features of EndNote Basic, EndNote Online and EndNote Desktop.

N.B. Deakin University Library provides support for creating an EndNote Online account and syncing an EndNote (desktop) and EndNote Online library. The Library does not provide support for any other uses of EndNote Online or EndNote Basic.

To get started with EndNote Basic or EndNote Online, create your own account by following the instructions below:

1. Go to EndNote Online account
2. Click create an account
3. Type in your email address, click Continue
4. Complete the fields, click I Agree
5. You need to confirm your email address from the link which is sent to your email

Once you have created your account, simply login to www.myendnoteweb.com with the username and password you chose when you set up your account to access your references from any computer with internet access.

N.B. To have access to the full version of EndNote Online, you need to sync your EndNote desktop library with your EndNote Online account.

EndNote Online has three plug-ins that will allow you to use EndNote Online with MS Word, export references to your EndNote Library from Firefox, and capture reference information from webpages. It is strongly recommended that you download the Cite While You Write plugin if you intend to use EndNote Online with MS Word.

Cite While You Write plugin

Cite While You Write allows you to easily insert in-text citations in MS Word while simultaneously building a reference list or bibliography at the end of your paper in the citation style you are select.

To install the CWYW plugin:

1. Login to your EndNote Online account
2. Click on Downloads tab
   
3. Choose CWYW for Windows or Mac, and follow the prompts. 
   *See Installation Instructions for further details

   

Firefox Extension

If you are a Firefox user you can install the Firefox plugin to easily export citation information directly from the web into your EndNote Library.

1. Login to your EndNote Online account
2. Click on Downloads tab
   
3. Select Download Windows/Macintosh under the heading Firefox Extension

Capture Reference plugin

The Capture Reference plugin collects bibliographic information about the website you are currently viewing. Because the Capture Reference plugin will sometimes miss information, you can check and fill in any missing information before it is imported.  Capture Reference works best with Firefox and Internet Explorer.

1. Login to your EndNote Online account
2. Click on Downloads tab
   
3. To install the Capture tool, drag the Capture Reference button to your Bookmarks bar (also known as "Favourites Bar" or "Bookmarks Toolbar")
   
4. Once installed a Capture icon will be available on your toolbar. Click on the Capture icon to add a web page's citation details to EndNote.
   
5. The Capture Reference window will open. Follow the instructions in the window

You can choose to synchronise your EndNote desktop library with your EndNote online account. Synchronising your Online and Desktop libraries is a quick and easy way to get references already in a desktop library into an online library:

1. Within your desktop library, click on the sync icon or go to the Library menu and select Sync
2. Enter your EndNote Online email and password to login then click OK. If you don't have an EndNote Online account yet, click Sign Up

N.B. We strongly recommend you create a backup of your EndNote library (Save a backup) before synchronising.

Which version does EndNote sync to?

EndNote does not sync to either version. Rather, it ensures that both versions reflect any changes you have made in either EndNote Online or EndNote Desktop. For example, if you have added a number of references into EndNote Desktop and a number of other references into EndNote Online, all references that you have added will be present in both versions once you are in Sync. Similarly, if you amend, or delete, a reference from one account the reference will be deleted or amended in the other once you sync.

If I sync from an old account, will it delete the references that I've added to the newer version?

No. EndNote will only delete a reference in either account if you remove it manually (i.e., by clicking move references to trash).

Can I sync more than one EndNote library to EndNote Online?

No. You will need to merge libraries using EndNote Desktop and then sync with EndNote Online. Even attempting to do so has been known to cause compatibility issues between EndNote Desktop and EndNote Online.

For more advice about syncing a desktop library with an online library, see the How to Sync to an existing EndNote online library PDF.

Email an individual reference:

1. Right click over the reference, and select E-mail Reference
2. An email will automatically open, populated with the reference details and PDF (if available)

• On PC, you must have Outlook installed. On Mac, the default email must be set to the Mail app.

The simplest way to share a group of references or an entire EndNote desktop library is to save a compressed version of the library, and send that compressed file to your colleague.

To send a compressed EndNote Library to another researcher:

1. First, save a compressed version of your library:

• Open the library you want to send
• Go to File and select Compressed Library (.enlx)
  
• Choose the proper options (i.e. Create, With File Attachments and All References in Library or select a specific group of references in your EndNote library)
• Click Next
  
• Name the file and choose a location on your computer to save the file
• Click Save

2. Second, share the library with your colleague:

• If the library is small, you may be able to email the library to your colleague, by either manually attaching the compressed library you just created to an email (like you would with any other file attachment), or you can select the option to Create & Email when creating the compressed library
• However, many EndNote libraries will be too large to email (even after compressing). When your library is too large to email, we recommend using wetransfer.com. Wetransfer is a free file sharing webpage where you can send large files without the need to create an account or login. Simply enter the email address of the person you want to send the library to and they will receive an email with a link to download the library

The option to share a desktop EndNote library, and thus work collaboratively with others within a single library, has improved significantly with the releases of EndNote X8, X9, and 20.

When you share a desktop library, you and your colleagues will access your respective copy of the desktop library, which will be synced so that changes made in any of the synced libraries will automatically update via a connection to EndNote Online. Thus, to share a desktop library, you must first sync the library with an EndNote online account.

Before sharing

EndNote X8, X9, and 20 allow you to share a library of any size with up to 100 people. The Endnote20.1 update increases this limit to 200 people. You will be able to access all of the references, PDFs, file attachments, and notes in this shared library from your EndNote desktop application.

• In EndNote X8, everyone invited to share a library can add to, annotate and use the library at the same time.
• In EndNote X9 and 20, a library owner can
  • restrict team member access to Read Only or allow full Read & Write access, on a case-by-case basis
  • share a Group of references rather than an entire library

You will need to have an EndNote Online account synced to your EndNote (desktop) library before you can share your library (or a Group), or receive someone else's library.  You may need to create a free account.

1. From Edit menu select Preferences (on Mac choose the Endnote20 menu > Preferences)
2. Click Sync
3. Enter your EndNote account username (email address) and password
4. Click OK

   

5. In EndNote, click on sync icon or select Sync from the Library menu
6. You need to register your account if you're syncing for the first time.

Share the library

1. In EndNote, click on share icon  or select Share from File menu
2. In the centre of the dialogue box, enter email addresses separated by commas
3. From the drop-down menu next to Permissions, select either Read & Write or Read Only (depending on the level of access you want to give the recipient)
   • You can invite team members individually or as a group. You will need to send separate group invitations to people you want to give Read & Write access from people you want to give Read Only access 
4. Click Invite
   
5. After you have sent an invitation, the recipients' names will appear in the top part of the dialogue box
   • Before accepting, the recipients will have the word Pending after them. After they accept they will appear as Members
   • After the recipients have accepted your invitation, you can withdraw their permission or change their access (from Read/Write to Read Only or vice versa) at any time, as discussed below
6. You can track records of recent transactions in your shared library by clicking on the Activity Feed icon  within EndNote

Whilst EndNote allows you to share your EndNote Library with others, please remember that you are still bound by the licensing terms and conditions of journal databases, e-books and websites as to whether you are able to make and share copies of content. Please link to items where possible and check terms and conditions associated with making and sending copies of content in order to comply with terms of use and to avoid copyright infringements.

1. Accept the invitation you've received via email
2. You'll be directed to a webpage where you can sign in into your EndNote online account
3. A message will appear confirming the library has been shared and can be accessed in EndNote X8, X9, and 20
4. Within EndNote, select Open Shared Library from File menu
5. Select the shared library then click Open

   

6. Changes made to references, attachments, PDF annotations, group sets and groups will be synced for all group members to see. You can review the activity of the changes your collaborators are making by clicking on Activity Feed icon  in the EndNote toolbar

To re-send an invitation, revoke sharing, or change permissions for any individual group member:

1. Click on the share icon  or select Share from the File menu
2. Click on the options icon next to the member's name. Then select Remove or Remind, or change the person's permission from Read Only to Read & Write or vice versa.
3. Click Close

With EndNote X9 and 20, you can now share a Group from your Endnote library, just as you can share an entire library. 

To share a Group:

1. Select the Group you would like to share.
2. Select Share Group from the Groups menu (by right-clicking on the name of the Group you would like to share).
   • Even if a Group is selected, clicking on the share icon  or selecting Share from the File menu will result in sharing your entire library.
3. Follow the steps described above for sharing a library.
   • The sharing dialogue box is identical to the one for sharing a library, except that the Group to be shared should be specified at the top.
   • As with sharing a library, you can limit recipients to Read Only or provide full Read & Write access.

Manuscript Matcher works in combination with Clarivate's Web of Science citation index to help researchers identify journals that are potentially suited to publishing their work.

You enter the title and abstract of your unpublished article, and Manuscript Matcher suggests a range of journals that publish research like yours.

With EndNote X9 and 20, you can now use Manuscript Matcher in combination with a desktop EndNote library.

Before using Manuscript Matcher, you should bear in mind that,

• You must have an EndNote online account as described above.
• According to Clarivate, you can improve results by up to 30% if you include references from your EndNote library to focus your search (following the steps outlined in the next section).
• To be identified as potentially suitable for your research, journals must be indexed by Web of Science.
  • Web of Science covers a broad range of research subject areas (sciences, social sciences, and arts and humanities). Its origins lie in the 1964 Science Citation Index, and it remains strongest in science-related fields. You can find out more about the content and history of Web of Science from its publisher Clarivate and Wikipedia.
• EndNote is increasingly integrated with Web of Science.

  

  • In EndNote X9 and 20, for example, you can create a Citation Report from references you have downloaded from Web of Science. To do this, put the references from Web of Science in a Group, right-click on the Group name, and select Create Citation Report, or click on the "Create a Web of Science citation report from the selected references" icon in EndNote 20. Citation Reports include key data about subject-matter keywords, research impact, and citations.
• Your Manuscript Matcher results are likely to be improved if the references from your EndNote library you include with your searches are either:
  • indexed in Web of Science themselves; or
  • are cited by articles that are indexed in Web of Science.

1. In your EndNote library, set up a Group which contains the references you would like to use to focus your search.
   • For example, a good choice would be to set up a Group comprised of the reference list for the article you are considering where to publish.
2. Right-click on the Group name and select Manuscript Matcher.
3. The following page should open in your browser

4. Enter the title and abstract of your unpublished article
5. You will see that the references you specified in your EndNote library Group are described under the “References” heading on the Manuscript Matcher search page: “X citations from EndNote X9 (or 20) will be included in this search”.
6. Click on Find Journals.
7. You should see a page like the following, showing recommended journals for your article. Manuscript Matcher provides key information about the recommended journals, including impact factors (drawn from Clarivate's Journal Citation Reports) and subject-matter keywords.

8. If Manuscript Matcher produces no results, clicking on Edit Manuscript Data and leaving the specified references blank ("No Group") may yield useful data (although Clarivate explain that this approach reduces accuracy).