Citation Management - EndNote Online: Learn at Your Own Pace

1) To create your own account for EndNote Online, go to: myendnoteweb.com (link above) and click on the Register button (right side of screen).

2) Enter the email address you would like to use (you can use a personal email account since you will be able to use EndNote online for 1 year after leaving UCSD, but using your @ucsd.edu account, and being connected via campus VPN, is recommended, so you can access campus licensed databases and full text of articles & eBooks that you may need while working with EndNote).

3) Fill out the short registration form and create your login ID and password (their password requirements are very specific).

4) Read & Agree to their Agreement statement.

5) EndNote's company, Clarivate, usually sends you an email message to check your address, so just respond to the email to activate your new EndNote Online access.

5) Your EndNote Online account is ready to use.

There are several ways to get references into EndNote, below are the 4 main methods (for examples & screenshots see the link above):

1. Type all information from each of your references into a template, which is found in EndNote Online's "New Reference" list of many templates, available from the "Collect" top tab. This method is very time consuming, prone to errors, and not recommended except as a last resort, e.g. for reference types such as Blogs, Maps, Personal Communication, etc. not for more common formats such as Journal Article. or Book, or Web Page, etc.

2. A much more efficient, and less error prone, method is to directly export references that you have found from searching databases or online catalogs, such as Web of Science, BIOSIS, and UC Library Search. This enables the saving of records (exporting) directly into EndNote rather than having to save to a file on the desktop and then importing the file into EndNote. It saves a few clicks.

3. Search for your desired references in an article database, such as Earth, EconLit, GeoRef, Google Scholar, PsycInfo, PubMed, SciFinder, Sociological Abstracts, then Download selected references to your computer and Import them into EndNote.

4. Use EndNote's Online Search feature to search library catalogs, or some article databases from within EndNote.

Which of the above is best to use?

· For a complex or comprehensive search, methods 2 or 3 are the preferred ones because they are more powerful and accurate in retrieving citations.

· The Online Search, from within EndNote works for a few databases and is good for known items, i.e., author(s) and a specific article, or for a book in the library’s catalog

Once you have collected your references, EndNote can help you easily insert a citation in the text of your document, format it following one of over 7,000 citations styles (standard styles such as APA, Chicago, MLA, etc. and many specific journal styles) and also automatically generate a bibliography at the end of your document, if you are using MS Word and EndNote's "Cite While You Write" plug-in.

Importing from most citation management tools, such as Mendeley or Zotero, to EndNote Online, is very easy. Make sure you know which file type the tool uses (e.g. RIS, ENW, TXT, etc.), for example the file type is RIS for Mendeley & Zotero. The steps linked above are for moving references from Zotero to EndNote.
See the last page of the importing guide, linked in Step #2, above, for details on importing "RIS" file types to EndNote.

Note: EndNote uses the terms "Import Option" next to the menu listing file types and database names in their Import References page.

Use the link above for steps and information on organizing and sharing your EndNote groups of references.

The link above provides information on how to download the "Cite While You Write" (CWYW) plug-in from EndNote Online (also known as EndNote Basic), and how to use the EndNote "toolbar" in Microsoft Word to easily insert formatted references and create a bibliography in your Word document.