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Managing your References with
- Setting up EndNote Web in Mozilla Firefox Contents Page no.
- Exporting References from Library Search and Article Search
- Accessing Subject Databases
- Exporting References from EBSCO Business Source Premier
- Exporting References from ABI
- Exporting References from SCOPUS
- Importing Text Files into EndNote Web
- Using EndNote Web Capture to Import References
- Importing References from Google Scholar
- Setting up EndNote Web Groups and Sharing Groups
- Editing and Searching References
- Manually Adding References
- Setting up the Microsoft Word Plug-in
- Inserting references into Microsoft Word 9 -
- Modifying Citations (e.g. adding a page number)
- Creating a Separate References list or Bibliography
- Sources of Further Help
Setting up EndNote Web in Mozilla Firefox
First open up Mozilla Firefox : Start All Programs > Mozilla Firefox > Firefox If Firefox is not installed: Cardiff Apps Browsers & Plugins Mozilla Firefox Installer
Signing up to EndNote Web: Go to www.myEndNoteweb.com Click Create an account and fill in your details to register or Sign in if you already have an account
Download Installers: Click on Download Installers (at bottom of page) Download Firefox Extension
Install the extension and restart Firefox
Tick the box in the EndNote web options window and click OK.
You may need to re-open EndNote web – open up www.myEndNoteweb.com again or click on in the FireFox browser
Exporting from EBSCO Business Source Premier
Run a search on your topic. Select results by clicking on the folder icon
Select at the top of the page to see your list of results. Click on Select all then export.
Select Direct Export to EndNote web and then Save
Log in to EndNote web if prompted. You should receive the message:
To see the records you have just imported, click on My References at the top of the page then alter the sort order to Added to Library – newest to oldest.
Databases which require text files of records to be saved and imported into EndNote Web
Exporting from ABI
Run a search and select relevant records by clicking in the tick boxes next to them.
Click on Export/Save (above the list of results) then use the drop down menu below Export to select RIS. In the export window which appears click on Continue and when prompted save the file.
Follow the instructions overleaf on ‘Importing text files into EndNote web’ to import these references into EndNote Web.
Exporting from SCOPUS
Run a search and select relevant records by clicking in the tick boxes next to them.
Select Export and then select RIS format (Reference Manager, ProCite, EndNote).
Click on Export.
Another window will open, click on Save.
Importing Text Files into EndNote Web
For each text file of references from the databases above you will need to import the text file of
references into EndNote Web as follows:
Go to EndNote Web and click on Collect and then Import References. Click on Browse then navigate to find the file you saved. Highlight it and click on Open.
For each text file you will need to select the correct Filter , to make sure EndNote Web displays the imported references correctly, according to the particular database they came from. Select the Filter you need from the drop down menu, referring to the table below:
Database Filter name
ABI - Proquest RefMan Ris
Scopus Scopus
Select ‘unfiled’ in the ‘ To’ drop down box and click on Import.
To see the records you have just imported, click on My References at the top of the page then alter the sort order to Added to Library – newest to oldest.
Importing References from Google Scholar
There are some settings to change in Google Scholar to enable export to EndNote.
First click on Scholar Settings from the Google Scholar search page. Look for Bibliography manager and click in the box beside ‘Show links to import citations into’ and Select EndNote from the drop-down list Click on Save Preferences Do a search and you will now see “Import into EndNote” under each result. Try Importing some references from Google Scholar
You could also use the “Capture” tool for Google Scholar references but the import option tends to be more reliable.
Setting up EndNote Web Groups
Once you have imported your references you can keep them organised in EndNote by using
groups. Select the references you have imported by ticking the boxes to the left of the reference and select new group from the Add to group drop-down menu.
Give your group a name and click OK
Once you have created groups you can follow this same process, and can move references to
whichever group your prefer.
Sharing Groups
To share a group of references with another EndNote Web user, first click on the Organize tab then “Manage My Groups”
Click on the “Manage Sharing” button for the group you want to share
Click on “Start sharing this group”
Add the email addresses for the people you want to share the group with
Select Read only or Read & Write access and click Apply
Editing a reference
All references can be edited - to edit a reference click on the title of a reference. References are made up of a number of fields e.g. author, title, keywords etc. You may have to click Show Empty Fields on the right to show the full range of fields. Click on the fields you want to edit, and make your changes e.g. try adding keywords into the keyword field.
Searching References
Search your references using the Quick Search box on the left of the screen. Select All My References or a particular group to search. Click on Search and your result will appear.
Manually Adding References
From the Collect tab, click the New Reference link.
Change the ‘Reference Type’ by selecting the appropriate type from the Reference Type drop-down menu (for example, book, journal). The page will redisplay with the relevant fields for that reference type, and you can then add the necessary information You can add the reference to any groups you may have set up (details of setting up groups are below) by clicking on the Groups arrow at the bottom of the page and selecting a group, then clicking ‘Save’
Setting up the Microsoft Word Plug-in
Open a Word document
On your own laptop/computer you can download the “Cite While You Write” plug-in from EndNote Web via the Download Installers link.
On-campus the plug-in should be installed already. If the plug-in does not appear in Word, close down the Word document. Click on the Start button on the bottom left of the screen. Click on All Programs then CardiffApps then Statistics & Databases. Click on EndNote X71. This will open the desktop version of EndNote, and install the plug-in.
You will need to change the preferences so it links to EndNote Web rather than EndNote.
- In the EndNote tab click on preferences.
- Select EndNote Online from the drop-down menu
- Enter your EndNote Web email and password and Click OK
Modifying Citations: Desired result Action Appearance in Cardiff Harvard style
Add a page number Click on More… from the edit citations menu then Enter the page number into the Pages: box
(Hall 2003, p. 4)
Add text before the citation, e.g. ‘see’ Click on More… from the edit citations menu then enter the text into the Prefix: box
(see Hall 2003)
Creating a Separate References list or Bibliography
In EndNote web go to the Format tab, click the Bibliography link. Select the group of references you want to create your bibliography from the References drop-down list box. Select the output style from the Bibliographic style drop-down list box. Click the Preview & Print button Click on Preview and print. Your bibliography will be displayed. You can cut and paste it from here into a Word document, or print it out. You also Save or Email options.
Sources of further help
- University Library Service PDF guide to EndNote Web : http://www.cardiff.ac.uk/insrv/resources/guides/but027.pdf 2. Citing and Referencing in the Cardiff University Harvard Style – for Business Students PDF guide http://www.cardiff.ac.uk/insrv/resources/guides/abc055.pdf 3. Cardiff University Harvard Citing References Tutorial https://ilrb.cf.ac.uk/citingreferences/tutorial/ 4. University Library Service EndNote Web FAQs http://www.cardiff.ac.uk/insrv/educationandtraining/guides/EndNote/EndNotewebfaqs/index. html 5. Email assistance: [email protected]
