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EndNote Guide

Create your EndNote Online Account

Image of EndNote Online registration pageUTA users must set up their account with their official UTA email address, using the authenticated link above. After creating an account, users will be able to log into their account by going to https://www.myendnoteweb.com, no longer needing to use the authenticated link.

Set up Anytime/Anywhere Access through Web of Science

In order to get the most up-to-date and fully featured experience in EndNote Online while not on the UTA campus, first you will need to enable Anytime/Anywhere Access. By following a few simple steps, you will gain access to the full selection of citation styles and import filters offered through UTA's subscription, whereas without Anytime/Anywhere Access, you will have many fewer options. To enable Anytime/Anywhere Access, users must login to their Web of Science account from our authenticated link, above:

  1. Go to Web of Science using the link above. You may be required to login with UTA's single sign-on. Once Web of Science is loaded, click “Sign In” at the top, right of the page. Click "Sign In" in the resulting submenu.Image of the Web of Science "Sign In" menu
    1. Login using the same credentials that you used to create your EndNote account.
  2. That’s it! Once you’ve successfully logged in to Web of Science through the authenticated link above, Anytime/Anywhere Access is automatically enabled for one year.
  3. Verify that Anytime/Anywhere Access is enabled.
    1. Switch back to EndNote Online.
    2. Hover your cursor over the "Options" tab and select "Subscription" from the resulting dropdown menu.
    3. On the resulting page, you should see that “Roaming” status is enabled, and for how long.

Note: Users must login from the authenticated link above at least once every 365 days to keep Anytime/Anywhere Access active.

Install Cite While You Write

  1. Close ALL MS Office programs, including Word, Excel, etc.
    1. It is recommended that you also close Internet Explorer or Microsoft Edge if you have either of those web browsers open. If you’re viewing this tutorial in either of those browsers, it is recommended that you reopen this tutorial in FireFox, Chrome, or another web browser and close this browser before you proceed.
  2. Login to EndNote Online from a non-Microsoft browser and click on the “Downloads” tab.
  3. In the “Cite While You Write” box on the left, read the instructions and click the link for the version of Cite While You Write appropriate for your system. Screen shot of the Downloads section of EndNote Online. Includes the menu items Cite While You Write plugin, the Capture Reference browser tool, and EndNote Click
    1. For Windows, only select “Download Windows with Internet Explorer plug-in” if you are a regular user of the Internet Explorer or Microsoft Edge web browsers. This version will also install a plugin for those browsers, which is beyond the scope of this tutorial. The version “Download Windows MSI for mass program installation” will only install the Cite While You Write plugin for MS Word. This is the option supported by UTA Libraries.
  4. Follow the onscreen prompts for installing the version for your system. You may leave everything set to their default settings, or change them as desired. More detailed installation instructions, explaining the various installation settings, are available at https://www.myendnoteweb.com/help/en_us/ENW/hgs_installingtools.htm.
  5. Verify that the installation was successful.Screen capture showing the options under the EndNote tab, installed on a Windows PC.
    1. Open a Microsoft Word document. If the installation was successful, you will have a new “EndNote” tab at the top of the document window. Click on the new tab.
    2. When prompted, enter your EndNote login credentials. Once logged in, the EndNote ribbon should appear at the top of the screen. You can now access your EndNote library from within Microsoft Word, allowing you to seamlessly import references into your document using your preferred Bibliographic style and workflow.

Share a Folder with your Research Team

  1. Switch back, or re-open your EndNote Online account at https://www.myendnoteweb.com
  2. Once EndNote Online has loaded, hover over the “Organize” tab. A submenu will appear. Click on the “Manage My Groups” link.
  3. You will see a popup box listing all of your groups (folders).

Screen shot of EndNote's Manage My Groups pane

  1. To make a group sharable, select the checkbox next to its name. To add team members, click the “Manage Sharing” button next to the checkbox.
  2. Click on “Start sharing this group”.
  3. Enter the email addresses of each of your team members.
  4. Set the permissions for each group of team members.
  5. Click the “Apply” button.
  6. The next time your team members login to EndNote Online, they will be able to see the folder that you shared.

Screen  shot of EndNote sharing pane

Set Favorite Import Filters

By default, you will be shown access to the complete list of the dozens of import filters for collecting references for your bibliography into EndNote Online. Only a few of those filters will be important at first. You can change this list to only show your preferred and most-used filters such as BibText or RIS. You can easily add to this list as your need for additional filters evolves.

  1. Login to EndNote Online and hover your mouse over the heading “Collect”. A submenu will appear.Screen  capture of the EndNote Online import filter.
  2. Click on “Import References” in the submenu.
  3. Next to the “Import Option” dropdown menu, click the link “Select Favorites”
  4. In the resulting popup box, select your favorite import options from the left column and move them to the right column, following the on-screen instructions.
    1. The most used import filters are BibText, EndNote Import, RefMan RIS, and RefWorks Import. Go ahead and add those now; you can always add others later as they become needed.
  5. Click “Hide”. Now, only your favorites will appear in the “Import Option” dropdown menu.

Set Favorite Citation Styles

By default, you will be shown access to the complete list of thousands of citation styles for formatting your bibliography and in-text citations. You can change this list to only show your preferred and most-used citation styles such as APA, MLA, or Chicago. You can easily add to this list as your need for additional styles evolves. Screen shot of the End Note favorite styles interface

  1. Login to EndNote and hover your mouse over the heading “Format”. A submenu will appear.
  2. Click on “Bibliography” in the submenu.
  3. Next to the “Bibliographic style” dropdown menu, click the link “Select Favorites”
  4. In the resulting popup box, select your favorite citation styles from the left column and move them to the right column, following the on-screen instructions.
    1. The most used citation styles are APA, MLA, and Chicago. Go ahead and add those now; you can always add others later as they become needed.
  5. Click “Hide”. Now, only your favorites will appear in the “Bibliographic style” dropdown menu.