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Information for:      EndNote X9      |      EndNote 20      |      EndNote Web/Online Classic      |      EndNote Click

Important notes before you begin

 Save your EndNote library to your computer locally, NOT on cloud (i.e. OneDrive, Dropbox, Google Drive) or networks (i.e. Eastern Health shared drives or personal drives (e.g. L: or M: drives))

 Your .Data & EndNote Library files for EACH LIBRARY must be in the SAME folder.

     

 Regularly back up your EndNote Library by using a Compressed EndNote Library (.enlx). Syncing with EndNote Online does not mean your library is backed up, syncing only allows you to access your library from different devices.

EndNote X9

Create a library

When starting EndNote X9 for the first time, you will be asked to open an existing library or create a new library.

When creating a new library, you will be asked to choose a folder to save your library. Remember to save your .Data and EndNote Library files together in the SAME location. Refer to the Important notes before you begin section of this guide for more details.

Import & export references

You can import and export references into and out of your EndNote library. Accepted file formats for importing references are RIS (recommended), PDF, EndNote files & BibTex.

EndNote can export references in RIS (recommended), BibTex, XML or Excel formats.

Import References

There are a few ways to import references:

  • Bulk import from a database (most common)
  • Uploading PDFs
  • Manual/single entry
  • Import from EndNote Click (see EndNote Click section for more details)

 

Bulk import from a database

First, download your search results from a library database. For more information, see the Exporting Search Results section of our Literature Searching guide.

Go to File > Import > File... and a pop-up window will appear.

  • Import File: Select your file
  • Import Option: Choose the file type that matches your file. Some commonly used file types are PDF, EndNote Import and Reference Manager (RIS) (recommended).
  • Duplicates: Select "Import All". We will deal with duplicated references in the Deduplication section of this guide.
  • Text Translation: No translation 
  • Click Import.

 

Uploading PDFs

Drag and drop your PDF(s) onto the toolbar at the top of your EndNote library to add them.

 

Or go to File > Import > Folder... a pop-up window will appear. Choose the folder containing your PDFs.

  • Include files in subfolders: When this box is ticked, any PDFs in a subfolder of the folder you have selected will also be uploaded.
  • Create a Group Set for this import: When this box is ticked, EndNote will create a new Group Set in your EndNote library and put the uploaded PDFs in this folder.

 

Manual/single entry

Click on the New Reference icon in the toolbar to add a new reference or record manually. You will have to input details such as article title, author(s), year of publication, journal name, volume, issue etc.

 

Import from EndNote Click

Refer to the EndNote Click section to this guide for more information.

Export References

Your references can be exported out of EndNote for many reasons, e.g. moving references to another reference manager such as Mendeley or Zotero.

Select the references you want to export and go to File > Export. A pop-up window will appear.

  • File name: Name your file here.
  • Save as type: Select Text File (*.txt)
  • Output style: Select RefMan (RIS) Export
  • Tick the Export Selected References box
  • Click Save.

Deduplication

Navigate to the references you want to deduplicate and select all of them by pressing CTRL + A on your keyboard. Go to References > Find Duplicates.

A pop-up window will appear, comparing the differences between the duplicate references.

  • Click Keep This Record on the record that you want to keep.
  • Click Skip if you want to skip the current record and make a decision on the next record instead.

If you have too many records and going through them one-by-one is not feasible, click Cancel. The pop-up window will disappear and EndNote will highlight the duplicate references in your library. At this point, you can decide what you want to do with them.

Note: Most but not all duplicates will be detected by EndNote's Deduplication function. You will want to do a round of manual deduplication by sorting your references by author and/or title to check for any remaining duplicate records.

Edit & delete references

Edit references

Click on the record you want to edit and a panel will open on the right-hand side of your EndNote library. 

Under the Reference tab on the right side panel, click on any field to add or edit the field. When you are done with editing, remember to press CTRL + S on your keyboard or go to File > Save to save your changes. If you click away from the edited record without saving, EndNote will prompt you to save your changes before doing anything else.

 

Delete references

There are two ways to delete references: pressing the "delete" button on your keyboard or right-clicking the reference and selecting "Move References to Trash".

There are a few ways to select multiple references at once:

  1. CTRL + A to select all
  2. Clicking and dragging your mouse over the references to select them
  3. Shift + click to select a group of references in one click
  4. CTRL + click to select references individually

Deleting references in "All References" (located on the left sidebar)

The selected reference(s) will be moved to the Trash folder when you press "delete" on your keyboard OR right-click the reference and move it to trash.

Deleting references which are filed in groups

When you press the "delete" button on your keyboard, the selected reference(s) will be moved to "Unfiled" (located on the left sidebar).

Right-clicking the reference(s) and clicking "Move References to Trash" sends them to the Trash folder. 

Groups

Creating groups

Right-click on My Groups and a pop-up menu will appear. 

  • Create Group: Create a group to file or arrange your references
  • Create Smart Group: Smart Groups helps you to automatically organise your references based on your criteria, e.g. you can create a smart group to file away references that mention "nursing" and "simulation" in its title without having to do it manually.
  • Create From Groups: This function allows you to combine groups of references automatically.
  • Create Group Set: Group Sets can be used to group together the groups that you have created above.

 

Rename or delete group or group set

To rename or delete a group: Right-click on the group and choose Rename Group or Delete Group.

To rename or delete a group set: Right-click on the group and choose Rename Group Set or Delete Group Set.

 

Moving references to groups

There are a few ways to move references to groups. After creating the group, you can:

  1.  Click and drag the selected references into the group on the left sidebar or
  2.  Right-click the selected references, select Add References To and select your group.

Sharing groups or EndNote library

Before you can start sharing your EndNote group, your EndNote library must be synced with an EndNote Online account.

If the person you are sharing your group/EndNote Library with has:

  • EndNote desktop app + EndNote Online: They will be able to see references and make changes to PDFs/attachments.
  • Only EndNote Online: They can see references but not PDFs/attachments. They also cannot make changes to PDFs/attachments.

 

Sharing groups

To share a group, right-click on the group that you want to share and enter the person's email address under the Invite More People field. You can change the person's access permission to Read & Write or Read Only. Click Invite to send the invitation to the person you are sharing the EndNote library with. Their email address and permission level will appear in the Sharing With box.

 

Sharing EndNote Library

This step allows you to share your entire EndNote library with other people.

Go to File > Share and enter the person's email address under the Invite More People field. You can change the person's access permission to Read & Write or Read Only. Click Invite to send the invitation to the person you are sharing the EndNote library with. Their email address and permission level will appear in the Sharing With box.

Managing PDFs & using PDF Annotator

Uploading a PDF to a record

If you have a reference/record in your EndNote library without a PDF file, you can drag & drop the PDF file onto the record to upload the PDF into your EndNote library.

Records which have a PDF attachment have a paperclipicon next to the record in your EndNote library.

 

Finding the uploaded PDFs on your computer

Go to the computer location where you have saved your EndNote Library (e.g. Documents) and open your .Data folder. Then click on the PDF folder. You will see that the PDFs you have uploaded are stored in individual folders. 

For more information on how to export your PDF files from EndNote, watch the video below:

 

Using the PDF Annotator

When you select a reference, a panel will appear on the right side of your EndNote library. Click on the PDF followed by the Open PDF icon highlighted in the screenshot below.

In the next screen, you will be able to annotate your PDFs using the toolbar provided. 

From left to right: Rotate Counterclockwise, Rotate Clockwise, Sticky Note, Highlight Text, Underline, Strikeout, Search.

Remember to save any changes you have made by pressing CTRL + S on your keyboard or go to File > Save.

Close the PDF by clicking the Close PDFicon or the small X at the right-hand corner of your EndNote library.

Cite While You Write

EndNote's Cite While You Write allows you to insert references in your Word document (as both in-text citations and/or reference list) as you are writing up your paper.

Output styles

Your EndNote library comes with a variety of citation styles including commonly used ones such as APA, Harvard and Vancouver. More styles can be downloaded from EndNote's Output Styles site.

To select an output style, go to Edit > Output Styles > Open Style Manager and tick the box next to the style. Click the small X at the top right-hand side of the screen to close the Style Manager. Then repeat the process of Edit > Output Styles > Open Style Manager and the style you have selected will be in the list. Now, you can choose to use or edit the style.

 

You can also change output styles for your library using the dropdown menu at the top of the toolbar.

Insert references in Word document

Follow these steps to easily insert references in your paper:

  • Go to EndNote and highlight the references you want to add to your paper. Then go to your Microsoft Word document.
  • Place your cursor at the location where you want to insert your citation. Go to the EndNote tab on Microsoft Word. Click the small arrow under the Insert Citation button and select Insert Selected Citation(s). Your selected references will be added as in-text citation and a reference list.
  • To change your output style, click the Style dropdown menu.

When you insert a citation, the reference is linked to the corresponding record in your EndNote library. You can tell that a reference is linked if a grey highlight appears when you click on the reference. This means that any changes you make to the reference/record in EndNote will also be reflected in your paper in Microsoft Word.

To unlink the record, click Convert Citations and Bibliography > Convert to plain text.

Note: Once you unlink the record, it cannot be reversed and the only way to remedy it is to re-insert the citations from your EndNote library to your Word document.

Troubleshooting

If EndNote is installed AFTER Microsoft Word, the EndNote Cite While you Write add-in for Word will automatically installed. This means that when you open up Word, you will see an EndNote tab at the top of the toolbar/ribbon.

 

If EndNote is installed BEFORE Microsoft Word, you will need to trigger the installation of the EndNote Cite While you Write add-in for Word. To do so, follow these steps:

  • Go to the EndNote Program Files folder on your computer.

64-bit Machines: C:\Program Files (x86)\EndNote X9\

32-bit Machines: C:\Program Files\EndNote X9\

  • Run the Configure EndNote file. A pop-up window will appear.
  • Select Configure EndNote components and click next.
  • Select Cite While You Write add-in for Microsoft Office and click next.
  • Click Finish. The EndNote tab should show up in the Microsoft Word toolbar/ribbon.

Backup & Sync

You can use your EndNote library on your computer without syncing. However, if you want to share your library or groups or access your EndNote library from multiple devices (e.g. personal & work computers), you will have to sync your EndNote library (version X9 and newer only) to an EndNote Online account. 

EndNote X9 and EndNote 20 users should use the EndNote Online Classic while EndNote 21 users should use EndNote Web. You can create a free EndNote Online account here.

 

Backup your EndNote Library

 Your EndNote library should be backed up regularly so you don't lose your library in the event that it gets corrupted. Syncing your EndNote library with an EndNote Online account does not back up your library.

Before you start syncing your EndNote library, EndNote will recommend that you back up your library. To do so, go to File > Compressed Library (.enlx). A pop-up window will appear.

  • You can Create a compressed library only or Create & Email the compressed library to yourself or another person.
  • You can also choose to create a compressed library With File Attachments or Without File Attachments. File attachments refer to PDFs.

 

Sync your EndNote library

To sync your EndNote library with an EndNote Online account, go to Edit > Preferences.

A pop up box will appear. Navigate to the Sync section and enter your EndNote Online email address and password. 

In the box under Sync this EndNote Library, you can see the location of your EndNote library.

If the Sync Automatically box is ticked, EndNote will sync your library each time you open it. Click Apply once you are happy with the changes.

EndNote 20

Create a library

When starting EndNote 20 for the first time, you will be asked to open an existing library or create a new library.

When creating a new library, you will be asked to choose a folder to save your library. Remember to save your .Data and EndNote Library files together in the SAME location. Refer to the Important notes before you begin section of this guide for more details.

Import & export references

You can import and export references into and out of your EndNote library. Accepted file formats for importing references are RIS (recommended), PDF, EndNote files & BibTex.

EndNote can export references in RIS (recommended), BibTex, XML or Excel formats.

Import References

There are a few ways to import references:

  • Bulk import from a database (most common)
  • Uploading PDFs
  • Manual/single entry
  • Import from EndNote Click (see EndNote Click section for more details)

 

Bulk import from a database

Go to File > Import > File... and a pop-up window will appear.

  • Import File: Select your file
  • Import Option: Choose the file type that matches your file. Some commonly used file types are PDF, EndNote Import and Reference Manager (RIS) (recommended).
  • Duplicates: Select "Import All". We will deal with duplicated references in the Deduplication section of this guide.
  • Text Translation: No translation 
  • Click Import.

 

Uploading PDFs

Drag and drop your PDF(s) onto the left sidebar of your EndNote library to add them.

Or go to File > Import > Folder... a pop-up window will appear. Choose the folder containing your PDFs.

  • Include files in subfolders: When this box is ticked, any PDFs in a subfolder of the folder you have selected will also be uploaded.
  • Create a Group Set for this import: When this box is ticked, EndNote will create a new Group Set in your EndNote library and put the uploaded PDFs in this folder.

 

Manual/single entry

Click on the Add a New Reference icon below the search button to add a new reference or record manually. You will have to input details such as article title, author(s), year of publication, journal name, volume, issue etc.

 

Import from EndNote Click

Refer to the EndNote Click section to this guide for more information.

Export References

Your references can be exported out of EndNote for many reasons, e.g. moving references to another reference manager such as Mendeley or Zotero.

Select the references you want to export and go to File > Export. A pop-up window will appear.

  • File name: Name your file here.
  • Save as type: Select Text File (*.txt)
  • Output style: Select RefMan (RIS) Export
  • Tick the Export Selected References box
  • Click Save.

Deduplication

Navigate to the references you want to deduplicate and select all of them by pressing CTRL + A on your keyboard. Go to Library > Find Duplicates.

A pop-up window will appear, comparing the differences between the duplicate references.

  • Click Keep This Record on the record that you want to keep.
  • Click Skip if you want to skip the current record and make a decision on the next record instead.

If you have too many records and going through them one-by-one is not feasible, click Cancel. The pop-up window will disappear and EndNote will highlight the duplicate references in your library. At this point, you can decide what you want to do with them.

Note: Most but not all duplicates will be detected by EndNote's Deduplication function. You will want to do a round of manual deduplication by sorting your references by author and/or title to check for duplicate records.

Edit & delete references

Edit references

Click on the record you want to edit and a panel will open on the right-hand side of your EndNote library. 

Under the Reference tab on the right side panel, click on any field to add or edit the field. When you are done with editing, remember to press CTRL + S on your keyboard or go to File > Save to save your changes. If you click away from the edited record without saving, EndNote will prompt you to save your changes before doing anything else.

 

Delete references

There are two ways to delete references: pressing the "delete" button on your keyboard or right-clicking the reference and selecting "Move References to Trash".

There are a few ways to select multiple references at once:

  1. CTRL + A to select all
  2. Clicking and dragging your mouse over the references to select them
  3. Shift + click to select a group of references in one click
  4. CTRL + click to select references individually

Deleting references in "All References" (located on the left sidebar)

The selected reference(s) will be moved to the Trash folder when you press "delete" on your keyboard OR right-click the reference and move it to trash.

Deleting references which are filed in groups

When you press the "delete" button on your keyboard, the selected reference(s) will be moved to "Unfiled" (located on the left sidebar).

Right-clicking the reference(s) and clicking "Move References to Trash" sends them to the Trash folder. 

Groups

Creating groups

Right-click on My Groups and a pop-up menu will appear. 

  • Create Group: Create a group to file or arrange your references
  • Create Smart Group: Smart Groups helps you to automatically organise your references based on your criteria, e.g. you can create a smart group to file away references that mention "nursing" and "simulation" in its title without having to do it manually.
  • Create From Groups: This function allows you to combine groups of references automatically.
  • Create Group Set: Group Sets can be used to group together the groups that you have created above.

 

Rename or delete group or group set

To rename or delete a group: Right-click on the group and choose Rename Group or Delete Group.

To rename or delete a group set: Right-click on the group and choose Rename Group Set or Delete Group Set.

 

Moving references to groups

There are a few ways to move references to groups. After creating the group, you can:

  1.  Click and drag the selected references into the group on the left sidebar or
  2.  Right-click the selected references, select Add References To and select your group.

Sharing groups or EndNote Library

Before you can start sharing your EndNote group, your EndNote library must be synced with an EndNote Online account.

If the person you are sharing your group/EndNote Library with has:

  • EndNote desktop app + EndNote Online: They will be able to see references and make changes to PDFs/attachments.
  • Only EndNote Online: They can see references but not PDFs/attachments. They also cannot make changes to PDFs/attachments.

 

Sharing groups

To share a group, right-click on the group that you want to share and enter the person's email address under the Invite More People field. You can change the person's access permission to Read & Write or Read Only. Click Invite to send the invitation to the person you are sharing the EndNote library with. Their email address and permission level will appear in the Sharing With box.

 

Sharing EndNote Library

This step allows you to share your entire EndNote library with other people.

Go to File > Share and enter the person's email address under the Invite More People field. You can change the person's access permission to Read & Write or Read Only. Click Invite to send the invitation to the person you are sharing the EndNote library with. Their email address and permission level will appear in the Sharing With box.

Managing PDFs & using PDF Annotator

Uploading a PDF to a record

If you have a reference/record in your EndNote library without a PDF file, you can drag & drop the PDF file onto the record to upload the PDF into your EndNote library.

Records which have a PDF attachment have a paperclipicon next to the record in your EndNote library.

 

Finding the uploaded PDFs on your computer

Go to the computer location where you have saved your EndNote Library (e.g. Documents) and open your .Data folder. Then click on the PDF folder. You will see that the PDFs you have uploaded are stored in individual folders. 

For more information on how to export your PDF files from EndNote, watch the video below:

 

Using the PDF Annotator

When you select a reference, a panel will appear on the right side of your EndNote library. Click on the PDF followed by the Open PDF icon highlighted in the screenshot below.

In the next screen, you will be able to annotate your PDFs using the toolbar provided. 

From left to right: Rotate Counterclockwise, Rotate Clockwise, Sticky Note, Highlight Text, Underline, Strikeout, Search.

Remember to save any changes you have made by pressing CTRL + S on your keyboard or go to File > Save.

Close the PDF by clicking the Close PDFicon or the small X at the right-hand corner of your EndNote library.

Cite While You Write

EndNote's Cite While You Write allows you to insert references in your Word document (as both in-text citations and/or reference list) as you are writing up your paper.

Output styles

Your EndNote library comes with a variety of citation styles including commonly used ones such as APA, Harvard and Vancouver. More styles can be downloaded from EndNote's Output Styles site.

To select an output style, go to Edit > Output Styles > Open Style Manager and tick the box next to the style. Click the small X at the top right-hand side of the screen to close the Style Manager. Then repeat the process of Edit > Output Styles > Open Style Manager and the style you have selected will be in the list. Now, you can choose to use or edit the style.

 

You can also change output styles for your library using the dropdown menu at the top of the toolbar.

Insert references in Word document

Follow these steps to easily insert references in your paper:

  • Go to EndNote and highlight the references you want to add to your paper. Then go to your Microsoft Word document.
  • Place your cursor at the location where you want to insert your citation. Go to the EndNote tab on Microsoft Word. Click the small arrow under the Insert Citation button and select Insert Selected Citation(s). Your selected references will be added as in-text citation and a reference list.
  • To change your output style, click the Style dropdown menu.

When you insert a citation, the reference is linked to the corresponding record in your EndNote library. You can tell that a reference is linked if a grey highlight appears when you click on the reference. This means that any changes you make to the reference/record in EndNote will also be reflected in your paper in Microsoft Word.

To unlink the record, click Convert Citations and Bibliography > Convert to plain text.

Note: Once you unlink the record, it cannot be reversed and the only way to remedy it is to re-insert the citations from your EndNote library to your Word document.

Troubleshooting

If EndNote is installed AFTER Microsoft Word, the EndNote Cite While you Write add-in for Word will automatically installed. This means that when you open up Word, you will see an EndNote tab at the top of the toolbar/ribbon.

 

If EndNote is installed BEFORE Microsoft Word, you will need to trigger the installation of the EndNote Cite While you Write add-in for Word. To do so, follow these steps:

  • Go to the EndNote Program Files folder on your computer.

64-bit Machines: C:\Program Files (x86)\EndNote X9\

32-bit Machines: C:\Program Files\EndNote X9\

  • Run the Configure EndNote file. A pop-up window will appear.
  • Select Configure EndNote components and click next.
  • Select Cite While You Write add-in for Microsoft Office and click next.
  • Click Finish. The EndNote tab should show up in the Microsoft Word toolbar/ribbon.

Backup & Sync

You can use your EndNote library on your computer without syncing. However, if you want to share your library or groups or access your EndNote library from multiple devices (e.g. personal & work computers), you will have to sync your EndNote library (version X9 and newer only) to an EndNote Online account. 

EndNote X9 and EndNote 20 users should use the EndNote Online Classic while EndNote 21 users should use EndNote Web. You can create a free EndNote Online account here.

 

Backup your EndNote Library

 Your EndNote library should be backed up regularly so you don't lose your library in the event that it gets corrupted. Syncing your EndNote library with an EndNote Online account does not back up your library.

Before you start syncing your EndNote library, EndNote will recommend that you back up your library. To do so, go to File > Compressed Library (.enlx). A pop-up window will appear.

  • You can Create a compressed library only or Create & Email the compressed library to yourself or another person.
  • You can also choose to create a compressed library With File Attachments or Without File Attachments. File attachments refer to PDFs.

 

Sync your EndNote library

To sync your EndNote library with an EndNote Online account, go to Edit > Preferences.

A pop up box will appear. Navigate to the Sync section and enter your EndNote Online email address and password. 

In the box under Sync this EndNote Library, you can see the location of your EndNote library.

If the Sync Automatically box is ticked, EndNote will sync your library each time you open it. Click Apply once you are happy with the changes.

EndNote Web/Online Classic

Creating a Library

An EndNote Online account is free and can be used independently without an EndNote subscription.

If you have EndNote installed on your computer and would like to access your EndNote library from multiple devices, you will need to sync your EndNote library with an EndNote Online account. EndNote X9 and EndNote 20 users should use the EndNote Online Classic while EndNote 21 users should use EndNote Web.

For EndNote X8 and earlier, you will need to upgrade to EndNote 20 to be able to sync your EndNote library.

Import & export references

You can import and export references into and out of your EndNote Online library. Accepted file formats for importing references are RIS (recommended), EndNote files & BibTex.

EndNote Online can export references in RefMan (RIS) (recommended), BibTex, EndNote, Refer Export or Tab Delimited formats.

Import references

There are a few ways to import references:

  • Bulk import from a database (most common)
  • Manual/single entry
  • Import from EndNote Click (see EndNote Click section for more details)

Unlike the EndNote desktop app, there is no way to upload PDFs to your EndNote Online library. You can create a record first (either through a database export file, manually or through EndNote Click) and upload an attachment (see the Managing PDFs tab of this section for more details) later.

 

Bulk import from a database

First, download your search results from a library database. For more information, see the Exporting Search Results section of our Literature Searching guide.

  • Go to Collect > Import References.
  • File: Select your file.
  • Import Option: Select your file format, e.g. RefMan RIS.
  • To: Select the group where you would like the imported references to go.
  • Click Import.

 

Manual/single entry

Go to Collect > New Reference to add a new reference or record manually. You will have to input details such as article title, author(s), year of publication, journal name, volume, issue etc.

 

Import from EndNote Click

Refer to the EndNote Click section to this guide for more information.

Export references

  • Go to Format > Export References.
  • References: Choose the group of references that you would like to export.
  • Export style: Choose the file format for your exported references. RefMan (RIS) Export is recommended.
  • Choose either to Save, Email or Preview & Print the file.

Deduplication

Go to Organize > Find Duplicates.

Any duplicate references in your EndNote Online library will be listed on this page. You can choose to delete the duplicate references or move to them to another folder.

Edit & delete references

Edit references

  • Go to My References to see your references. If your reference is filed in a group, click on the group name to display and find your reference.
  • Click on the title of the reference.
  • In the next page, click in the field you want to change and the field editor will appear. Make your changes and click anywhere outside of the field editor and the changes will be automatically saved. You will also see a "Reference is saved" message at the top of the record.
  • If you want to undo a change, click the Revert Reference button at the top of the record.

 

Delete references

  • Go to My References to see your references. If your reference is filed in a group, click on the group name to display and find your reference.
  • Tick the box next to the reference you want to delete and click the Delete button.
  • The reference will be moved to Trash (found on the sidebar on the left side).

Groups

Go to Organize > Manage My Groups to manage your EndNote Online groups.

  • Create a group: Click on the New Group button, enter a group name and click OK.
  • Rename or delete a group: Click on the Rename or Delete button.
  • Share a group of references: Tick the box next to the group you want to share and click the Manage Sharing button. In the next page, click the Start sharing this group link and enter the recipient's email address.
  • To move references to a group: Create a group following the instructions above. Go to the My References tab and tick the box(es) next to the reference(s) you want to move. Click the Add to group... drop down menu and select a group.

To see the list of groups that have been shared with you, go to Organize > Others' Groups. 

Managing PDFs

Uploading a PDF to a record

  • Go to My References and locate your reference.
  • Click on the paperclip icon on the reference/record then click Attach Files.
  • When a reference/record has an attachment, the paperclip icon will be coloured in blue .

Managing PDFs

Go to Organize > Manage Attachments to view, download and delete any attachments in your EndNote Online library.

PDF attachments can also be deleted by clicking the blue paperclip icon  on each reference/record and clicking the delete button.

Cite While You Write

Cite While You Write works with EndNote Online but you will need to manually download the Cite While You Write plug-in via the Downloads tab in your EndNote Online account.

Once the Cite While You Write plug-in is download, run it to install it and you will see the EndNote tab appear in the Microsoft Word toolbar/ribbon.

To insert a reference:

  • Go to the EndNote tab in Microsoft Word.
  • Click Insert Reference and a window will pop-up.
  • Search for the author's name and select the reference you want. Click Insert. Your selected reference will be added as in-text citation and a reference list.
  • You can change the output style by clicking on the Style dropdown menu.

EndNote Click

EndNote Click

EndNote Click is a browser extension that allows you to quickly add full text PDFs to your EndNote Desktop and/or EndNote Online libraries while you are surfing the internet. When the article's PDF is detected by EndNote Click, a purple View PDF button will appear.

Below is an example on PubMed:

 

Note: Currently, the View PDF button will only appear if the article's full text PDF is available on the article/journal website. If the full text PDF is not available, you will not be able to use EndNote Click to add it to your EndNote library. We recommend that you use the LibKey Nomad browser extension for a quicker way to get full text PDFs. You will have to be on the Eastern Health network (onsite or via Citrix) to get full text PDFs via LibKey Nomad.

How to Use

A free EndNote Click account is required. When you create an account or sign in for the first time, you will be prompted to download the EndNote Click browser extension (available for Edge, Chrome or Firefox).

After clicking on the View PDF button, you will be brought to the next page which contains a toolbar on the left side and a PDF preview on the right side.

There are a few options:

  • Save to Locker: This saves the article details and PDF to your EndNote Click account for later.
  • Push to EndNote Web: This allows you to save the article details and PDF to your EndNote Online account. Select a group from the dropdown menu and select the Push to EndNote Web button.
  • Download PDF: The article PDF will be downloaded.
  • Share: You can share the article via email.
  • Export to EndNote Desktop: The article details will be downloaded in RIS format. You can import this file to the EndNote Desktop app.

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