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EndNote Web FAQs

These FAQs cover some of the main things you need to know about EndNote Web. There is also some information in the EndNote desktop FAQs which may be useful when using the web version, for example some of the advice on working with EndNote and Word will apply to both versions.

EndNote Web and EndNote desktop

Accessing EndNote Web

Exporting references from databases into EndNote Web

Using EndNote Web with the Word plug-in

Storing PDFs

How do I store PDFs in my EndNote Web library?

Sharing references

How do I share my references with other EndNote Web users?

EndNote Web further help

How can I get further help with EndNote Web?

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EndNote Web and EndNote desktop

What are the differences between EndNote Web and EndNote desktop?

Both EndNote Web and EndNote desktop allow you to import references from databases to store in your library and link to Word to automate your citing and referencing. One difference is that EndNote desktop has unlimited storage capacity whereas EndNote Web storage is limited to 10,000 references (or 25,000 references if you use it alongside EndNote desktop). 

Benefits of EndNote Web include being able to share libraries with colleagues, capture references from the Web and being able to access EndNote remotely without purchasing the desktop version. 

Benefits of EndNote desktop include being able to edit output styles, work offline and customise displays and work in a more sophisticated desktop environment. You can store PDFs in your EndNote desktop library. 

It is possible to store PDFs in EndNote Web if you use it alongside EndNote desktop (ie if you Sync it to EndNote desktop) but not if you use EndNote Web on its own. You may find this summary of the differences useful.

How do I synchronise my references between EndNote Web and EndNote desktop?

Synchronising references is possible when you are using versions of EndNote from X6 onwards. Go into EndNote desktop and click on the blue Sync button (or go to Tools – Sync). Enter your EndNote Web login details and click OK. The first time you Sync you will be taken through the process of creating a compressed library back-up. Once this is done, it will take a short while to synchronise your libraries. If you're not sure which version you are using, or how to update, then email insrvConnect@cardiff.ac.uk

 

Accessing EndNote Web

What are the system requirements for EndNote Web?

EndNote Web can be used on PCs and Macs, but the Cite-while-you-write plugin is not available for Linux. Browsers other than Internet Explorer and Firefox are not fully supported. The plugin is designed to be used with Microsoft Word. Please refer to the specific system requirements.

How do I keep my references when I leave?

Your EndNote Web account can be used for 12 months after you leave the University, but will then be deactivated. To keep your references you can export them in various formats by clicking on the Format tab in EndNote Web and then selecting Export references.

 

Exporting references from databases into EndNote Web

How do I export references from LibrarySearch?

LibrarySearch results can currently be directly transferred to EndNote Web but not EndNote desktop. To transfer an individual record to EndNote Web: 

  • Click on the Find & Request, Details, or Reviews & Tags tab beneath the record. 
  • Then click on Send to in the top right-hand corner of the window which opens. 
  • Choose EndNote Web from the drop down menu. EndNote Web will automatically open in a new window. 
  • Log in to your EndNote Web account and you will see a message confirming the record has been transferred. 
  • Click on My References in EndNote Web to see the record in your unfiled folder. 

To export multiple results to EndNote Web: 

  • Sign In to LibrarySearch. 
  • Then add the items you require to your e-Shelf by clicking on the star icon next to them. 
  • When you have finished, select the e-Shelf link at the top right of the screen. 
  • Select the records you want to transfer. 
  • Ensure Push to EndNote Web is selected in the 'Push to' drop down menu and select Go.

 If you would like to include your EndNote Web references in your EndNote desktop library, you will need to Sync your EndNote desktop and EndNote Web libraries.

 

Using EndNote Web with the Word plug-in

How do I install the Word plugin at home?

To use the Word plugin for citing and referencing on your own machine you must download the plugin from http://www.myendnoteweb.com . It is recommended that you use Internet Explorer to download this plugin if possible. Once logged in to myEndNoteWeb: 

  • Go to Options > Download Installers. 
  • Download the appropriate "Cite While You Write" plugin (either Mac or Windows).
  • Close all open windows (Word, IE) before running the EndNote Web installer. 
  • To verify the installation of the Word plugin, open Word and look for the EndNote Web toolbar.

How do I exclude author_year from my citations in the text?

Sometimes you need to exclude the author or year from your citation, for example: "Dawson (2009) stresses the importance of spending time thinking before moving on to the planning stage of a research project." As the author's name has been used in the sentence you don't need to include it in the citation. To do this, insert the citation as normal then right click on the citation, Edit Citation > Exclude Author. The year can be excluded by choosing Exclude Year. You can also do this by selecting the citation and then clicking on Edit Citation in the EndNote Web toolbar. A dialogue box will open where you can tick the box to exclude author and/or exclude year.

I can't see the referencing style I want in Word

When you select a referencing style from the Endnote Web toolbar in Word you will initially see styles from A-E. Choose Select Another Style to see the full list of styles. If you only see the "Annotated style":

  • Close Word
  • Log in to http://www.myendnoteweb.com
  • Click on Format > Bibliography
  • Select Favourites
  • From the All box click on the style that you would like to use then click on the Copy to Favorites button
  • Open Word. You should now see that your 'Favourite' styles are listed in in the styles drop-down. 

If there is no style for the journal you wish to publish in, please email insrvConnect@cardiff.ac.uk.

How do I turn a document into plain text to enable amendments?

EndNote has a feature to remove all the codes and convert the file to standard text. This process cannot be reversed and: 

  • Bibliography entries will not automatically update the bibliography
  • You cannot change the style again 
  • All connections to the EndNote library and references are broken. 

But what you can do is make changes that won't "undo themselves" when EndNote updates and you can amend references citations and footnotes without EndNote being able to overwrite your amendments at a later date. It is advised that you carry out this procedure at the end of creating the document on which you are working.

  • In Word's EndNote tab click on the down arrow next to Convert Citations and Bibliography.
  • Click on Convert to Plain Text.

A dialog box will ask if you would like to save a copy of the document with the EndNote field codes. Save a copy of the document with the EndNote field codes. You will now have a saved copy of the document with EndNote field codes and an unsaved copy of the document without EndNote field codes.

 

Storing PDFs

How do I store PDFs in my EndNote Web library?

First Sync your EndNote Web library with Endnote desktop on-campus to ensure you have the features available with our new version of EndNote Web, which includes storing PDFs. If you are viewing a list of references you can add attachments by clicking on the paperclip icon then 'Attach files' or if you are viewing an individual reference just click 'Attach files'. The total amount of space available for file attachments in EndNote Web is 1GB.

 

Sharing references

How do I share my references with other EndNote Web users?

Under the "Organise" tab you can create, delete or rename your own Groups (up to 500) to help categorise your references.

  • After creating a group, mark the "Share Group" box to share the references in that group with other EndNote Web users. Click the 'Manage Sharing' and 'Start Sharing' links to enter an email address. Multiple email addresses may be entered at the same time. You have the option to give read only access or read and write access. NB read and write access will enable others to delete references from your groups.
  • Once you have shared a group a people icon will appear next to the group so you know it is shared.
  • The person you have 'shared' your references with is not alerted by this process but the next time they login to Endnote Web they will see 'Groups Shared by Others' in the list below their own groups.

When a person shares their group with you, they can choose whether to grant you read and write access. If they do give you write access then a pen icon will appear next to the group.

 

EndNote Web further help

How can I get further help with EndNote Web?

You can access the EndNote company's own Knowledge Base and Frequently Asked Questions. You can also contact your home library or email insrvConnect@cardiff.ac.uk if you need further advice.