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EndNote Online (Basic)

Creating a Group

  1. Click on the Organize tab in the main toolbar, which will automatically take you to the "Manage My Groups" subtab.
  2. Click the "New group" button.
  3. Enter a unique name for your group.
  4. Click the OK button.

Sharing Groups

  1. Click on the Organize tab in the main toolbar, which will automatically take you to the “Manage My Groups” subtab.
  2. Click on the "Manage Sharing" button next to the group that you want to share.
  3. Click the "Start sharing this group" link.
  4. Enter the email addresses of the people you want to share the group with.
  5. Select whether they will have "Read only" or "Read & Write" permissions in the group.
    • NOTE: Attachments will NOT be shared.
  6. Click the Apply button.

Creating a Bibliography

  1. Click on the Format tab in the main toolbar, which will automatically take you to the Bibliography subtab.
  2. In the "References:" section, select the group you want to create a bibliography for from the drop-down menu.
  3. In the "Bibliographic style:" section, select the citation style you want to use to format your references.
  4. In the "File format:" section, select the file format that you want your bibliography to be saved as.
  5. Now you can choose one of three methods to get your bibliography:
    • Save: The system will create a bibliography file for you that will sit in your Downloads folder. 
    • E-Mail: The system will prompt for an email address to send the file to.
    • Preview & Print: The system will generate a preview page, which you can use to check and then print your citations.

Deduping

  1. Click on the Organize tab in the main toolbar, which will automatically take you to the "Manage My Groups" subtab.
  2. Click on the "Find Duplicates" subtab.
  3. EndNote Online (Basic) will search across your entire library for duplicates and return with a list of the original references and their duplicates.  
    • NOTE: Depending on your research and group organization, you may want to keep a reference in more than one group. However, since EndNote checks across your entire library and not within specific groups, it may be recognizing duplicates that exist only once but in different groups. If you want to check where these originals and duplicates live before choosing to delete one, click on the folder icon in the reference record to see what group(s) it belongs to.
  4. Duplicates will already be checked off. 
  5. Check to ensure that the checked references are the ones that you want to delete and then click on the Delete button.

Attachments & Figures

EndNote Online (Basic) supports the following file formats for attachments and figures:

Attachments Figures

Audio files ( WAV, MP3)

Microsoft Access files

Microsoft Excel files

Microsoft PowerPoint files

Microsoft Project files

Microsoft Visio files

Microsoft Word files

Multimedia files ( MOV, QuickTime)

Technical drawing files

Text files ( TXT, RTF, HTML)

Windows Bitmap - BMP

Graphics Interchange Format - GIF

JPEG File Interchange Format - JPEG

Portable Network Graphics - PNG

Tag Image File Format - TIF
  1. Click on the Organize tab in the main toolbar, which will automatically take you to the "Manage My Groups" subtab.
  2. Click on the "Manage Attachments" subtab.
  3. Under the "Manage Attachments" title, you will find a listing of both your used and available space.
  1. In your reference list, go to the reference you want to add an attachment to and click on the "Attach files" link (usually represented or accompanied by a paper clip icon).
  2. Click on the "Choose File" button.
  3. Select the file you want to add from your computer.
  4. Click the Open button.
  5. Click the Upload button.
    • NOTE: You have a limit of 5 attachments per reference.
  1. In your reference list, go to the reference you want to add a figure to and click on the "Attach figure" link (usually represented or accompanied by a bar graph icon).
  2. Click on the "Choose File" button.
  3. Select the file you want to add from your computer.
  4. Click the Open button.
  5. Click the Upload button.
    • NOTE: You have a limit of 1 figure per reference.