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EndNote Online Guide

Information to help you get started using EndNote via the web

Creating groups of references

References can be arranged into custom groups which contain copies of the record in the All My References group:

  • Click on Organize, NewGroup.

screenshot of group creation

  • Name the new group and click OK.
  • In All My References check the references to include in the group.
  • Select the group required from the drop down Add to group... list and the references will be copied to the group.

Screenshot of adding references to groups

 

 

Sharing references

You can also share references with researchers at other institutions who use EndNote Online.  Both researchers can then cite sources from the same library of references.

  • In Manage My Groups, click on Manage Sharing for the relevant group.

screenshot of managing sharing

  •  Click on Start sharing this group.
  • Enter the e-mail addresses (EndNote log in names) of your colleagues.  You can allow them to access the group (Read only) so that they can cite from it, or to use the references and also add material to the group (Read and Write).

Adding files to references

You can attach files to your references, for example a pdf of a journal article. 

  • Click on the paperclip symbol and then on Attach files.

screenshot of attaching files

  • Browse for the files you need (they must be saved on your device) and then click Upload.
  • You can now view the files online by clicking the paperclip symbol which has become blue.  You have 2 GB of cloud storage with your EndNote Online account.