• From the Collect drop-down, click on New Reference
• From the Reference Type drop-down menu, select the type of reference
• Enter the citation information
• Select Save

• From the Collect drop-down menu, select Online Search
• Select library catalog: YaleU
• Select Connect
• Do your search!

• Conduct a search and select references to export to Endnote Online
• Locate and select either Export, Send To, Download, or EndNote Online 
  • Follow the prompted instructions

• Conduct search, select the references you want to save; use Save to save your references using the RIS type.
  • Remember where you saved it!
• Go to EndNote Online
• From the Collect drop-down menu and select Import References
  • Browse to your saved file
  • Select the Import Option drop-down menu
  • Select your source (i.e.: which database you got the references from)
  • Select the To drop-down menu to select the folder where you want the references
• Select Import

• From the Format drop-down menu and select Bibliography
  • References: select references to put in the bibliography
  • Bibliographic Style: select the appropriate style
  • File format: select appropriate file format
• Select either Save, Email, or Preview & Print

EndNote Online Features

• Sync your EndNote desktop library with your EndNote Online account. With your EndNote desktop library open, select the "Sync" button. You will be prompted to either create an account or log-in to your preexisting EndNote Online account
• References can also be synced to the EndNote iPad app
• EndNote Online has two plug-ins: one for capturing references from your browser window and one that links your online library to Microsoft Word

EndNote Online Considerations

• EndNote Online can be taken with you, if you leave Yale, as there is a free EndNote Basic version

For technical troubleshooting, contact EndNote directly.

• Yale Tutorials
• Vendor Tutorials

EndNote's Cite While You Write (CWYW) function enables you to insert in-text citations in a Word document while simultaneously creating a bibliography for that document: 

• To Download Cite While You Write Plug-In:
  • From the Format drop-down menu, click on Cite While You Write Plug-In
  • Follow the prompted instructions
• With your document open, place cursor where the citation should appear
  • In the EndNote Web toolbar, select Find Citation
  • Enter a term in the Search field to find the reference(s) to insert
  • Select the Search button
  • Select reference (to select multiple references: Windows > [use the "control" key; Mac] > [use the "command" key]
• Select Insert