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Citation Management : EndNote Online

A guide for all things citation management.

Access EndNote Online

EndNote Online is the online counterpart to EndNote on the desktop and can be synced with the desktop version. It is a produced by Clarivate Analytics, the owners of the database Web of Science. It is a commercial program that Yale licenses for the members of its community.

Sign up for an account for EndNote Online.

Add References

Enter citations manually
  • 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
Connect Orbis to EndNote Online
  • From the Collect drop-down menu, select Online Search
  • Select library catalog: YaleU
  • Select Connect
  • Do your search!
Export citations from a database
  • 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
Import citations to EndNote Online
  • 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

Create a Bibliography

1. 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

2. Select either Save, Email, or Preview & Print

EndNote Online Overview

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

EndNote Support

For technical troubleshooting, contact EndNote directly.

Cite While You Write

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

Contact Yale Library

For general questions, tips, and assistance, contact your personal librarian!

To find your personal librarian: Yale CollegeMedicine, or Divinity.

Don't have a Personal Librarian? Reach out to a Subject Specialist Librarian, or contact Ask Yale Library.

Page Information

This page was updated by Melissa Funaro on November 3, 2018.