Endnote Web and Word

As you would expect, Endnote Web integrates with Microsoft Word. You can, in fact, switch between the two.

In Word 2010 (and, indeed, Word 2007; Word 2003 inevitably works a little differently), switching between the two is done from the Endnote tab. Click on Preferences.

The Cite While You Writer Preferences dialog box will open. Click on the Application tab.

On this tab, choose Endnote Web from the drop down box and, if necessary, fill in your subscription details.

Click OK. You will need to select a style from the drop down list, and then use ‘Find Citations’ to enter a reference.

Enter the item you need to insert in the drop down box and click Find. All the possibilities will be displayed in the central text box (in the above case there is only one). Select the correct entry and click Insert.

The reference will be inserted into your document.

Downloading from Firstsearch Databases

If you conduct a search on a database run by Firstsearch (e.g. ERIC or ArticleFirst), you might have hit a snag.

Suppose we have run a search on ERIC and this is the result:

To export the bibliographic information into Endnote, click on the ‘Export’ button.

Select Endnote from the options and click Export.

Endnote will then show the Import Filter Selection Dialog:

You need to select the appropriate filter for the database. In this case the name is ERIC with OCLC as the Information Provider.

Click on Choose and the record you require will be imported.

Linking Endnote Web to Endnote Desktop

One of the advantages of Endnote Web is that it links seamlessly to Endnote on a desktop PC.

This allows you to have the same items in both places, and hence your Endnote library is accessible via a web link at all times.

It is also a handy place to back your library up and also, as I’ll explain in another post, to share your library among students or co-workers.

To transfer items from Endnote Web to your desktop library, you need to establish the link between the two. This is done from Endnote desktop, using Edit | Preferences | Endnote Web.

This might have been populated if you inserted your Endnote web details when installing Endnote desktop in the first place. If not, fill in your email address and password, and in necessary, the Endnote Web URL. Click on OK.

To link to Endnote Web, click on the ‘transfer…’ group in the Endnote Web group set on the desktop user interface. This will display the transfer dialog.

Note that references can be transferred to and from Endnote Web groups, while you can transfer all references from a desktop library.

When you are ready, click on Transfer.

When the process is finished, you will get a confirmatory dialog, and the references will be in your All References group, and in a Endnote Web group of the same name as the one the references were transferred from.

Searching On Endnote Web

To search for items using Endnote Web, go to the Collect tab, and select the database to search. In this case we will use Web of Knowledge itself.

Click on 'Connect' when you have selected your database.

Once connected, you will arrive at the search screen. Enter your search terms in the boxes, remembering to select the search type (Author, Title or whatever) in the drop down boxes.

Click on Search, and the search will run (this may take a few moments) and the results will be displayed.

Now, you need to store the items you need as the results will be discarded when you close the page.

To do this, mark the items of interest using the checkbox to the left of them, and then click on New Groups on the ‘Add to group’ drop down box.

The New Group dialog will be shown. Name the group and click on OK.

The new group will be created and your marked entries moved to it.

To view the items, click on the link to the new group under My Groups.