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EndNote Online

Tips on using EndNote Online to manage your references

How do I know that the references will be formatted correctly?

Before you add citations to your MS Word document (desktop app version), we recommend that you set your referencing style:

  • Go to the EndNote tab,
  • Select the 'Style' dropdown (and 'Select another style'),
  • Choose the required referencing style for your document. For most UWS coursework, this will be 'Cite Them Right-Harvard'. Other UWS options include OSCOLA and APA.

Note: if you change the style at any time, any references already in the document will be instantly re-formatted to the newly selected style.

How do I add a citation to my text?

While you are writing your MS Word document (desktop app version),

  1. Open your EndNote Online library.
  2. In your Word document, place your cursor where the first citation is to be added to your text.
  3. Select the 'EndNote' tab.
  4. Click the 'Insert Citation' icon (top half).
  5. The 'Find and insert my references' box will display. Enter an author's name or a title word from the relevant reference.
  6. Matching results from your EndNote Online library will be displayed - select the relevant reference then 'Insert'. 

The citation will appear in your text and the reference will be displayed at the end of your document.  

I've added my citation but need to amend it. Can I do this?

Once you have added a citation to your document using EndNote Online, you need to use the 'Edit Citations' options to make any amendments.

To edit a citation:

  • Click on the citation you want to change- the whole citation will be highlighted
  • From the 'EndNote' tab, select 'Edit citations'. A popup window will appear with the selected entry highlighted.

Changing the format to make the author's name part of your sentence?

  • Go to the 'Edit citation' panel in the lower section of the window then check the 'Exclude author' box.

Adding page numbers or other details to the citation?

  • Go to the 'Edit citation' panel in the lower section of the window then enter the details in the relevant box

Amending the author or year details? 

  • Go to the 'Edit reference' dropdown in the highlighted entry.
  • Select 'Edit Library reference'.
  • The original record will open in EndNote Online.  Make the desired changes then 'Save'
  • Return to your document then select 'Update citations and bibliography'.  Your document will refresh.

 

I have two sources for the same point. How do I link them together?

When you have two or more sources to support the same point,

  1. Add the first citation as above, e.g. (Shea and Derry, 2019)
  2. Select 'Insert citation' for the second citation without moving the cursor.  

The two citations should now be linked, e.g. (Shea and Derry, 2019; Ahmad, Shoaib and Shaukat, 2021)

I've added a citation but have changed my mind. Can I delete the citation?

Yes of course.  However, please use the menu for this or your document will be corrupted:

  • Click on the citation you want to delete- the whole citation will be highlighted
  • From the 'EndNote' tab, select 'Edit citations'. A popup window will appear with the selected entry highlighted.
  • Go to the 'Edit reference' dropdown.
  • Select 'Remove citation'.

Formatting a reference list

The references for your document are compiled automatically into a list as you add your citations.  The formatting will reflect the selected referencing style. However, you can make some amendments to the display:

  • From the EndNote tab, select the 'Configure bibliography' option - the small arrow at the bottom of this section.

  • A pop-up window will display. Select the 'Layout' tab.

  • Add a title for your reference page, if desired, e.g. References

  • Format this title as relevant, e.g. centred.

  • Amend the font, size and line spacing to suit the requirements of your referencing style. For example,

    • APA requires double spacing within and between references.

    • Harvard-style references can be easier to read if there is a line between entries.

  • Select OK to confirm the changes.

How do I keep up-to-date with my changes?

If you have made multiple changes to the citations in your document during a writing session, we recommend clicking the 'Update citations and bibliography' before you close.  

 

This ensures that your document displays the most recent reference information.

Choosing 'Journal Article' or 'Electronic Article' as Reference Type

EndNote automatically assigns the 'Journal Article' reference type to imported journal articles.  This is ideal in most cases, when the article has meaningful page numbers and also appears in print.

However, this is problematic when referencing journal articles that are only available electronically.  In this case, the URL or DOI should be included in the reference when using the Cite Them Right Harvard style.

When you have an article that only appears electronically, please amend the Reference Type.

  • Ensure 'Reference Type' = 'Electronic Article'.