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EndNote Desktop vs EndNote Online

To maximum EndNote's potential, use EndNote in both its Desktop and Online forms. Here are a few things to remember:

  • EndNote Desktop has more features than EndNote Online (e.g., additional journal styles, attach PDFs with click of a button)
  • EndNote Desktop software license is provided to all MUSC affiliates with Net IDs (updates will cease after graduation)
  • EndNote Online can serve as a backup to your Desktop version if you sync them
  • EndNote Online can be accessed from any browser anywhere in the world
  • With EndNote Online, groups can be created and shared

EndNote Online: Importing References

1. Access PubMed from the Libraries’ website and perform your search

2. Click the checkboxes next to the references you want import into EndNote (if you want to select all search results, don't check any boxes)

3. Click the “Send to” button and select “Citation Manager


4. Choose your selection from the drop-down menu, then "Create file".


5. Go to EndNote Online

6. Click the "Collect" tab, then click "Import References"

7. Browse your computer and select the text file you wish to import

8. Select “PubMed” for “Import Option”

9. Select a group to import the references

10. Click "Import"

1. Access Scopus from the Libraries’ website and perform your search

2. Click the check boxes next to the references you want import into EndNote Online

3. Click the “Export” button

export button outlined in red

4. Select “RIS Format”, select the information you want to export, then click the "Export" button

5. Save File

6. Go to EndNote Online

7. Click the "Collect" tab, then click "Import References”

8. Browse your computer and select the RIS file you wish to import

9. Select “Scopus” for “Import Option”

10. Select a group to import the references

11. Click "Import"

screenshot of importing menu

1. Open the EndNote Desktop application

2. Access CINAHL or PsycINFO from the Libraries’ website and perform your search

3. Click the folder icon to the right of the references you want import into EndNotefolder icon

4. Click the "Folder" button in the top right corner of the pagefolder icon

5. Click "Export"

export button outline in red

6. Click the “Direct Export to EndNote Web” then "Save"

save citations to a file formatted for menu with direct export to endnote web selected

7. Log into EndNote Online (references will automatically import)

Capture Reference is an easy (but not always accurate) way to save references. Use the Capture Reference feature for online resources that do not have buttons for direct export to EndNote.

To install the Capture tool:
  • Go to, click "downloads" 
  • Drag the Capture Reference button to your Bookmarks bar (also known as "Favorites Bar" or "Bookmarks Toolbar"). In some browsers, you may need to right-click and select "Add to Favorites" or "Bookmark This Link."

downloads option outlined in red

To use it the Capture tool:
  • Go to a webpage or database.
  • Click the Capture Reference button in your browser's Bookmarks bar.
  • In the Capture Reference pop-up window, make sure bibliographic fields are correct, and save.

screenshot of capture reference menu

Cite While You Write

What is Cite While You Write (CWYW)?

  • CWYW is a tool that inserts your EndNote references in a Microsoft Word document
  • CWYW automatically creates in-text citations and reference lists
  • Change the format of your in-text citations and reference lists easily with CWYW

How do I get Cite While You Write (CWYW)?

1. Go to EndNote Online

2. Click "Downloads"

3. Install appropriate version of CWYW

downloads button outlined in red

Sharing and Managing Groups

Use EndNote Online to share group references with other people.

  1. From EndNote Online, go to Organize then Manage My Groups. Check the groups you would like to share then click Manage Sharing.










2. Click "Start sharing this group"





3. Add the emails of those with whom you would like to share the group. 

  • Select "Read only" if you would like the person sharing the group to be able to view the references but not edit them.
  • Select "Read & Write" if you would like the person sharing the group to be able to both view and edit the references.















Once you apply changes, the person with whom you shared the group will see the references in their EndNote Online account (and also in their EndNote Desktop if they have their Desktop and Online accounts synced). 

This is what the shared group permissions should look like from the view-point of the person sharing the group.


If you have EndNote Desktop, make sure you sync the Desktop version with EndNote Online prior to sharing groups

Using Shared Groups in Word (Cite While You Write)

If you would like to use references from a group that someone else has shared with you, follow these steps in order for them to be findable in Microsoft Word.

  1. In Endnote Online, click on Organize  Others' Groups
  2. Check the boxes next to Show and Use for Cite While You Write

You may have to close and reopen Microsoft Word for the citations to appear when you search in Find Citation.