Managing references

R22–0923 NURS08175,NURS08181

Library for Educators
5 min readJan 17, 2023

Presentation title: Beginners’ referencing with EndNote Online

2 hours session with hands on software

  • Group: up to 30 students
  • Room: Computer teaching suite
  • Session time: 90 minutes
  • Discipline: any, can be tailored
  • Level: UG/PGT, any stage


  • PowerPoint slides
  • Computer teaching suite
  • Endnote online workbook (SLS) for guidance in performing demonstrations.

Learning outcomes:

By the end of this session you will:

  • Understand the relevance of referencing
  • Have an understanding of reference management software including collecting, managing and using references.
  • Register for an EndNote online account
  • Perform searches in several databases and export/import references into a library.
  • Create a document with citations and references embedded in a particular output style.
  • Understand the conventions for citation styles and bibliographies required for your assignment

Suggested online resources:

Session outline: (slides 1–4)

Knowledge Check (Slide 2)

The facilitator should ask the class the following questions to get a knowledge check:

  • How do people reference?
  • Has anyone used EndNote?
  • Has anyone used any other software?
  • Finish this part of the introduction by asking if anyone has not registered an account with EndNote Online. Emphasise this is not a problem.

Why do we reference? (slide 3)

The facilitator should explain the reasons why it is important to reference and highlight the following points:

Good Referencing practice helps you:

  • Distinguish your ideas from others
  • Display the scope of your research
  • Cite different points of view
  • Support your viewpoint
  • Validate your writing
  • Help avoiding plagiarism

Why use reference management software? (Slide 4)

Explain that with reference management software you are able to:

  • Collect — Keep all your references in one place
  • Organise — Manage your references quickly and easily
  • Cite — Insert references accurately in your work
  • Share — your references and collaborate on projects
  • Save time — Ultimately save time and increase accuracy.

Many products available, EndNote desktop is the University’s main one but EndNote online works well either with it or on its own.

Student cycle: (slide 5)

The purpose of this is to demonstrate to the class that throughout the process of your academic life you can use EndNote as a support tool and not just for referencing.

A Quick example of the process from beginning to end of using a Library database to add some refs into a library, manipulating them adding to a doc and delivering them in a style.

  • Student Cycle — Explain the cycle in relation to the diagram
  • You are given a piece of work to create — Searching
  • Choose references from a Library database to add some into a library — Adding
  • Sort and check and organise your references — Managing
  • Create a word document and add citations/references to it — Inserting
  • Edit citations and choose an output style — Selecting a style

Creating an account: (slides 6)

Here we access Web of Science (WoS) via Library Search and instruct the students to register for EndNote Online by registering on WoS if they have not already done so.
* This should have been completed in the previous session.

  • Explain what EndNote Online is and how we are going to use it
  • Explain that we need to register to use it and that we will be doing this in the practical part of the session using Web of Science.
  • WoS is a multi-disciplinary database so there should be something for everyone.

Typical question and it’s breakdown: (slides 7 and 8)

Before you start using a database it is useful to be clear in your mind what you want to find and what you want the database to do. Think about words you must have, would consider, and definitely do not want. By having an idea of your search terms before you use a database, you will find it easier to search the database.

  • Recap on previous session using the question “Adolescents’ attitude towards contraception”
  • Breakdown the question and highlight the synonyms that can be used in a search
  • Highlight the (potential) use of Boolean operators in relation to the question just posed.

Explain that this session is not a database training session and perform a ‘dirty search’ such as a phrase in order to retrieve some results.

PRACTICAL SECTION — Demonstration and hands-on

Collecting references: (slide 9) — See Workbook pages 2–4

Show the slide and explain that we will do a few searches using a database, Library Search and Google Scholar (time permitting)

Follow the workbook instructions to fulfil the following criteria:

Collecting references using a database, use WoS to register for EndNote online.

  • Database = Web of Science (essential)
  • Catalogue = Library Search (advised)
  • Search engine = Google scholar (advised)
  • Manually adding (a useful opportunity to answer questions)
  • Online Search (optional)

Organising References: (slide 10) — See Workbook page 4–5

Show the slide and explain the importance of keeping your library tidy ensuring no duplicate records and that the references that you do have are complete.

Highlight the “create groups” and “share with colleagues” features of the product.

Follow the workbook instructions to fulfil the following criteria:

  • Removing duplication
  • Creating groups
  • Sharing groups

Cite While You Write: (slide 11) — See Workbook page 5–6

Explain that we will use our references in the creation of an example assignment.

Follow the workbook instructions to fulfil the following criteria:

  • Creating a bibliography
  • Inserting citations
  • Editing citations
  • Choosing or Changing styles to suit

Good practice: (slide 12) Good practice

  • Read the bullet points on slide (12)
  • Explain that for personal computers the Cite While You Write Plug-In will need to be downloaded from the EndNote online page and installed on their PC.
    (The installation should take…. 10 minutes??)

Help and support section: (slides 13 to 16)

Go through the slides and outline the methods of support. Emphasise that more guidance can be found on the library website

EndNote desktop software: (slide 17)

Explain that you can also download the desktop software from the University Software Centre and that we run workshops on how to use EndNote Desktop.

As part of the new University license agreement:

EndNote Desktop software is now available to Staff and Students of the University of Manchester to download from the University’s Electronic Software Delivery System (ESD).

To install on a personal computer:

Staff and students can download and install Endnote X9.1 via the Electronic Software Delivery System (ESD) on a personal device.

Note: Please ensure you are connected to the University’s GlobalProtect VPN by following the instructions below before attempting to access the ESD:

GlobalProtect VPN: Install and log in (undergraduate and PGT students)

GlobalProtect VPN: Install and log in (staff and PGR students)

The University new license still covers an installation of EndNote software on all campus PC clusters.

The RLUK Question: (slide 18)

RLUK Question, thanks for coming to the session, any questions?



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