Educator User Guide 
EasyBib School Edition
Getting Started Using 
EasyBib 
EasyBib subscriptions can be accessed from anywhere. 
EasyBib subscriptions can be setup one of two ways: 
1. Using your schools IP address. This is called IP Authentication 
2. Using a unique coupon code for access. 
We will show you how to register and login using both methods. If you are not sure how your 
subscription is setup, please your account manager or Laura Bryant at (212) 674 6738.
Getting Started with IP 
Authentication 
Schools setup with IP Authentication must have all students 
register at the school, before accessing from home. 
Registering from IP authenticated school computers instantly gives all users premium access. 
Creating an account allows users to save work and access it from anywhere! 
• Go to www.easybib.com 
• Click on Register. 
• Fill in the information fields, 
leaving coupon code blank. 
• Click Register!
Getting Started with 
Coupon Codes 
Coupon codes only need to be entered once to tie a user to your 
subscription. Coupon codes can be entered from anywhere. 
When you setup your subscription, you should have received a coupon code unique to your 
school. 
Register using your code: 
• Go to www.easybib.com 
• Click on Register. 
• Fill in the information fields, 
include your unique coupon 
code 
• Click Register!
Getting Started using 
Third Party Login 
Users can register using existing accounts through third party 
services such as Google, AOL, Yahoo, OpenID and Facebook. 
Using a third party login means that users don’t need to create a new password specifically for 
EasyBib. It allows them to use their existing accounts on other sites to access. 
• Go to www.easybib.com 
• Click on Register. 
• Click on the button for the 
third party you would like to 
use. This will open a new window 
to put in your login information. 
• Click Register! 
Please note: If a third party, such as Facebook, is blocked at your school, students won’t be able to use it for 
login from the school.
Getting Started - Login 
Once a user is registered, they can login to their account from 
anywhere. 
• Go to www.easybib.com 
• Click on Login. 
• Fill in your EasyBib account information or select the 
third party account you used to register with. 
• Click Login!
Create Projects to 
Organize Assignments 
Each project is comprised of three areas: Bibliography, Notebook 
and Paper. 
To start an assignment, you must first 
create a project. 
• Click New Project. 
• Name your project and choose the 
citation style for your bibliography. 
• Click Create.
Manage Student 
Projects with Folders 
Project folders allow you to organize your own projects and those 
shared with you by students. 
• Click New Folder. 
• Name your folder and choose the 
level of permissions. 
• Private folders are for 
organizing your own work, other 
users can’t save to them. 
• Public folders allow students to 
save work into them. 
• Click Create!
Sharing projects to a 
Specific Folder 
Project folders allow you to organize your own projects and those 
shared with you by students. 
• Click Share for designated project. 
• Enter the e-mail of the user you want 
to share with. 
• Select the correct permissions. 
• Select the folder from the available 
list for that user. 
• Click Share! 
You can also drag projects directly into folders, using the icon below the star next to the project name.
Accessing the 
Bibliography 
EasyBib creates a separate bibliography for each project a user 
creates. 
From the All Projects page, click Bibliography for the project you would like to work in.
Creating citations in 
the Bibliography 
EasyBib’s citation tool allows users to intuitively create citations. 
Click Bibliography for the project you want to create citations for. 
EasyBib offers the ability to cite 59 
different source types. Users can site 
using: 
• Manual entry - users manually enter all 
the information into each citation form. 
• Auto-cite – Users enter a key piece of 
information, such as a book ISBN or a journal 
article DOI, and we pull the information for the 
source into the form. This is available for 22 
types. 
Want to require students to use manual entry? You can turn off Auto-cite from your School Admin account.
Creating citations with 
Auto-Cite 
Users can search for the source’s information, select the correct 
source, verify the information matches and Create Citation. 
Want to require students to use manual entry? You can turn off Auto-cite from your School Admin account.
Creating citations with 
Manual Entry 
EasyBib’s citation form makes it simple for users to create 
citations and also offers help as needed. 
Using Manual entry, user must 
• select the correct medium tab 
• fill in each field of the citation form 
• click Create Citation. 
LearnCite box appears as users move through the fields, 
showing how the citation is being created and providing 
additional help.
Adding Annotations to 
Citations 
Each citation form has an Add Annotation button, allowing users to 
include annotations they want to show in their bibliography. 
Click Add Annotations for the text box to appear. Information filled in here will show up 
as part of the citation. Click Create Citation when finished.
Viewing a Bibliography 
List Each citation is saved and added to your bibliography list once 
created. Citations automatically appear in alphabetical order. More 
citations can be added directly from this view as well.
Creating Parenthetical 
Citations 
MLA and APA style formats allow users to create the parenthetical 
citation that they may need to include in their papers. 
Click Parenthetical link underneath a citation to 
make the parenthetical wizard appear. 
Use the wizard to add any additional 
information required, such as page 
numbers. Then copy and paste the 
formatted citation into a paper.
Creating Footnotes in 
Chicago/Turabian 
Chicago & Turabian style formats require that users have footnotes 
as their in-text citation. EasyBib allow users to create footnotes to 
include in their papers. 
Click Footnote link underneath a citation to make 
parenthetical wizard appear. 
Use the wizard to add any additional information 
required, such as page numbers. Then copy and 
paste the formatted citation into a paper. You can 
also save footnotes in EasyBib.
Switching Citation 
Styles 
EasyBib allows a user to seamlessly switch from MLA to APA to 
Chicago/Turbaian. 
Click on the desired citation style to change the format for the entire bibliography.
Sorting a Bibliography 
List Citations automatically appear in alphabetical order, but users 
have additional sort options. 
Click Sort Order to select how the bibliography will be sorted.
Commenting on a 
Bibliography List 
Users can comment directly on projects that have been shared 
with them. This enables teachers to provide valuable feedback to 
students or allows for easy peer-review. 
Click Comments link underneath a 
citation to make the text box appear. 
Click the blue comment button to 
save your feedback.
Printing and Saving 
Bibliographies 
EasyBib allows a users many options for printing and saving the 
bibliographies for turning them in. 
Click Export or Print to view and select the options available. 
To save to Google Docs or SkyDrive, you must have an account. You will be 
prompted to login so that your EasyBib bibliography can save.
Sharing Bibliographies 
EasyBib allows a users many options sharing. 
Email bibliography – allows a user to e-mail 
a text copy of their bibliography 
through EasyBib to another. 
Invite others – allows a user to share 
their work. Here they can set edit and 
commenting permissions. 
Share public link – allows a user to 
create a URL that can be accessed by 
anyone. Others can see the formatted 
works cited list that has been created.
Emailing a Bibliography 
Automatically send an email from EasyBib to others. In the email, 
there is a link to download a copy of the bibliography and also a 
list of citations for copy/pasting. 
• Select E-mail bibliography 
• Fill in the email address of the person 
to receive your bibliography. 
The recipient will receive an email 
resembling the one below.
Invite Others to a 
Bibliography 
Allow others to access a bibliography through their own EasyBib 
accounts. Inviting others allows them to edit the bibliography and 
leave comments based on the permissions set. 
• Select Invite others 
• Fill in the email address of the user to 
access the bibliography. This email 
must be what they used to setup their 
EasyBib account. 
• Select the desired level of 
permissions. Others can view, edit 
and/or comment on the work 
• Click Share. 
Editing is only available for the bibliography. The notebook space is view and comment only.
Share a Public Link to a 
Bibliography 
A user to create a URL that can be accessed by anyone. Others can 
see the formatted works cited list that has been created. 
• Select Share public link 
• Copy the link that appears. Users can 
share this link anywhere so that 
others can view their citations and 
links to the sources.
Analytics for a 
Bibliography 
Bibliography analytics give user a general overview of the quality 
of their bibliography and helps them identify areas for 
improvement. 
Click Analyze to see a general evaluation of a bibliography. EasyBib assesses and provides an 
explanation of the importance for: 
• Diversity of source types 
• Database usage 
• Website credibility 
• Number of sources. 
We also include other useful information such as year published, date cited and annotations.
Accessing the 
Notebook Easybib Notebook allows users to create virtual notecards and 
build outlines, organizing their research. Each project has it’s own 
Notebook space. 
From the All Projects page, click Notebook for the 
project you would like to work in. 
If a user is working in a project, click the Notes & Outline tab at the top to 
seamlessly switch into the Notebook space for that project.
Creating Notecards 
Easybib Notebook allows users to create virtual notecards and 
build outlines, organizing their research. 
Click New Note and fill in the needed note 
card information. Easybib has fields for: 
• Title – what is this notecard about 
• Source – link this notecard to a 
bibliography source for this project 
• Evidence from text (direct quote) – 
copy/paste or type in text 
• Paraphrase 
• Comment – provide additional thoughts 
or context to how this information will 
be used. 
• Identifier – information on how to find 
this quote such as pages, sections, 
paragraph.
Organizing Notecards 
Each notecard has organize options to help users synthesize 
information and connect supporting ideas to main points. 
Click +Organize to view the various ways 
to organize notecards. 
• Group – users can group information 
into main points 
• Tags – users can also use tags as a 
secondary way to group information 
• Color – color coding is a simple visual 
way for users to distinguish how 
information relates and will be used
Visualize View for 
Notecards 
Each notecard has organize options to help users synthesize 
information and connect supporting ideas to main points. 
The Visualize view allows users to create notecards and see and arrange them spatially. Notecards 
can be moved by dragging and dropping around the space.
Editing Notecards in 
the Visualize View 
Users can edit their notecards, allowing them to add, remove or 
simply change the content. 
To edit a notecard, double click on the card or select the card and click the Edit 
button on the top menu.
Ungrouping Notecards 
The Visualize view allows users to also ungroup notecards. Users 
can easily re-order 
By dropping one card on another users can create new groups. Double click the title to rename it.
Maximizing Notecards 
in the Visualize View 
As users create groups to organize information they can still view 
the full content of their notecards from the visualize view. 
Users can maximize notecards to view their 
full content by hovering over the not card and 
clicking maximize in the black pop up that 
appear.
Ungrouping Notecards 
in the Visualize View 
Users may find they need to reorganize information as they 
continue through the research process. Ungrouping notes allows 
them to re-order them later. 
Clicking the + on a group of notecards will expand the note card area. From here you 
can click on a specific notecard and drag it out of the group area.
Deleting Notecards in 
the Visualize View 
Users may sometimes realize they don’t need a notecard they have 
created and want to delete it. 
Users can delete notes by: 
• Selecting the notecard to be deleted and then click the Delete button on the top menu. 
• Hovering over the notecard so the black box appears and then click Delete.
List View for 
Notecards 
List view allows users to see information in linear format. They can 
view notes by the groups, tags, sources and dates they have 
created cards. 
Click List on the side panel and select how to view notes. In the 
list view you can see all the details of the notecards.
Editing Notecards in 
the List View 
List view allows users to see information in linear format. Users 
can also edit note cards from this view. 
Click Edit on the notecard top right corner. This will launch the 
notecard editor.
Deleting Notecards in 
the List View 
Users may sometimes realize they don’t need a notecard they have 
created and want to delete it. 
Users can delete notes by selecting the notecard to be deleted and 
then click the Delete button on the top menu.
Restoring Deleted 
Notecards 
Users may sometimes delete a notecard that they later need. Users 
can visit the deleted notes area and restore cards back to the 
notebook. 
Click Deleted Notes on the side panel. Here you can view a list of 
the notecards that have been deleted and click Restore to send a 
card back into the notebook.
Entering a Thesis 
in the Notebook 
Users can enter their thesis statement to the outline, to help the 
stay focused on the main points while building an outline. 
Users can double click where it says “Enter your Paper’s thesis 
here” to highlight the text and type over it. The text box will expand 
to accomadate thesis statements of varying lengths.
Creating a bullet 
in the Notebook Outline 
Users easily add bullet and organize their points using the outline 
space. 
Users can click New bullet to create a new item in the outline. 
Once the New item appears, double click on it to type over the 
existing text.
Re-ordering bullets 
in the Notebook Outline 
Users easily re-arrange their bullets as needed. 
Users can re-order bullets by 
clicking on the bullet and using the 
directional arrows on the top menu. 
Users can also drag and drop 
bullets exactly where they would like 
in the outline space.
Deleting bullets 
in the Notebook Outline 
Users delete bullets they decide 
Users can delete bullets by selecting a bullet and clicking 
Delete from the top menu.
Inserting Notecards 
in the Notebook Outline 
EasyBib allows notecards to be part of the outline, enabling users to 
have a clear understanding of how their paper will be constructed. 
Users can click on a notecard or group of notecards and drag them into the 
outline space. Hovering over the notecard icon in the outline allows users to the 
details of the notecards.
Printing Notebook 
Information 
Users can print their notes and outlines. 
Click the Print button on the top menu. 
Select the information to be printed. 
A new tab will open displaying the 
information for printing.
Paper 
Information 
Users can print their notes and outlines. 
Click the Print button on the top menu. 
Select the information to be printed. 
A new tab will open displaying the 
information for printing.
Administrator 
Access 
EasyBib School Admin panel allows educators to manage their 
school’s subscriptions. 
School Admins will see a red School Admin button located on the top right of the page when logged into 
their account. As a school admin you have access to: 
• Student information 
• Usage statistics 
• Customization 
• System Settings 
• Authentication Data 
Not seeing the School Admin button? Contact your account manager or Laura Bryant at laura@imagineeasy.com
Managing Students 
Using School Admin 
The Student tab of the School Admin panel allows educators to 
view all students in their subscription, as well as helping reset 
passwords, viewing projects and removing students. 
Search users by last name, first name or email address. Click the blue Action 
button to reset passwords, view projects and remove students from the subscription 
Not seeing the School Admin button? Contact your account manager or Laura Bryant at laura@imagineeasy.com
Reset Passwords 
for Users 
School admins can reset passwords for any user from the student 
page of the admin panel. 
Under the Students tab, you can locate a user to reset their password. 
• To email them a link to reset the password on their own, click Forgot Password. 
• To reset the password yourself, click Set Password. Enter a new password and Save! 
Not seeing the School Admin button? Contact your account manager or Laura Bryant at laura@imagineeasy.com
View Projects for 
Users 
School Admins can view all student projects even if they haven’t 
been shared from the school admin panel. 
Under the Students tab, you can locate a user and click See Projects. You will then see a 
list of the users projects with links to view the list of citations or view the notebooks space. 
Not seeing the School Admin button? Contact your account manager or Laura Bryant at laura@imagineeasy.com
Remove a user from 
subscription 
As students transfer to other schools or graduate during the 
school year, EasyBib allows you to remove them from your 
subscription list. 
Under the Students tab, you 
can locate a user and click 
Unlink Student. 
You will see a message asking 
you to confirm. Click Unlink 
Student. 
Not seeing the School Admin button? Contact your account manager or Laura Bryant at laura@imagineeasy.com
Upload Students 
EasyBib allows admins to upload a list of students, automatically 
setting up each individuals account. 
Under the Students tab, 
click Upload students. 
You will see a message page with instructions on how to 
setup your file for uploading. Each file should include: 
• First name 
• Last name 
• Email (this can be made up for students without email) 
• Password 
• Action (add or remove) 
Click Choose File to select a file from your hard drive 
then click Upload CSV. 
Not seeing the School Admin button? Contact your account manager or Laura Bryant at laura@imagineeasy.com
LTI Integration 
Using LTI integration, school admins can tie EasyBib access to an 
LMS platform, such as Blackboard, Moodle or Canvas. 
Under the Students tab, 
click LTI Integration. 
You will see a message page with 
instructions on how to setup the integration 
for various platforms. EasyBib provides 
information that you will need to copy and 
paste into your LMS system. 
If you have questions, please call us for 
further assistance. 
Not seeing the School Admin button? Contact your account manager or Laura Bryant at laura@imagineeasy.com
Viewing Statistics 
School Admins can view usage statistics of their school’s 
subscription. 
Click on Statistics. 
Here you can view your school’s usage 
statistics, such as the number of users 
registered, citations, notes, projects, etc. 
Not seeing the School Admin button? Contact your account manager or Laura Bryant at laura@imagineeasy.com
Customize to 
Promote Your Library 
Your homepage and user accounts to help create a two-way flow 
between your library resources and EasyBib. 
Click the Customization link from the School Admin menu. 
Here you will see a page to upload your school logo and fill in links to your 
library’s resources. Click Save. 
Click the EasyBib Logo to go to the homepage and view your customization. 
Not seeing the School Admin button? Contact your account manager or Laura Bryant at laura@imagineeasy.com
System Settings 
School Admins can configure their subscriptions to better meet 
their school’s needs. 
Click on System settings. 
Here you can view configure your school 
subscription. You change the default citation 
style and turn on/off other features. 
Not seeing the School Admin button? Contact your account manager or Laura Bryant at laura@imagineeasy.com
Authentication 
Settings 
School Admins can view how their school is being authenticated to 
access EasyBib. 
Click on Authentication. 
Here you can view how your school is receiving 
access to EasyBib. 
• If you are IP authenticated, you will see all 
of your IP addresses listed along with the 
subscription start and end dates. 
• If you have a coupon code, you will see your 
coupon code listed with the expiration and 
number of licenses. 
Not seeing the School Admin button? Contact your account manager or Laura Bryant at laura@imagineeasy.com

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EasyBib Highlights from MB Davis

  • 1. Educator User Guide EasyBib School Edition
  • 2. Getting Started Using EasyBib EasyBib subscriptions can be accessed from anywhere. EasyBib subscriptions can be setup one of two ways: 1. Using your schools IP address. This is called IP Authentication 2. Using a unique coupon code for access. We will show you how to register and login using both methods. If you are not sure how your subscription is setup, please your account manager or Laura Bryant at (212) 674 6738.
  • 3. Getting Started with IP Authentication Schools setup with IP Authentication must have all students register at the school, before accessing from home. Registering from IP authenticated school computers instantly gives all users premium access. Creating an account allows users to save work and access it from anywhere! • Go to www.easybib.com • Click on Register. • Fill in the information fields, leaving coupon code blank. • Click Register!
  • 4. Getting Started with Coupon Codes Coupon codes only need to be entered once to tie a user to your subscription. Coupon codes can be entered from anywhere. When you setup your subscription, you should have received a coupon code unique to your school. Register using your code: • Go to www.easybib.com • Click on Register. • Fill in the information fields, include your unique coupon code • Click Register!
  • 5. Getting Started using Third Party Login Users can register using existing accounts through third party services such as Google, AOL, Yahoo, OpenID and Facebook. Using a third party login means that users don’t need to create a new password specifically for EasyBib. It allows them to use their existing accounts on other sites to access. • Go to www.easybib.com • Click on Register. • Click on the button for the third party you would like to use. This will open a new window to put in your login information. • Click Register! Please note: If a third party, such as Facebook, is blocked at your school, students won’t be able to use it for login from the school.
  • 6. Getting Started - Login Once a user is registered, they can login to their account from anywhere. • Go to www.easybib.com • Click on Login. • Fill in your EasyBib account information or select the third party account you used to register with. • Click Login!
  • 7. Create Projects to Organize Assignments Each project is comprised of three areas: Bibliography, Notebook and Paper. To start an assignment, you must first create a project. • Click New Project. • Name your project and choose the citation style for your bibliography. • Click Create.
  • 8. Manage Student Projects with Folders Project folders allow you to organize your own projects and those shared with you by students. • Click New Folder. • Name your folder and choose the level of permissions. • Private folders are for organizing your own work, other users can’t save to them. • Public folders allow students to save work into them. • Click Create!
  • 9. Sharing projects to a Specific Folder Project folders allow you to organize your own projects and those shared with you by students. • Click Share for designated project. • Enter the e-mail of the user you want to share with. • Select the correct permissions. • Select the folder from the available list for that user. • Click Share! You can also drag projects directly into folders, using the icon below the star next to the project name.
  • 10. Accessing the Bibliography EasyBib creates a separate bibliography for each project a user creates. From the All Projects page, click Bibliography for the project you would like to work in.
  • 11. Creating citations in the Bibliography EasyBib’s citation tool allows users to intuitively create citations. Click Bibliography for the project you want to create citations for. EasyBib offers the ability to cite 59 different source types. Users can site using: • Manual entry - users manually enter all the information into each citation form. • Auto-cite – Users enter a key piece of information, such as a book ISBN or a journal article DOI, and we pull the information for the source into the form. This is available for 22 types. Want to require students to use manual entry? You can turn off Auto-cite from your School Admin account.
  • 12. Creating citations with Auto-Cite Users can search for the source’s information, select the correct source, verify the information matches and Create Citation. Want to require students to use manual entry? You can turn off Auto-cite from your School Admin account.
  • 13. Creating citations with Manual Entry EasyBib’s citation form makes it simple for users to create citations and also offers help as needed. Using Manual entry, user must • select the correct medium tab • fill in each field of the citation form • click Create Citation. LearnCite box appears as users move through the fields, showing how the citation is being created and providing additional help.
  • 14. Adding Annotations to Citations Each citation form has an Add Annotation button, allowing users to include annotations they want to show in their bibliography. Click Add Annotations for the text box to appear. Information filled in here will show up as part of the citation. Click Create Citation when finished.
  • 15. Viewing a Bibliography List Each citation is saved and added to your bibliography list once created. Citations automatically appear in alphabetical order. More citations can be added directly from this view as well.
  • 16. Creating Parenthetical Citations MLA and APA style formats allow users to create the parenthetical citation that they may need to include in their papers. Click Parenthetical link underneath a citation to make the parenthetical wizard appear. Use the wizard to add any additional information required, such as page numbers. Then copy and paste the formatted citation into a paper.
  • 17. Creating Footnotes in Chicago/Turabian Chicago & Turabian style formats require that users have footnotes as their in-text citation. EasyBib allow users to create footnotes to include in their papers. Click Footnote link underneath a citation to make parenthetical wizard appear. Use the wizard to add any additional information required, such as page numbers. Then copy and paste the formatted citation into a paper. You can also save footnotes in EasyBib.
  • 18. Switching Citation Styles EasyBib allows a user to seamlessly switch from MLA to APA to Chicago/Turbaian. Click on the desired citation style to change the format for the entire bibliography.
  • 19. Sorting a Bibliography List Citations automatically appear in alphabetical order, but users have additional sort options. Click Sort Order to select how the bibliography will be sorted.
  • 20. Commenting on a Bibliography List Users can comment directly on projects that have been shared with them. This enables teachers to provide valuable feedback to students or allows for easy peer-review. Click Comments link underneath a citation to make the text box appear. Click the blue comment button to save your feedback.
  • 21. Printing and Saving Bibliographies EasyBib allows a users many options for printing and saving the bibliographies for turning them in. Click Export or Print to view and select the options available. To save to Google Docs or SkyDrive, you must have an account. You will be prompted to login so that your EasyBib bibliography can save.
  • 22. Sharing Bibliographies EasyBib allows a users many options sharing. Email bibliography – allows a user to e-mail a text copy of their bibliography through EasyBib to another. Invite others – allows a user to share their work. Here they can set edit and commenting permissions. Share public link – allows a user to create a URL that can be accessed by anyone. Others can see the formatted works cited list that has been created.
  • 23. Emailing a Bibliography Automatically send an email from EasyBib to others. In the email, there is a link to download a copy of the bibliography and also a list of citations for copy/pasting. • Select E-mail bibliography • Fill in the email address of the person to receive your bibliography. The recipient will receive an email resembling the one below.
  • 24. Invite Others to a Bibliography Allow others to access a bibliography through their own EasyBib accounts. Inviting others allows them to edit the bibliography and leave comments based on the permissions set. • Select Invite others • Fill in the email address of the user to access the bibliography. This email must be what they used to setup their EasyBib account. • Select the desired level of permissions. Others can view, edit and/or comment on the work • Click Share. Editing is only available for the bibliography. The notebook space is view and comment only.
  • 25. Share a Public Link to a Bibliography A user to create a URL that can be accessed by anyone. Others can see the formatted works cited list that has been created. • Select Share public link • Copy the link that appears. Users can share this link anywhere so that others can view their citations and links to the sources.
  • 26. Analytics for a Bibliography Bibliography analytics give user a general overview of the quality of their bibliography and helps them identify areas for improvement. Click Analyze to see a general evaluation of a bibliography. EasyBib assesses and provides an explanation of the importance for: • Diversity of source types • Database usage • Website credibility • Number of sources. We also include other useful information such as year published, date cited and annotations.
  • 27. Accessing the Notebook Easybib Notebook allows users to create virtual notecards and build outlines, organizing their research. Each project has it’s own Notebook space. From the All Projects page, click Notebook for the project you would like to work in. If a user is working in a project, click the Notes & Outline tab at the top to seamlessly switch into the Notebook space for that project.
  • 28. Creating Notecards Easybib Notebook allows users to create virtual notecards and build outlines, organizing their research. Click New Note and fill in the needed note card information. Easybib has fields for: • Title – what is this notecard about • Source – link this notecard to a bibliography source for this project • Evidence from text (direct quote) – copy/paste or type in text • Paraphrase • Comment – provide additional thoughts or context to how this information will be used. • Identifier – information on how to find this quote such as pages, sections, paragraph.
  • 29. Organizing Notecards Each notecard has organize options to help users synthesize information and connect supporting ideas to main points. Click +Organize to view the various ways to organize notecards. • Group – users can group information into main points • Tags – users can also use tags as a secondary way to group information • Color – color coding is a simple visual way for users to distinguish how information relates and will be used
  • 30. Visualize View for Notecards Each notecard has organize options to help users synthesize information and connect supporting ideas to main points. The Visualize view allows users to create notecards and see and arrange them spatially. Notecards can be moved by dragging and dropping around the space.
  • 31. Editing Notecards in the Visualize View Users can edit their notecards, allowing them to add, remove or simply change the content. To edit a notecard, double click on the card or select the card and click the Edit button on the top menu.
  • 32. Ungrouping Notecards The Visualize view allows users to also ungroup notecards. Users can easily re-order By dropping one card on another users can create new groups. Double click the title to rename it.
  • 33. Maximizing Notecards in the Visualize View As users create groups to organize information they can still view the full content of their notecards from the visualize view. Users can maximize notecards to view their full content by hovering over the not card and clicking maximize in the black pop up that appear.
  • 34. Ungrouping Notecards in the Visualize View Users may find they need to reorganize information as they continue through the research process. Ungrouping notes allows them to re-order them later. Clicking the + on a group of notecards will expand the note card area. From here you can click on a specific notecard and drag it out of the group area.
  • 35. Deleting Notecards in the Visualize View Users may sometimes realize they don’t need a notecard they have created and want to delete it. Users can delete notes by: • Selecting the notecard to be deleted and then click the Delete button on the top menu. • Hovering over the notecard so the black box appears and then click Delete.
  • 36. List View for Notecards List view allows users to see information in linear format. They can view notes by the groups, tags, sources and dates they have created cards. Click List on the side panel and select how to view notes. In the list view you can see all the details of the notecards.
  • 37. Editing Notecards in the List View List view allows users to see information in linear format. Users can also edit note cards from this view. Click Edit on the notecard top right corner. This will launch the notecard editor.
  • 38. Deleting Notecards in the List View Users may sometimes realize they don’t need a notecard they have created and want to delete it. Users can delete notes by selecting the notecard to be deleted and then click the Delete button on the top menu.
  • 39. Restoring Deleted Notecards Users may sometimes delete a notecard that they later need. Users can visit the deleted notes area and restore cards back to the notebook. Click Deleted Notes on the side panel. Here you can view a list of the notecards that have been deleted and click Restore to send a card back into the notebook.
  • 40. Entering a Thesis in the Notebook Users can enter their thesis statement to the outline, to help the stay focused on the main points while building an outline. Users can double click where it says “Enter your Paper’s thesis here” to highlight the text and type over it. The text box will expand to accomadate thesis statements of varying lengths.
  • 41. Creating a bullet in the Notebook Outline Users easily add bullet and organize their points using the outline space. Users can click New bullet to create a new item in the outline. Once the New item appears, double click on it to type over the existing text.
  • 42. Re-ordering bullets in the Notebook Outline Users easily re-arrange their bullets as needed. Users can re-order bullets by clicking on the bullet and using the directional arrows on the top menu. Users can also drag and drop bullets exactly where they would like in the outline space.
  • 43. Deleting bullets in the Notebook Outline Users delete bullets they decide Users can delete bullets by selecting a bullet and clicking Delete from the top menu.
  • 44. Inserting Notecards in the Notebook Outline EasyBib allows notecards to be part of the outline, enabling users to have a clear understanding of how their paper will be constructed. Users can click on a notecard or group of notecards and drag them into the outline space. Hovering over the notecard icon in the outline allows users to the details of the notecards.
  • 45. Printing Notebook Information Users can print their notes and outlines. Click the Print button on the top menu. Select the information to be printed. A new tab will open displaying the information for printing.
  • 46. Paper Information Users can print their notes and outlines. Click the Print button on the top menu. Select the information to be printed. A new tab will open displaying the information for printing.
  • 47. Administrator Access EasyBib School Admin panel allows educators to manage their school’s subscriptions. School Admins will see a red School Admin button located on the top right of the page when logged into their account. As a school admin you have access to: • Student information • Usage statistics • Customization • System Settings • Authentication Data Not seeing the School Admin button? Contact your account manager or Laura Bryant at [email protected]
  • 48. Managing Students Using School Admin The Student tab of the School Admin panel allows educators to view all students in their subscription, as well as helping reset passwords, viewing projects and removing students. Search users by last name, first name or email address. Click the blue Action button to reset passwords, view projects and remove students from the subscription Not seeing the School Admin button? Contact your account manager or Laura Bryant at [email protected]
  • 49. Reset Passwords for Users School admins can reset passwords for any user from the student page of the admin panel. Under the Students tab, you can locate a user to reset their password. • To email them a link to reset the password on their own, click Forgot Password. • To reset the password yourself, click Set Password. Enter a new password and Save! Not seeing the School Admin button? Contact your account manager or Laura Bryant at [email protected]
  • 50. View Projects for Users School Admins can view all student projects even if they haven’t been shared from the school admin panel. Under the Students tab, you can locate a user and click See Projects. You will then see a list of the users projects with links to view the list of citations or view the notebooks space. Not seeing the School Admin button? Contact your account manager or Laura Bryant at [email protected]
  • 51. Remove a user from subscription As students transfer to other schools or graduate during the school year, EasyBib allows you to remove them from your subscription list. Under the Students tab, you can locate a user and click Unlink Student. You will see a message asking you to confirm. Click Unlink Student. Not seeing the School Admin button? Contact your account manager or Laura Bryant at [email protected]
  • 52. Upload Students EasyBib allows admins to upload a list of students, automatically setting up each individuals account. Under the Students tab, click Upload students. You will see a message page with instructions on how to setup your file for uploading. Each file should include: • First name • Last name • Email (this can be made up for students without email) • Password • Action (add or remove) Click Choose File to select a file from your hard drive then click Upload CSV. Not seeing the School Admin button? Contact your account manager or Laura Bryant at [email protected]
  • 53. LTI Integration Using LTI integration, school admins can tie EasyBib access to an LMS platform, such as Blackboard, Moodle or Canvas. Under the Students tab, click LTI Integration. You will see a message page with instructions on how to setup the integration for various platforms. EasyBib provides information that you will need to copy and paste into your LMS system. If you have questions, please call us for further assistance. Not seeing the School Admin button? Contact your account manager or Laura Bryant at [email protected]
  • 54. Viewing Statistics School Admins can view usage statistics of their school’s subscription. Click on Statistics. Here you can view your school’s usage statistics, such as the number of users registered, citations, notes, projects, etc. Not seeing the School Admin button? Contact your account manager or Laura Bryant at [email protected]
  • 55. Customize to Promote Your Library Your homepage and user accounts to help create a two-way flow between your library resources and EasyBib. Click the Customization link from the School Admin menu. Here you will see a page to upload your school logo and fill in links to your library’s resources. Click Save. Click the EasyBib Logo to go to the homepage and view your customization. Not seeing the School Admin button? Contact your account manager or Laura Bryant at [email protected]
  • 56. System Settings School Admins can configure their subscriptions to better meet their school’s needs. Click on System settings. Here you can view configure your school subscription. You change the default citation style and turn on/off other features. Not seeing the School Admin button? Contact your account manager or Laura Bryant at [email protected]
  • 57. Authentication Settings School Admins can view how their school is being authenticated to access EasyBib. Click on Authentication. Here you can view how your school is receiving access to EasyBib. • If you are IP authenticated, you will see all of your IP addresses listed along with the subscription start and end dates. • If you have a coupon code, you will see your coupon code listed with the expiration and number of licenses. Not seeing the School Admin button? Contact your account manager or Laura Bryant at [email protected]