EasyBib Highlights from MB Davis

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:
• 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.
• 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.
• 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
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
Users delete bullets they decide
Users can delete bullets by selecting a bullet and clicking
Delete from the top menu.

Inserting Notecards
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

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!

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.

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.

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.

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.

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.

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.

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.

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.

EasyBib Highlights from MB Davis

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