EndNote Desktop

This tutorial will walk you through using the latest desktop version of EndNote.

Overview

You can add references to your library by various methods:

  • Use EndNote's Online Search mode to find and select citations. (Not recommended for comprehensive searching.)
  • Search a database (such as PubMed, CINAHL, Embase or Scopus) and export citations into EndNote.
  • Drag and drop, or import publisher's PDFs into EndNote.
  • Manual entry is often the quickest method for resources such as book chapters or software
  • Merge libraries

Immediately after importing references, check for typos, inaccuracies, empty fields, and that the correct resource type (journal article, book, book section, report, website, etc.) is selected.

Import References From Databases

Export provides the benefit of using the search interface of the host database and the ease of transferring the citations directly into EndNote.

  1. Perform search in PubMed
  2. Export citations from PubMed using the  “Send to”  menu.
    • Select Citation Manager in the Send to drop‐down menu,Screenshot showing the "send to" option in PubMed
    • Optional:  select specific citations in search results as needed.
    • Choose Selection:
      • All results on this page   |   All results   |   Selection
    • Click Create File, which saves .nbib fileScreenshot showing the "Selection" drop-down menu and "Create File" button in PubMed
    1.  Import the PubMed .nbib file into EndNote
      • Select File > Import
        Screenshot showing the location of "import" in the EndNote Desktop File menu.
        • Import Option:  select PubMed (NLM)
          Screenshot showing the "Import File" window in EndNote Desktop with the "PubMed (NLM)" import option selected.
          • you may need to click "Other Filters" and select PubMed (NLM) from the list in a new window.
        • Citations are added to the temporary Imported References  in your EndNote Library.
        • Move the newly imported references to your selected Group
EBSCOhost databases include CINAHL, Academic Search Ultimate, and PsycINFO.

1. Perform a search in CINAHL Complete or another EBSCOhost database.

2. If you only want to download a few results, click on blue folder with a plus sign to the left of the results you would like to download.to EndNote 3. Then, go up to the blue ribbon at the top of the screen and click on your Folder. 

3. Choose the Export option and choose the radio button next toThen, click on the check box next to Remove these items from folder after saving and click Save.

4. Then, a metadata file should show up in your Downloads

5. Open your EndNote 21 library. Choose File from the top menu, then Import, then File. Choose the metadata file from your Downloads for your Import File option and choose Reference Manager (RIS) under Import option. Your results should show up in Imported References

6. If you would like to download all of the results on a page, click the Share link on the left side of the screen right above the search results and choose Results (1-50). This will send all 50 results to your Folder at the top of the page, and you can follow the directions above to export them into your EndNote 21 library . After you have exported the first 50, you can go to the second page of results and export 51-100.

 If results are greater than 200: Email a link to download exported results.
Instructions:
1.   Click Share
2.    Select "E-mail a link to download exported results" listed under "Export Results" as RIS Format.
3.    After downloading results from your email, import into EndNote as Refman RIS import option.

Ebscohost instructions to export search results (up to 25,000 results) are also available at  https://connect.ebsco.com/s/article/Exporting-up-to-25-000-Results?language=en_US

1. Perform a search in Web of Science

2. If you have only a few items that you wish to export, click the boxes next to their titles and then choose the Export button in the gray ribbon right above the search results list. 

3. Click on Endnote desktop option. In the Export Records to EndNote Desktop window that opens, the radio button next to your selected number of items should be selected. Select the desired record content (author, title, source, abstract, etc.) and choose Export. NOTE: If you want to download a large number of records from Web of Science into EndNote, you can select the option to download up to 1000 records at a time in the Export Records to EndNote Desktop window. Download 1-1000, 1001-2000 in batches until you have completed downloading the results.

4. A metadata file should download into your Downloads file.

5. Open your Endnote 21 library. Choose File from the top menu, then Import, then File. In the window that opens choose the metadata file from Downloads for your Import File option and make sure that Web of Science Core Collection (Clarivate) is chosen for Import Option. If it's not list it, click on Other Filters to add it.

6. Click Import to import the citation into your EndNote 21 library

7. If you would like to browse several pages of results, you can select the check box next to the title of the citations you want to keep and choose the Add to Marked List option. When you are finished reviewing the results, click on the folder with a star icon on the leftmost side of the screen. From there you can select and export your marked list results using the directions above

Online Search from within EndNote (Mac/Win)

  1. Select a database from the "Online Search" section of the left-hand panel.
  2. Search the database using the boxes at the top of the main panel.
  3. Copy references you want to keep into your EndNote Library
    1. Select References
    2. Open the Groups menu --> Add references to --> select or create a group OR
    3. Right click --> Add references to --> select or create a groupThis image shows how to use the online search function in EN 21 Windows

Recommended method to add references to EndNote:

  • Search the native database and export all or selected results
  • Import results into EndNote

Import PDF files

  1. In EndNote:  FileImport → Folder
  2. Choose the folder that contains your PDFs
  3. Check the relevant boxes and dropdowns
  4. When you hit the Import button, EndNote will automatically look for matching metadata and download the records for the ones it can find.
  • Cautionary note:  PDFs with no mark-up code will not be recognized by EndNote and will require manual editing.

For PDFs that did not pull up any citation records:

EndNote will create a record that has the title of the PDF in < > and the PDF attached. Use "Find Reference Updates" to populate EndNote citation fields:

  1. Find the PMID of the article in PubMed and paste it into the Accession Number field in the EndNote record.
  2. ... or find the DOI  in PubMed or on PDF of article
  3. Click off the record to initiate a save.
  4. Right click on the record and choose "Find Reference Updates..."
  5. A box to review available updates will pop up. Choose "Update All Fields" and hit "Save Updates"

 

 

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