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Endnote Guide: how to import references into Endnote

General instructions for importing citations into EndNote:
(For instructions on use with Franklin and Ovid databases, see the table below for instructions)
  1. Open or create an EndNote library
  2. Perform a search in a database
  3. Save the wanted results to disc
  4. Under the File menu, select Import
  5. Choose the downloaded data file for the "Import Data File" box
  6. For "Import Option" select the appropriate import filter from the list that EndNote provides, if available.
  7. If you can't locate the appropriate import filter in Endnote or get stuck on one of the steps, see the table below for database-specific instructions.
  8. If no instructions are available or you continue having difficulty, consider sending a query to the library.

NOTE: Endnote 6 provides many filters that are not available in earlier versions. When using EndNote 5 and earlier versions, expect to use the below table frequently.

  • Macintosh users should consult the Endnote filters page at the company website.

    Database Filter provided in EndNote 6?

    Alternative means of importing references into EndNote

    Instructions for alternative means of importing reference into EndNote
    ABI/Inform-Proquest No Export directly Instructions
    Abstracts in Social Gerontology (FirstSearch) ECO filter Download Windows Filter Instructions
    Agricola (Ovid) Yes Direct Export Instructions
    America: Hist. and Life No Download Windows Filter Instructions
    Anthropological Index (Eureka) Bib IX filter Instructions
    Anthropological Literature (Eureka) Bib IX filter Instructions
    Applied Science and Technology Abstracts (Ovid) No Direct Export Instructions
    Art Index (Ovid) No Direct Export Instructions
    Avery Index to Architectural Periodicals (Eureka) Bib IX filter Instructions
    Bibliography of the History of Art (Eureka) Bib IX filter Instructions
    Business Source Premier (EBSCO) No Download Windows Filter Instructions
    CAB Abstracts (Ovid) Yes Direct Export Instructions
    CancerLit (Ovid) Yes Direct Export Instructions
    Chicano Database (Eureka) Bib IX filter Instructions
    CINAHL (Ovid) Yes Direct Export Instructions
    Communication Abstracts (FirstSearch) ECO filter Download Windows Filter Instructions
    Compendex No Filter Required Direct Export Instructions
    CURL Union Catalogue (Eureka) Bib IX filter Instructions
    Deutsche Bibliothek Database (Eureka) Bib IX filter Instructions
    Dissertation Abstracts No Download Windows Filter Instructions
    EconLit (Ovid) Yes Direct Export
    Download Windows Filter
    Instructions
    Early English Books Online (a.k.a. EEBO) Endnote Import Filter Instructions
    ECO online journals ECO Filter Instructions
    English Short Title Catalogue (Eureka) Bib IX filter Instructions
    ERIC (Ovid) Yes Direct Export Instructions
    FRANCIS (Eureka) Bib IX filter Instructions
    Franklin (Penn Library Catalog) No Download Windows Connect File
    Mac Connect File in development
    Instructions
    GeoRef Yes Download Windows Filter Instructions
    Hand Press Book (Eureka) Bib IX filter Instructions
    HealthStar (Ovid) Yes Direct Export Instructions
    Highwire Press Online Journals No filter required Direct Export Instructions
    Historical Abstracts No Download Windows Filter Instructions
    History of Science, Technology,
    and Medicine (Eureka)
    Bib IX filter Instructions
    Index to Foreign Legal Periodicals (Eureka) Bib IX filter Instructions
    Index to 19th-Century American
    Art Periodicals (Eureka)
    Bib IX filter Instructions
    Inside Information PLUS (Eureka) Bib IX filter Instructions
    INSPEC (Ovid) Yes Direct Export Instructions
    International Bibliography of the Social Sciences No Download Windows Filter Instructions
    International Political Science Abstracts No Download Windows Filter Instructions
    ISI Citation Indexes Yes Direct Export Instructions
    JSTOR No Download Windows Filter Instructions
    Linguistics and Language Behavior Abstracts Yes Download Windows Filter Instructions
    MathSciNet Yes Download Windows Filter
    Medline (Ovid) Yes Direct Export Instructions
    MLA Bibl. (Ovid) Yes Direct Export Instructions
    National Library of Australia
    Catalogue (Eureka)
    Bib IX filter Instructions
    PAIS (Ovid) Yes Direct Export Instructions
    Peace Research Abstracts (FirstSearch) ECO filter Download Windows Filter Instructions
    Philosopher's Index (Silver Platter) Yes Download Windows Filter Instructions
    PsycINFO (Ovid) Yes Direct Export Instructions
    PubMed Yes Instructions
    RLIN (Eureka) Bib IX filter Instructions
    Russian Academy of Sciences
    Bibliographies (Eureka)
    Bib IX filter Instructions
    Sage Family Studies Abstracts (FirstSearch) ECO filter Download Windows Filter Instructions
    Sage Urban Studies Abstracts (FirstSearch) ECO filter Download Windows Filter Instructions
    Science Direct Direct Export Instructions
    SciFinder Scholar Yes Download Windows or Mac Filter Instructions
    Scipio (Eureka) Bib IX filter Instructions
    Social Work Abstracts (Silver Platter) Yes Download Windows Filter Instructions
    Sociological Abstracts (Ovid) Yes Direct Export Instructions
    World Law Index (Eureka) Bib IX filter Instructions
    WorldCat (FirstSearch) Yes Download Windows Filter Instructions

    Instructions for Specific Databases

    Franklin

    Download the Connection file (U_of_Penn_Catalog.enz) to the "Connections" folder within your EndNote directory.

    The search interface is very rudimentary. We recommend you use this file to search for known items only. Use the standard Franklin interface to insure a complete search.

    The file works best if you do a single word keyword (any field) search. You can put one word in each box, connected by the boolean AND, and search for several words, as long as you use "any field."

    Example:
    faulkner [in any field] AND fury [in any field]
    will retrieve William Faulkner's book The Sound and the Fury

    Or an exact author or title search:

    Examples:
    melville, herman [in author]
    tale of two cities [in title]
    Ovid Databases (CINAHL, ERIC, Medline, PsycInfo, etc.)
    You can now directly export records from databases on Ovid to EndNote.
    1. Search an Ovid database as usual. At the bottom of the citation display pages you will see the Citation Manager.
    2. Under "Citation Format" choose "Direct Export" and select the Save button.
    3. EndNote will open and prompt you to open a library. The records will be automatically imported into the EndNote library you select.
    Highwire Online Journals
    You can now directly export records from Highwire journals into EndNote.
    1. Search the Highwire collection of a particular Highwire Journal database as usual. Choose the records you want by checking the box to the left of each one.
    2. Click on the Get All Checked Records link.
    3. On the Selected Abstracts page click on the Download ALL Selected Citations to Citation Manager link and then click on the Endnote link.
    4. EndNote will open and prompt you to open a library. The records will be automatically imported into the EndNote library you select.
    Compendex
    You can now directly export records from the Compendex index into EndNote.
    1. Search Compendex as usual. Choose the records you want by checking the box to the left of each one.
    2. Click on the Download link.
    3. On the Download selected records page check the RIS format box and then click the Endnote button.
    4. EndNote will open and prompt you to open a library. The records will be automatically imported into the EndNote library you select.
    ISI Citation Indexes
    You can export records directly from the ISI Citation Indexes (Web of Science) to EndNote.
    1. From Web of Science, mark records to keep and copy them to the marked list using the Submit button
    2. Select the Marked List button located on the top of the screen
    3. Select the "Export to Reference Software" button
    4. For many web browsers, EndNote will open, and you will be prompted to open an EndNote library. If instead you are prompted to pick an application to process the download, use the browse button to find the "endnote.exe" file in the Endnote directory. The marked records should then transfer to the library you open.
    FirstSearch Databases (WorldCat, ECO)
    To import records from FirstSearch databases you must have or install an EndNote import filter for the database you wish to use (see link in the table above).
    1. Do a search and from the list of records mark those to import.
    2. Select the Export button located on the top or bottom of the screen.
    3. Select the "marked records" option and then click on the gray Export button
    4. EndNote will open, and you will be prompted to open an EndNote library.
    5. After selecting a Library you will be prompted to choose an Import Filter. Find the filter for the database you are using (e.g. WorldCat or ECO) from the list. The records will automatically transfer to the library you opened.
    ABI/Inform - Proquest
    You can export records directly from ABI/Inform to EndNote.
    1. Perform a search, and mark your desired references by checking box at the left.
    2. Under Results & Marked List, click on Marked List & Durable Links
    3. Click on Export Citations
    4. Click on "Export directly to ProCite, EndNote or Reference Manager"
    5. EndNote will be invoked and the Open an EndNote Library dialog box will open.
    6. Select the EndNote Library to which the citations will be downloaded and click on Open.
    7. The citations will be automatically downloaded into the EndNote Library.
    Historical Abstracts and Amer. Hist and Life (ABC-CLIO)
    To import records from these databases you must have or install an ABC-CLIO import filter (see link in the table above).
    1. Do a search and from the list of records "tag" those to import.
    2. Select the Tagged button located on the right of the screen.
    3. Select the "Output Options" and then select the "Tab-Delimited Display" option
    4. Click on the Submit button to display your download file and then use your browser's Save As function to define a path to save your results to your computer.
    5. Open an EndNote library and select the File/import function.
    6. Find the downloaded file on your computer
    7. You will be prompted to choose an Import Filter. Find the "ABC-CLIO" filter from the list. The records should transfer to the library you opened.
    Business Source Premier
    To import records from this database, you must have or install the Business Source Premier filter (PremierBusSourceEBSCO.enf).
    1. Perform a search, and mark your desired references by checking box at the left.
    2. Click on Save. In Save Manager select "Bibliographic manager format". Click Save.
    3. From the top menu select File/Save As. Name the file and add a .txt extension. Click on Save.
    4. Open an EndNote library and select the File/Import function.
    5. In the Import Data File box, click on "Choose File", locate and select the file in which you just save your references. In the Import Option box select Premier Bus Source (EBSCO)
    6. Click Import. Your references will be transferred to the open EndNote library.

    Importing Records from SciFinder Scholar
    Note: The SciFinder 2001 client downloads with its own import filter. The filter is located in the Sfschlr\filters folder on your hard drive and is named SciFinder2001.enf. If this filter is not present, you can download it by clicking the link above. Copy the file to your EndNote\Filters folder on your hard drive.
    To import SciFinder records into EndNote:

    1. Perform a search, and mark your desired references by checking the box at the left.
    2. Click on the Save As button in the top menu.
    3. Save your references to disk as Tagged ASCII. To do this you will have to change the Save As format, since the default setting is to save in Rich Text. Once your records are saved, you may close SciFinder Scholar.
    4. Open the EndNote program and either select the library into which you want to import your references, or begin a new EndNote library.
    5. Click on Import, in the File menu. A dialog box will open. In the Import Data File box, select the file in which you just saved your references. In the Import Option box, select the SciFinder filter.
    6. Click Import. Your references will now be added to your EndNote library.

    Eureka Databases
    To import records from Eureka databases into EndNote:

    1. Perform your desired search and then mark references by checking the box at the left of each one.
    2. Click on the Preferences button on the top right of the page.
    3. In the Preferences screen: Choose to download the information as EndNote Native Format and to display multiple records as brief or full. Check Apply Preferences.
    4. Click on the Print button towards the top of the page.
    5. In the Print/Export screen: Click the file option on the menu bar and save your document as type all files, data (.dat) or text (.txt).
    6. Open the EndNote program and either select the library into which you want to import your references, or begin a new EndNote library.
    7. Click on Import in the File menu. A dialog box will open. In the Import Data File box, select the file in which you just saved your references. In the Import Option box, select the Refer/BibIX filter.
    8. Click Import. Your references will now be added to your EndNote library.

    SilverPlatter Databases
    To import records from this database, you must first have or install the filter for the relevant database (see links above)

    1. Perform your search and then mark your desired references by checking the box at the left of each one.
    2. Save the records by clicking the save button (floppy disk icon) above the records.
    3. On the save records page: Click the Change Fields button to select the fields you want included in the record (publication year is not selected by default). Click SilverPlatter's save button on the upper right hand side of the page.
    4. Save the document as a data (.dat) or text (.txt) file.
    5. Open the EndNote program and either select the library into which you want to import your references or begin a new EndNote library.
    6. Click on Import under the File menu. A dialog box will open. In the Import Data File box, select the file in which you just saved your references. In the Import Option box, select the Silver Platter Database filter for the relevant database, which you installed earlier.
    7. Click Import. Your references will now be added to your EndNote library.

    Dissertation Abstracts
    To import records from this database, you must first have or install the Dissertation Abstracts filter (see link above)

    1. Perform your search and then mark your desired references by checking the box at the left of each one.
    2. Click marked list at the top of the screen.
    3. Click the Download button on the marked list screen.
    4. Click the Download button on the lower right side of the screen.
    5. Open the EndNote program and either select the library into which you want to import your references or begin a new EndNote library.
    6. Click on Import under the File menu. A dialog box will open. In the Import Data File box, select the file in which you just saved your references. In the Import Option box, select the Dissertation Abstracts filter, which you installed earlier.
    7. Click Import. Your references will now be added to your EndNote library.

    PubMed

    1. Browse to the PubMed website through an Internet browser.
    2. Enter your searches in the website (Select "Clipboard" from the "Send to" drop down menu to save records from multiple searches as you work).
    3. When finished searching, select "Clipboard" to display marked citations. On this page, select "MEDLINE" in the dropdown menu next to the "Display" button.
    4. Choose "File" from the "Send to" drop-down list, and then click on "Send to."
    5. Select "Save" on the following screen. In the next screen you will be able to change the file name (we recommend saving with a *.txt extension).
    6. In EndNote, open the library where you would like these references saved.
    7. Select the Import command.
    8. Make sure the File Type is set to "All Files (*.*)"
    9. Select the PubMed (NLM) filter (in EndNote) [EndNote 3: use the Medline (NLM) filter in the NLM_(Grateful_Med) folder].
    10. Click the Import button.

    Early English Books Online

    1. Perform your search and then mark your desired references by checking the box at the left of each one.
    2. Click marked list at the top of the screen.
    3. Click the Download button towards the bottom of the marked list screen.
    4. On the print/download citations page choose dowload format: Endnote. Click the download button
    5. Open the EndNote program and either select the library into which you want to import your references or begin a new EndNote library.
    6. Click on Import under the File menu. A dialog box will open.
    7. In the Import Data Filebox, select the file in which you just saved your references.
    8. In the Import Option box, select the Endnote Import filter, which is included with Endnote 6.
    9. Click Import. Your references will now be added to your EndNote library.

    JSTOR
    To import records from this database, you must have or install the JSTOR filter.

    1. Perform your search and then mark your desired references by clicking the save citationrecord beneath each record.
    2. Click View Saved Citations at the top of the screen.
    3. On the Saved Citations page choose to export citations as a text file in citation-manager format. Click Export.
    4. Open the EndNote program and either select the library into which you want to import your references or begin a new EndNote library.
    5. Click on Import under the File menu. A dialog box will open.
    6. In the Import Data Filebox, select the file in which you just saved your references.
    7. In the Import Option box, select the Endnote Import filter, which is included with Endnote 6.
    8. Click Import. Your references will now be added to your EndNote library.

    Science Direct

    1. Perform your search and then mark your desired references by clicking the box to the left of each record.
    2. Click the Export Citations link that appears directly above the displayed records.
    3. On the Export page choose to export citations as RIS format. Click Export.
    4. If a downloading dialogue box pops up, click OK.
    5. You are automatically brought to Endnote. Choose the library in which you want to save the records
    6. In the Import Data Filebox, select the file in which you just saved your references. Your references will now be added to your EndNote library.
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