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EndNote Help

.On this Page

. What is EndNote?

EndNote is one of many bibliographic reference managers on the market today. It is fairly easy to use with many of the online databases available to the UCSC community. EndNote is a great tool for academic research and publishing. Using Endnote, citations can be stored, searched and quickly inserted into research papers in the format of many scholarly journals. Endnote makes identifying and formatting citations for publications a breeze.

. EndNote Links
EndNoteWeb Login EndNote Web Tutorials EndNote Web - What You Need (.pdf)
EndNote Import Filters EndNote Journal Styles EndNote Connection Files
EndNote Technical Support EndNote FAQs / EndNoteWeb FAQs EndNote Updates
EndNote Tutorials EndNote-Interest Mailing-List EndNote & EndNote Web Comparison

. EndNote Tips (Organized by Database)
Database Vendor Saving & Importing Connecting EndNote Web Notes
AGRICOLA National Agricultural Library

Capture records in the Export Format and save the files as plain text (.txt)

Import using the NAL created Agricola import filter. Download filter and view instructions (very last paragraph of web page) from the NAL website. Save the filter in the EndNote Filters folder or directory.

No connection file available.    
America: History 
and Life
ABC-CLIO In AHL:  Tag references.  In Export Options, choose Full and tagged references. Then choose Send.

Choose Endnote as the helper application and the desired library, and references should directly export into Endnote.

No connection file available.  

 

arXiv.org e-Print archive

LANL

 

EndNote Filter no longer available from the LANL library.

   
Art Index Retrospective Wilson

In Art Index: Mark references. Choose emailPrintSave. Choose destination SAVE and Format rtf. In MS Word, save the document as a text file.

In EndNote: Choose the artretro(Wilson)ken filter.

No connection file available.  

Download the Art Index Retrospective filter, courtesey of Kenneth Firestein at UC Davis.

Instructions for downloading new filter files.

Art Abstracts Wilson

In Art Abstracts: Mark references. Choose emailPrintSave. Choose destination SAVE and Format rtf. In MS Word, save the document as a text file.

In EndNote: Choose the artabs(Wilson)ken filter.

No connection file available.  

Download the Art Abstracts filter, courtesey of Kenneth Firestein at UC Davis.

Instructions for downloading new filter files.

ASFA Cambridge Scientific Abstacts (CSA)

In ASFA:
1. Mark references.
2. Click Save/Print/Email
3. Choose Full Format
4. Choose appropriate file format (PC or Mac) and click the Save button. If EndNote is not open, a dialog box will open asking you to 'open with' (find and choose) your Endnote application. 5. Click Open, then OK. Find your destination EndNote library, click Open.
In EndNote: Choose the ASFA (CSA) filter as your import option.

Try the ASFA (CSA) connection file for known item searches on campus. See librarian contact information below for login and password information.

 

In ASFA:
1. Mark references.
2. Click Save/Print/Email link.
3. Choose Full format - no references.
4. Click Save. Then, click Save to disk. The file should be saved as a Text File (*.txt).

In EndNote Web:
1.Open your EndNote Web library.
2. Select the Collect tab, Import References.
3. Use the Browse button to select the .txt file you saved above. Click Open.
4. Select the ASFA (CSA) import filter. (Or click Customize this list to add the ASFA (CSA) filter.
5. Click the Import button.

 
BIOSIS Thomson Scientific (ISI)

Mark references, select 'EXPORT TO REFERENCE SOFTWARE'. The EndNote software should open and ask you to select and OPEN the library where you wish to put your citations.

 

 

 

Business Source Premier Ebsco

In BSP: Add references to a list by clicking the Add folder next the desired items, then display the list by choosing the Folder has items icon. Choose Save to Disk. On the following screen, choose the Bibliographic Manager blue tab. Choose the Citation in Direct Export option, then save.

Choose Endnote as the helper application, along with the desired library. The BSP references should open in the EndNote library.

No connection file available.    
CRUZCAT Innopac

In CRUZCAT: Select 'Save Records' then 'View Saved' button. Mark records to export. Choose Choose Format: End-Note and Send List to: Local Disk. Select 'Submit'. Select 'File Save As' and save the file to your local computer.

In Endnote: Choose Innopac as your import filter and import the file just save above.

Download the connection file created by UCSC Librarians.

Instructions for downloading new connection files.

   
EconLit SilverPlatter

In EconLit: Select references. Save them using short field labels.

In Endnote: Import with the Econlit (SP) import filter.

No connection File available.    

ERIC

Cambridge Scientific Abstacts (CSA) In CSA ERIC: Select references. Choose Save/Print/Email Records. Save records to hard drive, choosing appropriate PC or Mac format.

In EndNote: Choose the ERIC (CSA) filter as your import option.

Try the ERIC (CSA) connection file on campus. See librarian contact information below for login and password information.

In ERIC:
1. Mark references.
2. Click Save/Print/Email link.
3. Choose Full format - no references.
4. Click Save. Then, click Save to disk. The file should be saved as a Text File (*.txt).

In EndNote Web:
1.Open your EndNote Web library.
2. Select the Collect tab, Import References.
3. Use the Browse button to select the .txt file you saved above. Click Open.
4. Select the ERIC (CSA) import filter. (Or click Customize this list to add the ERIC (CSA) filter.
5. Click the Import button.

 
Expanded Academic Index (ASAP)

Gale

In Expanded Academic:
Mark records and click Download. Choose the plain text with tags format.

In Endnote: Choose the Infotrac (Gale) filter.

No connection file available.

In Expanded Academic:
1. Select Records
2. Click Marked Items
3. Click How to Cite Marked Items
4. Select EndNote and click Export
5. Select Save and click Ok
6. Rename file, if you wish, and remember where you saved it!

In EndNote Web:
1. Click Collect
2. Click Import References
3. Click Browse and find the file saved from the Gale database
4. From the pull down menu, select Refman RIS format
5. Click Import

 

GeoRef

Cambridge Scientific Abstacts (CSA)

 

In GeoRef: Select references. Choose Save/Print/Email Records. Choose appropriate file format (PC or Mac) and click the Save button. If EndNote is not open, a dialog box will open asking you to choose (find) your Endnote application. Click Open, then OK. Find your destination EndNote library, click Open. Choose the GeoRef (CSA) filter as your import option.

Try the GeoRef (CSA) connection file for known item searches on campus. See librarian contact information below for login and password information.

 

In GeoRef :
1. Mark references.
2. Click Save/Print/Email link.
3. Choose Full format - no references.
4. Click Save. Then, click Save to disk. The file should be saved as a Text File (*.txt).

In EndNote Web:
1.Open your EndNote Web library.
2. Select the Collect tab, Import References.
3. Use the Browse button to select the .txt file you saved above. Click Open.
4. Select the GeoRef (CSA) import filter. (Or click Customize this list to add the GeoRef (CSA) filter.
5. Click the Import button.

 
Google Scholar Google 1. Go to Google Scholar: http://scholar.google.com/
2. Click on "Scholar Preferences"
3. Scroll down to "Bibliography Manager"
4. Choose EndNote. Now all your Google Scholar results will be linked to or "Import into EndNote."
5. Save your preferences when finished and return to search.
 

1. Go to Google Scholar: http://scholar.google.com/
2. Click on the "Scholar Preferences" link
3. Under "Bibliography Manager" select the option "Show links to import citations into" and choose "RefMan" (NOT "EndNote") in the drop down box
4. Click on the "Save Preferences" button
5. After performing a search on Google Scholar click on the "Import into RefMan" link for the reference you want to import
6. When you are presented with a window asking if you want to "Open" or "Save" the file, choose to save the file. Each reference is saved as a separate file.

In EndNote Web:
1. In EndNote Web, select the "Collect" tab and "Import References."
2. In the Import window, select the file you downloaded by clicking on the Browse button
3. In the dropdown, choose the Import filter called "RefMan (RIS)"
4. Click the Import button and your references will be imported into the Unfiled folder.

 
Historical Abstracts ABC-CLIO

In Historical Abs :  Tag references.  In Export Options, choose Full and tagged references. Then choose Send.

Choose Endnote as the helper application and the desired library, and references should directly export into Endnote.

No connection file available.    
IEEE Xplore IEEE

In IEEE Xplore: Mark records. Click on 'view selected items. Under Download Citations, select Endnote, Procite, RefMan. EndNote automatically opens. Select an EndNote Library.

No connection file available.    
INSPEC OVID In INSPEC:  Mark references.  In Results Manager, choose Fields: Complete Reference and Result Format: Direct Export and Actions: Save. No connection file available.    
JSTOR JSTOR

In JSTOR: Do search. Check the link Save Citation or click on Save All Citations on This Page. Click on View Saved Citations. Select Export Citations As Text File in Citation Manager.
Save citations on your computer.

In EndNote: Choose the JSTOR filter as your import option.

No connection file available

In JSTOR :
1. Click on Save Citation to add references to the Saved Citations list.
2. Click on View Saved Citations link.
3. Click the View button.
4. Save the file as a Text File (*.txt).

In EndNote Web:
1.Open your EndNote Web library.
2. Select the Collect tab, Import References.
3. Use the Browse button to select the .txt file you saved above. Click Open.
4. Select the JSTOR import filter. (Or click Customize this list to add the JSTOR filter.
5. Click the Import button.

Download the newest filter from the EndNote website.
Melvyl® Catalog CDL (University of California)

Download the new "U_of_California" filters from the EndNote website:
Mac Filter
PC Filter

In MELVYL: Mark records. Select save. Select Saved Items. Select Print/Email link. Step1: Select Preview/Print.Step 2: Select a tagged format. Step 5: Select Go. Step 6: Select Preview/Print. Choose File> Save As and save file to local computer.

In EndNote: Use the latest 'U_of_California' filter from the EndNote as your import option.

Download the "new-melvyl" connection files from the California Digital Library website:
Mac connection file
PC connection file

 

 

MLA Bibliography CSA

The filter is still in development as of May 2006.

No connection file available.

   

Oceanic Abstracts

Cambridge Scientific Abstacts (CSA)

 

In Oceanic Abstracts : Select references. Choose Save/Print/Email Records. Choose appropriate file format (PC or Mac) and click the Save button. If EndNote is not open, a dialog box will open asking you to choose (find) your Endnote application. Click Open, then OK. Find your destination EndNote library, click Open. Choose the Oceanic Abstracts (CSA) filter as your import option.

No connection file available.

 

In Oceanic Abstracts :
1. Mark references.
2. Click Save/Print/Email link.
3. Choose Full format - no references.
4. Click Save. Then, click Save to disk. The file should be saved as a Text File (*.txt).

In EndNote Web:
1.Open your EndNote Web library.
2. Select the Collect tab, Import References.
3. Use the Browse button to select the .txt file you saved above. Click Open.
4. Select the Oceanic Abs (CSA) import filter. (Or click Customize this list to add the Oceanic Abs (CSA) filter.
5. Click the Import button.

 
PAIS CSA In PAIS: Select References.Choose Save/Print/Email Records. Save records to hard drive, choosing appropriate Mac/PC format.

In EndNote: Import citations using the PAIS (CSA) filter.

No connection file available.    
Philosopher's Index CSA

This is a new subscription and the filter is still in development as of May 2006.

No connection file available.    
PsycINFO Cambridge Scientific Abstacts (CSA)

In PsycInfo: Select References. Choose Save/Print/Email Records. Save records to hard drive, choosing appropriate Mac/PC format.

In EndNote: Import citations using the PsycInfo (CSA) filter.

Download Connection File for searching on campus.

Instructions for downloading new connection files.

In PsycINFO :
1. Mark references.
2. Click Save/Print/Email link.
3. Choose Full format - no references.
4. Click Save. Then, click Save to disk. The file should be saved as a Text File (*.txt).

In EndNote Web:
1.Open your EndNote Web library.
2. Select the Collect tab, Import References.
3. Use the Browse button to select the .txt file you saved above. Click Open.
4. Select the PsycINFO (CSA) import filter. (Or click Customize this list to add the PsychINFO (CSA) filter.
5. Click the Import button.

 

PubMed (NLM) National Library of Medicine (NLM) In PubMed: Save references in MEDLINE format.

In EndNote: Choose the PubMed (NLM) filter as your import option.

If you are having connection difficulties, be sure to download the most current connection file. Or, search PubMed directly and import your citations using the latest PubMed (NLM) filter. PubMed News Alert

In Pubmed:
1. Mark references.
2. Under Send to choose Clipboard from the pull-down menu.
3. Click on the Clipboard tab
4. Under Display select MEDLINE from the pull-down menu.
5. Under Send to choose File from the pull-down menu (may need to do this twice).
6. Save the pubmed_result.txt file to your computer.

In EndNote Web:
1.Open your EndNote Web library.
2. Select the Collect tab, Import References.
3. Use the Browse button to select the .txt file you saved above. Click Open.
4. Select the Pubmed (NLM ) import filter. (Or click Customize this list to add the Pubmed (NLM) filter.
5. Click the Import button.

 
Reader's Guide Retrospective Wilson

In Reader's Guide: Mark references. Choose emailPrintSave. Choose destination SAVE and Format rtf. In MS Word, save the document as a text file.

In EndNote: Choose the readguideretro(Wilson)ken filter.

No connection file available.  

Download the Reader's Guide Retrospective filter, courtesey of Kenneth Firestein at UC Davis.

Instructions for downloading new filter files.

Science Direct from Elsevier Science Direct

In Science Direct: Choose to view a citation in either one of the html formats (Summary Plus or Full Text + Links) -- but NOT PDF. Or, check citation boxes and then click on the Export Citation link. For format, choose RIS format and click Export.

In EndNote: Import this saved file using the 'Reference Manager (RIS)' as the import option.

No connection file available.    
SciFinder Scholar Chemical Abstacts Service (CAS) Importing data into EndNote: instructions from the makers of SciFinder Scholar (CAS). Search via the SciFinder Scholar software.

Help for older EndNote versions: SciFinder5.0&3.0 for EndNote V2&V3

 

 
Sociological Abstracts Cambridge Scientific Abstacts (CSA)

In EndNote: Choose the Sociological Abs (CSA) filter as your import option.

For the UCSC edited filter, in EndNote: Choose SocAbs(CSA) as your import option.

Try the Sociological Abs (CSA) connection file on campus. See librarian contact information below for login and password information. In Sociological Abstracts :
1. Mark references.
2. Click Save/Print/Email link.
3. Choose Full format - no references.
4. Click Save. Then, click Save to disk. The file should be saved as a Text File (*.txt).

In EndNote Web:
1.Open your EndNote Web library.
2. Select the Collect tab, Import References.
3. Use the Browse button to select the .txt file you saved above. Click Open.
4. Select the Sociological Abs (CSA) import filter. (Or click Customize this list to add the Sociological (CSA) filter.
5. Click the Import button.

Try the UCSC edited filter.

Instructions for downloading new filter files.

UC-eLinks

California Digital Library (CDL)

  Connect from your EndNote Library via UC-eLinks to check for the availability of items, including full text when available.   Available in EndNote 7 and later. Edit your EndNote preferences by following these instructions.
Web of Knowledge (Science Citation Index, Web of Science) Thomson Scientific (ISI) Mark references, select 'EXPORT TO REFERENCE SOFTWARE'. The EndNote software should open and ask you to select and OPEN the library where you wish to put your citations.

The Web of Science (ISI) connection file works on campus only. Off-campus users must use a web browser, first logging into OCA then going to WOS and export citations via the browser into EndNote.

1. In Web of Science mark the references you want to save.
2. Click the Save to My EndNote Web button (screen right).
3. You will be asked to log onto My EndNote Web if you have not already done so.
4. Use the Back button to return to Web of Science.
 
WorldCat OCLC

In WorldCat: Mark Record. Select Export. Select Export to: EndNote. Click on Export. Open with (Choose your EndNote application) - select OK. Select the approriate EndNote Library and choose the WorldCat (OCLC) filter as your import option.

Use WorldCat (OCLC) connection file for known item searches.

Use the WorldCat (OCLC) filter for more complicated searches.

1. Mark the references you want. Click Export.
2. Choose Export to EndNote and click Export.
3. Name the file and select Save As Type: Tagged Format (.txt). Click Save.

In EndNote Web:
1.Open your EndNote Web library.
2. Select the Collect tab, Import References.
3. Use the Browse button to select the .txt file you saved above. Click Open.
4. Select the WorldCat import filter. (Or click Customize this list to add the WorldCat filter.
5. Click the Import button.

 
 


. In-Person Assistance

Questions about getting your references into EndNote? Contact either:
Annette Marines Humanities & Social Sciences, McHenry Library amarines @ ucsc.edu 459-3255
Ann Hubble Physical and Natural Sciences, Science & Engineering Library ahubble at ucsc.edu 459-4974

 

Contact Ann Hubble (ahubble at ucsc.edu) Updated March 6, 2008.

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