Once you've installed and set up EndNote, you can start building your Library. The main ways of adding references to your Library are:
Create a new record and enter the references' details
Export from the library catalogue, databses, Google Scholar and more...
Import PDFs and let EndNote try and find the matching details for you
Allows you to mark items and export them into your EndNote library.
Use the 'Send To' options found on a record page, or click the " icon on the results page select 'EndNote desktop (RIS)' or 'EndNote web'. To export multiple items use the
to save to Favourites then export.
Instructions below - how to export references from specific databases into your EndNote library. Please note if you use a Mac the instructions are the same but with a slightly different interface.
Use the and select 'EndNote' OR add a direct 'Import into EndNote' link via menu
> Settings > Bibliography manager change to 'Show links to import citations into' and select EndNote. To export multiple items you will need a Google Account, use the
to save items to My Library then export
When using Google Scholar, users may decide to trace resources back to the Library Collection using the ‘Fulltext at UniSA’ link.
If the user then downloads a citation from the library collection record, EndNote will prompt the user to ‘Choose An Import Filter’. Users should select the RefMan RIS filter.
Note: The filter will only need to be selected when accessing the citation in this way and not if the user has searched directly for the same resource in the library collection.
This will only work 100% with PDFs which include a DOI (Digital Object Identifier), it will not work on scanned copies of PDFs.
Three ways to import references from PDFs:
To import a single PDF that you have already saved to your PC:
Go to File > Import > File...
Select Choose..., browse to the relevant PDF, then select Open
From the Import Option drop-down menu, select PDF
Select Import.
PDFs are stored in the .data file associated with your EndNote library.
NOTE: For references which EndNote does not find the details add some information e.g. author and title, learn to use the Find Reference Update option (see video in Edit references box below).
Go to File > Import > Folder...
Select Choose..., browse to the relevant folder, then select OK
From the Import Option drop-down menu, select PDF
Select Import.
PDFs are stored in the .data file associated with your EndNote library.
NOTE: For references which EndNote does not find the details add some information e.g. author and title, learn to use the Find Reference Update option (see video in Edit references box below).
To set up EndNote to automatically import references in this way:
Go to Edit > Preferences > PDF Handling (for Mac, Preferences is in the EndNote X9 menu)
Under the heading PDF Auto Import Folder, select Enable automatic importing
Select the folder where you'll save PDFs
Select Apply, then select OK (for Mac, just select Save).
When you save a PDF to the selected folder, the next time you open EndNote (if it isn't already open), the reference and the PDF will be automatically imported into your EndNote library, and the PDF will be moved to a subfolder (automatically created and named 'Imported').
PDFs are stored in the .data file associated with your EndNote library.
NOTE: For references which EndNote does not find the details add some information e.g. author and title, learn to use the Find Reference Update option (see video in Edit references box below).
If your records are missing information e.g. DOI, volume/issue numbers use the Find Reference Updates option. EndNote will search for updates and display any found for you to review. You can then choose to update all fields, update empty fields or edit reference manually.
Term lists maintain consistency and accuracy in your EndNote library. To edit an Author's name or add an abbreviated journal title you can edit a term list or import a ready-made list.
'Open Term List' via the 'Library' menu and select a list. Once you have edited a term it will replace the original in the term list but will not change references in your library. Use the 'Find and Replace' via the 'Library' menu.
EndNote provides ready-made journal term lists, e.g. Bioscience, Chemical, Law, Medical and Humanities that can be imported into your library. Use this for output styles that requires abbreviated journal titles.