EndNote

EndNote is a particular brand of content management software. It allows people to store bibliographic references in files that are referred to as libraries. Endnote can be used on Windows and Macintosh computers.

Export records from a database into your EndNote library

A number of databases allow you to export records for articles and other resources directly from the database into your EndNote library. It only takes the records, however, so you will still need to download the PDF files and attach it to the record yourself.

Some databases only allow you to export one record at a time. Others allow you to export batches of records. Usually, you tick a box beside the record in the search results list, then save or download the records.

Due to the structure of certain database records, information may occasionally be imported into incorrect fields within your EndNote library. These need to be edited manually.

Instructions for different platforms / databases are listed below:

Please note: Records for most legal resources will have to be created manually. See "Manually create a record for a reference" under the Manually create records and attach files tab for an example of how to enter data into fields. This example is for an electronic article, but the same process applies to other reference types. See your referencing guide for information on referencing different sources. This will indicate the fields you need to fill in.

Filters for exporting records from databases

Each database has its own rules for organizing the data in its records. Filters are files that help EndNote translate the database record so that the information gets put into the right fields of the EndNote record. EndNote has a large number of filters pre-installed, but there may be times when you need to add one that is not already there.

Download a database filter file

  1. Go to the EndNote Import Filters page and search for the database or database provider name.
  2. Click Download for the filter you need in the results list.
  3. A window will open asking you what to do with the file. Select Save File.
  4. Save the filter to your Endnote Filters folder so you will be able to access it from the Import Manager when using EndNote. The file path for the Filters folder is usually something like: c:\Program files\Endnote\Filters

NOTE: Even if you use the correct filter, you will still need to check the records you export to your library. Filters assist EndNote in harvesting information from database records, but they don't always work perfectly.

 

A printable copy of these instructions: Download a filter for a database (PDF)

Set EndNote to open .ris and .enw files (Windows)

When you export records from a database into an EndNote library, the file automatically goes into your Downloads folder. The file will name will end in .RIS or .ENW. It may not open with EndNote the first time you do this. To fix this, set EndNote as the default program to open .RIS and .ENW files

You will need to repeat these steps once for each file type.

  1. Open your Downloads folder.
  2. Select one .RIS/.ENW file. Right click on the file to open the menu.
  3. Go to Open With.
  4. Select EndNote if it is in the sub menu.
  5. If EndNote does not appear in this list, select Choose another app.
  6. Select the EndNote program file from the Other options list.
  7. Tick Always use this app to open .ris/.enw files.
  8. Click Ok.
  9. Open your library. The new references will appear in the reference pane.

Set EndNote to open .ris and .enw files (Mac)

When you export records from a database into an EndNote library, the file automatically goes into your Download folder. The file will have .RIS or .ENW on the end of the name. It may not open with EndNote the first time you do this. To fix this, set EndNote as the default program to open .RIS and .ENW files

You will need to repeat these steps once for each file type.

  1. Open your Download folder either on the Dock or in the Finder window.
  2. Select one .RIS file or one .ENW file.
  3. Open the File menu and select Get info. This opens the Get Info window for that file.
  4. Go to Open With and select EndNote from the drop down list.
  5. If EndNote does not appear in this list, select Other.
  6. Select the EndNote program file from the list of Applications. It will have the EndNote icon beside it. Click Add.
  7. Click Change All to apply this setting to all files of this type.
  8. Open your library. The new references will appear in the reference pane.

Files exported from databases after you set EndNote as the default should open automatically. This might not happen with files you downloaded before you set the default. In that case, drag each file and drop it onto the EndNote program icon, on the Dock or in the Finder window, to open it.

NOTE: There are sometimes problems exporting references into EndNote using Safari. You may need to change browsers.

 

A video you can watch: Exporting to EndNote on Mac by UQ Library (YouTube)

Export references from Google Scholar into your EndNote library

You can export records from Google Scholar into your EndNote library. However, the records are often incomplete so you will need to check each record and add missing details or edit mistakes.

Use the Online Search function to add references to your library

The Online Search function uses your internet connection. It allows you to search some databases from within EndNote. If EndNote asks for a remote password when you try to access the database, you do not have access to that database from Online Search.The search results are added to your library. There are three search modes:

  • Local Library Mode – This shows only your library groups. Online search is not available in this mode.
  • Online Search Mode – This shows only Online search results. They are not automatically added to your library. You can evaluate the search results here and choose the ones you want to add to your library.
  • Integrated Library & Online Search Mode – This shows both your EndNote library groups and Online Search groups. Search results are automatically added to your library in the Unfiled group. You can evaluate them in the Unfiled group and delete the ones you don't want.

 

To use Online Search mode:

  1. Open EndNote
  2. Click the Online Search icon in the toolbar. You will see that other groups disappear. They are still part of your library, but they are not displayed now.
  3. Choose a database or catalogue to search.
    • If what you want is listed under Online search, click on it
    • If what you want is not there, click more... to see all of the options. Highlight the option you want to use and click Choose.
  4. A search panel will appear for your chosen database or catalogue. Use this to search for materials on your topic. You may be asked to authenticate with your student number, or staff username, and password. Please note that not all CQUniversity databases are able to be accessed via connection files.
  5. The search results will appear either above or below the search panel, depending on your version of EndNote. Evaluate these results for relevance to your topic, currency, and credibility.
  6. Highlight the ones you want to add to your library.
  7. Open the References menu from the toolbar
  8. Go to Copy References to
  9. Select the library you want to add the references to from the submenu
  10. Click the Integrated Library & Online Search icon to show all of the groups
  11. The references you've just added will be in the Copied References group underneath the All References group.

 

NOTE: Information may occasionally be imported into the wrong fields within your EndNote library, because of the structure of certain database records. You will need to manually edit your EndNote records for these references.

Connection files for Online Search

Connection files are programs that enable EndNote's Online Search function.

  • Connection files only work with databases which support a particular search protocol called Z39.50, so not all databases can be searched using a connection file.
  • Not all connection files are free to use, even though they will appear under the Online Search option.
  • For more information on Connection Files visit the following site: EndNote Connection Files

 

The CQUniversity Library Search connection file

  1. Download the CQUniversity connection file for EndNote.
  2. Select the Open with EndNote option if it is not already set as the default, and click OK.
  3. Use the File – Save As function in EndNote to make it available for your EndNote library. It will save to a Connections folder on your computer.