Getting Started with EndNote

Once you have installed EndNote onto your computer,  it’s time to get started! This section will review the following:

• creating an EndNote library
• creating references manually and from article PDFs 
• gathering references retrieved from databases 
• editing references
• using “Groups” to organize the references 
• removing references from a library

In addition to listing step-by-step instructions, this section of the guide also contains tutorial videos.

Generally, people create a new EndNote library for each project. To create a new EndNote library:

1.  Open the EndNote program.
2. Go to File> New… and give your EndNote library a name.

Please note that in addition to creating a file for your EndNote library (a file that ends in .enl), a folder with the same name (ending in .data) was also created. These files (.enl and .data) must be stored in the same location on your computer. If the .data file associated with your EndNote library is missing or deleted,  your EndNote library will not function.

To upload or email your EndNote library with its associated .data file, you need to create a compressed file. To do this:

1.  Open your EndNote library.
2. Go to File> Compressed Library (.enlx)… and give a name for the file.
3. A single file containing both the library’s .enl file and it’s associated .data folder has been created. When this file is opened on a computer with EndNote, both the EndNote library and its .data folder will be extracted.

Creating References Manually 

1. In the command bar on the upper left-side of the screen, select References >>New Reference >>Select a Reference Type (e.g., Web Page).
2. When you have completed creating a new reference, close out of the window and select Save.     

Creating Journal Article References from PDFs

EndNote allows users to create journal article references from PDFs. In order for EndNote to create a complete journal article reference from a PDF, the PDF must have a DOI (Digital Object Identifier) embedded within it. A DOI will provide information regarding the article (i.e.e, article title, authors, journal name, date, volume and issue). If a DOI is not embedded within the  PDF, EndNote will still import the file but you will need to enter the article’s information manually.

To import an individual PDF file or a folder of PDF files:

1. In the command bar on the upper left-side of the screen, select File >>Import… >>select either a File or Folder
2. When prompted, browse for ad choose the file or folder you want  to import.
3. Under Import Option, select PDF and then, Import.

Gathering References from Databases

The following is are instructions for exporting references from major article databases. Most article databases offer some type of direct export of citations into EndNote. If you do not see an export to EndNote option listed, then look for an option to export citations in .ris format.

EBSCO databases

1. Perform a search in an EBSCO database and use the Add to Folder icon to select individual references.
2. In the toolbar on the upper right side of the screen, select the Folder icon. A list of your selected references will be displayed.
3. Select Export icon listed in the right side of the screen.
4. Under Save citations to a file formatted for, select Direct Export in RIS Format (e.g. CITAVI, EasyBib, EndNote, ProCite, Reference Manager, Zotero). Select Save. 

Google Scholar and Google Books

Google Scholar

1. From the Google Scholar search page, click on the Settings icon, located on the upper right-side of the screen. 
2. Under Bibliography Manager, select Show links to import into and select EndNote from the drop-down menu. Click Save.
3. Conduct your search in Google Scholar.
4. Each record displayed will have an Import into EndNote link. Click on the Import into EndNotelink.

Google Books

1. Perform a search in Google Books and select a result.
2. Within the Google Book record, click the About this Book link (located on the left side of the screen).
3. Scroll to the very bottom of the screen to see the Export Options tab.

Ovid Databases

1. Perform a search in an Ovid database and use the checkboxes to select individual references.
2. Scroll up to the top of the list of references and select Export.
3. In the “Export Citation List” window:
   • Under the Export to pull-down menu>>EndNote
   • Under Select Fields to Display>> select Complete Reference
   • Select >>Export Citation(s)

ProQuest Databases

1. Perform a search in a ProQuest database and use the checkboxes to select individual references.
2. Scroll up to the top of the list of references and select Export/Save.
3. Select EndNote, Citavi, or Reference Manager. Another window will open prompting you to select EndNote, Citavi, or Reference Manager, then select Continue.

PubMed

1. Open an EndNote library. Perform search in PubMed and select citations to import.
2. Send to, which is located on the upper right side of the screen. Select Citation manager and then Create File.
3. Select Open with and select the EndNote program file.This is likely found under your computer’s “Program Files” folder and will be named “EndNote.exe”.
   • Be sure to check the box labeled Do this automatically from now on, then select OK.
4. EndNote will open a “Choose an Import Filter” window. The PubMed (NLM) filter will be highlighted. Select Choose. Citations will now appear in the Endnote library.

Scopus

1. Open another browser window, go to Scopus and perform a search. Use the checkboxes to select individual references.
2. Scroll to the top of the list of search results and select the Export icon.
3. Under Export format, select RIS Format (Reference Manager, ProCite, EndNote). Under Output select All Available Information. Select Export.
4. A .ris file will be downloaded from Scopus. Save this file onto your computer.
5. In EndNote, go to File > Import. Browse for and select the .ris file you saved. Under Import Option, select Reference Manager (RIS). Select Import.

Tufts Libraries Catalog

1.  In EndNote, select Tools >>Connect >>scroll down and select >>Tufts U.*
2. Perform search and select references to copy. To select multiple references, hold down the Ctrlkey.
3. Select Copy References To and select an EndNote library. References will automatically appear in the library you selected.
4. Close the catalog search result windows.

   *If the Tufts connection file does not work, you may need to update the connection file by downloading the latest file from EndNote and saving it tot he “Connection File” folder within your EndNote program folder.

Web of Science

1. Perform a search in Web of Science and use the checkboxes to select individual references.
2. At the top (or bottom) of the results list, from the pull-down menu select the option Save to EndNote desktop.
3. If prompted, select the EndNote program file. 

Creating a group:

1. From the command bar at the top of the screen, Select Groups then Create Group.
2. Give the group a name; this will appear on the left-side of the screen.

Putting references wthin a group:

1. Using the mouse while pressing  the Ctrl key (or ⌘ key), select the references you wish to add to a group.
2. Drag and drop the higlighted reference from your reference list into the group on the left side of the screen.

Removing references from within a group:

1. Using the mouse while pressing  the Ctrl key (or ⌘ key), select the references you wish to remove from a group.
2. Right-click the mouse and select Remove References from Group. This will remove the reference fromthe group but not from your EndNote library.

Editing a Reference

1. From the list of references, select and docuble-click on a particular reference you want to edit.
2. After modifying the reference, close out of the window and select Save.

Attaching PDFs to a reference

1. From the list of references, select and double-click on a particular reference to which you want to attach a PDF.
2. Then, either:
   • At the top of the edit a reference window, click on the  icon. Select a PDF stored on your computer and select Open. 
   •  – OR –
   • In the reference edit window, scroll down until you see the File Attachments field. Right-click within the File Attachments field and File Attachments >> Attach Files.  Select a PDF stored on your computer and select Open. 

To remove references from your EndNote library:

1. Using the mouse while pressing  the Ctrl key (or ⌘ key), select the references you wish to delete. 
2. Drag and drop the higlighted reference from your reference list to the Trash icon on the left side of the screen.

References are emptied from the Trash when you close out of EndNote. Once the Trash has been emptied, deleted references cannot be retrieved.