Importing References Using Online Search

Importing References Using Online Search

From within EndNote, you can access a wide range of library catalogs (EndNote and HOLLIS for instructions on how to search the HOLLIS Catalog using a connection file) and a few freely available databases, such as PubMed and ERIC. Most subscription-based e-resources are not accessible through EndNote;  however, other import options for these resources are available (see the Academic Search Premier example above).

Connecting to and importing records from within EndNote:

1. Open your EndNote program and an EndNote library to contain your new references.

2. In the My Library menu, open Online Search and choose an e-resource or catalog, for example, Harvard UTF-8 (HOLLIS), to search.

3. The Online Search tab for your e-resource or catalog will appear. Input your search terms and click Search.

4. EndNote will display a dialogue box with the number of results of the search. Click OK to continue.


5. The references import into your library. You may review them in Online Search and delete or move them to other groups, as you wish.


Adding References in General

Adding References

Once a library has been created, EndNote allows users to add references by:

  • Searching e-resources, marking records, and direct exporting them or saving citations as text files into EndNote,
  • Directly connecting to and searching selected catalogs and databases from within EndNote itself, or
  • Manually entering and editing references.

Importing References from Harvard E-Resources

Importing References from Harvard E-Resources

For security and administrative reasons, direct connections to Harvard Library subscription-based e-resources are not available from within EndNote. (Freely available e-resources, such as PubMed, ERIC, and the HOLLIS Catalog can be searched from within EndNote. See Importing References Using Online Search to the left.)

Many databases allow you to directly export references into EndNote. Here is an example of the process using Academic Search Premier:

1. Go to Find E-Resources and choose Academic Search Premier from the dropdown menu. Click "go."

2. Perform your search and mark the references you want by clicking on "Add to folder."

3. When you are finished making your selections, click on the folder icon at the top of the page or on "Go to folder view."

4. Select the reference(s) you want to export into your EndNote Library and click the Export icon.

5. On the next page, choose Direct Export to EndNote, ProCite, or Reference Manager and then click Save.

6. Your references will go directly into your EndNote Library.

For e-resources that do not provide the direct export option, below is the basic process:

1. Go to Find E-Resources.

2. Search the e-resource you want to import records from.

3. Mark the records you want from the results page of the database and save them as a text (.txt) file.

4. Open your EndNote program and the library where you want your citations to be imported.

5. From the top EndNote menu, select File > Import.

6. In the Import Data field, use "choose file" to locate your saved .txt file.

7. For Import Option, select the appropriate filter.

8. Click Import and the citations should appear in your Endnote library.

Note: each e-resource has a slightly different procedure for downloading marked records. Consult Endnote's Filter Manager (Edit > Import Filters > Open Filter Manager) and Import Filters page. Some Macintosh users may need to convert the file format of these filters. For more information, visit the Mac EndNote page at the University of Maastricht for details on the downloading process for individual databases.

Importing "My Citations" from E-Research@Harvard into EndNote

After saving citations to the My Citations section of E-Research@Harvard Libraries:
1. Select the citations in "My Basket" that you want to import into EndNote.

2. Click on the Send/Save link. The selected records will be displayed.

3. Click on Save and then select Citation Manager as the record format. This will create an .end file.

4. Go to EndNote and import the file using the using the "Reference Manager (RIS)" filter.

Notes/Tips for Specific E-Resources

Notes/Tips for Specific E-Resources


If you'd like to import PubMed results into EndNote:

  1. Mark the records you wish to export or leave all the check boxes blank. Checking no boxes will cause the entire results set to be downloaded
  2. From the Send To option, select File as your Destination.
  3. Select Medline as your Format.
  4. Click the Create File button.
  5. Save the file to your computer. You're browser will save the file as pubmed_result.txt in the Downloads folder or the destination you've set up in your browser.
  6. In EndNote, select the Import tool from the File menu. The green down-arrow button in the tool bar will launch this command, too.
  7. Set Import Data File to the file you just saved. Locate and select it using the Choose File button.
  8. Set the Import Option to the PubMed (NLM) filter. Pull down the menu and choose Other Filters to locate and choose it.
    Tip: this long list of filters can be sorted by clicking on the column title. Once you've sorted by Name, you can click on ony filter name and begin typing to move to the filter you want.
  9. The Duplicates and Text Translation fields can be left unchanged.
  10. Click the Import button. Your records should appear in the Last Imported Folder.
    Tip: Send the references you want from one or several searches to the Clipboard, open the Clipboard, and then import them all at once.

Citation Indexes/Web of Science

The Citation Indexes in the Web of Knowledge have a simple Direct Export function.  To export your results to EndNote:

  1. Click the boxes next to the citations you wish to export to EndNote.
  2. Press the Save to EndNote button.
  3. Web of Knowledge will open a new page while the records are being processed and will then open EndNote.  EndNote will prompt you for the destination library.  If prompted to open a Helper Application, chose Open and click OK.

Embase (VIDEO)

Embase has a Direct Export function that will open EndNote, choose the best filter and prompt you for a library.  To export your results to EndNote:

  1. Select the references you'd like to export. Either check individual references or, if you want a bulk download, choose the best option from among the radio buttons above and to the right of your results.
  2. Click the Export link in the blue bar above your results.
  3. From the pulldown menu in the Export window, choose RIS Format.
  4. When the "Ready for download" window appears, click Download.
  5. Your browser will ask you to choose to open or save a file named records.ris.  Choose Open. The pulldown will be set to ResearchSoft Direct Export Helper or EndNote. EndNote will open and the records will appear in the open library.  If no library is open, you'll be asked to choose one.