Using Endnote with HOLLIS+ and HOLLIS Classic



Export Records from HOLLIS+

Export records from HOLLIS+

 

Export HOLLIS Classic Records to EndNote

Download and install the EndNote filter for HOLLIS Classic in order to import records from HOLLIS Classic into EndNote
In order to import records from a HOLLIS Classic search into EndNote:

1. Download the EndNote filter for your operating system (Windows or Mac)


2. Put the file into the EndNote filters folder.

Note: You will need to have a file compression utility installed on your machine, such as Stuffit Expander for the Mac or WinZip for Windows. When trying to download the filter, some users encounter random code displayed in their browser window. If this happens, simply click "Save as" or "Save page as..." from the drop-down File menu in your browser and then save the file to the EndNote filters folder. (Be sure to save it with an .enf file extension rather than .txt.)

You may verify proper installation by opening the Filter Manager in your EndNote program: Edit > Import Filters > Open Filter Manager, and select the filter named HarvardMARC.

Import records from a HOLLIS Classic search into EndNote using the "HarvardMARC" filter
1. In HOLLIS Classic, from a results screen, select the records you would like to save.

2. Click the "Print/Save/Send" link.

3. Select "MARC tags (use with EndNote) " as the Record Format, leave the other fields blank, and click on "Print/Save/Send."
 

 
4. In the new window that appears, click on the"Print/Save Selected" button.

5. At this point, depending on your browser, you will either be automatically prompted by a "Save As" window or need to select "Save as" from your browser’s File menu.

6. Give your saved records a name, select text format (.txt), and choose a convenient location (such as your "Desktop").

7. Open your EndNote program and a specific EndNote library (if necessary, see "Creating a New EndNote Library").

8. In EndNote, select File > Import.
 

 
9. In the Import window, click on "Choose File…" and locate the file containing your saved HOLLIS Classic records.

10. Select "HarvardMarc" as the Import Option. (Select "Other Filters" if you do not see "HarvardMarc" in the list.)

11. Leave the remaining options unchanged and click on Import. The HOLLIS Classic references should automatically appear in your open EndNote library. Harvard Library locations and call numbers will appear in the "Custom 1" and "Call Number" field.

Limitations of the "HarvardMarc" Filter
Because of HOLLIS Classic's unusual MARC-like data, EndNote cannot recognize corporate authors as such. You must correct corporate authors after importing, removing any unwanted punctuation and placing a comma at the end.

Example: "American Institute of, Physics" should be "American Institute of Physics,"

HOLLIS: Search Classic Directly from EndNote

Downloading and installing the HOLLIS connection file
In order to use EndNote to search HOLLIS:

1. Get the HOLLIS connection file. Harvard does not distribute its connection file publicly but anyone holding a Harvard ID can use it. Please contact a librarian: citationtools at hulmail.harvard.edu. Specify whether you're running Windows or Mac OS.

2. Put the EndNote connection file into your EndNote connections folder.

Note: When trying to download the direct connection file, some users encounter random code displayed in their browser window. If this happens, simply click "Save as" or "Save page as..." from the drop-down File menu in your browser and then save the file to your EndNote connections folder.

Searching HOLLIS Classic using the Connection File
After the connection file is installed, you will be able to use EndNote to search HOLLIS Classic by choosing 'Harvard-UTF8'  from the list of EndNote connection files. The query terms used in the EndNote connection file match those used in HOLLIS Classic.

Limitations of the EndNote Connection File for HOLLIS Classic
When searching HOLLIS Classic from EndNote, call number and library locations will often not import correctly.  Users who wish to import Harvard Library call numbers and locations into their EndNote records may want to export records from HOLLIS or import records from HOLLIS Classic using the HarvardMARC EndNote Filter.