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Using EndNote: Importing References

This guide will help you become familiar with the reference management software EndNote Web

Importing References from Databases and Library Catalogue

Different databases require different ways of importing references. Ebsco databases (including our library catalogue, the Find It box on UFV library’s homepage, and PsycInfo) allow for direct export to EndNote. Databases such as JSTOR and ScienceDirect require .ris files to be downloaded, then imported to EndNote. SciFinder uses tagged text files. You will need to import references manually if they're not designed for citation management software.

The selected databases below should give you a flavour of the common ways of importing references. While not exhaustive, these methods should help you navigate databases not covered in this guide. 

Importing References from Selected Databases

Perform your search using the library catalogue (this does not work with the classic catalogue). 

Screenshot of Catalogue Books, E-books, and Videos search bar, with 'fraser valley ethnobotany' typed in.

 

  • To export book titles to EndNote:
    • Select the titles by clicking/tapping the folder at the right-hand side (See example #1 below). 
    • The titles you selected will appear in the folder at the top right (See example #2 below).
    • Once you have selected all the titles you want to export, click/tap the Folder View link (See example #3 below).

Screenshot of search results list, folders on right side of listings have a Number 1 next to them, at far top right is list of Folder Items with Number 2, underneath this is a Go To link with the Number 3.

 

  • Once you are in the folder, check the Select/Deselect All box to include all the books you have chosen for export. Click/tap the Export link at the right to go to the Export Manager window (see the red arrows in the screen capture below).

Screenshot of Articles list, a red arrow is pointing to a checked box on left side of resource list labeled Select / Descelect All. Another red arrow is on the right side of screen, pointing at the Export link..

 

In Export Manager, at the right-hand side, select Direct Export to EndNote Web. Then, at the left-hand side, click/tap Save (See below).

Screenshot of Export Manager with red box around save button and red circle around Direct Export to EndNote Web option that has been selected in list on right side.Note!!  Using the folder to export references does not require creating an account with Ebsco. But please be aware that the book titles you selected and placed in this folder will only be here temporarily. If you don’t export them to EndNote, they will disappear when your session times out, and you’ll need to redo your search.

  • Navigate to EndNote, and it should show the number of references you’ve imported. Click/tap My References to see the citations (see example below). 

Screenshot of Clarivate Analytics EndNote site, Collect page, Import References selected. There is a red arrow point down to My References link and a red circle around Number of records Imported:4.

 

 

Here are the steps for importing references from JSTOR to EndNote:   

  • Perform your article search in JSTOR
  • Select the articles you want to export (see Example #1 below)
  • Click/Tap the Export link at the top right (#2), and a drop-down menu will open
  • Select “Export a RIS file” (#3)

  • You should see that a file has been downloaded. For Chrome, the downloaded file should appear at the bottom left of the browser. For Firefox, you’ll see the downloaded RIS file at the top right-hand corner, with a blue flashing arrow pointing downward. The following screen capture is an example of a downloaded RIS file in Chrome:

  • Once you see that your RIS file has been downloaded, navigate to EndNote
    • (a) In the menu bar, click/tap Collect
    • (b) Select Import References.
    • (c) Click/tap the “Choose File” button and select your recently downloaded RIS file (you may need to navigate to the download folder on your computer/device).
    • (d) Choose the database (in this case, JSTOR).
    • (e) Use the drop-down menu to choose an existing file folder in your EndNote, create a new folder, or select “[Unfiled]” from the To: field. You can organize your references later. 
    • (f) Click/tap Import to save the reference in your EndNote.

 

 

Below is a screen capture of the first three imported unfiled references:

 

A Word of Caution

Unfortunately, references imported from JSTOR have a tendency to be incomplete (see the screen capture below: notice that the year of publication and journal title are missing). While EndNote allows you to link back to UFV library’s database and full-text articles, this will be a problem if you want to create an auto-generated bibliography. 
 

 

Fill in the Missing Fields

Once you have imported your references from JSTOR, open each reference and double-check that everything has been imported. Filling in the missing information (refer back to the original citation in JSTOR) at this point will make it easier if you want to use EndNote later to generate a reference list for your research paper.

You might find a resource with no easy way to automatically export the reference to EndNote. In this case, you’ll need to enter the citation information manually. We’ll use this thesis as an example: 

To enter the citation manually, on the menu bar, click/tap Collect and choose New Reference. A blank New Reference worksheet should open, and you can enter the bibliographic information manually. Click/tap each empty space to enter the information. The partial screen capture below shows a manually imported reference from the above link. 

Once you’ve filled all the necessary fields, click/tap Save, and your reference will appear in the [Unfiled] folder. Once there, you can move the article to the proper group by using the Organize menu (find out more in this guide’s Organizing References section). 

Note!! If you are using EndNote to create an auto-generated reference, please make sure that you have entered all the required information for the bibliography. The quality of the reference you create depends on the quality of the information you provide.

Here are the steps for importing references from SciFinder to EndNote. You’ll need to use the Tagged (*.txt) file format rather than the .ris format common with other databases such as JSTOR and ScienceDirect.  

  • Perform your article search in SciFinder.
  • Select the articles you want to export (see Example #1 below).
  • Click/tap the Export link at the top right (see Example #2 below).

 

  • In the new Export window that just opened:
    • (a) Under the Export column, choose Selected (unless you want to export all search results or articles within a certain range)
    • (b) Under the For column, select “Tagged Format (*.txt)” 
    • (c) Under Details, you can leave the filename as it is, or rename the file so you can better recognize it when you export to EndNote. In this case, I’ve renamed the file “Kombucha.”
    • (d) When you are ready to export your file, click/tap the Export button at the lower right-hand corner. 

  • Once you see that your .ris file has been downloaded, navigate to EndNote and:
    • (a) In the menu bar, click/tap Collect.
    • (b) Select Import References.
    • (c) Click/tap the “Choose File” button and select your recently downloaded .txt file (you may need to navigate to the download folder on your computer/device).
    • (d) Choose the database (in this case, SciFinder (CAS)).
    • (e) Use the drop-down menu to choose an existing file folder in your EndNote, create a new folder, or select “[Unfiled]” from the To: field. In this case, I’ve chosen a folder (also called Kombucha) that I created earlier.
    • (f) Click/tap Import to save the reference in your EndNote.

 

Below are a few articles in my Kombucha folder within EndNote. 

EndNote - Importing References from SceinceDirect

EndNote - Using Capture Reference

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