EndNote guide
• What is EndNote?
• Saving from:
PubMed
Ovid MEDLINE
Web of Science
Scholars Portal Search (i.e. PsycInfo)
Scopus
webpages
• EndNote – UTL Catalogue Connection Settings
• EndNote X3 – Find Full Text Settings
• Importing from EndNote to RefWorks
• Exporting from RefWorks to EndNote
• EndNote online tutorials
• EndNote help at the Gestein Library
• Where can I get EndNote?
What is EndNote
Software tool for:
-
downloading references from many journal article databases
-
citing references as you write
-
automatically formatting a bibliography at the end of the paper in the correct style of over 1,000 scientific and medical journal formats
-
generating a reference list from the citations in your EndNote library
-
maintaining a database of references and citations
-
linking to pdf's and url's
Saving from PubMed to EndNote
(PDF print version)
• search topic
• choose citations
• change DISPLAY to MEDLINE
• send to file
• save file
• go to File then Import
• find the file name
• choose the correct filter - PubMed (NLM) National Library of Medicine
Saving from Ovid MEDLINE to EndNote
(PDF print version)
From within Ovid MEDLINE: watch video (3:17 min from Yale Univ) • search topic
• choose citations
• from the sidebar under Results Manager choose:
• Complete Reference
• Direct Export
• Save
Saving from Web of Science
• search topic
• choose citations
• submit citations “add to marked list” then choose option Marked list
• choose fields to be included from the page heading Output Options
• choose Field Tagged
• choose Export to Reference Software
• choose Export button on the following page
• go to EndNote – Show all References from the References option to see the entire list of references in your EndNote Library.
Saving from Scholars Portal (i.e. PsycInfo and other databases)
(PDF print version)
• search topic
• choose citations
• choose Save / Print / Email
• choose full format
• choose Text for the Document Format
• choose Bibliographic Style – AMA or other style (This will not
interfere with the format style in your End Note Library or in the
paper you are writing)
• choose PC or Mac for the File Format and Save
• choose File and then Import
• find the file name
• choose the correct Import Filter – CSA is the Provider – Choose PsycInfo
Saving from Scopus
(PDF print version)
• search topic
• choose citations
• choose Output
• choose Export
• select options from Citation Output Information
• choose Export
• choose File and then Import
• find the file name
• choose the correct Import Filter – Multi-Filter Special – this is one of the default filters provided by EndNote
Saving from Web pages
(PDF print version)
• certain Web sites contain a download button that will send your
search results directly to EndNote - pick the correct import option,
and start the import process automatically
• choose the EndNote library into which the data should be imported
• this “direct export” or “direct download” method does away with the
additional steps of saving the references to a text file, and then
importing that file with the appropriate filter
watch video (Google Scholar to EndNote) (1:20 min Univ at Buffalo)
EndNote – UTL Catalogue Connection Settings
(PDF print version)
- Edit
- Connection Files
- open Connection Manager
- Under Name – U of Toronto
- Under Information Provider – Library Catalogs
- choose Edit

Note - An AUTHOR FIELD search from within EndNote may only find records where the name is the FIRST author listed. If a book has more than one author, and your author is not the first name listed, records with that specific author may not be found. To rectify this, do an ANY FIELD search to be sure you are catching all occurrences of an author’s name
.
EndNote X3 – Find full text settings
Click here to read about finding full text settings using EndNote x3.
Importing from EndNote to RefWorks
(PDF print version)
• choose the End Note Library to send to RefWorks
• choose the references to send to the RefWorks
• create a new library and copy the references into that File
• give the new library a name
• choose References Tab
• import EndNote V8+ Database
• this opens a new window
• browse to find the End Note Database you wish to send to RefWorks
• choose which folder the Imported References will be in [Optional]
• click Import button
Exporting from RefWorks to EndNote
• choose references
• add to My List option
• View My List
• under Reference choose Export
• choose ‘my list’ or other options
• choose Export Format – Bibliographic Software [EndNote, Reference Manager, ProCite]
• Export to Text File button
– RefWorks will save the file as [name of your RefWorks account]-Export.txt
• File
• Import
• choose the text File
• choose Multi-Filter Special as the Import Filter
• Import Button
• references will appear in a separate window
• References
• Show All References to view existing references along with the newly imported references
EndNote online tutorials
EndNote help at the Gerstein Library
• contact Dana Kuszelewski (email: dana.kuszelewski@utoronto.ca, tel: 416.978.2340) for additional EndNote classes or to ask EndNote related questions.
• EndNote is not installed on the public computers within the library.
Where can I get EndNote?
EndNote can be purchased at the University of Toronto Computer Store. University of Toronto students with a current T-card may qualify for a discount.
EndNote is not installed on the public computers within the library.


