EndNote X9

To Create a New EndNote Library:

1. Open EndNote.
2. Select File and New and save your library

Tip: Consider saving all of your EndNote Libraries in one folder, on a shared network drive. This will help you find your EndNote ​Libraries again. Saving them on a shared drive will ensure that they are backed up.)

Click here to view screenshot of step 2

3. Please note! When you create an EndNote Library, two files are created. The .enl file is your EndNote Library. The .Data file stores your PDFs. These two files must stay together! 

​Tip: If you want to move your Library to another drive on your computer, be sure to move both files.

To Add References from PubMed to EndNote:

1. Open the EndNote Library you would like to add your reference to.
2. Find your article/s in PubMed, and select the articles you wish to download by checking the boxes next to the article titles.
3. Click on Send to, Citation manager, Create File.

Click here to view screenshot of step 3

4.Your reference should automatically download to EndNote. (Tip: Your browser may take you through one extra step. In Firefox, you will Open File, in EndNote X9. In Internet Explorer you will Open File.) 

Video Instructions

Using a Different Database? Check out these videos on exporting:

• Google Scholar to EndNote
• Ovid Medline to EndNote
• Scopus to EndNote

To Add a Manual Reference (a book or website) to Your Library:

1. Select References, New Reference.
2. Select Reference Type

(Tip: Choose Book Section for a book chapter)

Click here to view screenshot of steps 1 & 2

3. Enter the applicable fields (i.e. Author, Title, Date, etc.) 
4. Once you've filled in the fields, click on the small X in the upper right-hand corner of EndNote to close the record. The record will automatically save. 

Tips:

• *If you are entering an author's name the correct way is last name, first name Ex: Doe, Jane
• *If you are entering a webpage, be sure to include the URL and Access Date.
• *If your author is an organization (i.e. American Cancer Society) enter the organization’s name into the Author field and be sure to put a comma after the name of the organization (.i.e. American Cancer Society,)   

Video instructions

To Download References Directly Through EndNote:

1. In EndNote, switch to the Online Search Mode by clicking on the globe/world icon.
2. Select PubMed (NLM).
3. Enter the beginning of the title and the author’s last name and select Search. (Tip: You don’t have to search for the whole article title. Sometimes EndNote can get hung up on a sign or symbol (i.e. +, ~, -). You can also search for the year. )

Click here to view screenshot of steps 1-3

4. Select the reference/s you would like to add to your library and click on the button to Copy to Local Library.

Click here to view screenshot of step 4

Video Instructions

You can import publisher-created PDFs into EndNote and, in many cases, EndNote will create a reference in your EndNote library at the same time. (Feature available in versions X4 or later.) EndNote can extract the reference information using its Digital Object Identifier (DOI). If the DOI is not present the PDF will be imported, but you will need to do extensive editing of the reference information.

To Import PDFs with References into EndNote:

1. Open your EndNote library and click File.
2. Click Import, then File. Choose the PDF or file of PDFs that you wish to import.
3. Choose PDF as your import option. Click the Import button.

To Download References from Google Scholar:

Click here to view screenshot of step 3

Click here to view screenshot of step 4

Click here to view screenshot of step 5

1. Open the Endnote Library you would like to export references to.
2. Go to www.scholar.google.com
3. Go to Settings. (Settings are located in the top right-hand corner)                                                           
4. Select Show links to import citations into Endnote and choose Save.
5. Search Google Scholar, and download your citation by selecting the Import into EndNote button. (Tip: In Internet Explorer, choose Open and the citation will download. In Firefox, you will choose Open With and EndNote.).
6. Once you've downloaded the reference, check the reference in EndNote to ensure that the information is complete. Sometimes the Publisher or Place Publisher is missing. You can simply add or correct this information in your library reference.

Video Instructions

To Add References from Ovid Medline:

1. Go to Ovid Medline.
2. Perform your search in Medline.
3. Select the articles you wish to add to EndNote by checking the boxes next to the article titles. You can select up to 200 at a time.
4. Click on the Export button.

Click here to view screenshot of steps 3 & 4

5. Enter the applicable fields (i.e. Author, Title, Date, etc.) 

Click here to view screenshot of step 5

6. Once you've filled in the fields, click on the small X in the upper right-hand corner of EndNote to close the record. The record will automatically save. 

Video Instructions