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EndNote: 2. Direct Export from databases

A guide to using EndNote 20

Tips

If you have a Mac use Firefox (free download) to export or import references to EndNote.

Safari, the default Mac browser, requires extensive changes to work seamlessly with EndNote. Google Chrome may also require some adjustments.

 

Adding references directly from databases

Direct export of references from databases

Most databases have a Direct Export function that will export a reference into your EndNote library. The steps and terminology may differ slightly. Here is a general outline of the basic steps required by most databases:

  1. Select the references you want to export using the tick boxesAdd to Folder or Mark Records option.
  2. Look for a way to export your selected references:  Export, Export to reference manager, Direct Export, Output or sometimes even Save Citation.
  3. You may need to choose an output method for EndNote or a RIS format.
  4. Then Save, Export, Download or Open.
  5. EndNote will open (you may need to select your library) and the references will appear in the temporary window. 

 Mac users: With Safari the exported references will appear in the Downloads folder. Drag and drop the file into the EndNote icon on the dock. 

Note: If you minimize your library before you try to export from Firefox it will not work. You need to leave the library open and not minimized for it to directly import into the open library. See here for more information.

 To learn how to import references from databases without direct export options see

Importing text files using filters.                                                                                                                       o

 

Note: If you are experiencing problems with the Direct Export option from databases see the Problems tab above.

 

Ovid (MEDLINE, Embase, Emcare, JBI, PsycINFO)       

  • Tick the references you want to export to EndNote.                             
  • Click on Export and a dialogue box will appear.

 

                                     

 

  • Choose Export To EndNote from the drop-down menu.
  • Choose the reference format (e.g. Complete Reference).
  • Click on Export.
  • EndNote will open and the reference(s) will appear in the Imported References window.                        

 

Note: If using Microsoft Edge the exported citations will first appear at the top right corner of the page.

              Click on the download to Open. The first time you open a export file, you may receive this error message

                     

  • To fix this error, click on the open file location folder

                     

  • Right click on the file and select Open with

                     

  • Then select Endnote from the suggested programs. Click OK

           

 

  • JBI downloads will then open 'Choose an Import Filter' box > Joanna Briggs Institute:   

           

                

 Mac users: With Safari the exported references will appear in the Downloads folder. Drag and drop the file into the EndNote icon on the dock.                    

  Note: If you minimize your library before you try to export from FireFox it will not work. You need to leave the library open and not minimized for it to directly import into the open library.   

PubMed

  • Tick the references you want to export to EndNote.

  • Click on Send to
  • Choose Citation manager
  • Click Create File
  • EndNote will open and the references will appear in the Imported References window.
  • If using Microsoft Edge the download will appear at the top right corner > click to open in EndNote.

                                                     

Note:

  • With Macs and Firefox you might be prompted to Open or Save the file - choose Open > Browse.
  • Highlight the EndNote icon > OK > OK .
  • Endnote will open and Choose an Import Filter box will appear.

                                                           

  • Scroll down and highlight PubMed (NLM) > Choose.
  • The references will appear in EndNote imported references.                  

 Mac users: With Safari the exported references will appear in the Downloads folder. Drag and drop the file into the EndNote icon on the dock. 

Note: If you minimize your library before you try to export from Firefox it will not work. You need to leave the library open and not minimized for it to directly import into the open library.

ScienceDirect

  • Select the references you want to export to EndNote.

 

  • Click Export (top of results).
  • A dialogue box will drop down.
  • Select Export Citation to RIS.
  • The following prompt will appear: 

    

                      

  • Click Open and the references will appear in the imported references pane in EndNote.

 

 Mac users: With Safari the exported references will appear in the Downloads folder. Drag and drop the file into the EndNote icon on the dock. 

Note: If you minimize your library before you try to export from FireFox it will not work. You need to leave the library open and not minimized for it to directly import into the open library.

1.  Direct export of Google Scholar reference with  (via Library website) - one reference at a time.

  • Search Google Scholar

   

  • Click on Cite under the reference (citation) you want to export. A Cite box will open.

                                  

 

  • Click  EndNote > Select open: 

 

  •  The reference will appear in the temporary Imported References view in EndNote

 

 Mac users: With Safari the exported references will appear in the Downloads folder. Drag and drop the file into the EndNote icon on the dock. 

NOTE: If you minimize your library before you try to export from FireFox it will not work. You need to leave the library open and not minimized for it to directly import into the open library.

NOTE: Direct Export from Google Scholar is limited to the citation only - no abstract or URL / DOI links. You can try clicking on the Find it@WNHS link or the article title, which will take you to the database / online journal to see if that export function includes the abstract & links.


2. Direct export of multiple references from Google Scholar accessed from the Internet  - No 

This requires you to create a Google Account which you cannot do using the Google Scholar link on the Library website.

  • Access Google Scholar via the Internet > create a free Google account and Sign in
  • Conduct a search > save citations to My library by clicking the star icon on the required citations
  • click My library to see saved citations

                                

  • At each step you will be prompted as to label the article. Click Done.

          

  • In My library tick the references you want to export to EndNote. Click Export all > EndNote

          

  • Click on Open when prompted.

   

  • The references will appear in the temporary Imported References view in EndNote.

NOTE: Direct Export from Google Scholar is limited to the citation only - no abstract or URL / DOI links. 

                 

Problems with Direct Export

EndNote uses filters to pull records from databases into EndNote. If you experience problems with transferring records from databases you need to update these filters.

PubMed 

MEDLINE

Embase

PsycINFO

  • Click on the link, then choose Download Filter. Click on Open when the file download prompt appears.
  • The file will open in EndNote.
  • In EndNote go to  > File > 'Save As' > remove the word copy  > save
  • The new filter will then overwrite the outdated file in EndNote.  
  • Close the filter file by clicking File > Close Filter.
  • On WA Health PCs the new filter will be saved in the My Documents section of the directory and EndNote will make use of them from there: 


    \hdwa.health.wa.gov.au\users\Home-###\he#####\EndNote\Filters

  • If you are installing the new files on a home PC or Mac, you can copy them directly into the appropriate EndNote program folder (for filters).

 MAC usersSelect your required filter, control-click and choose Save Linked File to "Downloads"The filter will now appear in your "Downloads" drag the filter file into your Filters folder. Located HD\Applications\EndNote\Filters