EndNote Basic

Preselect your favorite import filters

1. From Collect tab, select Import References.
2. Click Select Favorites (to right of Import Options).
3. Choose your favorites (use Ctrl+click to select more than one).
4. Copy to Favorites.

Citations or references can be added into your EndNote Basic account several ways:

1. Import references from databases (instructions for specific Library subscribed databases are listed below).
2. Add a new reference manually (complete the form under the Collect tab/New Reference link).
3. Online Search (choices Library of Congress (searches the Library of Congress catalog), National Library of Medicine (searches the NLM Library Catalog), PubMed). - not a recommended step in  most instances as it will not give access to features available in the search native search interface,
4. Install the Capture Reference tool (available under the Downloads option - you will need to drag to the browser Bookmarks bar)
   1. If using Chrome, go to the Google Chrome webstore, search for EndNote to locate the Capture EndNote Reference, then click Add To Chrome.                                     


 

If a record MUST be added manually, keep formatting consistent and avoid abbreviations. 

1. From the Collect tab, select New Reference.
2. Select the Reference Type (default is the Generic type).
3. Complete the Bibliographic Fields as appropriate to your citation (Note: an editing box will open on each field, as information is added).
4. Tab to each field to continue.
5. Click the arrow next to Groups at the bottom of the page to select the group you want to save the reference in.
6. Click Save when information has been entered

If you have RIS files from database search results, they can be imported into EndNote Basic.

Method 1:

1. Click on the RIS file.
2. EndNote Basic should launch.
3. Log into your EndNote Basic account.
4. Find the references in the Unfiled folder.

Method 2:

1. After logging into EndNote, click the Collect tab.
2. Select Import References.
3. Choose File: Navigate to the saved RIS file on your computer and select it
   Import Option: Choose Refman RIS
   To: Choose which group (folder) you want the references to save to
4. Click Import.

From the CINAHL search page -

1. In your search results, select references by clicking the folder icon to the right of the title.
2. The right side of the screen will have a  section "Folder has items". Click Folder View.
3. Click Export.
4. Change the "Save citations to a file formatted for" to Direct Export in RIS Format
5. Click Save
6. An RIS file will be downloaded (most likely to your downloads folder). You may see it in the bottom of your browser, depending on which browser you use.

To import into EndNote Basic:

1. After logging into EndNote Basic, click the Collect tab
2. Select Import References
3. Choose File: Navigate to the saved ris.ris file on your computer
   Import Option:  Refman RIS
   To: Choose which group (folder) you want the references to save to
4. Click Import.

From the PubMed search results:

1. Select references by clicking checks next to the desired references.
2. Click "Send to:
   Select Citation Manager
   Click Create File. 
3. An .nbib file will be downloaded (most likely to your downloads folder) You may see it in the bottom of your browser, depending on which browser you use.

To import into EndNote Basic:

1. After logging into EndNote Basic, click the Collect tab
2. Select Import References
3. Choose File: Navigate to the saved.nbib file on your computer and select it
   Import Option:  PubMed (NLM)
   To: Choose which group (folder) you want the references to save to
4. Click Import.

From the Ovid Medline search results -

1. Select references by clicking checks next to the desired references.
2. Click Export from Ovid's Results tool bar (at the top and bottom of the results page).
3. On the Export Citations screen:
   ​Format: RIS
   Fields: Citation, Abtract is default. Consider changing to Complete Reference or Citation, Abstract, Subject Headings
   Include: Remove check next to Search History
4. Click Export 
5. An RIS file will be downloaded (most likely to your downloads folder). You may see it in the bottom of your browser, depending on which browser you use.

To import into EndNote Basic:

1. After logging into EndNote Basic, click the Collect tab
2. Select Import References
3. Choose File: Navigate to the saved ris.ris file on your computer
   Import Option:  Refman RIS
   To: Choose which group (folder) you want the references to save to
4. Click Import.

From Google Scholar results:
Note: results must be saved one at a time.

1. Under the reference click the " icon.
2. At the bottom of the window select "RefMan"
3. An RIS file will be downloaded (most likely to your downloads folder). You may see it in the bottom of your browser, depending on which browser you use.
4. Log in to your EndNote Basic account. 
5. From Collect tab, select Import References.
6. File:  (the file you just created)
7. Import Option:  Select Refman RIS
8. Import To - Select Folder (previously named, unfiled or name a new folder).

Note: You can saved your preference for the RefMan choice in the settings. This will add "Import into RefMan" under the citation which will save a step in the download process.

To save your default citation manager choice:

1. In Google Scholar, go to settings (the 3 horizontal lines on top of each other aka "hamburger" menu).
2. Click Settings.
3. Under Bibliography manager, click the radio button next to "Show links to import citations" and change the into menu to RefMan.
4. Click Save.

From the WorldCat search results page -

1. Select references.
2. Select Export from WorldCat's Results tool bar (near bottom of page).
3. Export To - select EndNote
4. Click Export.
5. Save, and name the file.
6. Log in to your EndNote Basic account. 
7. From Collect tab, select Import References.
8. File:  (the file you just created)
9. Import Option:  Select WorldCat (OCLC).
10. Import To - Select Folder (previously named, unfiled or name a new folder).

Note:  this will enable direct downloads from database(s) to EndNote online.

• Log into your EndNote Basic account, click Download Installers link at the bottom of any page.
• Under Firefox Extension, click Windows/Macintosh link, then Install Now when prompted.
• Select Run if prompted to confirm publisher (installation should launch).
• If prompted, select Yes to direct export files into EndNote online.
• If not prompted, from the Firefox Tools menu, select Add-Ons, locate the EndNote Capture, then click Options.  
• Click the box to Redirect MIME types for direct export, then click OK.
• Click the Firefox Restart button or reboot your computer.