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

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.

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

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.