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EndNote: Working with databases

Introduction

The tabs below provide step-by-step instructions for adding individual and bulk records to EndNote from some of our most popular database platforms. Read General Tips for more information on where to find instructions for your particular database, different browsers and computer software.

Library databases and supported export methods

Exporting references to EndNote

The majority of databases allow records to be exported to EndNote using the direct export function, which involves selecting and sending records to EndNote as you are searching a database.

Although connection files and import filters are included in the customised installation of EndNote at Monash, direct export from a database via its “native” interface provides the most effective and comprehensive results and we highly recommend this method.

  1. As the saying goes “rubbish in, rubbish out”. Records exported from databases to EndNote are not always perfect. After exporting, always check for any errors which may include authors transposed, capitalisation, missing DOIs, etc.
  2. Variations to the included instructions (created using Windows and Google Chrome).. For MAC users (Safari), and Windows users who may be using alternative browsers such as Internet Explorer, Microsoft Edge or Mozilla Firefox there may find some differences in how or where files load.
  3. It is a good idea, when first using direct export for each database, to select the command to ‘always open RIS files with EndNote’. This will save extra steps in the future. The instructions for each database assume that this option is selected.

                     endnote-open-files

       4. Especially with bulk downloads, you may want to group the exported records within your library- see Create new groups in the                          EndNote quick start tutorial.

       5. If you have further questions or a database is not listed, contact your librarian for advice.

 

The list below may help to navigate to the relevant database/platform instructions you need:

Direct export of records from ARTStor 

Unfortunately EndNote and ARTStor are no longer compatible. You can manually add references into Endnote for this database. See our EndNote quick start tutorial about manually adding references to EndNote. Alternatively, EndNote Online has a reference capture tool that works with this database.

Direct Export records from CAB Direct

The following instructions apply to the CAB Direct databases CAB Abstracts and Global Health.

Selected records

  1. Create a search in CAB Direct
  2. Mark individual records you wish to export to EndNote using the check boxes to the left of each record
  3. Click on the Download or export selected records icon amongst the Actions
  4. In the Export Citation list pop up ‘Export to’ File
  5. Under ‘Records to Export’ select Selected records only
  6. ‘Export format’ should be RIS and choose your preferred ‘Citation format’
  7. Click on Export
  8. Records imported into your EndNote library are displayed in Imported References.

Bulk export

Maximum download: Up to 1000 records at a time.

  1. Create a search in CAB Direct.
  2. Click on the Download or export selected records icon amongst the Actions
  3. In the Export Citation list pop up ‘Export to’ File
  4. Under ‘Records to export’ select Range eg 1 – 200. Nominate your range
  5. ‘Export format’ should be RIS. Choose your preferred ‘Citation format’
  6. Click on Export.
  7. Records imported into your EndNote library are displayed in Imported References.

More info

Direct Export records from Cochrane

The following instructions apply to Cochrane databases on the Wiley platform.

See Ovid instructions for other Cochrane databases eg. Cochrane database of systematic reviews 

  1. Create a search in Cochrane Library 
  2. Mark individual records you wish to export to EndNote using the check boxes to the left of each record 
  3. Click on Export selected citation(s) 
  4. In the Export Citations pop-up, select RIS(EndNote) 
  5. Include abstract if you prefer
  6. Click Download. 

Records imported into your EndNote library are displayed in Imported References.

Bulk export

Maximum download: Unlimited

  1. Select All at the top of the results list
  2. Click on Export selected citation(s) 
  3. In the Export Citations pop-up, select RIS(EndNote) 
  4. Include abstract if you prefer
  5. Download. Cochrane will generate a .ris file 
  6. Go to EndNote and select File > Import > File. Locate the .ris file that you’ve just downloaded
  7. Change the Import Option to RefMan (RIS)
  8. Click Import
  9. Records imported into your library are displayed in Imported References. 

More info

Direct export of records from EBSCO

  1. Create a search in one of the EBSCOhost research databases
  2. Mark individual records you wish to export to EndNote by clicking the folder icons to the right of each record
  3. Click the Folder icon at the top right of the window. Your selections will display in the Folder Contents window. Select all or mark individual records to export using the check box to the left of each record
  4. Click Export. The Export Manager page displays. 
  5. Ensure that Direct Export in RIS format is selected. You can opt to Remove these items from folder after saving
  6. Click Save
  7. Records imported into your EndNote library are displayed in Imported References.

Bulk export

Maximum download: 25,000 records

  1. Create a search in one of the EBSCOhost research databases
  2. At the top of your search results, to the right, click Share. From the dropdown menu, under Export results: click Email a link… 
  3. Enter your e-mail address in the Email to: field, enter a subject line, and select RIS Format
  4. Click Send
  5. A link will be sent to your email account. (It may take a few minutes to arrive)
  6. From the email, click the link to download the .ris file
  7. Double click the file to export the records into EndNote
  8. Records imported into your library are displayed in Imported References. 

More info

Direct export of records from EI Engineering Village

The following instructions apply to the suite of EI Engineering Village research databases.

Selected records

  1. Create a search in EI Engineering Village
  2. Mark individual records you wish to export to EndNote using the check boxes to the left of each record
  3. Click on the Download this record dropdown arrow above the results
  4. In the Download record(s) pop up under ‘Location’ select My PC, under ‘Format’ select Endnote
  5. The RIS File name defaults to Engineering_Village (which you can change if you prefer) 
  6. Select ‘Remove selected records after download (My PC only)’
  7. Click on Download record(s)
  8. Records imported into your EndNote library are displayed in Imported References.

Bulk export

Maximum download: 500 records as direct export. 1000 records as a CSV file.

  1. Create a search in EI Engineering Village.
  2. Change ‘display of results per page’ from 25 to 100
  3. Click on the downward arrow to the right of the Select records icon above the results. Choose ‘Select all records on the page’ from the dropdown menu. Do this for up to 500 records maximum
  4. Click on the Download this record dropdown arrow above the results
  5. In the Download record(s) pop up under ‘Location’ select My PC, under ‘Format’ select Endnote
  6. The RIS File name defaults to Engineering_Village (which you can change if you prefer) 
  7. Click on Download record(s)
  8. Records imported into your EndNote library are displayed in Imported References.

More info

Direct export of records from Emerald

  1. In the Search Results screen, select required records by clicking the adjacent check box
  2. In the For selected items menu (at the top of the results list) choose Download citation
  3. Choose EndNote as the Format
  4. Click Download article citation data
  5. A file of the selected records is created:
  • in Chrome, click the file  
  • in Internet Explorer, click Open
  • in Firefox, choose Open with ResearchSoft Direct Export Helper and click OK

Note: Author names in the exported records show as, First Name, Family Name (i.e.  the reverse of the normal Author field order) so manual editing of each record is necessary.

Direct Export records from Factiva

Unfortunately EndNote and Factiva are no longer compatible. You can manually add references into Endnote for this database. See our EndNote quick start tutorial about manually adding references to EndNote. Alternatively, try another newspaper database such as Newsbank (see our Newspapers guide for more information) or EndNote Online has a reference capture tool that works with this database.

Direct export of records from Gale databases

1.    Select required records as you view them by clicking Save in each record
2.    Click More in the toolbar at the top of screen, then My Folder
3.    Click Citation Tools, in the Export To: dropdown menu select EndNote
4.    Click Export, then:

  • in Chrome, click the resulting file  
  • in Internet Explorer, click Open
  • in Firefox, choose Open with ResearchSoft Direct Export Helper and click OK

5.    EndNote activates and the records will import into your default library. In some instances you may first be prompted to specify the target library.

Direct export of records from Google Scholar

  1. Open Google Scholar from the Library databases menu
  2. Click Settings at the top of the screen
  3. In Bibliography manager, click the button for Show links to import citations, and select EndNote from the drop-down list. Click Save
  4. The Google Scholar search box is displayed. Perform a search
  5. Each item in the results list now includes an Import into EndNote link. Click the link to create a file for that item, then:
  • in Chrome, click the resulting downloaded file
  • in Internet Explorer, click Open
  • in Firefox, choose EndNote 8 (Bld 8156) (default) and click OK

        6. ​​ EndNote activates and the records are imported into your default library. Otherwise you will be asked to specify the target library.

Direct export of records from Hein Online

  1. Select required records in the search results by ticking the adjacent boxes.
  2. Click Save/Email
  3. Click Enter Into Research
  4. To view your saved bookmarks (selected records) click here
  5. At the top of the bookmarks list, click Check All, in Options select Export to Endnote (Journal Articles), and click Submit, then:
  • in Chrome, click the resulting file
  • in Internet Explorer, click Open
  • in Firefox, choose Open with ResearchSoft Direct Export Helper and click OK.
  1. EndNote activates and the records will import into your default library. In somes instances you first be prompted to specify the target library.

Direct export of records from Informit databases

These instructions describe how to download references from the following INFORMIT databases

  • A+ Education
  • AFPD : Australian Federal Police digest
  • AGIS Plus Text
  • Australian Public Affairs - Full Text
  • CINCH : Australian criminology database
  • ENGINE : Australian engineering database
  • Family & society plus
  • Health Collections
  • TVNews


1.    In the Results list, select (mark) required records by clicking the adjacent check box
2.    At the top of the Results, click Save to display the Save Records screen
3.    Select  Marked Records;  for Fields to Save, choose Complete Record;  for Output Format,
choose EndNote Direct.
4.    Deselect Search History (Include search history in output), and click Save
5.    Open the resulting file

  • in Chrome, click the resulting downloaded file  
  • in Internet Explorer, click Open
  • in Firefox, choose Open with ResearchSoft Direct Export Helper and click OK

6.   EndNote activates and will import the records into your library, otherwise you will be asked to specify the target library.


Note: Some Informit databases work better than others in accurately transferring the record fields in an EndNote library. It may be necessary to edit some references.

Direct export of records from JSTOR

  1. In the results list, select required records by clicking the adjacent check boxes
  2. In Citation tools at the top of the results list, click Export
  3. In Select a format:, click RIS file, then:
  • in Chrome, click the resulting downloaded file
  • in Internet Explorer, click Open
  • In Firefox, choose Open with ResearchSoft Direct Export Helper and click OK

       4.  EndNote activates and will import the records into your library, otherwise you will be asked to specify the target library.

Importing Libraries Australia records via a Monash-configured connection file

There is no direct export function for the Libraries Australia database. Following the instructions below, install the Monash connection file in EndNote, and use it to access Libraries Australia, then search for, and import records, from within EndNote.

  1. Click the link for the Libraries Australia connection file at the bottom of this page. Open the downloaded file. It will open in EndNote
  2. Click File > Save As…, and save the file
  3. Click File > Close connection
  4. In the EndNote library, click Tools > Online Search. The Choose a connection menu opens, with the saved connection file highlighted. Click Choose. This will add the file permanently to your library's Online Search menu..
  5. Note in the toolbar you will have changed from local library mode (signified by the “books” icon) to the Online Search mode (“globe” icon). EndNote icons. The Libraries Australia connection file is highlighted. A connection has been established with Libraries Australia, signified by the Search Remote Library message in the search panel.
  6. Click the filename specified at Step 2 to open the Search Panel.
  7. Enter search terms, e.g.  gender AND developing countries AND thesis. 
    Endnote libraries australia search box
  8. Click Search. When the Confirm Online Search box appears, click OK to view the references in EndNote.
    Endnote libraries australia results
    Note that these references will be added as a temporary set in your EndNote library. To retain them permanently, select the references you wish to keep, click References > Copy References to and choose the name of your EndNote library from the list.
  9. To return to the local library mode click the “books” icon (depicted in Step 5)

To use the connection file on subsequent occasions, select the online search mode, and click the Libraries Australia connection file in the Online Search menu.

Monash Library Search provides two options for interacting with EndNote: direct export and via connection files.

Option A.  Direct export of records from Library Search - multiple records

  1. In the results list, select required records by clicking the pin icon beside each record title- it will change to yellow
  2. Click the "Go to my favorites" pin icon at the top right corner of the screen to review the list you have created. Tick the items you wish to export.
  3. Click the "Push to" actions icon (...) in the My Favorites toolbar, click EndNote Desktop (RIS), then Download.
  4. If a Push to RIS (Import to Citation Manager) window displays, click OK to accept the default settings.
  5. When the .ris file appears, open it. Alternatively, open it from your Downloads folder. 

EndNote activates and either the records will import directly into your library, or a Choose an Import Filter window displays. In this case, scroll to and highlight RefMan RIS, then click Choose to import the records.

Option A.  Direct export from Library Search for a single record

When displaying the record, in the Save as toolbar, click Endnote Desktop (RIS)

Option B.  Importing Monash Search records via a Monash-configured connection file

Following the instructions below, install the Monash connection file in EndNote, and use it to access Libraries Australia, then search for, and import records, from within EndNote.  

Generally searching via connection files is not as comprehensive as searching the same database directly (for example, the Search connection file will not pick up records for e-books, articles and other online resources). However the Search records that are imported via the connection file are more complete than those produced by direct export.

  1. Click the link for the relevant Search connection file at the bottom of this page. Open the downloaded file. It will open in EndNote
  2. Click File > Save As…, and save the file
  3. Click File > Close connection
  4. In the EndNote library, click Tools > Online Search. The Choose a connection menu opens, with the saved connection file highlighted. Click Choose. This will add the file permanently to your library's Online Search menu.
  5. Note in the toolbar you will have changed from local library mode (signified by the “books” icon) to the Online Search mode (“globe” icon). EndNote icons. The Search connection file is highlighted. A connection has been established with Search, signified by the Search Remote Library message in the search panel.
  6. Click the filename specified at Step 2 to open the Search Panel.
  7. Enter search terms, e.g.  gender AND developing countries AND thesis. 
    Endnote libraries australia search box
  8. Click Search. When the Confirm Online Search box appears, click OK to view the references in EndNote.
    Endnote libraries australia results
    Note that these references will be added as a temporary set in your EndNote library. To retain them permanently, select the references you wish to keep, click References > Copy References to and choose the name of your EndNote library from the list.
  9. To return to the local library mode click the “books” icon (depicted in Step 5)

To use the connection file on subsequent occasions, select the online search mode, and click the Search connection file in the Online Search menu.

Direct export of records from Newsbank

  1. Select required records by clicking Add to My Collection
  2. In the toolbar, click My Collection to display the selected records
  3. Point to Export and then click Export Citations into Software. The records are displayed in the format required for export into EndNote.   
  4. Highlight the records (do not include the instructional text at the top of the page). Copy the highlighted records.
  5. Open Notepad and paste the records into Notepad.  Save the file as filename.ris , e.g. on the Desktop.
  6. Locate filename.ris and double click it. EndNote is activated. If the records do not transfer automatically, you will be asked to choose an import filter. Scroll the import filter list and select RefMan RIS, then click Choose.

Direct export of records from OCLC 

1.    In the results list, select required records by clicking the check box next to each title
2.    Click Export
3.    Select Export: Marked records in this search and Export to: EndNote
4.    Click the Export button, then:

  • in Chrome, click the resulting file  
  • in Internet Explorer, click Open
  • in Firefox, choose Open with ResearchSoft Direct Export Helper and click OK

5.    EndNote activates and the Choose an Import Filter box appears
6.    Locate and highlight the Arts Humanities (OCLC) filter. Click Choose
7.    The records are imported into EndNote.

Importing records from OT Seeker

  • There is no direct export function for OT Seeker. Follow the steps below. 
  • Access OT Seeker from the Library Databases page. Note: there is a free “one off registration” required to use OT Seeker

1. Conduct your search. For one record, there is a direct “Export Reference” link on each of the articles in the results list. Click on it to export the reference into endnote.

2. For multiple records you can select your articles and then click the “View selected in full detail” link at the bottom of the page.

3. The details of the selected references will appear in a new screen

4. Choose ‘export references

5. A text file is then created.  Some minor edits need to be made to the content to ensure successful import into EndNote.  If you receive the following box ensure that you open the file in Notepad.

File dialogue box

6. In the text file delete the line TY  - JOUR at the beginning of each reference and add the line ER – at the end of each reference (leaving 2 spaces between the R and the dash)

txt file image

 

Edited txt file

7. Save the file as a .txt file on your computer and then import it into EndNote.  It should be imported as an RIS file.

Direct export of records from OVID databases

These instructions describe how to download references from the following OVID databases:

  • AMED (Allied and Complementary Medicine)
  • Biological Abstracts
  • EBM Reviews (all databases)
  • EMBASE
  • Health and Psychosocial Instruments
  • Journals@Ovid Full Text
  • OVID Medline
  • OVID MEDLINE in-process & other non-indexed citations (formerly Pre-Medline)
  1. Mark the records you wish to download
  2. From the tool bar above the records list, click Export. In the Export Citation Listwindow, select the following:
    • Export to: EndNote
    • Select Fields to Display: Complete Reference
    • Include: leave as default

       3.   Click Export Citation(s). EndNote should launch automatically or if not, choose the Open option when prompted. 

       4.  Select a library and click Open. The references should now be displayed in a separate Imported References group.

       Note: If prompted for a filter, select the appropriate filter for the database e.g. MEDLINE(OvidSP) for Medline.

Importing records from PEDro via filter file

Direct export is not available in PEDro.

  1. Perform a PEDro search
  2. Select the relevant records
  3. Display the selected records
  4. Email the selected search results to yourself
  5. Save the email message as a text file (for Mac users – copy and paste the email message into Microsoft Word and save as a plain text file with “insert line breaks” in the file conversion box)
  6. Import the saved text file into EndNote using the “Reference Manager (RIS)” import option in EndNote
  7. Check the imported records carefully to ensure imported data is in the correct fields. Some editing may be necessary

Direct export of records from Project Muse

1.    In the results list, select required records by clicking Save Citation below the thumbnail image
for the relevant records. The link changes to Citation Saved.
2.    Click Export Saved Citations (top left of screen)
3.    In Option 2: EndNote click Export to EndNote, then:

  • in Chrome, click the resulting file  
  • in Internet Explorer, click Open
  • in Firefox, choose Open with ResearchSoft Direct Export Helper and click OK

4.    EndNote activates and the records will import into your default library. In some instances you may first be prompted to specify the target library.

Direct export of records from ProQuest databases

  1. In the results list, select required records by clicking the adjacent check boxes
  2. In the toolbar at the top of the results list, point the cursor at Export/Save and in the displayed menu click “EndNote, Citavi, or Reference Manager”
  3. The Export/Save box will appear. Scroll down if necessary, and click Continue. A pop up window will follow:
  • in Chrome, click the resulting downloaded file 
  • in Internet Explorer, click Open
  • in Firefox, choose Open with ResearchSoft Direct Export Helper and click OK

        4.  EndNote activates and will import the records into your library, otherwise you will be asked to specify the target library.

Direct export records from PubMed

  1. Select desired references
  2. Click on the Send to link and choose the following options:
    • Choose Destination: Citation manager
    • Click Create File
    • EndNote should launch automatically or if not, choose the Open option when prompted.
  3. Select a library and click Open. The references should now be displayed in a separate Imported References group.

Import of records from SciFinder via filter file

  • There is no direct export function in SciFinder.

1. Mark the records you wish to download
2. Select Export in the upper right corner of your screen
3. With the Export dialog box open:

  • Export: choose Selected
  • For: Citation Manager: select Tagged Format (*.txt)
  • Details: File name: type an appropriate file name e.g. dopamine
  • Click Export

SCIFinder database export options

4. If you are using Internet Explorer

  • You will be asked "Do you want to open or save {file name} from scifinder.cas.org.ezproxy.lib.monash.edu.au?". Click Save as
  • Save this text file to a desirable drive, File name: e.g. {dopamine.txt} and Save as type: select Text Document (*.txt)
  • click Save

OR


4. If you are using Firefox

  • you will be asked "What should Firefox do with this file?"
  • select Save File
  • click OK

5. Click Sign Out to exit SciFinder
6. Switch to EndNote and select your EndNote library
7. From the EndNote menu bar, select File then Import, File…
8. An Import dialog box opens

  • Import data file: Choose File and select the text file from step 4 above
  • Import Option: pull down menu and locate the appropriate filter i.e. Other Filters, SciFinder (CAS)
  • Duplicates: leave as is, or select appropriate option from the pull down menu
  • Text Translation: leave option as No Translation
  • Click Import

9. The references should now be imported into your EndNote library.

Note: Check the references after you have imported from the database. Some references may need editing.

Direct export of records from Scopus

1.    In the results list, select required records by clicking the check box beside each record
2.    Click Export
3.    Select RIS Format (EndNote, Reference Manager) as the export file format, and All available
information from the Choose the information to export drop-down menu
4.    Click Export, then:

  • in Chrome, click the resulting file  
  • in Internet Explorer, click Open
  • in Firefox, choose Open with ResearchSoft Direct Export Helper and click OK

5.    EndNote activates and the records will import into your default library. In some instances you may first be prompted to specify the target library.

Exporting references from Taylor & Francis Online

You will need to export records individually.

  1. Click on the title of the article to open the full record.
  2. Under the title information, click Download citation.
  3. The Citation Manager window will open
  • Under Choose Format, check RIS (ProCite, Reference Manager). Under Include, check the level of information you wish to include in the reference.

        4.  Click Download citations

  • If you are using FireFox, choose Open with EndNote X9 and click OK to open it in EndNote.
  • If you are using Chrome, a .RIS file will be downloaded. Double-click on the filename (from the Downloads folder or saved location) to open it in EndNote.

       5.  The references should appear in the Imported References folder in EndNote.

Importing records from Trove via a filter file

  • There is no direct export function in Trove

  • Only one Trove record at a time can be imported into EndNote

Select a record and create a text file

1.    Open the required record. At the top of the record click Cite this
2.    Under Download, click EndNote XML
3.    The XML file will be displayed. Right click and select Save as.. . Give the file a meaningful name,
and save it to the desktop (or a folder that is easily accessible) as a text file (.txt)

Import the record

4.    In the EndNote toolbar click File > Import > File.. . The Import File box displays
5.    Click Choose, find the saved .txt file and click Open
6.    In the Import Option drop down menu, click EndNote generated XML. For Duplicates and Text
Translation, retain the default settings
7.    Click Import
8.    Check the imported records to see if editing is required.

Direct export of records from Web of Science databases

  1. Mark desired records (maximum of 500) by clicking the check boxes next the relevant records (or click Select Page)
  2. Click the Add to Marked List button
  3. When ready to export, click the Marked List link (top right of screen)
  4. The Output Records box displays, and at Step 1 the All records in this list should show as selected.
  5. At Step 2, click Select All fields, to export the entire record in each case
  6. At Step 3, select Save to EndNote desktop
  7. EndNote should launch automatically, and the records display in your library (you may be prompted to select the library). Otherwise a file will be produced:
  • in Chrome, click the resulting downloaded file  
  • in Internet Explorer, click Open
  • in Firefox, choose Open with ResearchSoft Direct Export Helper and click OK