Libraries and Cultural Resources

University of Calgary, 410 University Court NW

Lourdes Yturzaeta / Information Specialist
403.220.5573| lyturzae@[Link]
[Link]

ENDNOTE Desktop (v.21) on Windows QUICK GUIDE

CREATE AN ENDNOTE LIBRARY

On the top menu select File > New. Type in the name of the library. Designate the folder where you want to save.
An EndNote library consists of two parts: a) .enl file b) .data folder

ADD REFERENCES FROM DATABASES:

Some web browsers such as Mozilla Firefox and Chrome allow for direct export from databases to EndNote.

WEB OF SCIENCE

1. Perform a search query. Select references as needed.

2. Go to the Export drop down menu and choose EndNote Desktop.
3. You can also select All Records on page or choose 1,000 records at a time for many references.
4. Under Record Content, choose Full Record (this action will export the complete information of the
selected references). Click Export.
5. If using Firefox, choose ResearchSoft Direct Export Helper for direct export
6. For other browsers, choose Save File (.[Link]). Within EndNote > go to File > choose Import >
locate the .savedrecs file > under Import option, select Web of Science Core Collection from the drop
down menu > click Import

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OVID Databases – i.e. MEDLINE, EMBASE, APA PsycInfo, etc.

1. Search and select each reference as needed. Select Export from the results menu bar.
2. Change Format to EndNote, change Fields to Complete Reference
3. Click Export. If using Firefox, choose Open with ResearchSoft Direct Export Helper for direct export
4. For other browsers, choose Save File (.cgi) > in Endnote > go to File > choose Import > locate the .cgi file >
under Import Option, select APA PsycInfo from the drop down menu > click Import
Tip: To export batches up to 1000, specify a range of results (e.g. 1-1000) in the Range box

EBSCO Databases – i.e. Academic Search Complete, Business Source Complete, CINAHL, etc.

1. Search and then click Add to Folder (blue folder icon) for each reference needed.
2. Go to Folder from the top menu or the right-hand column.
3. Select references for export. Click Export.
4. Choose Direct Export in RIS Format and then select Save.

Tip: To export All Results, click on the Share menu, under Export Results: Email a link… > choose RIS Format >
select Send. You will be e-mailed a link to a .zip file. Download and extract the file into a .ris file > Import into
EndNote

GOOGLE SCHOLAR

1. Click the Options button (three horizontal lines next to the Google Scholar logo)
2. Select the Settings menu, Under Bibliography Manager, go to Show links to import citation into and on
the drop down menu, select Refman, click Save.

3. Perform your search and select citations to add to EndNote library. Choose Import into Refman.
4. Select Open with EndNote 20 if using Firefox or save file and import using .RIS filter option.
5. You can import one reference at a time or multiple references.

You need a Google account to import multiple references and will need to login before selecting citations. On the
results lists page, choose references by clicking on the star icon at the bottom of each citation. The star icon
changes into blue. Click Done after selected reference(s). This actions saves the references to My Library.

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 When selection is complete, go to My Library (top right corner). The marked references are shown. Select All
references by clicking on the square icon and selecting RefMan from the download icon. Select Open With
Endnote if using Firefox or Save File and import using .RIS filter option. References are imported to Endnote.

Tip: My Library keeps references until you delete them. When exporting references, make the decision to Export all
articles on this page or Export all articles in My Library.

ORGANIZE REFERENCES

Make it easy to view your references by creating groups. On the top menu, select Groups > Create Group Set or
Group or Smart Group.

Group set

Groups

Smart groups

IMPORT STORED PDF’S

EndNote allows you to import a PDF or a folder of PDFs into your library with all the bibliographic information
extracted automatically, under the condition that the PDFs have DOIs embedded. The best practice is still to import
records from research databases to ensure your EndNote records are accurate and complete.

1. Open your EndNote library.

2. Under the File menu, choose Import.
3. If it is a single PDF, choose File; if it is a collection of PDFs placed in a folder, then choose Folder.
4. In the Import File or Import Folder popup window, retrieve the PDF file or folder and click OK.
5. Make sure the Import Option is PDF. You can choose Import All.
6. Click on the Import button. EndNote will try to find a DOI on the first couple pages of the article and if it
does, it will import the complete information. If it does not find a DOI, it will import the PDF file onl

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ADD REFERENCES MANUALLY

Use this as a last resort if you are not able to import records from a database. Under the References tab > Add

New Reference > Remember to click Save once all the data has been entered. Alternatively, choose the
icon on the main EndNote page and Add a new reference manually.

FIND DUPLICATES

Select Library on the menu bar> Find Duplicates. Compare references on the side-by-side window and decide
which version to Keep.

FIND FULL-TEXT (FFT)

Select the references you want to find full text for by highlighting them or Select All
Select References on the menu bar, go to Find Full Text > slide to the next Find Full Text selection
If you have many references to find full text for, EndNote will search 250 references at a time

Find the two Find Full Text URL’s from the EndNote Citation Tool guide
Go to the EndNote Desktop page, choose the Find Full Text tab.
Within EndNote, select Edit on the menu bar, go to Preferences and copy and paste the FFT url’s
Copy and paste on the two URL paths (see below), Click Apply > Click OK.

Open URL Path: [Link]

Authenticate With URL: [Link]

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USING CITE-WHILE-YOU-WRITE (CWYW)

The CWYW plug-in installs automatically when you load EN desktop onto your computer. Use CWYW with
MS Word to insert references, edit citations and format bibliographies. Within Word > go to the Endnote 20 tab

SHARE REFERENCES

Share Groups with Multiple Users: Highlight a Group to share > click on the button > enter the email
address/addresses of the people that you would invite in the email box > click the Invite button

Share an entire EndNote Library: Select File on the menu bar > select Compressed Library (.enlx) > email the .enlx
file to a recipient who has an active EndNote program

Copyright: U of C’s licensing agreements restricts sharing PDF’s only among UofC Endnote users

KEEPING YOUR ENDNOTE LIBRARIES HEALTHY

• EN libraries consist of two parts: enl file + .data folder. Both parts are needed for the library to work correctly
• EN libraries should not be stored in cloud-syncing folders such as Dropbox, Google Drive, OneDrive, SugarSync
since these can corrupt EN libraries over time
• Microsoft Word documents with EndNote citations contain field codes. Always save as Word documents.
Saving a Word document in another format, such as an OpenOffice (.odt) format can cause corruption or
erasure of the codes.

ENDNOTE SOFTWARE SUPPORT AND TRAINING

For in-depth support, contact EndNote Technical Support by calling 1-855-258-5858, press Option #2 for EndNote
questions.

Consult the University of Calgary library EndNote Citation Tool guide for customized resources such as recordings,
tutorials, cheat sheets based on EndNote workshops.

Produced by EndNote, the User’s LibGuide contains instructional information with links to resources.

Find answers to common questions on the Endnote Knowledge Base portal

Feel free to contact me for specific EndNote questions: Lourdes Yturzaeta or Mark Smith