Guide to EndNote

Guide to EndNote
EndNote is a bibliographical software that allows us to
  • Add /import citations from online databases into EndNote library
  • Search and sort references within an EndNote library
  • Insert citations and format bibliography in any style in Word document


Import Citations into EndNote Library -- information providers

To import citations into EndNote library, you would also need to know who is the information provider for each database

  • Information Providers are venders from which library puchases/subscripts our databases
  • A List of information providers can by found through library's homepage under Database A-Z

Database A-Z Entry

Info. Provider

Bibliography of the History of Arts via Eureka/RLG  UC-eLinks


ERIC via Cambridge Scientific Abstracts  UC-eLinks



Four Ways to Store Records into EndNote Library

There are four different ways to store records into EndNote

  1. Entering Information Manually
  2. Direct Search (using connection file)
  3. Direct Export
  4. Import->Export (two-steps process using filter)


1. Entering Information Manually


Not all databases are compatible with EndNote program. For some sources, entering information manually is the only way to add citations into EndNote. For example: personal interviews, archival materials.  


  • Open an EndNote library, under Reference menu select New Reference
  • Select an appropriate reference type (journal article, book etc.) from the dropdown box
  • Click on each field to add information
  • After entering desired information, close the record by clicking on  in the upper right corner. 


2. Direct Search Using Connection File

Direct Search allows you to access, search, and import references from a remote database via a built in feature in EndNote program. It is convenient for simple author/title searches. However, it does not allow for more complex searches such as using discriptors, limiting search to scholarly journal etc.. To perform direct search from off campus you would also need to download a campus VPN (Virtual Private Network) Service


  • Open an Endnote library, under Tool menu, select the Connect submenu, and select Connect


  • Select a database with appropriate information provider, and click on Connect
  • Begin to perform search in the new search window


  • In retrieved references window, highlight desired records and click on  to copy them into EndNote library


3. Direct Export

Some information providers offer a direct export feature which automatically transfer saved records into EndNote. The exact steps on executing direct export vary from database to database.  But the basic principle is to perform search, mark/add desired recordsl, and during email/print phase of the search check if EndNote export is an option.

Steps for selected information providers feature direct export


Information Provider

UCR Databases












Paper First










  • Perform Search and mark desired records
  • Click on
  •  In Export box choose
  • In Export to box choose
  • Click on
  • After EndNote opens up a new window choose an EndNote library to import records
  • Apply appropriate filter 



Academic Search Complete

America:History and Life

Business Source Complete

Communication and Mass Media Complete

Historical Abstarcts


Library, Information Science & Technology Abstracts


Regional Business News

  • Perform Search and add desired records to folder
  • click on Items added to the folder may be printed, e-mailed or saved from the View Folder screen.Folder
  • click on Your library has set the maximum number of items to save to 50.Save to Disk
  • click on Bibliographic Manager on the upper left corner
  • Select  Citations in Direct Export format





Ethnic Newswatch






ProQuest Newspapers : Historical Los Angeles Times, Historical New York Times, Historical Wall Street Journal




  • Perform search and mark desired records
  • Click on       
  •  Click on 
  •  After EndNote opens up a new window choose an EndNote library to import records



Child Abuse, Child welfare, and Adoption

Women's Studies International

RILM Abstracts of Music Literature

  • Perform search and mark desired records
  • Click on the green "Output" tab  
  • Choose "Export to Database"
  • After EndNote opens up a window, choose an EndNote library to importat records














  • Perform search and mark desired records
  • Click on  Results Manager on top right
  • In fields box, customize options
  • In Result Format box, choose
  • Click on
  • After EndNote opens up a window choose an EndNote library to import records



Anthropology Plus

Avery Index to Architectural Periodicals

Bibliography of the History of Art

Chicano Database

History of Science, Technology, and Medicine

Index to Foreign Legal Periodicals

  • Perform Search and Mark Desire Records
  • Click on Export to Bibliographical Software
  • After EndNote opens up a window, choose an EndNote library to import records

Institute for Scientific Information (ISI)





Web of Science



CAB Abstracts


Zoological Records


Journal Citation Index


  • Perform search, mark, and sumbit desired records
  • Select
  • After EndNote opens up a new window choose an EndNote library to import records







4. Export->Import



Export/Import is a two-part process:

1. Export/download desired records and save it in a text file in a local disk

2. Import the saved text file to EndNote using an appropriate filter.











UCR Databases








Cambridge Scientific Abstracts






ARTbibliographies Modern


ATLA Religion Database


Earthquake Engineering Abstracts






GeoRef In Process    

MLA International Bib.          


PAIS International






Social Services Abstracts


Sociological Abstracts


Water Resources Abstracts

Wordwide Political Science Abstracts














Part 1: Export


  • Perform search and mark desired records


  • Click on Save, Print, Email
  • Select "full format" from the dropdown box    
  • Save file in an appropriate file format (PC/Mac)  
  • Save file to a local disk (i.e.desktop) as a simple text file (file with txt extension) 

Part 2: Import


  • Open the EndNote library you would like to import records into


  • Under file menu choose Import submenu


  • Click on choose file bottom to locate downloaded text file


  • Click on Import Options choose an appropriate filter or select other filters for additional filters


  • Click on Import




Sort and Search Within an EndNote Library


  • For single filed sorts, click on the field (Author, Year, or Title)
  • For multi-field sorts, click on     




  • Click on the binoculars icon
  • In the new search window, select desired search field (keyword, title etc..)from dropdown menu
  • Type in search term(s) and click on the Search button


What is Cite While You Write feature?


Using Cite While You Write feature in Microsoft Word


Once EndNote is installed, you will see an EndNote submenu appears in your Word program under Tool menu.  This feature allows you to


    1. Insert citations stored in EndNote library into and format bibliography in word document

    2. Reformat/Change bibliographical style 



      Insert citations and format bibliography in Word document


      • In Word document, under Tool menu select EndNote submenu
      • Click on Go to EndNote
      • Select and open an EndNote library, in EndNote library click on the dropdown box to choose a style (Chicago, APA, MLA etc)
      • Highlight the citation to be inserted into word document
      • Click on to return to Word document
      • In Word document, under Tool menu select EndNote submenu, and click on Insert Selected Citation

                          EndNote submenu in Word

      Re-format/change bibliographical style in World document 


      • In word document, under Tool menu select EndNote submenu
      • Click on Unformat Citations
      • Click on Go to EndNote to go to EndNote library
      • In EndNote library choose another style (Chicago, APA, MLA etc) from the dropdown box
      • Click on  to go back to Word document
      • In word document, under Tool menu select EndNote submenu, and click on Format Bibliography


                        EndNote library

      Online Tuitorials

      Introduction to EndNote 9 (University of Queensland)

      EndNote Workbook/Manual (UC-San Diego)

      EndNote 9 Tutorial (Institue of Scientific Information)


      Additional Filters/Connection Files


      UC-Davis' Guide on Using Filters and Connection Files to Import Citations in EndNote (Highly Recommend) 

      EndNote Connection Files (ISI)

      EndNote Filters (ISI)







      Library Workshops on EndNote

      UCR Libraries offer workshops on EndNote Basics periodically, please check for workshop schedule.

      For individual consultation on Advanced EndNote, please contact Michele Potter at 951-827-2975,  email:







A Step by Step Example 



Last modified: 5/16/2011 3:27 PM by M. Yonezawa

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