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EndNote at Indiana University - Bloomington

Manually enter references

Open EndNote and look at the top for References
click on "new reference" to open the template
Select the "reference type," for example journal article, book, book section, thesis or another from the drop-down menu.
Fill in the fields you need; you do not need to fill in all the suggested fields.

  • The best practice is to enter the author's name: last name, first name, middle name (or initials)
  • Keep the name the same for each separate author; if you use Robert E. Lee as the author, don't also enter his name as Robert Lee or Robert Edward Lee
  • The output style will take care of turning the author's names in initials rather than full name if that is what the style calls for
  • If there are multiple authors, place them on separate lines in the author field
  • It is best practice, too, only to capitalize proper nouns. The output style will take care of necessary capitalization, so enter the text in lower case.


Import with an EndNote Filter

Most vendors provide for direct downloading of references.

Some, however, do not, and in that case you import the references using an EndNote filter

Do your search and save the references as a text file.

Open EndNote and look under "File" for import.

 Select the name of the database/vendor you have searched.  Use the drop down menu after Import Option to see a list of those available

Here is a sample of how the menu looks.

 Chose the text file you saved and put it in the Import file box.

Chick on import.

The references will import into your EndNote Library

Use a connection file

A connection file allows you to search remote libraries from within EndNote and to download references into your EndNote Library.

Go to Tools, then "Online Search"

When you click on "online search" a drop down menu of institutions will appear. Choose one to establish a connection.

Note: The connection file for IUCAT (Indiana U) in EndNote does not import diacritics.
To import them, you may use IndianaUUnicode.enz or manually edit the connection file:
  • Go to Edit
  • Open Connection Files
  • Select Indiana U
  • Connection Settings
  • Change ANSEL to Unicode (UTF-8)

    The connection file will also import non-roman, vernacular language characters into the notes field.

A search pane will open and you can search, using the various options EndNote offers: Author, title... You can search a single field or combine fields.

To import the results of the search You will see three icons:

The books icon:
The books icon is a path to your full library

The world icon:
If you choose the world icon you will create a temorary download file. Choose the items you wish and right click to copy. You can then chose the library into which you wish to copy the selected items. References will copy into the selected library.

You may also chose the references you wish to copy and open your library with the books icon
Then paste the records into the library.

The books and world icon:
The books and world icon will import the online search results directly into all references in your Endnote Library

NOTE: Set the icon you prefer before you begin you search. Many prefer the world option (the temporary download file) which allows you to select only the references you want to transfer into your EndNote library.

NOTE:  Connection files  are primarily useful for connecting to other libraries.

Download from databases

Most major vendors offer a direct export to EndNote option.

Do a search, say in EBSCO's Academic Search, and save the records you wish to download (export)

When you look at your list of records, you will see the option:

Select "Export" and you will see:


The records will download directly into EndNote

The language of direct export will vary some from database to database.

  • JSTOR it is "Export citation",
  • ProQuest products it is "Export/Save",
  • Web of Knowledge it is "Send to",
  • 19th Century Masterfile it is "Export" then "Download",
  • Gale products it is "Citation Tools" then "Export to third party software: EndNote."

Import from Google Scholar

 Google Scholar

Look to the upper left of the screen where you will see three parallel bars and "Google Scholar"

Click on the three parallel bars and on the list you see next scroll down to Settings

In "Bibliography Manager" you will see "Show links to import into" with the default set to BibTeX 
Change the default to EndNote and SAVE

The option "Import into EndNote" will now appear beneath records generated by your Google Scholar search

These records will import into you EndNote Library, but they will import only one citation at a time.



If you have a collection of PDFs you can ask EndNote to import them and the bibliographic information into your Endnote library.

You should have your preference set properly as outlined in installation and additional settings.

  • Go to File, then Import. Choose file.
  • After Import file: select choose and browse to the PDF on your computer you want to import
  • After import option, choose PDF from the drop down menu
  • Click on import

You can also choose to import a folder full of PDFs

  • Go to File, then Import.  Chose folder
  • After Import Folder: Choose the folder that contains the PDFs
  • After import option, choose the  PDF from the drop down menu
  • Click on import

If EndNote can read the metadata contained in the PDF and find a DOI (digital object identifies) the program will import the bibliographic infomation.  If not it will import only the PDF itself.


If you do not already have an EndNote Web account, create one and use it to install the Capture tool for your browser. Drag the Capture Reference icon to your browser toolbar

To use Capture Reference Go to the site from which want to download references Display the results

Click on Capture EndNote Reference in your browser's toolbar

If you are not logged onto your account, you will be prompted to do so.

Check to see that all the information in the references is properlyt imported into the fields of the EndNote form and edit as necessary. (Not all fields may be populated)

Save to EndNote Web or EndNote (Desktop) If the import is completed successfully you will see the message: "The reference was captured successfully."