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EndNote desktop: self-paced learning

Adding single references from QuickSearch

1. To export a single reference to EndNote:

1. Click on the quotation mark (Cite) icon to reveal the Citation options.

2. Click the Export RIS icon.

Do NOT select the EndNote icon - this only works with EndNote Web, the web-based version of EndNote.

3. Then click the Download button.

screenshot from QuickSearch, indicating RIS export icon and Download button.

 
2. If you are using Firefox (recommended), select the Open option (EndNote X9) and click OK.

On some computers you might also see ResearchSoft Direct Export Helper, an EndNote plug-in for Firefox - this is also acceptable.

EndNote showing in Firefox dialog box for opening RIS files

3. If you are using Chrome or Safari, the export information will always save to a file.

 

In the web browser, click once on the downloaded file to open it in EndNote.

 

If you are using a file browser (Mac Finder or Windows File Explorer) rather than the download shown in web browser, double-click instead.

4. The referencewill import into EndNote, and will be visible in the temporary Imported References folder and the permanent All References folder.

Please double-check that all the information is correct and present.

If you click once to highlight a record in the main list, you can see a preview of the bibliography entry for that reference - this will be displayed in the Preview tab of the Preview Panel.

animated screenshot showing changing between two references, showing formatted reference in Preview tab

In this example (below), while the starting page has transferred across, the ending page for the journal article has not transferred correctly. This will need to be manually corrected (or see the EndNote documentation for updating references from the online source CrossRef).

screenshot of imported references in EndNote, with a preview of one selected reference.

Adding single references from QuickSearch

To simultaneously export several references to EndNote:

1. First click the push pin icon (Keep this item) to the top right of each record in the QuickSearch results list.

The record background will turn yellow, and the icon will change, to indicate the record has been selected and added to your QuickSearch favourites.

screenshot of QuickSearch, indicating change in record and icon for a selected record

2. After selecting multiple items and adding them to your favourites by clicking on the push pin icon, go to the top right corner of the web page and click the large push pin icon (Go to my favorites).

screenshot from QuickSearch, indicating icon to go to favourites

3. In the My favorites view, select the items you wish to transfer to EndNote (clicking the top checkbox selects all the items).

1. Click on the three-dot (ellipsis) icon ("Push to" actions

2. Select Export RIS. Do NOT select EndNote, which sends the items to EndNote Web, not the EndNote desktop software.

3. Click the Download button.

QuickSearcvh screenshot, My Favorites view, indicating icons/buttons to export for EndNote

4. If you are using Firefox (recommended), select the Open option (EndNote X9) and click OK.

On some computers you might also see ResearchSoft Direct Export Helper, an EndNote plug-in for Firefox - this is also acceptable.

EndNote showing in Firefox dialog box for opening RIS files

5. If you are using Chrome or Safari, the export information will always save to a file.

 

In the web browser, click once on the downloaded file to open it in EndNote.

 

If you are using a file browser (Mac Finder or Windows File Explorer) rather than the download shown in web browser, double-click instead.

6. All the multiple references will import into EndNote, and will be visible in the temporary Imported References folder and the permanent All References folder.

Please double-check that all the information is correct and present.