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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.

 
2. If you are using Firefox (recommended), select the Open option (EndNote 21) and click OK. You may need to select EndNote 21 from the Open with drop down menu.

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

 

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

Double click on a reference to view the summary panel on the right. View the bibliographic data, the formatted reference, any attached PDF or click on edit to edit the reference data.

The example below requires some editing of the page range.  Manually edit from the Edit panel (or see the EndNote documentation for updating references from the online source CrossRef).

Adding multiple references from QuickSearch

To simultaneously export several references to EndNote:
 

1. First click the pin icon (Add 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.

 

2. After selecting multiple items, click the pin icon (Go to my favorites) at the top right corner of the webpage as shown.

 

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 as this sends the items to EndNote Web, not the EndNote desktop software.

3. Click the Download button.

4. If you are using Firefox (recommended), select the Open option (EndNote 21) and click OK.

 

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

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. A single downloads file can import multiple references into EndNote, and these 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, making manual edits where required.