EndNote 20

• Adding references using the Collect menu
• Collecting references from online sources: using the bookmarklet
• Using EndNote Click to add references to your library
• Direct export: Explore
• Direct export: Web of Science
• Direct export: other online resources

The Collect menu includes a number of options for adding references:

• Online Search allows you to search a number of online library catalogues and online databases. This might be useful if you are aware of a specific reference and wish to get the details into your library. For a comprehensive search, you should always go to the database itself.
• New Reference allows you to add a reference manually:
  • Select the appropriate Reference Type from the drop-down menu.
  • Enter the information you have for the reference. The first fields displayed are the ones usually required when citing a reference.
  • If you wish to add the reference to a Group at this stage, click on the arrow to expand the Groups option at the bottom of the page.
  • When you have finished entering data, save the reference.
  • To view the reference in your Library, click on the References tab.
  • To edit the reference, click the title to open it. You can choose to view or hide empty fields for a clearer view.

When viewing a webpage or an online resource, you can ‘capture’ references and add them directly to EndNote Online or EndNote Desktop. You need to install a ‘bookmarklet’ which will allow you to do so:

• In EndNote Online, click on the Downloads tab, and follow instructions for the Capture tool.

To capture a reference or references:

• Run your search in the resource of your choice as usual, for example, Google Scholar, PubMed.
• Ensure the reference(s) you wish to keep are displayed. 
• Click on the Capture Reference button in your bookmarks or favourites bar.
• You can add or edit bibliographic details and assign the reference to one of your Groups.
• Select to export to my.endnote.com or EndNote Desktop, then click on Save to.

Check the reference in your library to make sure all the bibliographic fields have been successfully captured. This can depend on the information available on the page you are trying to capture. Try to find a page with the full record information.

In many cases, you will find that the bookmarklet tool is not the best way to capture references as it works better for some databases than others. You might have better results using the online search within EndNote Online or exporting bibliographic details from online databases.

When you are viewing an article record on an academic journal website or database, EndNote Click will display a pop up icon on the left hand side of the screen if there is a UCL subscribed or freely available PDF version of the article.

If there isn't a PDF available, the pop up icon won't appear, so in this case, you will need to find an alternative method of adding the reference to EndNote. 

Click on the pop up and this will add it to your locker, the storage area in EndNote Click. The saving option defaults to saving to EndNote.com but on the left hand side menu of your locker there is an option to 'Export to EndNote Desktop'. If you click on this, it will create a RIS file and you can save and add it to your library as for other online export methods. 

This process will also attach the PDF to the reference in your EndNote library. The free version of EndNote Click only provides you with 100 MB of storage in your EndNote Click locker, so once you have added the reference to your EndNote Desktop you may wish to delete the PDF from your EndNote Click locker.

You can export reference directly from Explore into EndNote or EndNote Online. 

• Click on the title of the item to see the details page.
• From the Send to link, click on EndNoteWeb.
• Click on the pin icon to Add to My Favourites.
• Open your Saved Items. Click on the three ‘dots’ (…) to show actions, then select EndNoteWeb.
• Log in to EndNote Online if necessary. The reference(s) will automatically be added to your Unfiled group.

You can export references directly from Web of Science into EndNote or EndNote Online:

• From your Web of Science search results, check the boxes for the items you want to export to EndNote Online.
• Select Save to EndNote Online from the top of the screen. The references will be sent to your EndNote Online Library.
• Click on Export and then EndNote Online at the top of the screen. You might be prompted to sign in.

Your references will be in the Unfiled group. From the ‘Sort by’ drop-down menu you can sort the group to see the most recently imported items.

In Web of Science, search results which are already in your EndNote Online Library will have an icon displayed.

If you are using a computer without EndNote Desktop installed, for some databases a direct export to EndNote request will push the references into EndNote Online. Always check the references carefully. If the database you are using has no option to export directly you need to create a text file to import the references into EndNote Online.