EndNote X9

• Adding references using the Collect menu
• Collecting references from online sources: using the bookmarklet
• 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:

• 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.

You can export references 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.