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EndNote

Guide to using EndNote reference management software

Creating a reference manually

Where possible you are advised to obtain references from online sources, such as databases or publisher's websites. Adding a reference manually may be necessary in cases where you cannot find the reference from an online source. To add a reference manually:

  • Click on the Create new reference button (+) at the top of the central 'All references' pane and select Create manually.
  • If you have the DOI of the item, paste it in the DOI field and click on Lookup. EndNote Web will populate the other fields of the reference for you. Otherwise, add information to the relevant fields. 
  • Click on Save.

Importing a reference from a file

Most online databases will have an option to download details of references as a RIS file. You can then import that RIS file into EndNote Web:

  • Click on the Create new reference button (+) at the top of the central 'All references' pane and select Import from file.
  • Click on Import from file and navigate to select the RIS file you have obtained from an online database, or drag and drop it from File Explorer.
  • Select whether to import it to your 'Unfiled' references or into a new group.

Collecting references from online sources: using the bookmarklet

The EndNote Capture Reference bookmarklet has been retired and is no longer available to download. Users who still have the Capture Reference bookmarklet installed will still be able to use it. However, it has been removed from the download page in EndNote Online, and will no longer be supported by Clarivate/EndNote.

When viewing a webpage or an online resource, you can ‘capture’ references and add them directly to EndNote Web or EndNote Desktop using a bookmarklet.

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 exporting bibliographic details from online databases.

Using EndNote Click to add references to your library

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.

 

EndNote Click icon displayed on journal article.

Direct export: Explore

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.
  • Log in to EndNote Online if necessary. Note: at present this takes you to EndNote Online Classic, but this will synchronise with EndNote Web.
  • The reference(s) will automatically be added to your Unfiled group.

Direct export: Web of Science

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

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

Your references will be in the Unfiled group. Click on the 'Added to library' column header to sort the group to see the most recently imported items.

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

Direct export: other online resources

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 Web. 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 Web.