• EndNote X3 for windows was released in June 2009. Read an overview of X3.
• EndNote X2 for Windows was released in June 2008 and the Mac version in September 2008. Read an overview of X2.
• EndNote updates X2.0.1 for Mac OS X and X2.0.2 for Windows can be downloaded from this site. These updates include new EndNote "library modes" that allow you to choose the way you like to work when downloading citations.
• If you have EndNote version 9.0.0 running under Windows you should consider upgrading to 9.0.1., which contains many enhancements. You can download the free patch from the EndNote Website.
• If you have EndNote 7.0 you may need to consider if it is worth upgrading, as version 7 is adequate for most users' needs.
• EndNote 8 introduced some useful enhancements such as unlimited file size, support for Unicode characters (Chinese, Japanese, Russian, Greek, etc.) and improved support for using EndNote on a hand-held device.
• When EndNote 8 was released, Library staff advised users not to upgrade due to a number of system bugs. Most of the major problems were resolved with the release of 8.0.2.
• Note: Libraries created with EndNote 8 and above are not compatible with earlier versions.

FIRST METHOD: Connecting to PubMed directly from within EndNote

Connection files let you search a database directly from within EndNote. If you do not see the PubMed (NLM) connection file listed under Online Search you must first select it in the connection manager folder.

To select it in Endnote X2, click on More under the Online Search groups panel:

In older versions of EndNote you must locate the Connection File Manager by going to Edit/Connections Files/Open Connection Manager:

In X2 there are two ways to use the PubMed (NLM) connection file: in Integrated Mode or Online Mode. The one you choose depends on how you like to work with citations.

(1) If you search PubMed by first clicking on the Integrated mode icon all your citations are automatically downloaded into your main library:

(2) If you search PubMed by first clicking on the Online Search mode icon your search results are first placed in a temporary window. This allows you to select only those citations you really want:

View the following short online tutorial for details:

• How to download from PubMed using Integrated and Online modes. (Online Tutorial with audio. Requires Adobe Flashplayer)

SECOND METHOD: Searching PubMed then transferring to EndNote using Import/Filter option

1. Select citations you want to download from PubMed by clicking the checkbox on the left. 

2. From the drop-down Display menu select MEDLINE:

The MEDLINE format inserts a 2-4 character tag in front of each field in a citation record. EndNote can only successfully import citations in this format:

3. To download tagged citations select File from the Send to drop-down menu:

Select Save File. Citations are saved in a file named pubmed_result.txt:

4. In EndNote click on the Import button on the main toolbar:

5. In the Import dialog box: (1) click on the Choose File button to find the PubMed citations you downloaded; (2) from the drop-down Import Option menu select PubMed (NLM) filter - if this filter is not in the menu you must choose Other Filters to find and select PubMed (NLM) from a list of filters; (3) from the Duplicates drop-down menu select Discard Duplicates (the most popular option); (4)  click on the Import button: 

Your citations are  imported into your library:

Note that the imported citations are added both to the Imported References group and to your library, i.e. All References. _________________________________________________________

There are two ways to transfer citations from the PsycINFO database:

1. Connecting directly to the PsycINFO database from within EndNote

• Connect directly to PsycINFO (CSA) using the PsycINFO_CSA-UCSF Connection File. Submit request here. The file will be emailed to you. Simply download the file into your EndNote/Connection Files folder.
  

2. Searching PsycINFO then transferring to EndNote using Import/Filter

Connect to the PsycINFO database and run your search:

Click in the checkbox on the left to choose citations:

Click on Save, Print, Email:

Click on Save to folder, below each citation,  to save the citations you want by download. When you start saving citations Folder has items appears in the righthand pane of the window:

 When you have saved all citations to the folder click on Folder View. In your folder select citations for downloading then hit the Export icon at the top:

In the export manager window the first Direct Export to EndNote... option should be automatically selected. Note that saved citations will be automatically deleted from your folder unless you remove the checkmark from Remove these items from folder after saving. Click on Save:

In the Open with box locate the EndNote program then hit OK. EndNote will open and prompt you for a library. Citations are then downloaded into your selected library:

If you select Do this automatically ... you will not see this dialog box the next time you download citations from CINAHL.

The Melvyl Connection File
• The EndNote connection file for MELVYL is named University of California Library Catalog. If you do not have this you can download it from the Thomson ResearchSoft website. Place it in your EndNote/Connection file folder.
Import using University of California Library Catalog Filter
• Download your search results in the TAG format to your own computer or a disk. Import your search results into EndNote by choosing the Import command from the File menu and selecting the University of California Library Catalog filter. The filter can be downloaded from the Thomson ResearchSoft website.
• Remember to save your records in the Short (Tagged) or Long (Tagged) print format.

FIRST METHOD: DIRECT EXPORT

In WOS select citations to be downloaded:

Click on Save to EndNote, RefMan,ProCite: 

 Select Export:

In the following dialog box locate the EndNote application then click on OK:

SECOND METHOD: CONNECTION FILE

Under Online Search click on More :

From the list of connection files locate and highlight Web of Science (TS):

Click on Choose and the file will be added to the Online Search section:

Click on the WoS connection file to connect to the WoS database. _________________________________________________________

BIOSIS Previews is provided by the same vendor as Web of Science. Follow the instructions for WOS but select BIOSIS Previews instead.

_________________________________________________________

At the Google Scholar homepage click on Scholar Preferences:

Scroll down to the bottom of the preferences page to Bibligraphy Manager. From the Show links to... menu select EndNote:

Enter your search terms:

An Import into EndNote option is added to each citation. Select to download to EndNote:

You'll be prompted to locate the EndNote program. Check the Do this automatically...  box to save your settings:

You can configure EndNote to link to UC-eLinks using the Open URL function. 

• Open the EndNote program.
  
• From the Edit menu select Preferences. Scroll down and select OpenURL.
  
• Check the Enable OpenURL
  
• Change the OpenURL Path to http://ucelinks.cdlib.org:8888/sfx_local
  
• In the Argument box, simply replace WoS with EndNote.
• To use Open URL you must first open individual records then select URL/Open URL Link from the References menu.