Export References From Endnote Web Bibliography

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Getting Citations out of EndNote and Into an Independent Bibliography

EndNote can be used to create a bibliography independent of a paper, such as an annotated bibliography. [Detailed instructions for creating a subject bibliography may be found online.] First, select the desired output style for the independent bibliography (under Edit  in the toolbar).

*Including notes or abstracts: If a style does not include notes and abstracts, you may create new styles and edit existing ones.

Copy formatted references: Select the desired reference(s) from the EndNote library. (Hold down the control key to select multiple references.) From the Edit menu, select Copy formatted. Open the desired Word document and paste the formatted references using Ctrl-V or by selecting Paste from the Edit menu.

Exporting references: Note: Only the references that are selected or showing in the active window will be exported. (In the References menu, there are options to select which items to show in the current window: Search, Show all, Show selected, and Hide selected.) From the File menu, select Export…. Give the file a name and select the desired file type (see below), and click on Save.

  • Text: This format will only result in text and punctuation. Formatting such as underlining and italics will be lost. This format can be opened by any text editor.
  • RTF: This format (Rich Text Format) will retain font and formatting options. This format can be opened by all word processors.
  • HTML: This format (HyperText Markup Language) is useful for posting reference lists on a Web page.
  • XML: This format exports in a proprietary EndNote XML format.

Printing references:

The Print option from the File menu is a quick-and-dirty way to get the references on paper. As with exporting references, only the references that are showing in the active window will be exported. (In the References menu, there are options to adjust which items are showing in the current window: Search, Show all, Show selected, and Hide selected.) From the File menu, select the desired output style (as described above), then print.

Chapter Biblographies

To create a bibliography for each section in the document (as defined in the styles APA 6th (sections) and Chicago 15th B (sections), OR to create a bibliography for each section and also a complete bibliography at the end of the document:

Select the style to be edited, then go to Edit > Output Styles > Edit (selected style):

Go to Sections to create separate bibliographies:

 

Bibliography Sorted by Category

To add subject categories to your Microsoft Word documents that are associated with specific reference types:

 

Importing PDFs

It is possible to import PDFs into Desktop EndNote. During this process EndNote will try to retrieve the bibliographic details of the reference by matching the DOI stored in the PDF with data available on the CrossRef website. When the import is complete, the new record is stored in the Imported References group, giving you a chance to check it.

  1. Go to File, then Import
  2. Choose File or Folder to import
  3. Select PDF as the Import Option
  4. Click on Import

Updated January 2015

Getting the filter you need

If the filter you need is not included in the list provided with EndNote, check whether it is available to download from the EndNote support website.

  1. Go to the EndNote support website
  2. Select the Downloads option
  3. Go to the “Add import filters” option under the “Import filters for prior research” heading
  4. Search for the filter you need. There may be several different filters available for different hosts - make sure you select the correct one for the one you are using.
  5. Click Download
  6. Choose the Save option and save the file in the EndNote Filters folder held in the personal folders on your computer. The location of this folder for users of Windows Vista, Window 7 and Windows 8 is C:\ Users\User Name\Documents\EndNote\Filters. If this folder does not already exist just create one called 'Filters' within the EndNote folder in your Documents. You might need to create the EndNote folder too.
  7. Once this filter has been saved you can use it to import references (see Desktop EndNote guide 3: downloading records from databases using a filter (PDF) for guidance on using it).

Updated  January 2015

How do I create an independent bibliography from EndNote?

Take a look at Desktop EndNote guide 6: creating a list of references in Word (PDF).

Updated  January 2015

Leaving the University? Taking your EndNote library with you

If you have been using EndNote on a University PC and do not have a personal copy of EndNote you can take all the information stored - including notes and abstracts - with you. There are three ways of doing this.

1. Transfer references into another package

There are a number of free reference management packages available (for example Mendeley, Zotero and CiteULike) which you may find useful if you no longer have access to EndNote. EndNote references exported in the standard RIS format – named “RefMan (RIS) Export” – can be read and imported by most other reference management packages:

  1. Open your EndNote library
  2. View All References
  3. In the menu bar go to Edit and Select all references
  4. Choose Select Another Style from the options in the Output style box
  5. From the list, select the appropriate style/format e.g. RefMan (RIS) Export  and click the Choose button
  6. In the menu bar, go to File and select Export
  7. In the window displayed, enter a name and destination for the file you are saving/exporting
  8. Ensure the File type is set to Text File (*txt)
  9. Make sure that the 'Export Selected References' box is ticked
  10. Save the file
  11. Import the file into your chosen reference management package

2. Transfer all your references to EndNote Web

See 'Desktop EndNote guide 9: synching desktop and web EndNote' (coming soon!) and sharing libraries for guidance on this method. You will have access to an enhanced version of EndNote Web for a year, after which your account will become an EndNote Basic account. For more information on the differences between the versions see our guide Which version of EndNote should I use?

3. Transfer into a Word document

  1. Open your EndNote library
  2. Choose Select Another Style from the pick list in the style box at the top right hand side of the screen
  3. Select the style Show AllFields
  4. Select all your references in your library
  5. Go to Edit
  6. Select Copy formatted
  7. Open Word
  8. Paste your references into Word

Notes:

  • You should use the “Travelling Library” to share a Word document with cited references without having EndNote open. See the EndNote manual for advice.

Updated January 2015

How do I convert an existing reference list or collection into EndNote?

Existing references held in another bibliographic management package

If you have an existing list of references held in another bibliographic management package (e.g. RefWorks), you can add them to EndNote. Import filters are provided for common formats used by other referencing software packages, including the “RefMan (RIS)” filter for references saved in the generic RIS format. For guidance on using import filters, see Desktop EndNote guide 3: downloading records from databases using a filter (PDF).

Existing references in a Word document created using Word's own referencing tab

If you have references in a Word document inserted using Word's own referencing tab you can transfer them to a Desktop EndNote library.

  1. Open your Word document.
  2. Click on the EndNote tab in Word.
  3. From the 'Export to EndNote list' select Export Word Citations.
  4. You will be prompted to choose an existing EndNote library or create a new one. Your references will be Exported to your EndNote library.
  5. They will be placed in a temporary group called 'Imported References' - check them and make any changes required.

Existing references manually entered into a Word document or in another unstructured way

If your references are held in a Word document, or in an arbitrary or inconsistent format, it may be very time consuming to import your references into EndNote. Check the internal help within EndNote, or the Manual, for guidance on Importing reference data. 

If you only have a small number of references to import (less than 50), you might find it faster and easier to do the following:

  1. Search for your references on a database such as Web of Science and import them directly into EndNote. Your liaison librarian can advise you on choosing relevant databases and search strategies to re-find your references.
  2. Copy and paste the (hopefully) few that are left in your Word document into EndNote. The quickest way is to copy the whole reference into the first field box ie author, then drag and drop the different elements to the appropriate field. This saves time switching from Word to EndNote.

Updated January 2015

Exporting references from Talis Aspire online reading lists to EndNote

  1. Go to Talis Aspire online reading lists and login.
  2. Go to My Bookmarks and select the references that you wish to export to EndNote using the tickboxes in the column on the left side.
  3. Click on the Action button and then Export citations.
  4. This will create a RIS file (.ris) which you need to save.
  5. Double click on this file to open it in Desktop EndNote or import it into EndNote Web (using the 'RefMan RIS' import option).

Based on instructions developed by Jo Akers at Oxford Brookes University. Updated January 2016.

Exporting references from EndNote Desktop to Talis Aspire online reading lists

  1. Open your EndNote library.
  2. Choose Select Another Style from the options in the Output style box.
  3. From the list select RefMan (RIS) Export and click the Choose button.
  4. Select the references that you wish to export.
  5. Go to the File menu and then select Export.
  6. Choose a destination folder and enter a filename. Check that the file type is set to Text File (*.txt), the output style is set to RefMan (RIS) Export, then press Save.
  7. Go to Talis Aspire online reading lists and login.
  8. Select the My Bookmarks menu, click on the Add bookmark button and select Import citations.
  9. Find the .ris file you exported from EndNote using the Browse button and then select Import. We recommend that you do not select the 'Add imported resources to a new list' box unless you are sure you want a brand new list. You will receive an email once your bookmarks have been imported.

Based on instructions developed by Jo Akers at Oxford Brookes University. Updated January 2016.

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