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Adding References to EndNote

Access Information

On Campus Access: Electronic resources are accessible on-campus. Faculty, students and staff must register personal laptops and mobile devices with UNC Chapel Hill ITS.

UNC Hospitals Access: Electronic resources are available via the Library website by logging in with your Onyen. Note: UpToDate is available within EPIC.

Off Campus Access: Access resources off-campus via the Library website by logging in with your Onyen. Most electronic resources are accessible off-campus to students, faculty, and staff, including UNC Hospitals' staff.

Learn about off-campus access IDs.

Report an off-campus access or hospital access problem.

Exporting References from PubMed: The Fast and Easy Method

Note: If your citations do not export properly into your EndNote library using this Fast and Easy method, please refer to the instructions below for the Tried-and-True method.

Mac Users: When working with EndNote on a Mac, you must use Mozilla Firefox as your browser to enable Direct Export (automatic downloads) of references from electronic databases (PubMed, Web of Science, etc.) to your EndNote library.

Conduct a search in PubMed

Check the boxes next to articles for the citations you wish to download.  If you're conducting multiple searches, save items to your Clipboard, a temporary storage space in PubMed.  You can do this by selecting Clipboard from the Send to menu.  If you do this, a Clipboard icon and the number of items on the Clipboard will be displayed at the upper right of the page.  To view the items on your Clipboard, click on the items link next to the Clipboard icon.

Once you are ready to export your results, click the Send to menu at the upper right corner of your results or Clipboard.  Select Citation manager.  Then, click the Create File button. 

 

Send to Citation Manager

A dialog box will appear prompting you to either "Open" or "Save" the text file that you are creating.

Choose the Open with radio button and select EndNote X6 from the drop-down menu. If you do not see EndNote X6 on the dropdown shortlist, select Other and choose EndNote X6 from the options provided.  Then, click OK.

 

Open with EndNote X6

 

Your citations will automatically appear in your EndNote library.  If you do not already have EndNote open, your computer will open your EndNote library.

Important: Check all citations for accuracy prior to sorting into groups.

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Exporting References from PubMed: The Tried-and-True Method

Note: Some computers have trouble automatically exporting citations from PubMed into EndNote.  If the Fast and Easy method does not work, then use this Tried-and-True method.

Step 1: Exporting from PubMed

Perform your search in PubMed

Check the boxes next to articles for the citations you wish to download.  If you're conducting multiple searches, save items to your Clipboard, a temporary storage space in PubMed.  You can do this by selecting Clipboard from the Send to menu.  If you do this, a Clipboard icon and the number of items on the Clipboard will be displayed at the upper right of the page.  To view the items on your Clipboard, click on the items link next to the Clipboard icon.

Once you are ready to export your results, click the Send to menu at the upper right corner of your results or Clipboard.  Select Citation manager.  Then, click the Create File button. 


Saving Citations from PubMed

 

A dialog box will appear prompting you to either "Open" or "Save" the text file that you are creating.

Choose the Save File button.  Then, click OK.

 

Save Citations to File

 

The file will be saved to your computer; note where the file is saved so you will be able to find it in the next step.  You have successfully exported your citations out of PubMed and are ready to import them into EndNote.

Step 2: Importing into EndNote

Go to EndNote and open the library where you want to store your references.

Click on the File menu and select Import > File. The Import File dialog box will appear.

Click on Choose and select the file you just saved from PubMed.

Under Import Option, click Other Filters.  This will take you to the Choose an Import Filter dialog box.  Select PubMed (NLM).  Click Choose.  This will take you back to the Import File dialog box. 

Choose An Import Filter Dialog Box

Choose An Import Filter

 

Under Duplicates, it is recommended that you select Discard Duplicates from the drop-down menu.  This will import all references except duplicates.

Click on Import when you have finished.

 

Import into EndNote

 

Your references from PubMed should now be in your Endnote library.

Note: Once you have gone through these steps one time, PubMed (NLM) will appear in the Import Option drop-down menu the next time you import a file.

Important: Check all citations for accuracy prior to sorting into groups.

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