EndNote X9

Importing References from a PDF File or Folder

EndNote is often able to extract metadata from PDFs during the import process and create citations from that metadata. The process utilizes Digital Object Identifiers (DOI) to capture bibliographic data, so this method will not work for older articles (particularly articles that have been scanned). Please note that this process is not always successful. If unsuccessful, you'll need to edit the metadata for each citation manually or you'll need to export the citations from a database and attach the PDFs individually.

1. Open the EndNote library into which you wish to import your references.

2. Under File, go to Import and then File if you want to import a single PDF, or Folder if you want to import a folder of multiple PDFs. A dialog box will appear.

* Mac users: You will not see a File or Folder option. For more information on making imports on a Mac, please click here.

3. If you are importing a single PDF file, choose the file and set the Import Option to PDF. If you do not see PDF in the dropdown, select Other Filters and search for PDF in the list. 

If you are importing a folder of PDFs, the dialog box will look slightly different. Choose the folder you want to import and set the Import Option as PDF. If the folder you are importing contains subfolders with PDFs, you can check the first box to include them -- otherwise EndNote will only import the PDFs contained in the main folder. If you wish to keep the citations generated from this import separate from previously imported citations, select the second box to create a Group Set.

5. Select Import. Your citations should now load into EndNote. If you do not already have EndNote open, your computer will open your EndNote library.

 

Back to Top

Additional Import Filters

Some resources, such as ClinicalTrials.gov, may not automatically have an Import filter in EndNote.  You can search for individual filters on the EndNote website or add all additional filters through EndNote's filter zipped file

Download and save the filter or folder of filters.  Open your EndNote program folder.  You should see a folder in it labeled Filters. Drag and drop the filter(s) into the Filters folder.  The next time you import a file, these filters should be available to you.

Filters folder in Endnote program folder

Exporting References from UNC-CH Library Catalog

Need to import a citation of a physical item, like a book? UNC's catalog makes it easy to do that! As long as the resource you're citing is part of our collections, you won't have to fill out any information manually. 

Exporting Citations From the Catalog

1. Conduct a search in UNC-CH Library Catalog

2. If you want to export a single citation, click on the title of the record that you wish to export to your EndNote library. Click the RIS File button at the top of the record. The citation will be downloaded to your computer as an .ris file.

 

3. If you want to export multiple citations, check the Add to List box next to each item you want to cite. Once you have added all the citations you want to export, click the View List button at the top right of your screen. 

4. Click the RIS File button at the top of the list. All of the citations will be downloaded to your computer as a single .ris file.

 

Importing Citations Into EndNote

Method #1

1. Locate the .ris file in your downloads and right click. Hover over Open With and select EndNote. If you do not see EndNote on the dropdown shortlist, select Other and choose EndNote from the options provided. 

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

 

Method #2

If you have a Mac, please see alternate instructions here.

1. In EndNote, locate the Import option and select File.

2. Select the .ris file downloaded from PubMed. Set Import Option to Reference Manager (RIS)If you do not see Reference Manager (RIS) in the dropdown, select Other Filters and search for Reference Manager (RIS) in the list. 

3. Select Import. Your citations should now load into EndNote. 

Back to Top