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EndNote Tips

A basic guide for installing, navigating and using EndNote X5, EndNote X6, and EndNote X7. Note: If you share EndNote online folders with colleagues, sharing can be done on EndNote online as usual.

Importing References Saved in a Text File

To import references in a file into EndNote

  • File must be saved in a text file in tagged format. See example below.
  • Open EndNote. Go to File-->Import.
  • Select file, set Import Option Box at appropriate import filter, and click Import.
  • Filter selected usually provides information on importing at the bottom of the Choose an Import Filter pop-up box. 
  • Time to import depends upon the size of the file.

Tagged example from PubMed.

PMID- 21301674
DA - 20110208
DCOM- 20110613
IS - 0300-8495 (Print)
IS - 0300-8495 (Linking)
VI - 39
IP - 12
DP - 2010 Dec
TI - Treating common warts - options and evidence.
PG - 933-7
AB - BACKGROUND: Nongenital warts are a common condition seen in general practice,
affecting patients of all ages. There are many treatment options and patients
often self medicate with remedies from folklore or tradition before presenting to
their doctor. OBJECTIVE: This article attempts to summarise the quality of
different treatments and to provide recommendations and a quick reference for
treating common warts. DISCUSSION: Many common warts will resolve spontaneously
but others are recalcitrant and often require ongoing treatment beyond first line
measures. Without definite guidelines for treating recalcitrant warts, it is
important for the general practitioner to consider the available evidence for
efficacy and contraindication of the various treatment options.
AD - Department of Family Medicine, Queen's University, Kingston, Ontario, Canada.
FAU - Leung, Lawrence
AU - Leung L
LA - eng
PT - Journal Article
PL - Australia
TA - Aust Fam Physician
JT - Australian family physician
JID - 0326701
MH - *Evidence-Based Medicine
MH - Family Practice
MH - Humans
MH - Warts/*drug therapy/physiopathology
EDAT- 2011/02/09 06:00
MHDA- 2011/06/15 06:00
CRDT- 2011/02/09 06:00
PST - ppublish
SO - Aust Fam Physician. 2010 Dec;39(12):933-7.

Instructions by Database or Vendor for Creating a Text File to Import

PubMed  - Note:  You can still handle citations this way.  However, PubMed now provides a "Citation Manager" option that works well with FireFox.  See PubMed under the Direct Export tab.  

Follow instructions below.

  • Mark selected references.
  • Drop down the Send to box, select Clipboard, and click Add to Clipboard button.
  • Click on Clipboard #items at top right of screen.
  • Drop down Send to box, select File, change the Format to MEDLINE, and click Create File. (This changes the items to the TAGGED format.)
  • In the pop-up box, select Save or Save File.  Save as a text file on your computer.
  • Open EndNote and select the Library where you want to import the references. 
  • Go to File-->Import
  • Browse for your file, set Import Option Box at PubMed(NLM) filter and click Import.