Library Research Aids

Using Filters and Connection Files to Import Citations in EndNote

One way to connect to a database that you want to search from within EndNote is by using a connection file. This allows you to construct a simple search from within EndNote and to connect to the database using what is called a Z39.50 Protocol.

To do this, in EndNote 6-X go to the Tools menu and choose Connect; slide over the Connect command to get the window entitled Choose A Connection File. (Note: Versions of EndNote prior to 6 have the Connect command available from the File menu.) The Find button on the left-hand side about two-thirds of the way down the window will narrow your options; the category that you will find most useful is NLM (National Library of Medicine) for PubMed or ISI for Web of Science.

Unfortunately, with the end of the common Melvyl interface to the indexes and databases available to us through the California Digital Library (CDL), most of the connection files that used to be provided with EndNote don't work anymore. A few that still do as of September 2003 are PubMed (see above) and the Web of Science (ISI; these are also known as Science Citation Index, Social Science Citation Index and Arts and Humanities Citation Index; see preceding paragraph).

Using Filters to Import Citations

Slightly more complicated in use are EndNote filters. To make use of filters, you begin your search at the database end of the line (e.g. Biosis, GeoRef, Agricola, CABI) and download your search results in a tagged format. You then import your search results into EndNote by choosing the Import command from the File menu and selecting the proper filter for that database.

The library has prepared a list of most of the major databases available to us, together with how to make use of filters with the databases:

In some cases you will need to go to EndNote's website to download a current filter.

The arrangement is by date unless you change it; click on the pulldown menu and select Database and then look for the name of the database whose filter you need. Remember to select your platform correctly; the default is Windows. Also remember that there is more than one database provider, so be sure to select the provider of the database correctly. The provider of each database is listed in parentheses after the name of the database (e.g. Biosis Previews (via Ovid)) once you have selected Electronic Databases from the library's homepage.

The Ovid and Thomson databases (Biosis, Ei Compendex Plus and INSPEC) all use a simplified filter process. After doing your search and selecting the citations you want to download, click on the Citation Manager link. In the box that comes up, go to the third box from the left entitled Citation Format, click the radio button Direct Export and then click Save. EndNote will open automatically, and you will be asked which library to put the downloaded citations into.\

If you don't find a filter for a database you use, please contact Matt Conner.

Installing New Filters and Connection Files in EndNote

Filters and connection files will not work until you install them properly in your EndNote program. Filters go in the Filters folder of EndNote and connection files go in the Connections folder. Once you have downloaded the filter or connection file you want from the EndNote website:

(or the Library Instruction Services webpages), drag the filter to the Filters folder or the connection file to the Connections folder. Close EndNote and reopen. Then, when you choose Import from the File menu or Connect from the Tools menu (in EndNote 6), you should be able to find the filter or connection file appropriate to the database from which you are downloading citations. The arrangement when you search for filters or connections files at the EndNote website is by date unless you change it; click on the pulldown menu and select Database and then look for the name of the database whose filter or connection file you need. Remember to select your platform correctly; the default is Windows. Also remember that there is more than one database provider, so be sure to select the provider of the database correctly. The provider of each database is listed in parentheses after the name of the database (e.g. Biosis Previews (via Ovid)) once you have selected Electronic Databases A-Z from the library's homepage.

Using Google Scholar and Importing Results into Endnote

Google Scholar now provides a means of importing individual citations (not groups of citations) into EndNote. To use it, you must first configure Google Scholar. Go to Google ( http://scholar.google.com) and select Scholar Preferences to the right of the search box. Scroll down to Bibliography Manager and click on the radio button Show links to import citations into: Click on the pulldown menu and select EndNote. Click on the box Save Preferences.

Once you have done your search, you should see Import into EndNote as one of the options beneath the citations you retrieve after a search. Select this option; if all goes well, EndNote will open, asking you to select a library to download the citation from Google Scholar into. Examine the citation once you have imported it to make sure it is the correct reference type (Journal Article) and that all necessary data is included.

If all of the information you were expecting is not there, here is an alternative to get the citation properly inserted into an EndNote library: Instead of selecting Open, choose Save (in Internet Explorer), Save It to Disk (in Netscape, Firefox and Mozilla) or Download Linked File (in Safari) and save your search result to your desktop. Then, import this Google Scholar filter ( http://www.lib.ucdavis.edu/dept/instruc/research/endnote/files/googlescholar.enf) into the Filters folder of your EndNote program. Once you have installed the filter, go to the File menu in your EndNote program; choose Import, then select the file you have just downloaded from Google Scholar; it should usually be on your desktop and should be named scholar.enw or somthing similar. Then select the Google Scholar filter, selecting Google Scholar under the Import Option box.

Questions or comments regarding this page? Contact Lee Riggs at lwriggs@ucdavis.edu