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Direct Export from a Database to EndNote
What is "direct export"?
When you are searching some databases via the web, you will find that they allow you to select records and then send them directly to your EndNote library. The database locates your EndNote software and asks you to choose the EndNote library. It will then transfer the records to your library. This is called "direct export".
With some databases, such as Web of Science, this feature works very well. However with certain databases you will find that the records do not import accurately. In such cases, you may find it better to download the records and use a filter to import them, or to search the database from EndNote using a connection file.
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Use your web browser to display the UQ Library Database list at:
http://www.library.uq.edu.au/database/
Locate the entry for Web of Science and click on it. Note that, despite the name of this database, it contains references in all disciplines. If you are not familiar with this database, use the Quick Search box to perform a simple search.
When your results are displayed, click in the boxes beside some of the references to "mark" those references. Now click on the Add to Marked List button. At the top of the screen, you will now see a button labelled Marked List.
Continue searching and marking records. When you have finished, click on the Marked List button.
You will now see a new screen. At the bottom of the screen are your marked records, but above them is a panel headed Output Options. At Step 1, you can select the amount of data that you wish to export to EndNote. We recommend that you at least check the abstract and keywords options. Your screen should look something like this:
At Step 2, all that you have to do is click on the Export to Reference Software button. After a short delay, your EndNote software will open. You will be asked to Select a Reference Library. Locate the library, highlight it and click on the Open button. The references will now be imported into that library.
Copying References between Libraries
If you have more than one library, moving references from one library to another is easy.
Your library should already be open. We will now open another library called Paleo (a large library containing references on palaeontology), which is supplied with the EndNote software. The default location is:
C:\Program Files\EndNote X\Examples\Paleo.enl
Click on the Open Library  button on the main toolbar. This will bring up a dialogue box where you can select the Paleo library:
Highlight the Paleo file and click on the Open button to open the Paleo library.
You now have two libraries open. The easiest way to copy references is to tile the libraries, so that they appear side by side. To do this, click on Window on the menu bar, and then click on Tile. Your screen should look like this:
To copy a reference from the Paleo library into your library, click on the reference to highlight it. Then click on it again and drag and drop it into your library.
You can select a group of references and drag and drop them in the same way. Remember that to select a group of adjacent references you must hold down the Shift key, but to select references which are not adjacent, you must hold down the Ctrl key.
You can close a library by clicking on the X button in the top right-hand corner of the library window.
Searching an EndNote Library
EndNote provides a sophisticated search function, which allows you to locate specific references or groups of references in your library. We will practise this, using the Paleo library.
To begin a search, click on the Search button  on the main toolbar, and you will see the search dialogue box that we have already used when we practised using connection files. Now we are using it to search an EndNote library.
Type the word sediment in the first search box. Leave the default options as they are:
Note that we have not checked the Match Words box. This means that we are searching for the string of letters sediment and not just for the word sediment.
Click on the Search button, and you should see 22 references, as shown below. Note that these include references containing words like sedimentary, sedimentology, synsedimentary. This is because we did not check the Match Words option in the search box.
Let's do a slightly more complicated search. Assume we wish to find all references by the author Jones that were published after 1990. This means that we wish to find references which have jones in the Author field, and a number greater than 1990 in the Year field.
Click on the Search button on the main toolbar again to display the search dialogue box. In the first search box, click on the first arrow to select the Author field, and then type jones as the search term. At the end of that row, make sure that And is selected as the Boolean operator. Go down to the next row and click on the first arrow to select the Year field. Now click on the second arrow to select Is greater than. Enter 1990 as the search term. The screen should look like this:
Click on the Search button and you should retrieve two references. Neither of these references has Jones as the first author, but if you open the references, you will find that they both have Jones as a collaborating author.
Click on the Search button on the main toolbar to display the search dialogue box again. Close the dialogue box by clicking on the X button in the top right-hand corner.
Sorting an EndNote Library
When you open a library, it automatically sorts itself alphabetically by author. However you can sort your references on any of the fields in the record, e.g. author, title, year, label.
We will sort the Paleo library by year of publication, with the most recent references appearing first.
Click on References on the menu bar, and then click on Show All References.
Click on the Sort Library button  on the main toolbar. The following screen will appear:
In the first box, click on the arrow to select Year.
At the end of the box is a button which indicates how you wish to sort items. There are two options:
from smallest to largest
from largest to smallest
Click on this button to change it to sort from largest to smallest, i.e. from most recent year to earliest year.
In the second box, click on the arrow to select Author and leave the default setting to sort from smallest to largest, i.e. from A to Z. This means that after EndNote has sorted the references by year, it will sort them within each year alphabetically by author.
The box should now look like this:
Click on the OK button and the references in the library will now be sorted chronologically, with the most recent references first.
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