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Direct exports and filters

Endnote: Direct exports and filters

References can be added to EndNote by exporting (or importing) references from databases:

  • Direct Export - exporting directly from a database into EndNote
  • Using a filter - saving the reference as a text file and importing into Endnote

Direct Export

Most databases provide direct export of references to EndNote. The database will format the references in one of several standard formats. The most commonly used formats are RIS (Reference Manager) and EndNote Import.

The steps to use are:

  • Select the references you would like to export
  • Choose export, download or a similar option

A new window opens so that you can either choose a helper application or browse to the EndNote program which will import the references to your library.

How do I know if a database will provide direct export to EndNote?

It is not always obvious that a database supports the option of a direct export to EndNote. The Help documentation for the database may tell you more about how to save and download references. If the database does support direct export, it will have some way of letting you mark or choose references.

Always check for errors the citation fields which have been exported into EndNote.

Using a filter

Some databases use a filter to import references into EndNote. Filters allow you to import references from databases or any text file that includes labels or tags that identify the type of information that appears in the file.

A filter is selected during the import process to show EndNote exactly how to interpret the information in your data file (the records downloaded from a database).

Factiva to EndNote

The database Factiva requires a filter to import records into EndNote. To download records:

  • Use Internet Explorer for searching and downloading records. Records downloaded using Firefox will be in a format that cannot be imported with this filter.
  • Change View As to Headline, Lead Paragraph and Indexing (from a drop down menu on right of screen)
  • When results are displayed, check the references which you wish to download.
  • Then click on the Save (disk icon). This will format the records for saving. Select Article Format.
  • When the formatted references are displayed, use your browser's "Save As" function to save the references. You must save them as a Text File (*.txt).
  • Download the UQ Factiva Filter
  • To import the .txt references you've saved into EndNote - choose File/Import/File. Choose your .txt file you've saved from Factiva and the UQ Factiva Filter.

EndNote comes with filters and additional filters can be downloaded from the EndNote website.