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How Do I Use EndNote and EndNote Online

Information and tips to getting the most out of EndNote and EndNote Web at Penn State Hershey George T. Harrell Health Sciences Library.

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EndNote helps you keep track of your citations and format them properly as you write your manuscript.

Harrell Health Sciences Library: Research and Learning Commons provides access to EndNote Desktop on several labeled workstations on the main floor of library. EndNote X9 is currently installed.

Be sure to save your EndNote Library on your flash drive or on your personal M drive.

EndNote Desktop can be purchased from the Penn State Computer Store. You can also use EndNote Online which is FREE and recommended. 

Now it's time to build your EndNote library with all of the references that you want to use when writing. Three ways of doing that are described below.

Importing From PubMed

This recommended method allows you to use all of the powerful search features of the PubMed interface. 

  • Search PubMed as you normally would.   
  • Select the citations you wish to import.
  • Click "Send to" in the upper right, select "File" and change the format to "MEDLINE". Click "Create File."
  • Save the file.
  • Open EndNote.
  • Select from the menu, File>Import>File
  • Choose the PubMed file that you saved.
  • Select PubMed(NLM) as the import option.
  • Click "Import."

Entering References using Online Search Mode

This method is the best method to use if you already have a list of citations to add to your library, or if you have PubMed ID numbers for the articles.  If you have not yet collected any references, doing a topical search within a specific database (i.e. PubMed, Web of Knowledge) is a better way of searching the literature.  Databases such as PubMed offer search functionality that is superior to EndNote's "online search" function.

  • On the EndNote menu, click Tools / Online Search ...
  • The "Choose a connection" box will open.
  • Choose the database to search, then enter your search terms.
  • You will receive a message with the number of results found.
  • You can choose whether to load all or some of the references (as long as you have the "online search mode" icon clicked in the upper left) . They will be downloaded into your Endnote library.


Entering References by Hand

The most basic way to enter a reference is by typing it in, but this method is discouraged since it increases likelihood of errors. 

  • Click References menu / New.  
  • Select the document type, such as "journal article."
  • Input the citation information.  
  • Save the reference by closing the record and returning to the reference list. 

Find the Full Text

EndNote X3 - X5 offer the option to find the full-text of the references downloaded to your EndNote library.

1) Penn State users should set up their OpenURL path following these instructions on the middle of this page: OpenURL path

2) Once you have references in your EndNote library:

  • Select the references for which you want to find full text.
  • Right click and select: Find Full Text – Authenticate. You will be taken to the PSU "thumbprint" page where you will be prompted for your Penn State Access ID and password.  Click “login.” Click “done” to close the window.
  • Back at your EndNote library, right click the selected references AGAIN, and choose “Find Full Text –Find Full Text”.
  • Read and accept the copyright warning statement.

EndNote will begin searching through both freely available materials and Penn State-licensed resources to find the full text. You can watch EndNote tally the progress on the bottom left side of your library. When a pdf is found, a paperclip will display next to the author’s name in your library. Sometimes EndNote cannot download the pdf, but will provide a link to the resource. These will display as “found URL.”

NOTE: This method of importing PDFs into your EndNote library only works if a)Penn State subscribes to the journal and b) the metadata on the PDF is of good quality.  If you do not find a PDF using this method, check to see if Penn State Hershey subscribes to the journal by searching our Journals List . If the article is available, download the PDF to your desktop, rightclick on the corresponding reference in your library, select "File Attachments" then "Attach File" and upload your saved PDF.