EndNote Tutorial 1

Introduction to EndNote

This tutorial provides an introduction to EndNote and will help you get started immediately. EndNote is a bibliographic software management tool that allows you to organize and store all your citations in one location, format references in an array of citation styles, and easily create footnotes and endnotes in your word processor.

The screenshots in the tutorial come mostly from EndNote X2 for PC but the same principles apply to most versions of EndNote and Macintosh computers. You can receive additional support by emailing academic.services@ptsem.edu.

A pdf of this tutorial is available here.

If you're looking for a tutorial for EndNote Web, click here.

Getting started with EndNote

EndNote has many features. At the end of this tutorial, you will be able to create and open your EndNote library and then add references to your library using three different methods. If you are looking for how to use EndNote in conjunction with your word processor, click here.


Create and open an EndNote library

While it is possible to create multiple EndNote libraries, it is strongly recommended that you use only one EndNote library for all your research needs.

  • Open EndNote. If this is the first time you've opened EndNote, you should see this screen:

EN Start

  • Select Create a new EndNote library and click OK.
  • Give the library a name and choose a folder location.
  • Click Save.

To open a library from within EndNote, choose Open from the File menu:

EN open lib


Add references to your EndNote library

There are three different ways to add references to your EndNote library. This section of the tutorial will look at how to create references manually, import references from online databases such as the PTS online catalogue, ATLA, ProQuest Religion, and JSTOR, and search and import references directly through EndNote.

Create references manually

  • Open a blank record by going to References from the menu bar and select New Reference

EN new ref menu


  • Or click the New Reference icon: EN new ref icon
  • Choose the correct Reference Type from the drop-down menu (i.e. Journal Article, Book, Edited Book).

EN new ref

  • Enter the appropriate bibliographic data for that source without special formatting - do not italicize titles or bold author names. EndNote will properly format references based on the selected output style.

Import references from online databases
(PTS Library Catalogue, EBSCO databases - ATLA & Academic Search Premier, ProQuest, JSTOR)

OPAC - PTS Online Catalogue

  • Download the PTS Voyager filter. You will need to unzip the file and then place in C:\Documents and Settings\"user name"\My Documents\EndNote\Filters (you may need to create the Filters folder). On a Mac, place in "user name"\Documents\EndNote\Filters.
  • Perform your search and select the records you want to keep.
  • At the bottom of the screen, choose EndNote Citation from the Select Download Format drop-down menu and then click Format for Print/Save.

OPAC export

  • Once your search results are redisplayed, go to the your browser's menu bar and choose File - Save As. Name the file and choose a folder location.
  • Save the file as a text file (.txt) and ensure that the encoding is Unicode.

EN import cit icon

  • Open the EndNote library you wish to import your references.
  • Choose Import from the File menu at the top of the screen.
  • Click on Choose File and select the file you saved above.
  • Click the Import Option. Choose PTS_Voyager if it appears on the list. If it does not, select Other Filters and choose PTS_Voyager from the alphabetized list.
  • Elect whether to import duplicates that may already be in your library. EndNote's default measure to determine duplicates is based on Author-Title-Year-Reference Type. Select Discard Duplicates if you do not want duplicates in your library.
  • Select Unicode (UTF-8) from the Text Translation box.
  • Click Import. Those references are now in your selected library.

PTS import


EBSCO databases - ATLA, Academic Search Premier

  • After you've performed your search, add the items you want to your folder.

    EBSCO record

  • After adding the records you want, go to your folder.

EBSCO folder

  • Select all the references you want to export to EndNote and then click the Export icon. EBSCO export icon
  • Choose the export option Direct Export to EndNote.

EBSCO export

  • Click Save
  • A dialogue box will open. Choose Open. A window will then prompt you to Select a Reference Library. Choose the library you wish to import your references into and click Open. Your references are now imported into your EndNote library.

ProQuest Religion

  • After you've performed your search, add the items you want to your folder.
  • Choose the Export option just above the list of results:

ProQuest export

  • Choose Export directly to ProCite, EndNote or Reference Manager.

ProQuest export2

  • A dialogue box will open. Choose the Open with radio button and leave the default option as an RIS file. Click OK. A window will then prompt you to Select a Reference Library. Choose the library you wish to import your references into and click Open. Your references are now imported into your EndNote library.


  • Login to JSTOR. Create an account for yourself if you do not have one.
  • After you have performed your search, select the citations you want to keep and check Save Citation(s).

JSTOR save cit

  • Click on the Saved Citations link on the top right of the screen.

JSTOR saved cit

  • Select the citations you wish to export to EndNote and click on Export article citations.

JSTOR export cit

  • Choose the EndNote, ProCite, Reference Manager option.

JSTOR export

  • Choose Open and you will be prompted by EndNote to Select a Reference Library. Your references will be imported into the library you choose.

Search and import references through EndNote

  • In EndNote, select Tools from the menu bar and choose Online Search. Select the database you wish to use.

EN online search

Or you can select the Online Search shortcut by clicking on this icon:

EN online search icon

  • Enter the appropriate fields into the search box and click Search. You can add additional fields by clicking the plus sign (+) button on the right of the screen. EndNote will perform the search and notify you of how many records it found. Click OK and the results will automatically be imported into your library. If you are using EndNote X1, see the following step below.

EN search

  • In EndNote X1, your results will be imported into a new window. Select the references you want to import into your library by clicking on each record (hold the ctrl key to select references that are not adjacent to each other). If you want to import all the references, select the Copy All button and then choose the correct library.


For instructions on how to use EndNote with Microsoft Word, click here.

Created by Andy Newgren, Computer Software Specialist, Princeton Theological Seminary