Getting the Most from EndNote – Capture Reference Feature

March 3, 2019

It is easy to export articles from scholarly databases like PubMed or Web of Science into EndNote, but how can you do insert a reference from popular media sources like the New York Times or government websites like

Typically, you would have to create a new reference manually.  Now you can use the capture reference feature to export this information directly into EndNote.  It will not work for all websites, and you may only get partial data from others. So, you may still have to use the New Reference and Edit Reference features.  But using Capture Reference could make getting the reference data from many websites much easier.

• If you have not already set up an account with EndNote, you will have to do this first.

• From EndNote, click on References and then Preferences (For Mac users: Click on EndNote in the toolbar and then click on Preferences)

EndNote screen snap


• From here select Sync and click on the button labeled Enable Sync.

EndNote screen snap

• From here, you will have the option to create a new EndNote account by clicking on the Sign Up button.

EndNote screen snap

• Once you have your account set up, enter this web address into your browser:

• Login using your account information.

EndNote Screen snap

• From here, select the Downloads tab.

• To install the capture tool you will need to add this to your Bookmarks/Favorites bar – depending on your browser there might be two ways to do this:

EndNote Screen snap

• Drag the Capture Reference button to your Bookmarks/Favorites bar


• Right-click and select Add to Favorites or Bookmark this Link

• Navigate to a website that you would like to cite.

• Click on the Capture Reference bookmark.

• In the pop-up window, make sure to select EndNote.

• You may have to add some information manually.

• In the example below you would want to add the appropriate information to the Author, Access Year, and Access Date fields. You can also do this by using the Edit Reference feature in EndNote.

• Tip: Include a comma at the end of the author field when using an organization’s name. This will ensure that EndNote formats the name properly for in-text and bibliography citations.

• Click on the Save To button and the reference will be added to your library.

EndNote Screen snap

EndNote is a citation management tool that can help you organize your research and save invaluable time creating your in-text citations and bibliographies.

To learn more about EndNote, sign up for one of our classes or schedule a meeting with Daniel Castillo.

Getting the Most from EndNote – Annotating PDFs

January 2, 2019

In a previous post we covered how to import full text PDFs into your EndNote library.  Having the PDFs attached to your library makes it easier to quickly locate and read the text.

Did you know that you can make annotations on these PDFs?  This simple-to-use feature is another way you can use EndNote to make it easier to organize and use your research.

• Select the PDF from the tabs along the right-hand side of the page and click on the Open PDF button.

EndNote screen snap

• From the PDF viewing screen, you can select some basic annotation tools (highlight, underline, sticky note, and strike out).

• Using the sticky note option adds a small icon to the text. You can click on this to open a small window where you can write and view notes.

• You can also use the Find… field to locate and highlight a specific word or phrase within the PDF; use the Find Previous and Find Next to scroll the multiple instances of the desired word or phrase.

EndNote screen snap 2

• You can save your annotations by clicking on the Save icon on the left-hand side of the toolbar directly above the PDF.

• You can also print out the PDF and any added annotations by clicking on the Print icon.

EndNote screen snap 3

EndNote is a citation management tool that can help you organize your research and save valuable time creating your in-text citations and bibliographies.

To learn more about EndNote sign up for one of our classes or schedule a meeting with Daniel Castillo.

Getting the Most from EndNote

May 21, 2018

You already know that EndNote is a citation management tool.  It’s invaluable when it comes to organizing your research. Plus, it saves you tons of time creating your in-text citations and bibliographies.

But did you know that you can use EndNote to automatically download PDFs of full text articles available through our current subscriptions?  It is easy to set up and even easier to use.

•Select the Edit tab and then click on the option for Preferences… (For Mac users: Click on EndNote  in the toolbar and then click on Preferences.) 

EndNote image 1

•From the EndNote Preferences window select the Find Full Text tab on the left hand side

•In the OpenURL Path: field enter and under the Authentic with: URL: field enter

•You can also check the box next to Automatically invoke Find Full Text on newly-imported references to have EndNote add the full text PDFs every time you import new results into your library

EndNote sample 2

•To locate PDFs of the full text for an article, highlight the article(s) you want, select the References tab, and then click on Find Full Text…

EndNote sample 3

•You will be prompted to enter either your NetID or URMC Active Directory credentials (you can use this feature from home without using VPN)

•You will notice notifications on the left hand side of EndNote of how many PDFs EndNote was able to locate under Find Full Text heading

•You will see a paperclip icon next to an entries that now have a full text PDF attached, you can access the PDF from the right hand side of the EndNote window

EndNote sample

•Select the tab from the right hand panel with the title of the PDF and click on the Open PDF button to the left to open the PDF.

EndNote sample

To learn more about EndNote sign up for one of our classes or schedule a meeting with Daniel Castillo (275-6873).

Getting the most from EndNote – Adding and fixing references

January 3, 2018

You just noticed a mistake in an EndNote-generated reference.

What do you do?

Or maybe you need to cite something you cannot import from PubMed or another database.


Whatever you do, don’t make the corrections directly in the document.  This can lead to errors in your citation or bibliography or even worse…a corrupted document file that will no longer open properly.

The best way to deal with these is to use the New Reference and Edit Reference options in EndNote.

Here…we’ll show you.

Using the New Reference option is a great way to include citations from sources like a speech or a poster.

• Select the References tab and click on New Reference

• Be sure to select the proper Reference Type from the pull down menu at the top of the screen and then enter all the pertinent information.

EndNote screen snap











• You can also attach a PDF by selecting the paper clip icon at the top of the screen.

EndNote screen capture









Now let’s tackle editing references.

• Go to the References tab and click on Edit Reference. This will take you to the Edit Reference entry screen. From here, you now can safely correct any mistakes in the appropriate field.

• After you have fixed any errors, you can make these corrections appear in the document by going back to Microsoft Word, selecting the EndNote tab, and clicking on Update Citations and Bibliography.

EndNote screen capture

And you know you can download EndNote at no cost to you, right?

River Campus Libraries provides a site license for EndNote that allows University of Rochester employees (including faculty) and students to download this software on work or personal computers at no charge. Both Mac and Windows versions are available. You’ll need your UR NetID to download the software.

Go to the River Campus Libraries EndNote page for instructions on downloading the software and a link to the download site.

To learn more about EndNote, sign up for one of our classes or schedule a meeting with Daniel Castillo.

July is UV Safety Month

July 1, 2016

The summer heat and sun have arrived! The joyful days of summer bring swimming, gardening, running in sprinklers, outdoor games and many other activities that can have us in the sunshine for hours.

As we bask in our summer sun, it is important to think about skin safety.

Did you know that skin cancer is the most common type of cancer in the US? Ultraviolet (UV) rays from the sun are the main cause of skin cancer. UV rays also can cause damage to the skin that results in wrinkles and blotches.

Protect yourself this summer from the sun’s damaging rays by taking the following steps:

  • Stay in the shade as much as possible between 10 a.m. and 4 p.m.
  • Wear sunscreen with SPF 15 or higher.
  • Look stylish and mysterious by wearing a big hat and sunglasses.

In search of other valuable resources on sun safety? Take a look at these links:

CDC Skin Cancer Prevention

CDC — Protecting Children from the Sun

New York State Department of Health — Skin Cancer

Recap what you learned today by taking this quiz from the American Cancer Society.

Measuring scholarly impact has never been so cool or so colorful

February 1, 2016

You’ve probably used impact factor and h-index for measuring your scholarly impact.

But have you heard of altmetrics?

Jason Priem, a founder of the altmetrics movement and author of “Altmetrics: A Manifesto” tells us:

“Altmetrics is the study and use of scholarly impact measures based on activity in online tools and environments. The term has also been used to describe the metrics themselves–one could propose in plural a ‘set of new altmetrics.’ Altmetrics is in most cases a subset of both scientometrics and webometrics; it is a subset of the latter in that it focuses more narrowly on scholarly influence as measured in online tools and environments, rather than on the Web more generally.”

Altmetrics look at how often an article is:

♦ Downloaded
♦ Stored in a citation management program
♦ Shared via social media
♦ Cited in non-traditional publications
♦ Mentioned in the news

You may have seen what is commonly called the “Altmetrics Donut” and wondered how the score was generated.  Here’s a breakdown:

News: 8
Policy Documents:3
Blogs: 6
Twitter: 1
Facebook: .25
Wikipedia: 3
Google Plus: 1
F1K: 1
Sine Weibo:1
YouTube: .25
Reddit: .25
LinkedIn: .5
Pinterest: .25

altmetric donut requires a subscription to the service and also an account.  At this time, we do not have an institutional subscription, but there are free options available to individuals.

For further reading on the topic, we recommend:

Still have questions?  Your liaison librarians are here to help.

Contact us by email, by calling (585) 275-2487, or by using the Ask A Librarian page on our website.

What should I do? A journal I’ve never heard of just asked me to submit a paper.

February 1, 2016

Finding the right journal to publish your article is challenging. Predatory journals make the process even more difficult.

Predatory journals may promise a quick turnaround from article review to publication. They may not disclose article processing charges (APCs) up front, but can demand payment for publishing at a later date. They offer little to no editorial services and may not be peer-reviewed. Predatory journals often create new open access journals with names similar to legitimate journals. Their websites, journal metrics, stats and editorial board members are often fabricated.

How big is this problem?  According to the “Beall’s List” there are over 900 identified predatory journals. So, how can you protect your reputation and your wallet?


Start here:

Ask yourself:

• Is it a predatory journal? (This article from ThinkSCIENCE defines the problem and offers advice and tips.)

• Is the title on Beall’s List of Predatory Publishers?

• What fees will you be charged? What are the Article Processing Charges (APCs)?

• Can you rescind your submission at any time?

• Have you received unsolicited e-mails or even SPAM?  Are there grammatical errors in the correspondence?

• Have you heard of the publication name?  Does it sound a lot like another established journal?

For more information about journal rankings and reach, check out InCites™ Journal Citation Reports®.  (This is licensed content, so you’ll be asked for your UR status and affiliation before being directed to the data.)

Still have questions?  Your liaison librarians are here to help.

Contact us by email, by calling (585) 275-2487, or by using the Ask A Librarian page on our website.