Skip to main content

Gerstein Science Information Centre

EndNote X8 (Desktop)

How to use a citation management program to organize your references and create in-text citations and bibliographies for your papers

Direct Export into EndNote

  1. Step 1- Search your Topic in the Scopus database. Select your citations by checking off the boxes located to the left of each article in your search results.

  1. Step 2- Click Export, located at the top of your search results webpage, beside "All" and "View Citation Overview".

  1. Step 3-  In the Export document settings box that appears, choose the following options -
    1. Step 3i- At the top of the pop-up box, under "Select your method of export", click on the circle beside  RIS format (EndNote, Reference Manager) to select it.
    2. Step 3ii- On the bottom left side of the pop-up box, under "What information would you like to export", select the box beside Citation Information. Then select all or as many fields under Citation Information that you deem useful, such as Author, Document title, and so on. It is recommended to select all of these fields.

  1. Step 4- Click the blue Export button at the bottom right corner of the pop-up box.

  1. Step 5- In the Dialogue Box that appears, select the arrow on the right side of the Open with Other dropdown menu. Scroll through the dropdown and select Research Soft Direct Export Helper.

  1. Step 6- Once you have completed the above steps, your citations will be exported from the Scopus database will automatically be added to the Last Imported folder in EndNote.

 

Indirect Export into EndNote

Alternatively, you can save a copy of your chosen citations as a separate file before importing them into EndNote:

1) Find and Save Citations as an RIS File

  1. Step 1- Search for your topic in the Scopus database.
  2. Step 2- Select your citations by following step 2 of the instructions for "Direct Export Into EndNote", which is listed in the previous section, above.
  1. Step 3- Choose Export.

  1. Step 4- In the Export document settings box that appears, choose the following options -

    When exporting citations from SCOPUS choose all of the fields.  Information culled now may be useful in the future. 

    1. Step 4i- At the top of the pop-up box, under "Select your method of export", click on the circle beside  RIS format (EndNote, Reference Manager) to select it.
    2. Step 4ii- On the bottom left side of the pop-up box, under "What information would you like to export", select the box beside Citation Information. Then select all or as many fields under Citation Information that you deem useful, such as Author, Document title, and so on. It is recommended to select all of these fields.

   

  1. Step 5- Click blue Export button at the bottom right corner of the pop-up box.

 

  1. Step 6- Save your citations as an .ris file to your computer.

 

2) Import Citations as an RIS file into EndNote

In your EndNote library, prepare to import the citations:

  1. Step 1- Go to File in the top left hand corner of EndNote. Scroll down and click Import. Then click File, to open a file.

  1. Step 2- Browse for and select the  scopus.ris file you had just saved on your computer according to the instructions in the "Find and Save Citations as a Text File" section above. A pop-up box called Import File will appear.
  2. Step 3- In this pop-up box, select the arrow beside the Import Option dropdown. In this dropdown, scroll through and select Reference Manager (RIS)

  1. Step 4- Select the arrow for the dropdown beside Text Translation. Scroll down and choose Unicode UTF-8

  1. Step 5- Ensure sure you have: attached the .ris file of your references, changed Import Option to Reference Manager (RIS), and changed Text Translation to Unicode (UTF-8) by following steps 2 – 4 above

  1. Step 6- Click Import button at the bottom of the pop-up box.  Your references will appear in your Imported References folder, which is located in the left-hand side menu in EndNote X8.