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EndNote: a beginner's guide

An introduction to EndNote Desktop for new users. Learn how to create a Library, add and modify references, use EndNote with Microsoft Word, add groups, add full-text PDFs, and back-up your EndNote Desktop library. Also includes EndNote Online.

Export references from a database with a Filter

One way to export references to your EndNote Desktop library is via a filter​. Some databases, such as Factiva, use filters if they do not have an exporting function.

IMPORTANT -- PLEASE READ: Please use the Mozilla Firefox browser for the following steps since it has the Text Files (.txt) save option. Also, please allow pop-ups in your browser since the Factiva search results appear in a separate pop-up window.

 

To export references from the Factiva database to your EndNote Desktop library:

1. Ensure your EndNote Desktop library is open.

2. The Factiva filter should have already been installed with EndNote 20. You can determine if it has by looking for the Factiva (DJ) filter in the following locations:

  • On Windows, look in C:\Program Files (x86)\EndNote\Filters
  • On Mac, look in Applications > EndNote > Filters

If the Factiva (DJ) filter is there, omit step 3 and go straight to step 4 instead. If the Factiva (DJ) filter is not there, please proceed to step 3.

3. Download the Factiva (DJ) filter from EndNote Import Filters. To find the filter, search for 'factiva' (not case-sensitive). Once the filter is downloaded, drag and drop it, or cut and paste it, it to its corresponding sub-folder:

  • On Windows, save to C:\Program Files (x86)\EndNote\Filters
  • On Mac, save to Applications > EndNote > Filters

4. Go to the Factiva database. Do a search on a topic.

5. Tick the references you want to export to your EndNote Desktop library.

6. Click on the Display Options drop-down menu on the top right corner and select Full article/report plus indexing.

7. Click Save  and select Article Format. This will format the records for saving.

8. When the formatted records are displayed, right-click on page and select Save Page As to save the records as a Text File (*.txt). In the File name field, leave Factiva as is. In the Save as type drop-down menu, select Text Files. Then choose the desktop to save your file there for easy location. Lastly, press the Save button.

9. In your EndNote Desktop library, select File > Import > File. Click Choose to locate your Factiva results.txt file. In the Import Option drop-down menu, select Other Filters, find and select Factiva (DJ) and press the Choose button. Now press the Import button.

10. Your references have now been exported into your EndNote Desktop library. You should check for errors in the different fields to ensure that the required data is correct or not missing.

Tip: Always check each exported reference to make sure that no information is incorrect or missing.​

Video: EndNote: Importing citations from Factiva

Video produced and kindly shared by NTU Library (Nanyang Technological University, Singapore).