The process of searching an online database is very similar to searching an EndNote library. Here are the basic steps involved; more detailed descriptions of these steps are provided in additional help topics.
You can download found references directly into an existing EndNote library using Integrated Library Mode or into a temporary library using Online Search mode.
Using a temporary library is helpful if you want to experiment with potential search strategies or refine a search strategy. You can retrieve batches of references without affecting your permanent library, and then copy only selected references into your permanent library.
To save references directly into your library:
Open the EndNote library that will receive the downloaded references.
Make sure Integrated Library & Online Search Mode is selected so that all commands and groups are available.
When you download references from the online database, they will be saved to the open library (the library name appears at the top of the window). If you download references that you find you do not want, you must delete them from the library.
To store references in a temporary library:
Create a new EndNote library or open any existing library.
On the toolbar, select Online Search Mode so that only Online Search groups and commands are available.
When you download references from the online database, they will be stored in a temporary library (rather than a library name, the top of the window indicates “Online Mode”). In order to save references permanently, you must use either the References > Copy References to command to copy selected references to a new or existing library or the Copy to Local Library icon from the toolbar. When you close the temporary library, all references in it will be lost.
If you initiate an online search while in Local Library Mode, the display will automatically switch to Online Search Mode.
To search and retrieve references from a online database:
Initiate the online search in one of these two ways:
From the Tools menu, select Online Search to display the full collection of connection files. Or, click "more" under the Online Search groups.) Select the online database that you would like to search, and then click Choose. See Selecting a Connection File.)
When the connection has been established, the Search panel appears ready for you to enter a search.
Once you have searched an online database, or marked the database as a favorite with the Connection Manager, it appears in an Online Search list in the Groups panel of the Library window. (See Picking Your Favorite Connection Files.)
In the Online Search list, click on the database you wish to search. EndNote connects to the online database and displays the Search panel.
Enter your search request in the search fields on the Search panel, and then click Search.
EndNote searches the database and displays the number of references that were found to match your search criteria.
Click OK to retrieve the references.
If you would like to pause during record retrieval, click Options and select Pause. When you are ready to continue, click Options and select Resume.
Note: The connection to the online database is maintained only until the search is completed and the matching references are retrieved; when the references are downloaded, you are automatically disconnected. Each time you initiate another search, EndNote reconnects.
All references are already saved to the current EndNote library and are displayed in a group under Online Search.
If you decide you do not want to keep any of the retrieved references, display the group of references and click in the list, go to the Edit menu and Select All, and then go to the References menu and select Move References to Trash.
You can also highlight individual references and select References > Move References to Trash. (You can use
Ctrl +click to select non-contiguous references in the list, or use Shift+click to select a range of references.)
The retrieved references are stored in a temporary library. Rather than a library name at the top of the window, EndNote displays “Online Mode.”
To save all of the retrieved references, click in the list of references, go to the Edit menu and Select All, and then do one of these:
Go to the References menu and select Copy References to in order to select a new or existing library and copy the highlighted references to that selected library
Or, click the Copy to Local Library Mode icon on the toolbar to quickly copy the highlighted references to the currently active library
You could also highlight only individual references before copying them to an EndNote library. (Use
Ctrl+click to select non-contiguous references in the list, or use Shift+click to select a range of references.)
The references are copied to the selected library and are displayed in a Copied References group. Each time you copy references into an EndNote library, the Copied References group is replaced with the new set of references. Previously copied references remain in the library; they are just no longer part of the latest Copied References group.
Another way to save references downloaded in Online Search Mode is to use the Copy and Paste commands from the Edit menu to copy individual references from Online Search Mode and then paste them into Local Library Mode.
Click on Local Library Mode, which leaves Online Search Mode intact. You can switch between these two modes without losing the current online search data.
Click on Integrated Mode. This closes the Online Search Mode session. Any references in Online Search Mode are discarded so make sure you first copy references you want to keep into your permanent library.
Click the corner close button. This closes the entire EndNote library (all modes). Any references in Online Search Mode are discarded, so make sure you first copy references you want to keep into your permanent library.