EndNote for Mac

This guide details the steps for using EndNote on a Mac. It covers Cite While You Write in Pages and Word for Mac.

Import a Reference From Our Catalog

To do this, you must be in our catalog and have already selected a Reference that you would like to import to EndNote. Once there, follow the steps outlined below.  For help accessing our catalog, please Ask a Librarian or call the Information Desk at 210-458-4573.

1. Look in the blue box to the right of the bibliographic record. Under the "Actions" section, click the link called "Export".

2. In the screen that appears, select the EndNote export format from the drop-down box.

3. Click on the "Click to Export" button and a text formatted entry for the Reference will appear in a web browser window.

4. Go to "File," "Save Page As"  or command S to save the file to your desktop. Name the file anything you will recognize.

*Your Mac will default to save in your downloads. It is okay to save there, just beware that it may be difficult to find the file if you don't often clear out your download list. If you save to your downloads folder, it is especially important that you give the file a very recognizable name.

5. Before saving, make sure that the file type is text document.

*The file extension in the "Save As" box may appear as .do. That is all right as long as the secondary "Save As" box has the word "Text" in it.

6. Verify that the file is on your desktop.

7. Open your EndNote Library.

8. On the toolbar at the top of the screen, select the down arrow to import. Otherwise, go to File, Import.

9. An import box will pop up with the following options--

  • Import Options: Select "Other Filters" from the drop-down box. A new box will pop up that will allow you to choose the appropriate filter. Select the filter named "UTSA-Library".
  • Duplicates: Select "Import All," "Discard Duplicates," or "Import to Duplicates Library" depending upon how you like to handle duplicate records.
  • Text Translation: The default is "No translation" and it is probably best to leave it as is.

10. Select the text file you just saved to your desktop and click the "Import" button.

11. The Reference should appear in your library!

12. At this point, you may wish to attach a PDF, image, or text file to your Reference.

13. Delete the .txt file from your desktop.

Export From Library Quick Search

Library Quick Search is a fantastic resource for EndNote users because it will directly export any record it returns--even if it pulls the record from our catalog or a database that does not export directly to EndNote.

1. Perform your search in Library Quick Search and identify the records you wish to export to EndNote.

2. Use your mouse to hover over a record you wish to move to EndNote. This will cause a magnifying glass and a file with a plus sign to appear in the top right-hand corner of the record. Click on the file folder icon to temporarily save the item. Once you have clicked on the file, you will notice a "Saved Items" box appear at the bottom of the screen.

3. Repeat step 2 for each record you wish to export to EndNote.

4. Once you have saved all your records, click on the "Saved Items" hyperlink at the bottom of the page. This will cause a box to pop up listing your saved references.

5. At the top left of the box, you will notice a the word "Export" followed by 3 buttons: RefWorks, EndNote, BibTex. Select the EndNote button.

6. A box asking whether you want to open or save the file(s) will appear. Indicate that you would like to open the file. You may need to use the "Choose" button to indicate the file should be opened by EndNote.app. Check the box indicating that Firefox should "Do this automatically for files like this from now on."

7. If you have more than one EndNote library, the "Select a Reference Library" box will appear at this point. Simply click on the library you would like to populate with the downloaded References.

8. The files will automatically populate in your EndNote program as references.

WARNING: It is important to review these references because they may need to be edited if they populate incorrectly.