EndNote

• Download the PolyMTL filters.
• Double-click them one at a time to open them in EndNote.
• In EndNote, go to File Menu ➞ Save As ➞ leave the name of the filter and delete the word "Copy" at the end ➞ Save.
• After the filter is saved (it might take a little while), click on File Menu ➞ Close Filter.
• All the filters downloaded and opened with EndNote will be saved on your computer under:

C:\Users\<UserName>\Documents\EndNote\Filters for Windows;

/Users/<UserName>/Documents/EndNote/Filters for macOS.

See this path in EndNote ➞ Edit ➞ Preferences... ➞ Folder Locations.
The filters found here have priority over the filters automatically installed with EndNote.

Indirect Import with the CAS_SciFinder_PolyMTL filter

1. Perform your search in References select the relevant references.
2. Click Download Results  
3. Choose File Type: Citation (.ris), Select Quantity: Selected Results, click Download and the .ris file will be created.
4. In EndNote: choose File ➞ Import ➞ File... and retrieve the .ris file.
5. At Import Option select the CAS_SciFinder_PolyMTL filter and click Choose; Select Import all from the Duplicates list, No Translation at Text Translation and click Import.

• For every imported reference, make sure its reference type in EndNote matches the respective document type.

Indirect Import with the EIVillage_Compendex-Inspec_PolyMTL filter

1. Perform your search and select the references to be imported.
2. Click on the arrow, then choose Location: My PC, Format: EndNote (RIS, Ref. Manager), and click on Download record(s) to save the .ris file.
3. In EndNote, choose File ➞ Import ➞ File... and retrieve the .ris file.
4. At Import Option, select the filter EIVillage_Compendex-Inspec PolyMTL, Import all from the Duplicates list, No Translation from the Text Translation list, and then click Import.
5. Your references will appear in the Imported References group and also under All References.

• Conference papers are imported as Conference Proceedings and should be transformed into Conference Papers.
• Complete in the Type field: Paper presentation, Keynote address, Conference session, Poster session, Symposium contribution, etc. for APA in English; Communication de conférence, Présentation par affiche, Contribution au symposium, etc. for APA in French; communication présentée à for IEEE in French; paper presented at for IEEE in English.
• Correct the Conference Location if the field contains the place of publication of the conference instead of the city where the conference took place (e.g., "Piscataway, NJ, USA" is the place of publication of IEEE conferences). Retain in Conference Location only the city and the province or the state (for Canada and the US) or the city and the country for other countries (e.g., the P.O. Box and the street are not necessary).
• Discard "Proceedings of" from the Conference Name.
• Complete Year of Conference, Conference Name and Conference Location by using the information imported in the field Notes or by consulting the Detailed format of the reference in Compendex/Inspec and the PDF of the document.
• Compendex and Inspec have common references, so if you import from the two databases simultaneously, make sure you eliminate duplicates.

Direct Import

1. Open the EndNote library in which you want to import references.
2. Execute your search and select the references to export.
3. Click Export ➞ EndNote desktop ➞ Record Content: Full Record ➞ Export to create the .ris file.
4. Double-click the .ris file and the references are sent directly into the EndNote library. The international classification codes will be transferred in the Keywords field.

• Check the data transferred by comparing it with the patent information in Derwent.
• The fields Application Number, Date, and Patent Number may contain multiple data for each country where the patent was published or issued. Retain only the information pertaining to the patent you want to cite (e.g., the US patent) and discard the data for the same patent in other countries. Additionally, discard data unrelated to the respective field (e.g., the date(s) that may be found in the Application Number field).
• In the field Year, enter the year when the patent was granted in the chosen country.

Direct Import

1. Log into your Emerald account.
2. Open the EndNote library in which you want to import the references.
3. Perform your search. For each pertinent reference click Add to Citation Manager.
4. Click on Citation Manager at the top of the page.
5. The Citation Manager does not retain content between sessions. Before exiting the session, choose the references to download under Citation manager and click Download Selected ➞ RIS (Zotero) to create the .ris file.
6. Double-click the .ris file and the references will be downloaded into the EndNote library.

It is possible to import references from Google Scholar only one at a time. 

Direct Import

1. Click Google Scholar Settings.
2. Under Search results ➞ Bibliography manager, select Show links to import citations into ➞ EndNote, and then click Save. This way, the Import into Endnote option will be available under each search result.
3. Open the EndNote library in which you want to import the references.
4. Perform your search and click the link Import in EndNote for one reference at a time and an .enw file will be created.
5. Double-click the .enw file and the reference will be downloaded in the library.

• Check attentively the imported references, which might contain many errors as a result of the direct import and of the lack of consistency of bibliographic references in Google Scholar.
• Usually, the references imported from Google Scholar do not contain much information. For each reference, complete the important fields, such as Volume, Issue, Pages, Abstract, DOI, URL, Conference Name, Conference Location, etc.

Direct Import

1. Open the EndNote library in which you want to import references.
2. Perform your search and select the relevant references.
3. Click Export ➞ Citations, and then choose Format: RIS and Include: Citation & Abstract. Click Download and the .ris file will be created.
4. Double-click the .ris file and the references will be downloaded to the EndNote library.

• The authors' names are imported as Initials Last Name, even though the full names are mentioned in the documents. Change them to Last Name, First Name. Ex.: W. Jiang should be corrected to Jiang, Wen in the Author field.
• For conference papers, change the document type in EndNote to Conference paper.
• Copy the conference location from the detailed reference of the paper in IEEE Xplore and paste it in the Conference Location field.

Indirect Import with the ProQuest_PolyMTL filter

1. Perform your search and select the relevant references.
2. Click X Selected items.
3. Click the ellipsis icon ("All save & export options") and then on the EndNote icon.
4. Choose Deselect items when done, RIS (works with EndNote, Zotero, Citavi, etc.) and Citation, abstract, indexing, PDF Link.
5. Click Continue and the .ris file will be downloaded.
6. In EndNote: choose File ➞ Import ➞ File... and retrieve the .ris file.
7. At Import Option, select the filter ProQuest_PolyMTL and then Choose.
8. Choose Import all from the Duplicates list, No Translation from the Text Translation list, and then click Import.

• Attention! Conference papers are imported as Journal Article. Change the reference type to Conference Paper.
• Retrieve the conference location from the Notes field and paste it into the Conference Location field.
• For theses and dissertations, change the content of the Thesis Type field according to your needs, in French or in English.

Direct Import

1. Execute your search and select the relevant references.
2. Click Send to: Citation Manager; at Selection: choose All results on this page, All results or Selection ➞ Create file to create the .nbib file.
3. Double-click the .nbib file and the references will be downloaded into the EndNote library.

• Journal titles are usually abbreviated. If necessary, change them to their full title.

Direct Import

1. Execute your search aqnd select the references to import.
2. Click Export ➞ EndNote desktop and select You have selected X results for export, Record Content: Full Record ➞ Export to create a .ciw file.
3. Double-click the .ciw file and the references will be downloaded into the EndNote library.

Notes:

• Replace the imported URL with a https:// URL (ex.: replace ://WOS:001532711100078 with https://...)
• Check the conference name and location against the full record of the conference paper in Web of Science.

Many other databases offer the option to import references into EndNote libraries by direct or indirect import. You can verify if EndNote provides a filter for a certain database.