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Verifying EndNote version

To check what version you are running, open EndNote, and click the “EndNote” menu from the main navigation menu at the top of your screen. The first item in the list should read “EndNote X7.” If you have an earlier version of EndNote, please contact Information Technology Services at Help.Desk@ptsem.edu for assistance installing the latest version.

Verifying updated EndNote X7

To check that your EndNote X7 is up-to-date, open EndNote, and click the “EndNote” menu from the main navigation menu at the top of your screen. Then select “Check for Updates...” from the drop-down menu. If updates are recommended, follow the on-screen instructions to download and install them.

Syncing EndNote X7 with EndNote Web

If you use an EndNote Web account in addition to EndNote X7, be sure sync your two accounts after performing any searches whose results/references you want to save. To sync your accounts, select the top left “Sync Library” icon (it looks like two arrows in a clockwise circuit).

To import PTS catalog references directly into your EndNote library

  1. Open EndNote; your EndNote library opens automatically.
  2. You should see a horizontal panel of icons in the top left corner of your library window. Select the second to last icon “Integrated Library and Online Search Mode” (it looks like a globe superimposed on a computer monitor).
  3. In the left panel, under “My Library,” select the arrow to the left of “ONLINE SEARCH,” 
so that your favorite search tools appear. If no tools or “connections” appear, please see 
the final section in this instructional document “Setting up search connections.”
  4. Select “Princeton Theo Sem.” You will know you have selected it when it remains highlighted.
  5. Now look to the middle panel of your library window. This is where you will search the 
PTS catalog. Select what kind of search you will perform (e.g. Author, Year, Title etc.), and enter your query terms in the relevant text box(es). Press enter or select “Search” (top left button in the search panel).
  6. Your search results will appear as a list at the bottom of the search panel.
  7. You can drag and drop references into your folders in the “My Groups” (if any) section in 
your “My Library” panel at left. Or simply let them accumulate in the “All References” folder.

To import ATLAS references directly into your EndNote library

  1. Open EndNote; your EndNote library opens automatically.

  2. You should see a horizontal panel of icons in the top left corner of your library window. Select the second to last icon “Integrated Library and Online Search Mode” (it looks like a globe superimposed on a computer monitor).

  3. In the left panel, under “My Library,” select the arrow to the left of “ONLINE SEARCH,” so that your favorite search tools appear. If no tools or “connections” appear, please see the final section in this instructional document “Setting up search connections.”

  4. Select “ATLA with ATLASerials (EBSCO).” You will know you have selected it when it remains highlighted.

  5. Now look to the middle panel of your library window. This is where you will search the ATLAS database. Select what kind of search you will perform (e.g. Author, Year, Title etc.), and enter your query terms in the relevant text box(es). Press enter or select “Search” (top left button in the search panel).

  6. Your search results will appear as a list at the bottom of the search panel.

  7. You can drag and drop references into your folders in the “My Groups” (if any) section in your “My Library” panel at left. Or simply let them accumulate in the “All References” folder.

To export references from ATLAS, then import them into EndNote

  1. Open EndNote

  2. Open a web browser

  3. Navigate to library.ptsem.edu > databases > ATLA Religion Database with ATLASerials

  4. Perform search

  5. From results list, click the folder icon at right of each item of interest

  6. Click folder icon in top menu

  7. Select to export as RIS

  8. From Downloads folder or Desktop, click to open

  9. When prompted for application, select “choose”

  10. Select EndNote X7

  11. Your references should now appear in your EndNote Library

To export references from the PTS catalog, then import them into EndNote


This option is not currently available. PTS library staff are actively working with EndNote customer service and the citation management team at Princeton University to determine if/how this option may be made available for the PTS catalog.

Setting up search connections


To tell EndNote which databases/catalogs you want it to search:
1. Open EndNote; your EndNote library opens automatically.
2. You should see a horizontal panel of icons in the top left corner of your library window. 
Select the second to last icon “Integrated Library and Online Search Mode” (it looks like a globe superimposed on a computer monitor). 
3. Select “Tools” from the main menu at the top of your screen.
4. Select “Online Search...” from the drop-down menu.
5. Find the “connection” you want (e.g. “Princeton Theo Sem” or “ATLA with ATLASerials 
(EBSCO)” to add to your ONLINE SEARCH favorites list. You can find it by browsing the alphabetical list of “All Connections” or by using the Quick Search box at the top left of the “Choose A Connection” window.
6. Highlight the connection from the list, and select “Choose”
7. It should now appear in the ONLINE SEARCH area of the left MyLibrary panel.
8. Repeat this process for each connection you wish to add to your favorites list.


Note: you may notice two “Princeton Theo Sem” connections. Once EndNote, Inc. finishes its quality assurance testing on our new connection files, one of the “Princeton Theo Sem” connections will disappear. In the meantime, you can select either one to begin searching and importing references to your EndNote library.

Contact academic.technology@ptsem.edu if you have any questions, comments or concerns.