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EndNote

A step by step guide on how to use EndNote

Importing PDFs

With this feature you can import saved PDF files, and folders containing collections of PDF files, which are then converted into EndNote references with the full text attached. This is done by extracting Digital Object Identifiers (DOI) from these files. The bibliographic content from the PDF files is captured and added to your EndNote library.

Please note: documents must have been created as PDFs and contain a DOI for this feature to work. This data retrieval function will not work with scanned documents.

  • From the File menu in EndNote, choose Import and then select File
  • Click the Choose... button and locate the file to import
  • Select the PDF Import Option from the drop-down list
  • Select an option from the Duplicates list:
    • Import All: imports all references including duplicates
    • Discard Duplicates: imports all references except duplicates
    • Import into Duplicates Library: duplicates are imported into a separate library
    • Choose a Text Translation option if necessary. For most text files this will be No Translation
    • Click Import to import the file

Dailog box for importing PDF

This option allows you to import more than one PDF at the same time.

  • From the File menu in EndNote, choose Import and then select Folder. Then follow the same steps as above.
  • Click the Choose... button and locate the folder to import.
  • Click Import

PDF Handling preferences allow you to select a folder on your computer from which new PDFs will automatically be imported into your EndNote library. You can also define the automatic renaming process of your PDF documents. To do this:

  • Go to the Edit menu and then select Preferences
  • Select the PDF Handling option
  • Select one of the options provided or choose Custom to create a personalized renaming criterion
  • In the PDF Auto Import Folder panel, check the Enable automatic importing box to enable automatic importing of your PDFs into a library from a specified folder
  • Select a folder on your computer or click Make New Folder when the Browser for Folder dialog displays
  • Click OK to save your changes
  • References related to PDFs imported from this folder will automatically be added to a group called Imported References.

Dialog box of options for automatic PDF importing