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EndNote Tutorials

EndNote is a citation management tool used by researchers, faculty, and students to store, organize and cite references. This guide is to show how to use EndNote effectively.

To Import PDFs into EndNote

EndNote allows you to import a PDF or a folder of PDFs into your library with all the bibliographic information extracted automatically, under the condition that the PDFs have DOIs embedded. How to import a PDF? Here are the steps:

  • Open your EndNote library.
  • Under the File menu, choose Import.
  • If it is a single PDF, choose File; if it is a collection of PDFs placed in a folder, then choose Folder.
  • In the Import File or Import Folder popup window, retrieve the PDF file or folder and click OK.
  • Make sure the Import Option is PDF. You can choose Import All (can dedup later).
  • Clicking on the Import button, all the PDFs will be imported into EndNote.

Note: If the PDF file was scanned or it does not have a DOI assigned, then it will not be successfully imported. All it has will be an attachment to an empty record.

To Add a PDF as an Attachment to a Reference

If you have a bibliographic reference in your EndNote Library and you want to attach its fulltext article in PDF, you may follow the steps below to do so:

  • Open your EndNote Library.
  • If the right pane is not open, double click on the reference to which you want to attach the PDF file. This will launch the right pane with three tabs: Summary, Edit, PDF.
  • Click the Summary tab, then click + Attach File on the top.
  • A window will be popped up for you to select a file to link to the reference
  • Choose the desired PDF and then click Open.
  • The selected PDF will be attached to the reference.
  • The PDF displayed in thumbnail along with the article's first author's last name, year, and the title will be linked and displayed on the top of the page under the Summary tab. The actual fulltext is stored in the accompanying .data folder.

Note: You can open the PDF file in EndNote in a separate window or open it with your browser (e.g. MS Edge).

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