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ProxyServer:Yourinstitutionmayuseaproxyserver
1
tocontrolaccess.IfInternetExplorerisconfiguredforusewithaproxy
server,EndNotewillautomaticallyhandletheproxyserverwhenaccessinghttp-basedconnections.IfyoudonotuseInternet
Explorer,configureproxysettingswiththeInternetOptionsintheWindowsControlPanel.
DeterminingtheOpenURLPath
Theeasiestwaytodetermineyourinstitution’sOpenURLaddressistoaskyourlibrarian.Youcouldalsocheckhttp://www.w-
orldcat.org/registry/Institutions/.
SFXlinkresolversworkbest,solookforaURLthatbeginswithhttp://sfx.libraryorasimilarURLthatcontainssfxinthepath.
DeterminingtheAuthenticationURL
InordertousetheOpenURLpathtofindfulltextarticles,yourinstitutionlikelyrequiresthatyoulogintoaccessfulltext.End-
NoteusesanauthenticationURLtoautomaticallydirectyoutoyourinstitution’slog-inwebpage.
Again,theeasiestwaytodeterminetheauthenticationURListoworkwithyourlibrarian.Toactasyourowndetective,though,
youcantrythesuggestionbelow.
TodeterminetheauthenticationURL:
1. EntertheOpenURLpathasanEndNotepreference.
a. FromtheEndNotemenu,selectPreferences.
b. SelecttheFindFullTextpanel.
c. SelecttheOpenURLbox,andentertheOpenURLPath.
d. ClickOKtosavethesetting.
2. Tryoneofthese:
FollowtheURLPath:
a. Highlightareference--onewhereyoubelievethefulltextarticleisavailablefromyourinstitution.
b. Right-clickonthereferenceandselectURL>OpenURLLink.Ifyouarenotautomaticallydirectedtothefulltextarticle,
useyourbrowsertocontinuetotrytogettothefulltextPDFfile.
    BrowsetotheURL:
a. Useabrowsertogotoyourlibrary’sWebsiteandtrytoaccessasubscriptionresource.
3. Onceyoureachapagewhereyouarepromptedtoentercredentials,copytherootofthatURL.Itmaystartwithhttps://
login.ezproxy.Copyeverythingthrough“/login?url=%@”.
4. EnterthepathasanauthenticationpreferenceasdescribednextunderSettingFullTextPreferences.
5. TesttheURLbyloggingintoyourinstitution’ssiteasdescribedbelow.
SettingFullTextPreferences
OnceyouhavedeterminedtheappropriateOpenURLpathandauthenticationURLforyourinstitution,youmustenterthemas
preferencesinEndNote.
1
AproxyserverisaserverthatallcomputersonalocalnetworkhavetogothroughbeforeaccessinginformationontheInternet.By
usingaproxyserver,anorganizationcanimprovenetworkperformanceandfilterwhatusersconnectedtothenetworkcanaccess.
Proxyserversarealsousedtohelppreventunauthorizedaccesstoaprivatenetwork.
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ToenterFindFullTextpreferences:
1. FromtheEndNotemenu,selectPreferences.
2. SelecttheFindFullTextpanel.
Thispaneldetermineswhichmethodsareusedwhensearchingforfulltextarticles.Bydefault,WebofKnowledgeFull
TextLinks,DOI,andOpenURLareselected.PubMedLinkOutisalsoavailable,butmayslowperformance.
3. Tosearchyourinstitution’slibrary,makesureOpenURLisselected,andenteryourinstitution’sOpenURLPath.Ifauthen-
ticationisrequired,enteranAuthenticationURL(theaddressofthesite’sloginpage).
Formoreinformation,seeFind
Full
Text
Preferences
.
LoggingintoYourLibrary
OnceyouhaveenteredtheappropriateURLsasFindFullTextpreferences,youcanlogintoyourinstitution’slibrary.Dothisin
oneoftwoways:
AuthenticateOnly
FromtheReferencesmenu,selectFindFullTextandthenAuthenticate.
ThismethodallowsyoutotryconnectingwithoutstartingaFindFullTextsearch.Youshouldbedirectedtoyourinstitution’s
loginwebpage.Loginasindicatedonthewebpage.Youmaybedirectedtoahomepageoralistofresources,whichmeansyou
areloggedin.ClickDone.YouareauthenticatedforthissessionofEndNoteoruntilyourinstitutiontimesouttheconnection.
YoustillneedtospecificallyselecttheReferences>FindFullText>FindFullTextcommandtobeginsearchingforfulltext
articles.
AuthenticateandSearch
FromtheReferencesmenu,selectFindFullText,andthenFindFullText.
IfyouhaveanOpenURLpathandauthenticationURLenteredunderFindFullTextpreferences,EndNotewilldirectyoutoyour
institution’sloginwebpage.Loginasindicatedonthewebpage,andthenclickContinuetobeginthesearchforfulltextarticles
fortheselectedreferences.
YouareauthenticatedforthissessionofEndNoteoruntilyourinstitutiontimesouttheconnection.
Note:YourinstitutionmayseveryourOpenURLconnectionafteracertainamountofidletime.Unfortunately,thereisnoindi-
cationwhenthathappens.YouwillneedtogototheReferencesmenu,selectFindFullTextandthenAuthenticatetorestore
accesstothesite.JustselectingFindFullTextagainduringthisEndNotesessionwillnotrestoreauthentication.
RelatedTopics:
Finding
Related
Online
References
How
to
Find
and
Retrieve
Full
Text
Improving
the
Search
for
Full
Text
Linking
a
File
to
an
EndNote
Reference
Linking
a
URL
to
an
EndNote
Reference
Online
Database
Searching
Opening
a
Linked
File
or
URL
Pausing
or
Canceling
Find
Full
Text
Quick
Overview
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Removing
a
Linked
File
from
File
Attachments
Saving
a
Copy
of
an
Attached
File
The
Find
Full
Text
Groups
URLs
&
Links
Preferences
HowtoFindandRetrieveFullText
Whenyouretrievethefulltextfileofareferencedwork,itissavedtotheFileAttachmentsfieldasarelativelink(thefileitselfit
storedinthecurrentlibrary’s.DATAfolder).Thefileissavedinitsnativeformat,whichinmostcasesisaPDFfile.
Whenafileisdownloadedandattachedtoareference,afileattachmenticonappearsintheFileAttachmentfieldfortheref-
erence.IntheLibrarywindow,apaperclipiconappearsintheFileAttachmentscolumnforthatreference.
Note:Inordertofindfulltext,cookiesmustbeturnedoninInternetExplorer.
TheFindFullTextcommandcanattempttofindfulltextdocumentsforupto250recordsatatime;thistotalincludesallfulltext
searchesrunconcurrentlyinopendatabases.Ifyouwanttofindthefulltextformorethan250EndNoterecords,youmustrun
theFindFullTextoperationmorethanonce.Highlightupto250referenceseachtime.
TheFindFullTextcommandisavailableonlyinIntegratedLibrary&OnlineSearchModeorLocalLibraryMode.Itisnotavailable
inOnlineSearchMode.
Tofindandretrievefulltext:
1. Selectthereference(s)towhichyouwanttoaddfulltext.
l
IntheLibrarywindow,highlightupto250references.
Forexample,youcanselectasinglereference,orholddownthe
keytohighlightindividualreferences,oruse
Edit>SelectAlltoselectanentireGroupofdisplayedreferences.
l
Or,openanindividualreferenceforediting.
2. FromtheReferencesmenu,selectFindFullText>FindFullText.
Ifyouhaveareferenceopen,youcanusetheright-clickcontextualmenutoselectFindFullText.
3. (Optional)IfyouhaveenteredanOpenURLaddressandauthenticationURLunderFindFullTextpreferences,youmaybe
directedtoaloginwebpageforyourinstitution’slibrary.Followtheinstructionstologin,suchasenteringtheappropriate
UserIDandpassword.Onceyouareloggedin,clickContinue.
EndNotebeginssearchingforanddownloadingfulltextfortheselectedreferences.Fulltextdownloadinghappensintheback-
ground,whichmayaffecttheperformanceofotheroperations.
ReferencesappearingroupsunderaFindFullTextgroupset.SeeThe
Find
Full
Text
Groups
foradescriptionoftheresulting
groups.
Note:YourinstitutionmayseveryourOpenURLconnectionafteracertainamountoftime.Unfortunately,thereisnoindication
whenthathappens.YouwillneedtogototheReferencesmenu,selectFindFullText,andthenAuthenticatetorestoreaccess
tothesite.JustselectingFindFullTextagainduringthisEndNotesessionwillnotrestoreauthentication.
Toaddaccesstoalibrary,seeAdding
Access
to
Your
Institution's
Library
.
Toimprovethelikelihoodoffindingfulltextarticlesforreferences,seeImproving
the
Search
for
Full
Text
.
IfyouwanttopauseorcancelaFindFullTextoperation,seePausing
or
Canceling
Find
Full
Text
.
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RelatedTopics:
Finding
Full
Text
for
a
Reference
Finding
Related
Online
References
Linking
a
File
to
an
EndNote
Reference
Linking
a
URL
to
an
EndNote
Reference
Online
Database
Searching
Opening
a
Linked
File
or
URL
Quick
Overview
Removing
a
Linked
File
from
File
Attachments
Selecting
a
Relative
Path
or
an
Absolute
Path
for
File
Attachments
URLs
&
Links
Preferences
FindFullTextGroups
DuringtheFindFullTextsearchinganddownloadingprocess,resultsareconstantlyupdatedunderaFindFullTextgroupset.Ini-
tially,theFindFullTextgroupsetisaddedbelowallothergroupsets.However,youcanclickanddragtheFindFullTextgroup
settoanyposition.EndNotewillmaintainthatnewpositionacrosssessions.
TheFindFullTexttemporarygroupsdescribedbelowremainforthecurrentsession.EndNoteremovesthemwhenyouclosethe
library.
l
Searching
l
FoundPDF
l
FoundURL
l
NotFound
IfyouruntheFindFullTextoperationmorethanonceduringasinglelibrarysession,theadditionalreferencesareaddedtothe
referencesalreadyfoundintheFindFullTextgroups.
Searching...
ThisgroupdisplaysthecurrentsetofreferencesforwhichEndNoteisattemptingtofindeitherthefulltextfileofeachreferenced
workoratleastaURLtothereferencedwork.Whenthefulltextsearchiscompleted,thisgroupisdeleted.Thosereferencesto
whichfulltextoraURLwasaddedaredisplayedinaFoundPDFgrouporaFoundURLgroup.
YoucancanceltheFindFullTextoperationatanytimebyright-clickingontheSearchinggroup,todisplayacontext-sensitive
menu,andselectingStopfindingfulltext.Fulltextthathasbeenretrieveduntilthatpointisalreadysavedinthelibrary.
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FoundPDF
ThisgroupdisplaysthesetofreferencesforwhichEndNoteinsertedthePDFfileofthereferencedworkasanattachment.
ThesereferencesdisplayapaperclipiconintheFileAttachmentscolumnofthereferencelist.IfaURLisalsofound,itisadded
tothereference,butthereferenceisnotincludedintheFoundURLgroup.
IfaFindFullTextoperationhasalreadyattachedafiletoaselectedreference,EndNotewillskipthatreferencewhensearching
forfulltext.Ifyoudowanttolookforafulltextarticleforthereference,youmustfirstdeletetheexistingfileattachment.
FoundURL
ThisgroupdisplaysthesetofreferencesforwhichEndNoteinsertedaURLtothereferencedwork,butdidnotfindafulltextdoc-
umenttoattach.
NotFound
ThisgroupdisplaysthesetofreferencesforwhichEndNotecouldnotidentifyafulltextfileoraURL.Theseareonlyfromtheset
ofreferencessearchedwiththeFindFullTextcommandduringthissessionoftheEndNotelibrary.
RelatedTopics:
Adding
Access
to
Your
Institution's
Library
Finding
Related
Online
References
How
to
Find
and
Retrieve
Full
Text
Improving
the
Search
for
Full
Text
Linking
a
File
to
an
EndNote
Reference
Linking
a
URL
to
an
EndNote
Reference
Online
Database
Searching
Opening
a
Linked
File
or
URL
Pausing
or
Canceling
Find
Full
Text
Quick
Overview
Removing
a
Linked
File
from
File
Attachments
Saving
a
Copy
of
an
Attached
File
Selecting
a
Relative
Path
or
an
Absolute
Path
for
File
Attachments
URLs
&
Links
Preferences
PausingorCancelingFindFullText
l
TopauseaFindFullTextoperation,right-clickontheSearchinggrouptodisplayacontext-sensitivemenu,andselect
"Pausefindingfulltext".Fulltextthathasbeenretrieveduntilthatpointisalreadysavedinthelibrary.
l
ToresumeapausedFindFullTextoperation,right-clickontheSearchinggroupandselect"Resumefindingfulltext".
l
TostopaFindFullTextoperation,right-clickontheSearchinggroupandselect"Cancelfindingfulltext".
ImprovingtheSearchforFullText
ThesearesuggestionsforimprovingtheaccuracyoftheFindFullTextfeature:
l
MakesureyouareIPauthenticatedtoaccessanypremiumfulltextresourcestowhichyouwouldlikeEndNotetoattempt
connecting.
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l
AskyourlibrarianwhetheryourinstitutionissetupwithWebofKnowledge
1
customjournallinks.Ifso,createafreeper-
sonalizedWebofKnowledgeaccountandlogin.IfyourinstitutiondoesnothavecustomjournallinkssetupforWebof
Knowledge,askyourlibrariantosetitup(itiseasyandfree).
l
CreateafreeEndNoteWeb
2
accountandlogin.EndNoteWebisincludedwithEndNote.MakesureyourEndNoteWeb
accountinformationiscompleteunderEndNotePreferences(EndNote>Preferences>Sync).
l
ReviewyourEndNotereferencestoconfirmthattheDOIinformationisintheDOIfield.Datacanbemovedbetween
fieldswiththeChange/Move/Copy
Fields
commandfromtheToolsmenu.
l
EnableWebbrowsercookies.
IfyouwouldlikeFindFullTexttosearchaspecificlibrary,seeAdding
Access
to
Your
Institution's
Library
.
RelatedTopics:
Finding
Related
Online
References
How
to
Find
and
Retrieve
Full
Text
Linking
a
File
to
an
EndNote
Reference
Linking
a
URL
to
an
EndNote
Reference
Online
Database
Searching
Opening
a
Linked
File
or
URL
Pausing
or
Canceling
Find
Full
Text
Quick
Overview
Removing
a
Linked
File
from
File
Attachments
Selecting
a
Relative
Path
or
an
Absolute
Path
for
File
Attachments
The
Find
Full
Text
Groups
URLs
&
Links
Preferences
1
WebofKnowledgeisaresearchplatformcreatedbyThomsonReutersthathelpsyoufind,analyze,andshareinformationinthe
sciences,socialsciences,arts,andhumanities.Yougetintegratedaccesstohighqualityliteraturethroughaunifiedplatformthat
linksawidevarietyofcontentandsearchtermstogether,creatingonecommonvocabularyandoneseamlesssearchfromdiverse
productdatabasessuchasWebofScience,BIOSISCitationIndex,andDerwentInnovations,Index.
2
EndNoteWebisaWeb-basedservicedesignedtohelpstudentsandresearchersthroughtheprocessofwritingaresearchpaper.
EndNoteWebincludessomeofthesamefeaturesasthedesktopversionofEndNote.Youcaneasilytransferreferencesbetween
EndNoteWebandthedesktopversionofEndNote.
ImportingReferenceData
GeneralImportingInstructions
Note:SeeImporting
EndNote
Libraries
forspecificinstructionsaboutmergingtwoEndNotelibraries.
ToimportatextfileoranEndNotelibraryintoanEndNotelibrary:
1. Openthelibraryintowhichyouwanttoimportthereferences.
2. FromtheFilemenu,selectImport.
3. Usethetophalfofthedialogtolocateandopenthefileyouwanttoimport.Allfiles,exceptforEndNotelibraries,mustbe
plaintextfiles.SelectthefileandclickOK.
4. SelecttheappropriateimportoptionfromtheImport
Options
list.
5. SelectanoptionfromtheDuplicateslist:
l
ImportAll:Importsallreferences,includingduplicates.
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DiscardDuplicates:Importsallreferencesexceptduplicates.
l
ImportintoDuplicatesLibrary:DuplicatereferencesareimportedintoalibrarycalledFile-Dupl.enl,where”Fileisthename
ofthelibraryintowhichyouareimporting.
Bydefault,areferenceisconsideredaduplicatewhentheAuthor,Year,Title,andReferenceTypematchareference
alreadyinthelibrary.SeeDuplicates
Preferences
ifyouwouldliketochangetheduplicatescriteria.
6. SelectaTextTranslationoption.
Thisoptionallowsyoutospecifythetextcharacterencodingofthefileyouimport,sothatextendedcharacterstransfer
correctly.Youshouldverifythesettingwithyourdatabaseprovider.SomeU.S.databasesthatcontainextendedchar-
actersrequireANSI-Latin1orUTF8.MARCformatfilesmayrequireANSELtranslation.YoumightbeabletouseNo
Translationfortextfilesthatdonotcontainanyextendedcharacters.
7. ClickImporttoimportthefile.
Note:Thetimerequiredtoimportafile,includinganEndNotelibrary,isproportionatetothesizeofthelibraryandthenumberof
referencesbeingimported.RefertotheprogressindicatortodeterminewhenEndNotehascompletedthetask.
Whentheimportiscomplete,thenewlyimportedreferencesaredisplayedinanImportedReferencesgroup.Thisisaperfect
timetoaddakeywordtoeachimportedreferencewiththeChange
Field
command,ortoperusetheimporteddatatomakesureit
importedasexpected.Makesuretocheckreferencesthatcontainextendedcharacters.
TheImportedReferencesgroupisatemporarygroupthatisreplacedeachtimeyouimportanothersetofreferences.Itis
removedwhenyouexitEndNote(althoughthereferencesremaininthelibrary).
Toreturnallofyourreferencestothelibrarydisplay(includingthenewlyimportedones),selectShowAllReferencesfromthe
ReferencesmenuorclickontheAllReferencesgroup.
ImportOptionList
EndNote'simportoptionsinclude:
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PDF
UsetoimportreferencesfromaPDFfilethathasbeendownloadedtoyourharddrive.Thisoptionallowsyoutoconvertexist-
ingcollectionsofPDFfilesintoEndNoterecordswithminimaltypingandcopyingbyextractingDigitalObjectidentifiers
(DOI)fromPDFfiles.ThesystemmatchesthecontentagainsttheexistingAPIservicesbycapturingbibliographiccontent
andcreatingnewEndNoterecords.SeeImporting
PDF
Files
to
Create
New
Records
forspecificinstructions.
l
EndNoteLibrary
UsedtoimportreferencesfromoneEndNotelibraryintoanother.Ifthelibraryyouareimportingfromisclosedorlocked,allref-
erencesareimported.Ifyouthelibraryyouareimportingfromisopen,withread/writeaccess,theshowingreferencesare
imported.
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EndNoteImport
UsedtoimporttextfilesthathavebeendownloadedfromonlinedatabasesorexportedfromEndNoteusingtheEndNotefor-
mat.SeeCreating
a
Tagged
"EndNote
Import"
File
formoreinformation.
l
Refer/BibIX
UsedtoimporttextfilesexportedfromtheReferorBibIXprograms.TheEndNoteimportformatisbasedontheRefer/BibIX
format.
l
Tab-Delimited
Usedtoimporttextfilesinwhichthefieldswithinasinglereferenceareseparatedbytabs.FordetailsseeCreating
a
Tab
Delim-
ited
Format
.
l
ReferenceManager(RIS)
UsedtoimporttextfilesexportedfromReferenceManager,ReferenceUpdate,ReferenceWebPoster,oranyothersource
thatusestheRISformat.SeeCreating
a
Library
from
ProCite
or
Reference
Manager
.
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ISI-CEUsedtoimporttextfilesdownloadedfromtheWebofScience
1
andotherThomsonReuterssources.
Note:SeeSearching
Web
of
Science
forinformationaboutdirectlyretrievingWebofSciencerecords.
l
Multi-Filter(Special)
Aspecialoptionforimportingfilesthatincludereferencesfrommultiplesources(seeIdentifiers
.
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EndNoteGeneratedXML
UsedtoimportEndNote’sproprietaryXMLformat.
l
OtherFilters
EndNoteincludeshundredsofimportfiltersconfiguredtoimportdatafromavarietyofonlinedatabases.Mostlikely,thefirst
timeyouimportafile,youwillnotseetheimportfilterthatyouneedinthislist.SelectOtherFiltersfromtheImportOptions
listtofindthefilterthatmatchesthesourceofthedatayouwanttoimport.Importfiltersthatyouhaverecentlyusedor
chosenasyourfavoriteswillbelistedintheImportOptionslistintheImportdialog.
ThetableinSummary
of
Output
Formats
and
Corresponding
Import
Options
providesmoreinformationaboutthedownload
formatsthatworkwiththesefilters.SeeChoosing
the
Correct
Import
Filter
forinformationabouthowtochoosethefiltersto
1
WebofScienceprovidesresearchers,administrators,faculty,andstudentswithquick,powerfulaccesstotheworld'sleadingcita-
tiondatabases.Authoritative,multidisciplinarycontentcoversover10,000ofthehighestimpactjournalsworldwide,includingOpen
Accessjournalsandover110,000conferenceproceedings.You'llfindcurrentandretrospectivecoverageinthesciences,social
sciences,arts,andhumanities,withcoverageavailableto1900.
appearintheImportOptionslist.
l
ProCiteRIS
UsetoimporttextfilesthathavebeenexportedfromProCite(WindowsorMacintosh)inthecommadelimitedformat.You
mayalsoopennativeProCitefilesusingEndNote'sOpencommand.
l
UseConnectionFile
EndNoteprovidestheoptionofusingaconnectionfileasanimportfilter.ThisisusefulifyouneedtoimporttheConnect.log
filegeneratedbyusingEndNote’sOnlineSearchcommandtosearchanonlinedatabase.TheConnect.logfileshouldinclude
allofthereferencesfromyourprevioussession.SeeThe
Log
File
formoreinformation.
Note:SeeIntroduction
to
Filters
forinformationaboutcreatingandmodifyingimportfilters.Alloftheimportfilters(exceptTab
DelimitedandEndNoteGeneratedXML)canbemodified.
ImportingReferenceDataintoEndNote
RetrievingReferencesDirectlyfromOnlineDatabases
IfyouhaveaccesstoalibrarycatalogorbibliographicdatabasethatsupportstheZ39.50
1
protocol,youcanuseEndNoteasa
tooltosearchandretrievereferencesdirectlyfromthatdatabaseintoEndNote.YoudonotneedtouseEndNote’sImportcom-
mand.YoucanusetheOnlineSearchcommandinstead.ThisistheeasiestwaytogetdataintoEndNotebecauseitinvolvesno
intermediatesteps.Formoreinformationaboutthedirectretrievalofreferences,seeIntroduction
to
Searching
Online
Databases
.
ImportingBibliographicDatatoEndNote
TherearemanysourcesofbibliographicdatathatcanbeusedtohelpyoucreateyourEndNotelibrary.Toavoidre-typingthis
dataintoEndNote,wehaveprovidedseveralmeansbywhichyoucangetreferencesintoEndNote:
l
Importreferencessavedordownloadedfromonlinedataservices(forexample,OvidorThomsonReuters).
l
Importtextfilesthatconformtoaparticularformat(suchastheTab-delimitedorEndNoteImportformat).Thesefilescan
becreatedbyyouorgeneratedfromotherdatabases.
l
Importtextfilesexportedfromotherbibliographicsoftwareprograms.
First,youneedtogetyourdatafilesintherightformat(seeSummary
of
Output
Formats
and
Corresponding
Import
Options
and
Getting
Data
in
the
Right
Format
),andthendeterminethecorrectimport
option
.
Onceyouhaveafileintheproperformatandyouknowwhichimportoptionorfiltertouse,theimportinstructionsarethesame
forallofthesetypesofdata.SeeGeneral
Importing
Instructions
.
Note:AlthoughwetrytoprovidemanyflexiblewaystogetdatafromothersourcesintoEndNote,wedonotclaimthatEndNote
canimportdatafromallsources.Insomecases,youmayhavetowriteyourownimportfilter(seeCreating
a
New
Filter
),oryou
mayneedtomanipulatethedatainawordprocessorbeforeitcanbeimported.Ifnoneofthesetoolshelpsyoutoimportyour
data,tipsonhowtoquicklycopyandpastedataintoEndNotearedescribedinCopying
and
Pasting
References
.
Note:Whenimportingrecords,werecommendthatyouimportintoatemporarynewlibrary,determinewhichonesyouwantto
keep,andthenmovethoserecordsintoyourpermanentlibrary.
1
Z39.50isaNISOprotocolthatdescribesthesearchandretrievalofinformationfromonlinedatabases.Itisprimarilyusedfordata
retrievalfrombibliographicdatabases.
ImportingPDFFilestoCreateNewReferences
ThisfeatureallowsyoutoconvertexistingcollectionsofPDFfilesintoEndNotereferenceswithminimaltypingandcopyingby
extractingDigitalObjectidentifiers(DOI)fromPDFfiles.ThesystemmatchesDOIinformationwithdataavailablefromCross-
Ref(www.CrossRef.org)bycapturingbibliographiccontentandcreatingnewEndNotereferences.
ToimportaPDFfile:
1. Openthelibraryintowhichyouwanttoimportthereferences.
2. FromtheFilemenu,selectImporttoopentheImportdialog.
3. Usethetophalfofthedialogtolocateandopenthefileyouwanttoimportfromyourharddrive.
4. SelecttheneededPDFfile,andthenclickImport.
5. SelectPDFfromtheImport
Option
list.
6. SelectanoptionfromtheDuplicateslist:
l
ImportAll:Importsallreferences,includingduplicates.
l
DiscardDuplicates:Importsallreferencesexceptduplicates.
l
ImportintoDuplicatesLibrary:DuplicatereferencesareimportedintoalibrarycalledFile-Dupl.enl,where”File"
isthenameofthelibraryintowhichyouareimporting.
Bydefault,areferenceisconsideredaduplicatewhentheAuthor,Year,Title,andReferenceTypematchareference
alreadyinthelibrary.SeeDuplicate
Preferences
ifyouwouldliketochangetheduplicatescriteria.
7. SelectaTextTranslationoption.ThedefaultvalueisNoTranslation.
Thisoptionallowsyoutospecifythetextcharacterencodingofthefileyouimport,sothatextendedcharacterstransfer
correctly.Youshouldverifythesettingwithyourdatabaseprovider.SomeU.S.databasesthatcontainextendedchar-
actersrequireANSI-Latin1orUTF8.MARCformatfilesmayrequireANSELtranslation.YoumightbeabletouseNo
Translationfortextfilesthatdonotcontainanyextendedcharacters.
8. ClickImporttoimportthefiletoyourlibrary.
Note:SeeImporting
PDF
Folders
to
Create
New
Records
forinstructionsonhowtoimportmultiplePDFfilesstoredwithinasin-
glefolder.
Note:Whenperformingtheimportfunction,iftherearetwoDOIsfoundinthefirsttwopagesofaPDFdocument,EndNotewill
putbothDOIsintheDOIfield.ThePDFisthenattachedandthefilenameisputintheTitlefield.
Whentheimportiscomplete,thenewrecordisstoredintheImportedReferencesgroup,andwillincludebibliographicinfor-
mationgivenfortheDigitalObjectIdentifier(DOI)minedfromthePDFfilesuchastitle,author,volume,issue,page,year,and
DOI.ThisisaperfecttimetoaddakeywordtotheimportedreferencewiththeChangeFieldcommand,ortoperusetheimported
datatomakesureitimportedasexpected.Makesuretocheckreferencesthatcontainextendedcharacters.
TheImportedReferencesgroupisatemporarygroupthatisreplacedeachtimeyouimportanothersetofreferences.Itis
removedwhenyouexitEndNote(althoughthereferencesremaininthelibrary).
Toreturnallofyourreferencestothelibrarydisplay(includingthenewlyimportedones),selecthowAllReferencesfromtheRef-
erencesmenuorclicktheAllReferencesgroup.
Documents you may be interested
Documents you may be interested