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A Beginners Guide to Using EndNote X7 for PC
Author: Jessica Eustace-Cook (eustacj@tcd.ie)
Version: 1, Date: June 2013
Endnote will then go and search for the Full text and start attaching them where they find a match.
Chapter Five
5.1 Working with Endnote and PDFs
5.1.1 Manually attaching a PDF to a reference
You can attach almost any type of file to the File Attachments field of a reference. You can attach up to 45
different files to a single reference, and you can double-click a file icon to open the file with the default
application.
1. To attach a file open up a single reference in your library
2. Click on the thumb tack image on the menu bar.
3. You will be prompted to locate a file to attach. Select your file and click open
4. This pdf will now be attached to that specific reference
5. Close the Reference window by choosing Close Reference(C
TRL
+W) from the File menu.
6. When prompted to save changes, click Yes. Your new reference will appear in the Library window.
A paper clip icon appears next to the reference to indicate an attached file
5.2 Importing PDF Files to Create New References
This feature allows you to convert existing collections of PDF files into EndNote references with minimal
typing and copying by extracting Digital Object identifiers (DOI) from PDF files. The system matches DOI
information with data available from CrossRef (www.CrossRef.org) by capturing bibliographic content and
creating new EndNote references.
To import a PDF file:
1. Open the library into which you want to import the references.
2. From the File menu, select Import > File to open the Import File dialog.
3. Click the Choose button to locate and open the file you want to import from your hard drive.
4. Select the needed PDF file, and then click Open.
5. Select PDF from the Import Option list.
6. Select an option from the Duplicates list:
o
Import All: Imports all references, including duplicates.
o
Discard Duplicates: Imports all references except duplicates.
o
Import into Duplicates Library: Duplicate references are imported into a library called
File-
Dupl.enl, where ”File" is the name of the library into
which you are importing.
By default, a reference is considered a duplicate when the Author, Year, Title, and Reference Type match
a reference already in the library.
7. Select a Text Translation option. The default value is No Translation.
8. Click Import to import the file to your library.
5.3 Importing PDF Folders to Create New References
This feature allows you to convert existing collections of PDF files into EndNote records with minimal typing
and copying by extracting Digital Object identifiers (DOI) from PDF files. The system matches DOI
information with data available from CrossRef (www.CrossRef.org) by capturing bibliographic content and
creating new EndNote records.
To import a PDF folder with PDF files:
1. Open the library into which you want to import the references.
2. From the File menu, select Import > Folder to open the Import Folder dialog.
3. Click the Choose button to open the Browse for Folder dialog.
4. Select the needed PDF folder, and then click OK.
5. If the selected folder lists subfolders, click the "Include files in subfolders" check box to include
PDF files in those sub-folders in the import operation.