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Using EndNote for PDF management

Be aware that annotations/notes added to PDFs in EndNote are only visible within the EndNote program.

PDF Handling Preferences 

  • PDF Handling preferences allow you to define the automatic renaming process of PDF documents that you want to import to your EndNote library.

  • Go to Edit on the menu bar, select Preferences, then select PDF Handling.

  • Auto Renaming Options - We recommend Author + Year (This ensures the file name of the PDFs is kept short).

Set Find full text Preferences

The Find Full Text command makes it possible to find the matching pdfs for references in your Endnote library. You can search for up to 250 records at a time.

Note: Endnote will only be able to locate PDFs with a DOI. Other PDFs will need to be downloaded and attached manually.

Setting Find full text references:

  1. Go to Edit (Mac users go to Applications)
  2. Click Preferences, then select Find Full Text
  3. Check all the four Search options boxes
  4. Copy and paste the following URL into the Open url path box
  5. Copy and paste the flowing url into the Authenticate with box
  6. Click OK to save the changes

Preferences > URL & Links

Copy and Paste into ISI Base URL box: