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EndNote 20 for Mac

PDF & EndNote

You can set your EndNote preferences to automatically create a reference for any PDFs that you download to a particular folder. If EndNote is able to discover author & title information (because the PDF has an embedded DOI number), then the full reference will be created, otherwise a record showing the PDF name will be created, that you can then edit to add full details.

  • Click on EndNote 20 > Preferences > PDF Handling
  • Tick the Enable Automatic Importing option
  • Click Select Folder and browse to choose a folder that will hold your downloaded PDF files
  • Click Save.

If you set this preference then when you start EndNote it will automatically create records for new PDFs in your download folder, and attach a copy of the PDF file into your Library. The references are stored in the group Imported References, which you can then move into your own groups.

You can use EndNote to store your research PDFs and other file types. This will increase the size of your library, but makes accessing your PDFs more convenient.

You can attach up to 45 files (including PDFs) to a reference. Using the split-screen layout allows you to have a preview window of your PDF (note that preview only works for PDF file types), which you can then maximise to read in full-screen.

There are several methods to attach a file to a reference:

  • drag and drop - simply open a window where you can see your list of files, click on the file name/icon that you wish to attach, keep the mouse button pressed down and drag it over to your open EndNote Library and drop it on top of the reference. Your mouse icon will change to a green plus sign indicating that you are copying the file
  • click on the reference in your Library. Click Reference > File Attachments > Attach File on your EndNote menu bar. Browse your computer to find the file and click Open
  • click on your reference, then click the blue Attach file button in the Summary/Edit panel to browse and attach a file.

To remove an attachment, click on the drop down menu of the PDF file in the Summary/Edit panel and choose Delete.

You can create a reference by importing a PDF into your EndNote Library. This works best when your PDF has a DOI (Digital Object Identifier). A DOI is a unique number assigned to digital resources.

  1. Click on File > Import.
  2. Choose File or Folder, depending on whether you have single or multiple PDFs.
  3. Browse to locate the PDF or folder of PDFs.
  4. Choose PDF File or Folder as the Import Options.
  5. Click Import.
  6. EndNote will create a reference, and attach the PDF(s).
  7. If EndNote was unable to complete the fields, then the reference will only contain the PDF, and you will need to fill out the fields manually.

This is an EndNote video tutorials production published on Oct 9, 2020. This video walkthrough outlines importing a folder of PDF files into an EndNote desktop library and create new library references.

EndNote Click

EndNote Click -- formerly Kopernio --  is a free browser plugin that helps you accessing full-text PDF of journal articles from MQ Library subscriptions as well as open access content and export it to EndNote.

Click here to learn EndNote Click in 2 minutes

Watch: A class recording: introducing EndNote Click

This is an EndNote video tutorials production published on May 8, 2021.  This live webinar recording providing an introductory overview for a web browser extension called EndNote Click, a Clarivate solution formerly known as Kopernio.

Watch: EndNote 20 (Windows) annotating PDF files

This is an EndNote video tutorials production published on Oct 29, 2020. This video walkthrough exhibits the process of adding annotations to PDF file attachments.

Tags: EndNote 20