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EndNote Guide: Importing PDF files and folders

EndNote Files

Download Links

EndNote 21 for MAC

EndNote 20 for Windows

You will be asked for your UC login.

For PC users:

To install EndNote 20, double click on the EndNote20.exe file downloaded from the above link.  Extract this file file onto your desktop by clicking on the the three ... and selecting your Desktop.  This will create two new files, EN20Inst.msi and License.dat. Double click on EN20Inst.msi to start the install. The license.dat file must be present in the same folder.

Additional Files

The Library provides some modified and additional Filters and Styles.

Note that any zipped files need to be 'unzipped' i.e. right-click and choose the extract command. Copy these files to your EndNote file folder location.

If you just need the APA 7th style, note that this is not 'zipped'. Just save it into your styles folder.

C:/Progam Files (x86)/EndNote 20/Styles

Download:

Set Up Automatic PDF importing

Set up automatic PDF attachment

  1. Create a folder on your computer called EndNote PDF Downloads or similar
  2. Go to Edit -> Preferences -> PDF Handling
  3. Tick Enable automatic importing
  4. click Select Folder and browse to the folder you created in step 1 above
  5. Save PDF files for records you have already exported into your EndNote library to the folder created in step 1 above and they will be automatically attached to the record by EndNote

 

 

Importing existing PDFs into EndNote

You can import PDFs into EndNote and, in many cases, EndNote will populate all reference fields in your EndNote library using its Digital Object Identifier (DOI).

1. Open your EndNote library and click File -> Import -> File

2. Click Choose and locate a PDF you wish to convert to a reference in  your EndNote with the PDF attached. If you have a collection of PDFs saved in one folder, choose File -> Import > Folder

3. Choose PDF as your import option. Click the Import button.

Note: If the DOI is not present, the PDF will be imported, but not the full reference fields. In this case, right click the reference, then choose Find Reference Updates  to locate its reference fields. Otherwise, you may have to manually type its reference fields.

Find PDFs

  1. Select reference(s) in your EndNote Library.
  2. Right click and select Find Full Text

    3.  EndNote will search and attach PDFs if they are found.

 To maximise the likelihood of “Find Full Text” working within EndNote:

  • Within EndNote go to the top menus
  • Click Edit  then Click Preferences...
  • Select Find Full Text, and enter
    • OpenURL Path:  https://imageserver.ebscohost.com/branding/s1165276/FullTextFinder.html
  • NB: Authentication currently doesn't work with the Library's new authentication system Open Athens so Find Full Text functionality will be limited.  If you have the previous http://ezproxy.canterbury.ac.nz/login?url= authentication url in your preferences - remove this as it will no longer work. 
  • Logging in to Open Athens on your device's default browser before running Find Full Text may improve your chances
    e.g. copy link below into your browser:
    • https://go.openathens.net/redirector/canterbury.ac.nz?url=https://my.openathens.net/