Two EndNote features that make building a reference library more efficient

EndNote, a tool to create, store, and manage references, offers advanced functions to make the reference collection process more streamlined. Two EndNote features that make building a reference library more efficient are:

  1. Searching for references in databases, like PubMed or CLIO, directly from EndNote and importing the citations into a library.
  2. Locating and attaching the full-text PDFs of references.

Search for references in EndNote
Typically, references are found by searching in a database, exporting a list of selected items, and then importing those into EndNote. However, EndNote also offers an option to search for references directly within the program. Here is information on how to access this function:

  1. Open an EndNote library
  2. Click on the Online Search button
  3. Select a "Connection," aka a database, to search
  4. Click the "Choose" button, a set of search field options appear at the top of the window.
  5. Type in the search elements, such as author, title, year, etc.
  6. Run the search and right-click on references to add them to a library

Important notes about this function:

  1. EndNote has a limited number of databases to choose from, but there are options that cover a broad range of literature, such as PubMed or our online catalog, CLIO. For more database options, download additional Connection Files via the EndNote website.
  2. Using this search option means less options for customizing the search parametes or filtering results than searching in the database itself.

Locate and attach full-text PDFs of references

EndNote includes options for locating and attaching full-text PDFs to a reference. This helps with keeping all of the needed information in one location.

First, configure the “Find Full Text” tool to search all of Columbia University's subscribed electronic resources by adjusting the OpenURL and proxy information in EndNote:

To configure the Find Full Text EndNote function on a Windows computer:

  1. Go to Edit >> Preferences >> Find Full Text
  2. Select all databases
  3. Enter the OpenURL and proxy information as shown below

To configure the Find full Text EndNote function on a Macintosh computer:

  1. Go to Endnote >> Preferences >> Find Full Text
  2. Select all databases
  3. Enter the OpenURL and proxy information as shown below

Once the Find Full Text settings are configured in EndNote, follow this process to locate and attach PDFs:

  1. Open a library and highlight all of the references
  2. Click on the Find Full Text icon in the search bar (a magnifying glass with a PDF symbol)
  3. Continue through the EndNote screens to log-in with an active UNI/password

EndNote will then check the subscription databases for full-text options, automatically downloading and attaching the PDF when found. These will be indicated by a paperclip symbol next to the reference.

Please note: EndNote may not find all available PDFs this way. If the program finds a full-text option available from multiple resources, it may not download and link the file. It is important to check the Library subscriptions for all full-text options, such as searching in the online catalog, CLIO, or using the library-provided PubMed link. PDFs can be uploaded to EndNote manually when located.

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