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EndNote 21 Basic course

3.7 Import PDFs into EndNote

In EndNote it is possible to import PDFs (saved on your PC) into EndNote to create the references in your library.

EndNote uses the Digital Object Identifier (DOI) for this, a unique and persistent number which is included in many electronic publications. It is not possible for EndNote to extract data from PDFs without a DOI. In that case only the PDFs are imported into the library; the bibliographic description must be added in another way.

Importing data from PDFs goes as follows:

  • Open an EndNote library and go to File – Import – File
  • Choose PDF as Import Option
  • At Import File choose the PDF on the PC
  • Click on Import

Now a reference of the publication in question is created in EndNote and the PDF file is attached to this record in the field “File attachments”.

It is also possible to import a complete folder with PDFs into a library.
In that case you need to start the process with File - Import - Folder instead of File - Import - File.

Furthermore you can automatically import PDFs into a library by having EndNote keep a specific folder up to date.
If new PDFs are added to that folder, EndNote imports them into the library.
This can be done via Edit - Preferences - PDF handling. The next screen will appear:

Tick the box Enable automatic importing and choose the folder with PDFs which must be kept up to date.