Importing PDF Folders to Create New References

This feature allows you to convert existing collections of PDF files into EndNote records with minimal typing and copying by extracting Digital Object identifiers (DOI) from PDF files. The system matches DOI information with data available from CrossRef (www.CrossRef.org) by capturing bibliographic content and creating new EndNote records.

To import a PDF folder with PDF files:

  1. Open the EndNote library into which you want to import the references.

  2. From the File menu, select Import > Folder to open the Import Folder dialog.

  3. Click the Choose button to open the Browse for Folder dialog. Navigate to the needed folder.

  4. Select the needed PDF folder, and then click OKImport.

  5. If the selected folder lists subfolders, click the "Include files in subfolders" check box to include PDF files in those sub-folders in the import operation.

  6. Select the PDF PDF File or Folder option from the Import Option list.

  7. Select an option from the Duplicates list:

By default, a reference is considered a duplicate when the Author, Year, Title, and Reference Type match a reference already in the library. See Duplicate Preferences if you would like to change the duplicates criteria.

  1. Click the Import button to import the PDF files from the selected folder to your library.

Note: See Importing PDF Files to Create New References for instructions on how to import a single PDF file.

Note: When performing the import function, if there are two DOIs found in the first two pages of a PDF document, EndNote will put at least one DOI in the DOI field for data extraction. The PDF is then attached and the file name is put in the Title field.

When the import is complete, the new record is stored in the Imported References group, and will include bibliographic information given for the Digital Object Identifier (DOI) mined from the PDF file such as title, author, volume, issue, page, year, and DOI. This is a perfect time to add a keyword to the imported reference with the Change Field command or to peruse the imported data to make sure it imported as expected. Make sure to check references that contain extended characters.

Note: Select Tools > Change/Move/Copy Fields to access the Change/Move/Copy Fields dialog..

The Imported References group is a temporary group that is replaced each time you import another set of references. It is removed when you exit EndNote (although the references remain in the library).

To return all of your references to the library display (including the newly imported ones), select Show All References from the References menu or click the All References group.