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Library Services



EndNote X9

Guide to using EndNote reference management software

Finding full text

EndNote can search for full text documents for records in your library and add them to the relevant record as an attachment. 

To search for free full text online for references in your library:

  • Highlight reference(s)
  • Go to the References menu, select Find full text and then Find full text, or click on the Find Full Text icon on the toolbar.
  • A copyright warning window will be shown. Click OK.
  • The Find full text Group in the left pane indicates whether the full text has been found. If the PDF is found it will be attached.
  • If EndNote has found the URL associated with the record, e.g. the publisher’s website, this is inserted in the URL field.

Retrieving UCL subscribed full text content when off campus

If you are working off campus and are not connected to the university network then it is possible to connect to UCL's VPN to increase the number of full text PDFs retrieved. This helps to retrieve full text PDFs from UCL's subscription e-journal content.

Follow ISD's UCL Virtual Private Network connection guide for information on how to connect. Once you are connected, follow the steps above to search for fulltext articles. Disconnect once you no longer require access to the VPN. 

Please note that authentication using OpenURL to UCL subscribed journals is not currently working due to incompatibility with our library management system. Clarivate are aware and have added it to their list of future developments. If you are working off campus, please connect to the VPN as recommended above to improve the number of full text documents retrieved.

Why hasn't EndNote found the full text?

Not all full text articles will be found using the Find full text function. It is not yet working for every publisher and can be inconsistent, so it may not retrieve the full text even where UCL subscribes to the content.

Some people have experienced temporary variations in the number of full text documents found. It can be worth repeating the Find full text search again for unfound articles as this can sometimes increase the number retrieved. 

If EndNote does not find the full text document then you can find other ways to retrieve the full text such as through EndNote Click or by searching Explore. You can then attach the file to the EndNote record.

Attaching a file to a record

To attach a file, such as a PDF, to a record:

  • Click on the Attach File button, with a paperclip icon, at the top of the screen, or go to the References menu and select File attachments and then Attach File.
  • Browse to locate the file on your computer. Ensure that the box Copy this file to the default file attachment folder and create a relative link is ticked. This means that the file will be available when looking at EndNote Online.
  • Click on Open.

Where a reference has a file attached, a paperclip icon appears next to the record in the central pane.

Using EndNote Click to find full text

EndNote Click (formerly Kopernio) is a free browser plugin which works with academic website to help you get one-click access to full-text PDFs using your library subscription and open access alternatives, whether you are on or off campus. Once you have the PDF, you can easily export it to EndNote.

Installing the plugin

  • Go to the EndNote click website and click on the link to create your EndNote Click account. Alternatively link through the Downloads page in EndNote Online.
  • Follow the on-screen instructions. You will be prompted to select your university.
  • Verify your account by clicking on the link in the verification email.
  • Install the plugin for your browser.

You might get an error message about CSRF tokens when creating an account: If so, make sure that you have cookies enabled in your browser. Otherwise, try clearing all EndNote Click cookies and restarting the browser. See Why can I not sign up / sign in.

Finding PDFs using Endnote Click

When you view the details of an article online in an online database or via a publisher's website you will see an EndNote Click icon appear in the bottom left corner of your screen, which will indicate if a PDF has been found. Clicking on the icon will add the PDF to your EndNote Click locker.

To access your locker at any time, click on the EndNote Click icon on your browser toolbar. Click on items in your locker to view them in the EndNote Click viewer.

Adding PDFs to EndNote with EndNote Click

When viewing PDFs in the EndNote Click Viewer, click on the Export references button to export your references as RIS files which can then be opened in EndNote Desktop.

More information is available on the EndNote help pages.

Please note, EndNote Click is currently available with Chrome, Firefox, Edge and Opera browsers only.

Viewing and annotating PDF files

Where a reference has a PDF file attached, you can view and annotate it from within EndNote.

  • Select a reference that has a file attached.
  • In the right hand pane you will see a tab with the PDF icon. Click on this tab for a preview of the PDF.
  • There will be a toolbar at the top. The first icon is the Open PDF icon. Click on the Open PDF icon within this tab to expand the window and work with the PDF.
  • Icons across the top allow you to print, email and navigate the file. You may also add a Sticky Note, to annotate the document, Highlight Text and Underline Text. To remove sticky notes, right click on the sticky note icon in the PDF, and select Delete annotation. Sticky Note comments are searchable using the Any Field and PDF and PDF Notes options from the Field list when you search your EndNote library.
  • If you have shared your EndNote Desktop Library with colleagues, they will be able to see attachments along with annotations.

You can also open attached files in their default programme, such as Adobe Acrobat for PDFs:

  • Right click anywhere on the preview of your PDF and select Open with Adobe Acrobat Reader.

Alternatively you may open file attachments in their default programme from the main view of your Library:

  • Select the reference with the file attachment you wish to open.
  • Right click on the reference and select File attachments and then Open file.
  • The file will open in its default programme.