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EndNote

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.

Finding full text for UCL subscribed journals

It is possible to set your EndNote preferences to search for the full text of items to which you have access via UCL subscriptions: Please note, these settings are already applied on Desktop@UCL computers.

  • Go to the Edit menu, and then select Preferences...
  • Select Find Full Text.
  • Set the OpenURL path to https://ucl-new-primo.hosted.exlibrisgroup.com/openurl/UCL/UCL_VU2
  • Set the Authenticate with URL to http://libproxy.ucl.ac.uk/login
  • When you execute Find Full Text on a set of records in your EndNote library, EndNote will ask you to log in with your UCL username and password and then try to connect to the publisher of the article and bring back a PDF, or a link to the full text. The mechanism for this differs from publisher to publisher, and EndNote is not yet working for every publisher so it may not retrieve the full text even where UCL subscribes to the content.

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 Kopernio to find full text

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

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

Finding PDFs using Kopernio

When you view the details of an article online in an online database or via a publisher's website you will see a Kopernio 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 Kopernio locker.

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

Adding PDFs to EndNote with Kopernio

When viewing PDFs in the Kopernio Viewer, click on the Export Reference button to the left of the screen to export your references with PDFs attached into EndNote in one click. 

More information is avialbale on the EndNote help pages.

Please note, Kopernio is currently available with Chrome, Firefox 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.