![]() ![]() You’ll notice that Endnote was not able to add metadata to the IOM World Migration Report. The way I deal with this is I create a special folder called a Smart Group that pulls in only those documents that need further attention. But what about older academic articles, PDFs that have no machine-readable text in them, and non-academic reports that are not indexed? If you are only dumping all of these documents into Endnote and stopping there, you’re going to end up with a library with a bunch of unsearchable (and unusable) crud in it. ![]() That’s why, when we look at the two documents I imported above, we see that the academic article has all the information automatically filled in, which is great. The value of most (good) citation software is that it is able to automatically update academic articles with information indexed online. (4) Identifying Documents with No Metadata Pro Tip: I also automate PDF downloads and organization using some simple macros, and I also automate the emptying of my “Imported” folder by setting a simple macro to run once each week on Friday afternoon.īut we’re not done yet! There’s one more important step. You may want to return to this file from time to time and empty it because it can become quite large over time. So easy! Endnote itself will also then create a folder called “Imported” inside of your watched folder and move those PDF documents there so that you know (and so it knows) what it has done. Once those documents are added to the Endnote Imports folder, Endnote will notice these documents and import them into your library. Do not set the “Endnote Imports” folder to be the destination for all downloads, or you’re going to create issues down the line. To make this work most efficiently, you may want to check your browser and make sure that your downloads are going to your downloads folder (or whichever folder your “Endnote Imports” folder is in), because that will save you a lot of time later. I prefer to keep this in my downloads folder rather than my desktop because I really can’t deal with a messy computer desktop, but you can put the folder anywhere you like, including in a shared folder on Dropbox or Google Drive if you’re working with a team. The first step is to create a folder and call it something obvious like “Endnote Imports”. The short version of this process is, we are going to set up a folder just of PDF documents we want to put into Endnote, tell Endnote to automatically import those documents, then also tell Endnote to pull out those documents for which Endnote was not able to automatically fill in citation details. In fact, this is only a fraction of the process I use for myself, because I also automate other parts of this process, too. So while I can try to get you started in this post, be aware that this is not the limit of what you can do, but just the beginning. But for the idea behind this process to make sense, it helps to have the mindset of paying attention to the way that repetitive tasks can be organized in a way to take advantage of the features you already have in the software you use. ![]() The description below barely counts as automation, because the process I am showing you here involves very few steps and includes a manual touchpoint that can be eliminated. For this workflow, I use Endnote on a Mac, though you can set up this process with some (not all) other apps on a PC or Linux. I’m going to assume that you have some familiarity with one or more of these software packages, or at least understand the general purpose and benefits of these types of apps. So whether you’re using Zotero, Endnote, Mendeley, Paperpile (cloud based), Papers (now Read Cube), Bookends (Mac only), or BibTex, it’s doing more or less the same thing. Every citation app is just a database with predefined fields that allows you to organize your own library, as well as a few integrations that allow you to get that data out of the software in a structured way (i.e. Before we get into the process itself, I need to touch on a few key points to make sure we’re on the same page.įirst, let’s talk about citation software. ![]()
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