![]() 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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