EndNote: Organize/Edit References

• Save the PDF on your computer or USB.
• In EndNote, select the reference you would like to attach the PDF to and click on the paper clip button.
• Locate where you have saved the PDF and open it.
• The PDF is attached to the reference and can be searched, highlighted, e-mailed.
• You can also drag and drop the PDF from your desktop into the open record in EndNote and it will attach itself.
• Click on any other reference to bring up a “Do you want to save the changes you made to the reference?” pop-up box. Click Yes.
• Repeat these steps to attach PDFs to other references.

To edit a reference in EndNote-

• Double click on the reference you want to edit
• Make the required changes
• Close the reference (saving if prompted)

You can locate a single reference or a group of common references by using the Quick Search Box at the top of the screen or by opening the Search Panel.  

• Click on Show Search Panel (top right side of screen) if it is hidden
• Type in your search terms
• Choose the field you wish to search (author, title, etc.)
• Use the Boolean AND and OR to connect multiple terms
• Match Case will make your search case-sensitive; Match Word will force your search to find your exact words 
• Click on Search

search Request a search

description Request a copy of a specific article

help Request information for patients & families

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