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EndNote does not offer system-wide integration (as Papers Citations does), but you can search your EndNote library from your Word processor. Using EndNote's customizer, I added a toolbar (Cite While You Write) to Microsoft Word. There is even a feature called Find Reference Updates, which prowls Thomson Reuter's Web of Knowledge platform for minor updates to metadata, such as page numbers and journal volumes.Ĭite While You WriteFor many researchers, the appeal of reference management resides in its ability to generate bibliographies in various formats.

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Once you have added full-texts to EndNote, you can make Acrobat-compatible annotations (such as notes and highlights) to PDF files without leaving the application. Moreover, associating PDFs with metadata is as simple as a right-click.

While this process can be cumbersome, EndNote does offer browser plugins for Internet Explorer and Firefox that allow you to work from your browser.

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Manual EntryFor those unaffiliated with a university, repository searches remain limited, and users will likely become accustomed to manually adding metadata and PDFs. Such an omission need not prevent researchers from taking the more circuitous path of downloading PDFs and associating them with metadata. After languorous communication with my university library and IT department, I learned that the servers did not support OpenURL, which meant that I could not test this feature. To access this feature, however, I learned that you need something called an OpenURL Path.

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Similar to Papers' Smart Collections, EndNote also allows users to create a dynamic folder around a set of criteria (Smart Groups).ĮndNote enables researchers to retrieve article PDFs by means of a two-step process: Once you have retrieved metadata, you can right-click on an article and select Find Full Text. When I found an article or book of interest, I could add its metadata to-or create on the fly-a folder (what EndNote calls a Group).

The EndNote Two-StepWith the Authentication Path and Connection File, I could perform all the searches I needed without leaving the application. Where the IT department stonewalled, an EndNote exec quickly located the path I needed, and even supplied something called a Connection File, which allowed me to search the university library catalog. The university with which I affiliate supports EndNote-it even offers licensing for students and faculty-but has not updated configuration instructions. To search the overwhelming majority of those repositories, however, you will need an Authentication Path. EndNote supports a plethora of online searches, including EBSCO, JSTOR, ProjectMUSE, and ProQuest. My eagerness to test EndNote's repository search was also put on ice. With the EndNote XML import, I retained PDFs, but lost folder hierarchy. When imported my Zotero library as Refer/BibIX, I lost PDFs. You can import Refer/BibIX, RIS, and various EndNote formats, but with uneven success. For example, Papers welcomes EndNote libraries, and Mendeley offers to synchronize with Zotero. From previous testing, I had become accustomed to-even spoiled by-generous import support, often integrated into the setup process. The first issue I encountered was with importing my library. I dispelled with this assumption almost immediately: EndNote has a learning curve, not an insurmountable one, but a learning curve nevertheless. A commitment it is, yet EndNote need be the last you make for some time.įits and StartsHaving now tested several of EndNote's alternatives, I assumed that I could intuit my way into the software. Thanks to institutional adoption, EndNote is unlikely to go anywhere, perhaps to the solace of researchers weary of beginning anew. Although it faces spirited competition from Zotero 3 (free, 4 stars), Mendeley Desktop (free, 3 stars), and Papers 2 ($79, 3 stars), EndNote continues to offer the most complete package, including custom repository search, voluminous citation styles, and, with the latest version, cloud-based synchronization.

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Backed by Thompson Reuters and adopted by universities across the world, EndNote has earned vast institutional support-support that, if available, may level aforementioned barriers to entry.Īfter seventeen releases and more than twenty years of cross-platform development, EndNote has established itself as the de facto software for reference management. But there are plenty of reasons to take the plunge. For those just entering electronic reference management, it may be too much to take on: too high a price, too much upfront configuration, too steep a learning curve. Using EndNote X6 ($249.95) is a commitment.

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