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EndNote

This guide provides an overview of EndNote, a bibliographic management software.

Step 6: PDF Handling 

PDF Handling is a setting that allows you to customize how PDFs are named when they're imported into EndNote. This is useful because it allows for a standard naming convention that can be fully customizable to suit your research needs. We recommend making your selection before you import any references and PDFs to allow for consistency. 

Navigate to the tool bar, then click Edit > Preferences > PDF Handling.

EndNote has four preset renaming options and a custom: 

  • Author + Year + Title
  • Author + Title
  • Author + Year
  • Title 
  • Custom