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Systematic reviews: Add full text PDFs to Covidence in bulk using EndNote

Finding and uploading full text PDFs to Covidence using EndNote

After screening on title and abstract in Covidence, you will need to find and upload full text PDFs for the next round of screening. We recommend doing this in EndNote. 

You will need EndNote software installed on your computer. EndNote should be installed on all SVHM PCs, but SVHM staff can also request software for their home computers. Please email the library from your SVHM email account to request EndNote installation files, specifying PC or Mac. If you aren't familiar with EndNote we also suggest booking in for an individual EndNote tutorial with library staff (SVHM staff only). 

Uploading full text to Covidence using EndNote

Full text PDFs can be uploaded to Covidence either individually or in bulk.

We suggest using the Bulk Upload feature which is explained here - https://support.covidence.org/help/bulk-pdf-import

Check your EndNote settings - Full Text Preferences (SVHM only)

The first time you use EndNote software check that the full text preferences link to SVHM subscriptions. This will help you automatically download full text PDFs. You should only need to adjust these settings once, but if you are offsite you will be prompted to login to SVHM each time you reconnect.

  • Open EndNote
  • Edit > Preferences > Find Full Text
    • Tick top four boxes
    • OpenURL Path: https://svhmlib.on.worldcat.org/atoztitles/link
    • Authenticate with URL: https://svhm.idm.oclc.org/login?url=

  • It should look like this:

How to download and attach full text PDFs in EndNote (SVHM only)

 

Steps shown in the video

How to automatically download and attach full text PDFs:

  • Select the records you want to find full text for (maximum of 100 at a time).
  • Click the Find full text button on the top toolbar (magnifying glass with a pointy triangle).
  • Login to SVHM if requested (offsite only)
  • Click “Continue”, “Ok”, “Yes”, to any pop ups warning that you are leaving the network
  • Wait for full text to be loaded (shown by little paper clips)

If full text does not load automatically:

  • Right click on a record missing a PDF
  • Select URL > OpenURL link to search our journal catalogue
  • If full text is available (the catalogue shows we subscribe to the journal): 
    • Click View Full Text
    • Follow through to the article or search the journal to locate the article
    • Download the PDF to your computer (you can delete this later)
    • Back in EndNote, select the record you want to attach the PDF to
    • Click on the paperclip in the full reference pane on the right (to attach full text)
    • Navigate to the PDF you just downloaded and attach it
    • Move to another record and accept changes when prompted
    • Once the PDF is attached to your EndNote record you can delete the temporary copy you downloaded
  • If full text is not available (the catalogue shows we do not subscribe to the journal)
    • Click Request journal article
    • This will prefill a request form for the library to source the article from another provider
    • Complete the form and submit

Guide Author

Helen Wilding, Senior Research Librarian

Carl de Gruchy Library, St Vincent's Hospital Melbourne
Helen.Wilding@svha.org.au

Literature Searching, Systematic Reviews, Mental Health liaison 
Thursdays, Fridays & alternate Wednesdays
Helen's profile | Researchgate | Orcid