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New User
Posts: 3
Registered: ‎09-17-2017
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Re: Merging references

july 2017 using x8 on Mac.... PLEASE... LET ME MERGE 

New User
Posts: 3
Registered: ‎09-17-2017
0

Re: Merging references

THIS IS OF CRITICAL IMPORTANCE.  Here is the scenario.  We import a pdf and it doesn't get recognized with metadata.  Then we search the article in the web bar for pubmed and get the reference.  Now we have two references in our catalogue. We need to be able to highlight the incomplete ref that has the pdf, highlight the complete ref without the pdf, and click on a nonexsitent button called "Merge"  that drops the pdf into the completed reference, and deletes the pdf-containing incomplete reference from our library.  This is the one major missing feature in the software IMO.  

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Mentor
Posts: 7,404
Registered: ‎04-10-2008
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Re: Merging references

Amen! please give us the option to merge duplicates!

 

(long time Endnote user)
New User
Posts: 3
Registered: ‎07-30-2017
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Re: Merging references

[ Edited ]

I agree. 

Here's how I do it. (The hard way?)

1. There is an option to "Find Duplicates" under the References Tab, about halfway down.

    However, unless there are enough fields filled in, the program doesn't recognize that they are the same.

2. You need to fill in several fields so that the references are similar enough for Endnote to react. 

3. Once you have filled in several fields, the program asks which reference you want to keep. Essentially throwing out any fields that you haven't copied over.

Note: I usually begin by selecting two similar files that I DON'T want, getting rid of one, then reselecting another two, etc. leaving the good one (the one with the PDF, in my case) for last...

 

Please, Clarivate, get your programmers to fix this issue. 

Here is my idea on how to perhaps do this easily:

Keep the Find Duplicates option; it can become the merge function. 

Synthesize a merging action within this function, so that when we have at least ( 3? 4?) a certain number of fields filled in that are similar,

1. It recognizes duplicates

2. It gives us the option of keeping the one we want, and merging in the information from the one that we have not kept. 

 

In addition, this option should see whether or not we have more than two similar files.

Currently, Endnote only recognizes two files at once, making it a bit more of a headache to sift through any extra files to see if they are necessary. 

 

 

There are a variety of competetive software applications out there. It is just a matter of time that Mendeley, Zotero, or one of the other catches up. 

Please update the software and make it even more worth our money. It is a good piece of software, but there are some issues that need to be fixed.