The process I am going to describe here is drawn from my experience with Bookends, but I am sure the functionality is available in other reference management apps as well. I chose Bookends because it’s focused on Mac users and thus its GUI is native to the platform. I am fairly certain that Zotero has similar functionality, and I may end up using it when I am on Windows (and also because on Windows I am part of a team). The process I have in mind is adding a new reference and then adding its concomitant PDF.
First, an establishing shot drawn from work I am doing now for an essay about COVIDlore. This collection is built on top of some previous work on the flu. (Somewhere I also have Zika and Ebola bibliographies, and one day I will migrate them here as well — for those curious about the library just above entitled Legends/Virality it is in fact related but more focused on the notion of informational “virality.”)
To add a new reference, I usually use the Quick Add function, which is handily called with
CMD + CTRL + N:
I can paste the DOI from the website where I found the reference, which may or may not be the originating site — it could be a reference from another paper, for example, and Bookends does all the lifting. (This works 80-90% of the time, and so it is frustrating when it doesn’t, but there is a built-in browser that allows you collect metadata for a reference quickly.)
Once the reference is in the collection, I then
CMD + OPT + R to fetch the PDF to the reference. (If you have already downloaded the PDF, you can use
CMD + OPT + P to attach it from a local source.)
That’s it. The PDF is now in that particular collection as well as in the main library. Since the PDF is sitting in a particular folder which I also have indexed by DevonThink, I can take notes in that app, which will create an annotation file just for that purpose.