Adapter field assessment — {{MANAGER}} ({{LIBRARY_NAME}})¶

Date: {{YYYY-MM-DD}} Result: in progress | passed | blocked

Use a copy of a small library (roughly 10–30 parents). Do not point EndNote at your only .enl. Do not commit OAuth secrets or client secrets.

Pass bar: every checklist row below is checked or has a filed incident with repro steps. One green CI run does not replace this report — adapters stay seeking testers until a real-library report exists.

Plan¶

Field	Value
Manager	`mendeley` or `endnote`
Paperful version	`uv run paperful version` or git SHA
Host OS
Manager version	Mendeley Reference Manager / EndNote 20–21 / 2025
Config	path to throwaway `config.toml` (no secrets in git)
Library copy	path to test library

Vendor doc oracle¶

Mendeley (Elsevier) — dev.mendeley.com:

Authorization code — scope=all, redirect URI match, refresh rotation
Files — raw POST /files + Link: rel="document"; GET /files/{id} → 303 signed URL; duplicate upload 400
Documents change feed — modified_since / deleted_since ISO 8601; trash POST /documents/{id}/trash

EndNote (Clarivate) — no public write API:

Import EndNote Generated XML — File → Import → EndNote Generated XML; Duplicates policy; Text Translation No Translation
PDF folder beside sdb — Library.Data/PDF/ sibling of sdb/, not inside it

Paperful rules: mendeley.md, endnote.md, ROADMAP § Mendeley and EndNote.

Shared preflight¶

manager set in config; paperful doctor green (or documented amber/red with next steps)
paperful collections lists expected folder/group names
snapshot (or a read verb) writes under out/ without corrupting the manager catalogue

Mendeley checklist (host OAuth — not inside Docker)¶

Run paperful session login mendeley on the host so http://127.0.0.1:8765/callback reaches the CLI. Mount the same state/ into Docker after login if you use compose.

#	Step	Expected
M1	Register app at dev.mendeley.com/myapps.html; redirect `http://127.0.0.1:8765/callback`; scope `all`	App credentials in config or env only
M2	Failed auth: remove/expire token or bad secret → `paperful collections`	Exit 2 + next-steps ladder (app → config → login → doctor)
M3	`session login mendeley`	`state/mendeley-oauth.json` mode `0600`
M4	`doctor`	Mendeley API green
M5	Nested folder: `collections` + `items` in scope	UUID keys; folder paths match UI
M6	Mirror-first: second read after a small edit in Mendeley	`changes(since)` delta, not full-library re-list every time
M7	Missing PDF: `run --dry-run` then `run` / `attach`	PDF in Mendeley UI; file on disk under `out/`
M8	Notes: document `notes` visible; Paperful child note (`summarize` or manual)	Re-run updates annotation, not duplicate rows
M9	`dedupe --apply`	Refused with clear message
M10	`attachments --link --apply`	Refused (no linked-file mode)

Commands (reference):

uv run paperful session login mendeley
uv run paperful doctor
uv run paperful collections
uv run paperful run -C '<folder>' --dry-run
uv run paperful run -C '<folder>'

EndNote checklist (Windows or macOS desktop for import)¶

#	Step	Expected
E1	Copy `.enl` + `.Data`; `[endnote] library` → copy	`doctor` EndNote library green
E2	`collections` while EndNote open (locked DB)	Reads via temp copy (`-wal`/`-shm`/`-journal` if present)
E3	Type spot-check: Journal Article in UI	Paperful `journalArticle`, not Bill (`reference_type` 0 in DB, 17 in XML only)
E4	Online-search group (`TYPE;6`) if present	Skipped in Paperful collections
E5	`snapshot -C '<Group>' --pdfs all`	`out/` mirrors parents + PDFs
E6	Write path: `attach` or `fix-metadata --apply`	`state/endnote-import/<stamp>/` with `paperful.xml`, `PDF/`, `README.txt`
E7	EndNote: File → Import → File… → `paperful.xml`	Import Option EndNote Generated XML; Duplicates per your policy; No Translation
E8	PDFs	Attached or import `PDF/` folder per Clarivate; paths under `.Data/PDF/` beside `sdb/`
E9	Groups after import	Rebuilt manually from Label field (XML has no groups)
E10	`dedupe --apply` / `attachments --apply` (anything that would trash or edit an item)	Refused; live `.eni` not edited by Paperful

Commands (reference):

uv run paperful doctor
uv run paperful collections
uv run paperful snapshot -C '<Group>' --pdfs all
# after a write command, import the printed state/endnote-import/… folder in EndNote

Log¶

(timestamps, command lines, unexpected UI behaviour)

Incidents¶

ID	Manager	Summary	Repro	Severity

Artifacts¶

Redacted config.toml excerpt (no secrets)
state/runs/ or run report paths
Screenshots of Mendeley UI / EndNote import dialog (no secrets)
Bundle path: state/endnote-import/<stamp>/ (EndNote)

CI contract tests (repo)¶

Before field work, confirm unit tests pass:

uv run pytest -q tests/test_mendeley.py tests/test_endnote.py tests/test_interop.py

These encode Elsevier/Clarivate contracts (Accept headers, 303 without Bearer, ISO modified_since, XML ref-type 17 vs DB type 0, import README wording). They do not replace rows M1–M10 / E1–E10 above.