EndNote: Getting Started

Bibliographic management software makes it easy to collect and organize references to any type of information, from journal articles to multimedia files. The software also allows students and researchers to insert their citations into papers and format them for publication painlessly. EndNote is available from the D. Samuel Gottesman Library.

This Guide will help you

• Add references to EndNote from Ovid, PubMed, PsycNET, SciFinder, Web of Science, and Google Scholar.
• Incorporate full-text PDFs into your Library.
• Create formatted bibliographies using Cite While You Write.
• Integrate EndNote and EndNote Web.
• Learn about alternatives to EndNote.

Workshops are held in the Library Training Room, Forchheimer 119N. Click on a title to sign up.

Contact the Reference Department for more information, or to schedule an individual or small-group session.

Download EndNote desktop software!

• EndNote X7.2 for Windows
• EndNote X7.2 for Macs

Before upgrading, read about system requirements and word processor compatibility!

EndNote recently released updates for both Mac and Windows.

EndNote X7.5 for Macs includes:

• Cite While Your Write compatibility with Microsoft Word 2016
• Compatibility with OS X El Capitan
• Improvements to Sync functionality

EndNote X7.5 for Windows includes:

• Cite While You Write compatibility with Microsoft Word 2016
• Improved syncing of libraries with large file attachments
• Higher screen resolution
• Improvements to the Find Full Text feature

You should be prompted to install the update the next time you open EndNote. If you are not automatically prompted to run the X7.5 update when you open EndNote:

• Mac users should go to the EndNote X7 menu and select Check for Updates.
• Windows users should to the Help menu and select Check for Updates.

Make sure you quit from all Microsoft Office products before running the update. 

Windows Installation 

1. Download EndNoteX7.exe
2. Double click the EndNoteX7.exe file
3. Accept the default settings and agree to the license terms.
4. When you open EndNote for the first time, follow the prompts to install program updates.

Macintosh Installation 

1. After downloading, double click the EndNoteX7_Mac.dmg file.
2. The installer should open on your desktop.
3. Drag the EndNote Folder to the Applications folder on your Hard Drive.
4. When you click on the EndNote icon in its folder in Applications,EndNote will walk you through the setup process.
5. Accept the default settings and agree to the license terms.
6. When you open EndNote for the first time, follow the prompts to install program updates.

Before updating to a new version of EndNote

1. Check EndNote's Compatibility & Requirements page. The current version and one previous version is available for download.
2. Make a backup copy of your library.  The easiest way to do this is to go to File > Compressed Library > Accept default settings. This will create a compressed version of your Library, including all file attachments. The file will have a .enlx extension.

***IMPORTANT*** Please follow the EndNote Online synchronization instructions in these videos before your first sync!

• EndNote X7+
• EndNote X6

Contact me if you have questions.

Information on system requirements and compatibility are available on the EndNote website.