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CAHS Library: EndNote

EndNote

EndNote is a reference management software with features that allows you to

  • Create a 'library' of references
  • Search and download references from electronic databases and library catalogues
  • Store downloaded PDFs with their relevant references
  • Generate bibliographies in specific styles
  • Share your library or group of references with your research colleagues

The WA Health Libraries Network (WAHLIN) has purchased a WA Health-wide EndNote licence.  It may be installed at CAHS by Health Support Services.  If not,  to have EndNote installed on a work computer, please log a job with the Health Information Network. [Intranet link only] or with the Help Desk on 13 44 77.(Please use microsoft edge browser).

Getting Started

  • EndNote libraries consist of two parts: the .enl and the Data files. These two files must be downloaded together, both are needed for the library to work correctly.
  • EndNote libraries must be stored on your computer hard drive. Storing and editing libraries on a network drive can lead to corruption and performance issues due to their file sizes.
  • EndNote libraries should never be stored in cloud-syncing folders such as DropBox, OneDrive, Box, SugarSync, etc. Syncing folders corrupt EndNote libraries over time.
  • Uninstall the previous version of EndNote before installing a new version.
  • References in EndNote libraries can be synchronized between desktop and laptop computers, the online library, and an iPad using EndNote Sync

EndNote WA Health

The WA Health libraries have a whole of WA Health licence for EndNote for work or home installation. 

EndNote 20 is the current version for computers running on Windows 10 and Office 365.
To have EndNote installed or updated on a work computer PCH sites please, log a job with HIN [Intranet link only] or with the Help Desk on 13 44 77.   

Please upgrade your home software to X20 if you plan to work between your work PC and your home computer. This is important as it saves the frustration and confusion of encountering problems due to the lack of backwards compatibility when using your EndNote libraries.

The Web of Science Group advises compatibility and system requirements for EndNote.
EndNote X9.3 and EndNote 20: Library Conversion and Backward Compatibility 

Please contact Technical Support for help with conversion or backwards compatibility issues.

Download EndNote X20 on your home computer from the appropriate tab above

Keeping the EndNote software up to date:

Once you have installed EndNote, it is simple to check online for updates and install them.  There is an EndNote Knowledge Base article that explains how to do this. Check every few months for updates.  
From within EndNote, click on the Help menu and choose "Check for Updates" then follow the on-screen prompts.

 

Up to date information on both Windows and Macintosh compatibility and system requirements for EndNote are listed here.

Please ensure your home and work EndNote version are the same if you plan on working with EndNote libraries between your office PC and your home computer.

Use of EndNote with cloud storage services

Clarivate advises that the EndNote software is not compatible with Dropbox or other cloud storage services. These services can be used to store a backup compressed copy of an EndNote Library but Clarivate advises against opening and/or using a Library from a cloud-storage location such as Dropbox, OneDrive, Google Drive, SharePoint, iCloud, etc. 

If you save your EndNote Library to a cloud storage service it is recommended that you copy the files to another location on your computer before you open them. Using Your EndNote Library from a cloud storage service may corrupt your EndNote Library over time.

EndNote, Reference Manager, & ProCite: Compatibility with Dropbox and other Cloud storage

For further details contact Technical Support.

Note for Macintosh users:

Apple's macOS versions 10.12 (Sierra), 10.13 (High Sierra), 10.14 (Mojave), 10.15 (Catalina) and 11.0 (Big Sur) contain features to save the contents of the Documents folder to the iCloud and to "optimize" storage by storing less-used files only in iCloud online.

Information on how to disable this setting is available from Add your Desktop and Documents files to iCloud Drive.

Other useful guides for Mac users

CWYW (Cite While You Write) tools in Microsoft Word 2016/2019/365 - EndNote X8/X9/X20 Mac and EndNote online Mac

EndNote: Direct Export with Safari or Chrome for the Mac

The WA Health libraries have a whole of WA Health licence for EndNote that includes home installation for Windows or Mac.

Click on the link for either a PC or a Mac to access the software you require.

Please ensure that you maintain the version of the EndNote software on your personal device to match the version on your work computer if you plan on using your EndNote library across the two environments. This will help to minimise problems with backwards compatibility when using your EndNote libraries.

Upgrading your EndNote software

If you are upgrading from an earlier version of EndNote, You will need to do the following:

  1. Back up your EndNote Library along with any EndNote styles, filters or connectors that you have customised.
  2. Uninstall the old EndNote application before installing the new version, as it can interfere with the linking to Word if you retain both versions of the program. 

For information on how to do this refer to the following resources.

EndNote: Upgrade from an older version (clarivate.com)

EndNote: Moving, backing up, or transferring libraries to another computer (clarivate.com)

EndNote: Backing up Libraries, Content Files and Custom Preferences

When you install EndNote it writes a 'cite-while-you-write' toolbar into Word. You should open EndNote first, and then open Word to check to see if this has happened. If not, check the EndNote help on Install Word CWYW Toolbar.

Please ensure your home and work EndNote version are the same if you plan to work with EndNote libraries between your office PC and your home computer.

Once you have done that, the software will automatically download to your PC.

Before downloading the latest version of EndNote, please back up any existing EndNote libraries on your computer to ensure no loss of previous work, using the 

  1. Uninstall any previous versions of EndNote on your PC. Make sure all libraries, edited styles, filters or connectors stored within the EndNote program folders are saved on an external hard drive / USB prior to the uninstall.
  2. Check compatibility requirements
  3. Click on the link below to sign the licence agreement and begin the download of the installation files:-
    EndNote 20 for Windows (You need to agree to the terms and conditions by completing a form).  
  4. Fill-in all boxes > click Submit to begin the download.
  5. Once you have completed the download, you will have two files included in a zipped file.
  6. Right click the zipped file to 'Extract  All' files- both the .msi and license.dat files and save onto the desktop or into the same folder.
  7. If you are asked for a product key, you have NOT followed the step to 'Extract All' files.  Go back to step 6 and do this.
  8. Close Word if it is open so EndNote can install a cite-while-you-write toolbar into Word.
  9. Click on the .msi file.
  10. Follow the installation prompts using the default options UNTIL Select Install Type > choose Custom installation option. If you choose a Typical install, it will not install all connectors, filters and styles.
  11. Continue accepting default options UNTIL Select Features.
  12. Click on red crosses next to Additional connections  Additional Filters   Additional Styles > select 'Entire feature will be installed on local hard drive' for each one.
  13. After this continue selecting the default options until the software install is completed. You can then delete both files from your desktop.
  14. Once downloaded you should Configure EndNote X20 to Find Full Text .  
  15. It is important to install updates as prompted.

Contact Clarivate for product support.

 

Click on the link below to sign the licence agreement and begin the download:

  1. Mac Download for EndNote 20.4 files for Mac and complete the form to sign the licence agreement.
  2. Before downloading the software, ensure that you have the most recent patches and updates installed for your version of Word. In the Apple icon on your Mac, "check for software updates" and install all updates.
  3. Once you have completed the download, you will have the .dmg file. Click on the .dmg file to begin the installation process.  Follow the prompts until the installation process is complete.

  4. When you install EndNote it writes a 'cite-while-you-write' toolbar into Word. You should open EndNote first, and then open Word to check to see if this has happened. For troubleshooting refer to EndNote X8/X9/20 macOS and EndNote online macOS: CWYW tools in Microsoft Word 2016/2019/365 Troubleshooting guide (clarivate.com)

    Once you have downloaded the software set your preferences to enable 'Find Full Text' to easily access PDFs to accompany your references

    Further tips for Mac users

It is advisable to use the Firefox browser when exporting references from databases into an EndNote library.

EndNote: Direct Export with Safari or Chrome for the macOS (clarivate.com)

EndNote: macOS Catalina Compatibility (clarivate.com)

EndNote: macOS Mojave Compatibility (clarivate.com)

Contact Clarivate for product support.

Find Full Text

Configuring EndNote’s Find Full Text for CAHS on your home PC or Mac

You need to set some preferences in order to make use of the Find Full Text function within EndNote.
Open your EndNote program.

Windows

Macs

Edit
Preferences
Find Full Text

EndNote
‚ÄčEndNote Preferences
Find Full Text

Tick all four boxes: Web of Science;  DOI;  PubMed LinkOut; and OpenURL.

Do NOT tick the box "Automatically invoke Find Full Text on newly-imported references".  If you tick this box it will restrict full-text retrieval as it only pulls in the full text for references that were imported from text files.  If the references were imported through direct export or from online search the find full text function will fail.

On WA Health PCs, in the Authenticate with: box, type this URL http://www.google.com.au/ (this step is NOT necessary for home installations). When you click on the blue PDF icon that prompts ‘Find Full Text’ when you hover over it, the Google search box comes up.  Click on ‘Continue’ to authenticate.

In the OpenURL Path box, you need to put the link to the Library’s open URL resolver as below:

https://login.pklibresources.health.wa.gov.au/login?url=https://findit.health.wa.gov.au/pmh

The Find Full Text function also works more effectively if you have an EndNote web account established and if you login and keep open an active browser session whilst running the function.

Set up an EndNote Web account

Why?  If you have integration between your desktop application and EndNote Web Account set up, the Find Full Text Function retrieves more full text than EndNote is able to if this is not synced.

Set up an EndNote Online Account.

Once you have your account set up, go into EndNote preferences on your desktop application, choose

Edit
Preferences
Sync
Enter your EndNote Web Account Credentials and hit 'apply'.

Note that ‘Find full text’ will work well for many journals but will not work for some where full text access is in fact available. Some records will not contain enough information for the article to be retrieved (it’s important to import complete references), access to some titles may only be available via an aggregator and not from the publisher URL that comes with the record, and some journals need to be accessed via a path that includes a login and this cannot be incorporated into EndNote’s Find Full Text search.

Check the Journals A-Z to see if we have access to any missing articles and submit an  Article Request  if not available.  Other options to find subscribed full text – LibKey Nomad Chrome browser plug in.

LibKey from BrowZine is a suite of tools that provides one click access to Library subscribed content.  Includes: LibKey NomadLibKey Link and LibKey.io.

Plug-ins are browser extensions that allow one click access to subscribed Library resources.  They include LibKey Nomad, Lazy Scholar, Access Anywhere, OneClick, Lean Library and the Google Scholar button.

All but LibKey Nomad will be blocked within the Health network due to security concerns, as most scrape up data from browsers and could compromise patient information. 

LibKey Nomad will only install on Edge version 83.0.478.50 or later.  It will also install on other Chromium browsers such as Chrome and Brave

Go to this link - https://chrome.google.com/webstore/detail/libkey-nomad/lkoeejijapdihgbegpljiehpnlkadljb/related

Click in the blue pop up message to get Microsoft Edge extensions

Click to Add to Chrome (for any Chromium browser including Edge, Brave or Chrome).

Select your institution - Child and Adolescent Health Service

A small green teardrop icon will appear in the top right hand side of your browser once LibKey Nomad is installed.

To test, go to this link and look for the image below in the bottom left of your screen.

https://www.sciencedirect.com/science/article/abs/pii/S144395062030233X

What LibKey Nomad does:

  • consults Library holdings to determine if access is available
  • checks for available open access articles
  • if no subscribed access is available you will be linked to a document delivery request form.

CAHS Vancouver Style

The Vancouver style is now the preferred style for CAHS and should be used for referencing in all CAHS documents.

You will need to download the modified Vancouver CAHS Style found in the box -titled EndNote Connection Files and Filters

See Downloading Output Styles into EndNote for instructions.

This guide gives examples of the most common reference formats.

EndNote 20 Videos

Note: Viewing videos with Chrome Edge - ensure sound is not muted. PCH users with NUCs - headphones must be plugged in.

Endnote 20 Library Sharing

This feature is available for X8 & X9 users.

Endnote Training Resources

Other Reference Management Options

The Library and WA health only supports EndNote to assist you collect, organize, cite, and share reserach.  There are other free tool options for users to use on their own device with a personal account.

Research the advantages and disadvantages before using the tools - such as this overview from Weill Cornell Medicine Samuel J Wood Library.

EndNote Connection Files and Filters

EndNote works with filters, connectors and styles
filters to pull records from databases into EndNote (Medline, PsycInfo, Web of Science, Embase etc),
connectors to search out to sources such as PubMed from within EndNote and
styles to format referencing according to various styles (such as publisher specific styles, as well as Vancouver, Harvard, APA etc).   

EndNote is installed with filters connectors and styles, though it may be necessary to get updates from EndNote.
It is possible to customise filters connectors and styles.  If you do this the customised files are not stored in the program files (so that they are not lost if EndNote is uninstalled).

Some useful connectors and filters that are not included in the default files are available for download below.