CAHS Library: EndNote reference management

EndNote WA Health

The WA Health libraries have a whole of WA Health licence for EndNote (Desktop /Online) for work or home installation. 

EndNote 21.3 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 EndNote 21 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 21: Library Conversion and Backward Compatibility 

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

Download EndNote 21.3 on your home computer from the appropriate tab above. EndNote 21.3 will only run on Windows 10 and Word 2010(minimum requirement)

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.

Please note: WA health may not have rolled out the latest version suggested on EndNote (Help).  

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.

EndNote Web (EndNote 21.3 is required for access) Once you have installed Endnote 21.3 version, you will be able to register and sync your libaries.

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 21 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 21 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 21.3 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.

EndNote Online is a useful program that allows you to use your EndNote libraries from anywhere in the world.

Benefits:  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. (Access your research anytime, anywhere from the cloud - sync seamlessly between your desktop and online.)
If you choose to integrate your local installation of EndNote (at work or home) with EndNote Online you will need to need to set up and activate an EndNoteWeb account. Once you have an active EndNoteWeb account you can simply log in to EndNote Online to access your EndNote libraries stored on the EndNote server. EndNote Online is also your best option if it is impossible to upgrade your operating system and version of MS Office. The full functionality of Cite-While-You-Write cannot be used unless you have MS Office 2003 at minimum on your PC.

To set up an EndNote Online account you need to open the EndNote program on your work or home computer. There are two methods for setting up an EndNote Web account:

1. In EndNote, from the main Library window, click the Sync button that appears in the toolbar to open an EndNote Web Login dialog. Click the Sign Up button to begin the registration and activation process. Follow the online instructions.
2. In EndNote, go to the Edit menu and select Preferences > Sync Preferences. Click the Enable Sync button to go to the EndNote Web Login dialog. Click the Sign Up button to begin the registration and activation process. Follow the online instructions.

You will not be able to set up an EndNote Web account when you are offsite unless you have already installed the WA Health Endnote program on your home computer.

Once you have registered and activated your account you can access your EndNote Online account at myendnoteweb.com.

With EndNote Online you can synchronise the references in your desktop library to your online library for remote access, and share your library with other EndNote users.

An EndNote Online library can contain an unlimited number of references and attachments.

Register or log in to EndNote Online here.

Clarivate EndNote Online Guide

Synchronising your library

To sync your desktop library with your online library, once you have your account set up, go into EndNote preferences on your desktop application, choose Edit →  Preferences → Sync
Enter your EndNote Online Account Credentials and hit 'Apply'.

Clarivate Library Syncing in EndNote 21

Note:

Your account details for EndNote Online and Web of Science(WoS) must be exactly the same (since WoS is now maintained by Clarivate Analytics - as is Publons). If they are not in sync you will get this message: “Invalid email/password. Please try again”

If you have different passwords:

• unsync in EndNote (via Edit>Preferences>Sync)
• update password (use yourWoS password),
• Resync using your WoS password to Sign in  

EndNote software includes several subject-based journals term lists that can be imported into an EndNote library. The one that is needed most often is the medical list which covers journals indexed in MEDLINE. This is supplied with EndNote but must be imported into your EndNote library.

If you have EndNote X9 or earlier EndNote: Generate full or abbreviated journal names

EndNote™ provides a number of terms list to make sure that the journal names in your bibliography are either the full name or abbreviation as your style requires. To set up your terms list, first make a backup of your library as described at EndNote: Moving, backing up, or transferring libraries to another computer Then, please follow the steps below.  
 

1. In EndNote, go to "Library > Open Term Lists > Journal Terms List".

2. Highlight the first journal, and press [Ctrl]+A on the keyboard to highlight all the terms (on a macOS, this would be [Command]+A). Note: If the Journal Terms List is empty, skip to step 4.
3. Next, press the "Delete Term" button to the right to empty the list of old terms.
4. Go to the "Lists" tab at the top and click on the "Import List" button.
5. Browse to the Term Lists folder within the EndNote folder and choose to open one of the files that corresponds to the discipline that is found in your library based on the options available in the folder. For Example: select the medical text file (assuming you want to use the Index Medicus abbreviations).
   
   If you are on a Windows machine, this folder should default to:
   C:\Program Files\EndNote (EndNote Version Number) \Terms Lists
   
   If you are on a 64-bit Windows machine, this folder should default to:
   C:\Program Files (X86) \EndNote (EndNote Version Number) \Terms Lists
   
   If you are on a macOS, this folder should default to:
   Hard Drive: Applications: EndNote (EndNote Version Number): Terms
    
6. This will import the correct abbreviations into your library's term list.
7. Next, to make sure the style is using the correct substitution, go to "Tools > Output Styles > Open Style Manager".
8. In the list of styles, highlight the style you are using and click the "Edit" button.
9. Click on "Journal Names" on the left.
10. Make sure the style is using the Full Name or one of the Abbreviations as needed. 

Note: this list is stored in your EndNote library, i.e. it will be specific to a particular EndNote library rather than to the program. If you have more than one EndNote library, you need to set up the journals term list for each one.

LibKey from BrowZine is a suite of tools that provides one click access to Library subscribed content.  Includes: LibKey Nomad, LibKey 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.