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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 are made up of two parts: the .enl file and the .Data folder. These two parts must be kept together, both are needed for the library to work correctly.
  • EndNote libraries should be kept on your computer's hard drive. Storing and editing libraries on a network drive can lead to corruption and performance issues.
  • 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 your 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. X9.3. is the current Health supported version. EndNote 20 cannot be deployed until ALL WA Health PCs are updated to Win 10, Office 365. 

Please upgrade your home software if you plan on working between your work PC and your home computer. This is important because once an EndNote Library has been opened in X9.3. it will not then open in earlier versions of EndNote - regardless of the operating system - Mac and windows users.
The Web of Science Group advises compatibility and system requirements for EndNote.

Once downloaded you need to Configure EndNote X9 to Find Full Text. 

See:  Compatibility information for Windows, Macintosh, EndNote Online

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

EndNote X9 is compatible across platforms - you can create your library on a MAC, save it as a compressed library on a USB then open it on a PC (and vice-versa). EndNote X8 & X9 are also compatible. 

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.

The WA Health licence agreement for EndNote allows for home installation on PCs or Macs.

You need to agree to the terms and conditions by completing a form.

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

Keeping 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.

 

 

  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.  Once you have completed the download, you will have two files included in a zipped file.
  3. Click on the link below to sign the licence agreement and begin the download of the installation files. Although EndNote 20 is available, it cannot be universally deployed on WA Health PCs until they all transition to Win 10, Office 365.

    EndNote X9.3.3 Installation Files for Windows  
    EndNote 20 (requires Windows 10)
     
  4. Fill-in all boxes > click Submit to begin the download.
  5. Right click the zipped file > Extract both the .msi and license.dat files and save onto the desktop or into the same folder.
  6. If you are asked for a product key, you have NOT followed the step to 'Extract All' files.  Go back to step 4 and do this.
  7. Close Word if it is open so EndNote can install a cite-while-you-write toolbar into Word.
  8. Click on the .msi file.
  9. 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.
  10. Continue accepting default options UNTIL Select Features.
  11. 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.
  12. After this continue selecting the default options until the software install is completed. You can then delete both files from your desktop.
  13. Once downloaded you should Configure EndNote X9 to Find Full Text .  
  14. It is important to install updates as prompted.

 

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

  1. Mac Download for EndNote 20 files for Mac and complete the form to sign the licence agreement.

  2. Compatibility information.  Note that WA Health PCs still have X9.3 deployed and cannot transition to 20 until all PCs are running Win 10 and Office 365.

    Once you have completed the download, you will have the .dmg file. Click on the .dmg file in order to begin the installation process.  Remember once you open an EndNote library in X9.3 and above it will NOT open in earlier versions of EndNote so if you use your libraries at work and at home, this will be a problem.

    Set your preferences to enable 'Find Full Text'.

Apple has made the decision to drop all 32-bit application support which impacts Mac users of EndNote on earlier version of the operating system. 

EndNote for Mac: macOS Catalina Compatibility

Known issues

There are problems if you use Safari or Chrome on a Mac to export references - Firefox browser is recommended.

If you are using the Mojave version of EndNote, there are issues with the Word add in.

Some Mac users may have problems when using Cite While You Write - if you are asked to enter your EndNote Online username and password, see the document attached at the bottom of this box.

Clarivate Analytics helpline for technical questions (they can remote in to your Mac):

Do NOT store EndNote libraries of references in iCloud 

The Information below has been copied from Clarivate's user guide - see the box headed The Care and Feeding of Healthy EndNote Libraries.

MacOS Sierra, High Sierra, Mojave, and Catalina Users

MacOS versions 10.12 (Sierra), 10.13 (High Sierra), 10.14 (Mojave), and 10.15 (Catalina) contain features to save the contents of the Documents folder in iCloud and to "optimize" storage by storing less-used files only in iCloud online. EndNote libraries stored in iCloud, even when stored on both the hard drive and online, are subject to corruption over time. If you choose to store your documents in iCloud, we suggest creating a separate folder in your home folder and saving your EndNote libraries there.  Do not store EndNote libraries in iCloud or any other cloud-syncing folder, and do not store EndNote libraries in the Documents folder if you have selected the option to store documents in iCloud.

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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
​EndNote 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 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.

Print a guide

And if you want to know more...

EndNote How-To Book
Step-by-step instructions for installing EndNote and for using many of the popular features in EndNote.

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

See Downloading Output Styles into EndNote for instructions.

This guide gives examples of the most common reference formats.

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.

EndNote 20 Videos

Endnote 20 Library Sharing

This feature is available for X8 & X9 users.

IE browser within the WA Health network

The following small change to the IE browser setting will assist EndNote to search out to PubMed and also improves retrieval of pdfs using the Find Full Text function

Go to:
Tools
Internet Options
Advanced
     Scroll down to Security and untick the following two boxes:
       Check for publisher's certificate and revocation   
       Check for server certificate revocation
Hit apply
Close down and restart the browser.

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.