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EndNote: Getting Started

How Can EndNote Help?

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EndNote is a bibliographic software program by Thomson Reuters that allows you to:

  • Create and share your 'library' of references with up to 100 other EndNote desktop users on X7.2 or later; providing teams with immediate real time access to the same set of references, attachments, notes and annotations
  • Search and download references from electronic databases & library catalogues.
  • Store downloaded PDFs with their relevant references.
  • Access the Activity Feed to see what your colleagues are doing in the Shared Library and when new members join
  • New, modern, easy to identify icons – identical across both Mac and Windows
  • Updated workflows for finding reference updates
  • Every X8 library includes a built in Recently Added group which can be customized, allowing users to pick up right where they left off in the research workflow
  • Configure Sync option in the Groups pane to simplify desktop activation process
  • Utilize unlimited file attachment storage in your online library
  • Cite While You Write for Microsoft Word 2016
  • Generate bibliographies in specific styles.

What's New in Endnote X8

Mac users note:

EndNote X8 is  compatible with Windows 7 to 10.
You need Mac OS X 10.6.x or later

What's new in EndNote X8 Video.

Note: Viewing videos with IE8 - ensure sound is not muted. PMH users with NUCs - headphones must be plugged in.

What is EndNote Online?

EndNote Online (formerly EndNote Web) complements your EndNote Desktop library by enabling you to:

  • Work collaboratively and share your EndNote Library.
  • Access your EndNote library from multiple locations without making multiple copies of your library.

Find out more about Endnote Web

Note: You must create a new web account for EndNote X8 even if you have an existing web account with a previous version of EndNote.

Create Endnote online account with an email address preferably.

How to Get EndNote X8 on Your Computer WA Health Libraries Network (WAHLiN) has purchased a WA Health-wide EndNote licence giving you access to EndNote and EndNote Online.

  • Minimum requirements for PCs are the XP operating system and MS Office 2007.
  • If you use a Mac make sure you have the most recent patches and updates installed for your version of Word. EndNote X8 is not compatible with Word 2004, you need Word 2007, 2010 or 2013. 
  • Before downloading EndNote X8, uninstall any earlier version (make sure you save your existing EndNote library & any downloaded or altered styles, filters, connection files on a USB first!)
  • To install EndNote X8 on your work computer, log a job with the Health Information Network
  • EndNote for home installation

Note: EndNote X7 & X8 are compatible - there is no need to upgrade to X8 at home unless you wish to access its added features.

EndNote X7 & X8 Libraries are also 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).


Creating an EndNote Library

EndNote allows you to create many separate 'libraries'. However, it is highly recommended that you work with only one library and use the groups function to organise your references.

  • Double click on the EndNote icon (at CAHS go to the Start menu > EndNote > EndNote Program).
  • Do not integrate with EndNote Web at this time and click Finish.
  • Click on Create a new Library.
  • A dialogue box will open with My EndNote Library.enl as the name of the new library.

  • In the top Save in box select where you wish to save your library (to your USB or the file path of your EndNote program > Examples folder if at home).
  • Name your library in the File name box > click Save.
  • A new library window will appear.

  • The Preview tab at the bottom displays the highlighted reference formatted in the selected reference or output style.
  • To close this pane click HideTab Pane (bottom right).
  • The Groups pane on the left allows you to organise your references into subject groups.
  • You are now ready to add references to your library!

In EndNote X8, the new library will open with the preview tab on the right hand side.

To move this panel to the bottom of the window click on the Layout arrow & select Bottom (or Bottom Split to have the Reference/Preview & PDF displayed side by side on the bottom of the window).

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