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EndNote: Installing EndNote

Guidance and support material for using EndNote referencing software.

IMPORTANT - PLEASE READ

Storing your Endnote Library

It is essential that your Endnote Library is stored on your local hard drive. Do not store it on cloud storage services like OneDrive, Dropbox, or Google Drive. These services may corrupt your Endnote Library. 

See more information and guidance on moving EndNote to your local drive at: http://stir.ac.uk/7e7

Backing Up Your Endnote Library

Create back-ups frequently using the Compressed Library option (File > Compressed Library).

Store your back-up library in OneDrive and restore it to your hard drive if you need to at any time.

Syncing your Endnote Library

If you work between different devices you must synchronise your data via EndNote Online. If regularly synchronised, EndNote Online can provide an additonal backup of your Library.

EndNote Licence for Personal Devices

The University's EndNote licence allows current staff and students to have a copy of the software installed on their personally owned computer. The software must:

  • Only be installed on on your own device
  • Not be passed on to anyone else to use
  • Be removed from personal devices on leaving the University.

Installing EndNote

Laptops & PCs

Install EndNote on University or personally owned computers from AppsAnywhere.

Macs

Install EndNote on personally owned Mac computers from AppsAnywhere.

For University machines, complete and submit the 'Request Endnote for your personally owned Mac' form agreeing to abide by the terms of the licence. The Information Centre staff will then contact you with instructions on how to download the software or update the licence codes.

IMPORTANT - always close microsoft applications including Outlook when installilng EndNote.You may be required to restart your computer.

EndNote for iPad

To access your EndNote Library on an iPad you must:
• Setup an EndNote Online account if you don’t have one (click the Getting Started tab on this page and see the EndNote Onlne guide).
• Enter your EndNote Online account details in the preferences of your EndNote Desktop Library (Edit menu – Preferences).
• Sync your Library
• Download the EndNote for iPad app from the App Store.
You can now login to EndNote Online via your iPad and continue working on your Library.

EndNote for Android

Currently EndNote is not configured for Android devices.

Upgrading Endnote

Before upgrading to the latest version of EndNote (EndNote 21):

  • Take a back up of your EndNote Library (Endnote > File > Compressed Library) and store a back up in OneDrive in case needed.
  • Make sure that your EndNote Library is stored on the hard drive of your computer (on University devices it is recommended to store it in C:\username e.g. C:\AG63.

Cite While You Write Preferences

You can set your Cite While You Write to automatically connect to EndNote Desktop or EndNote Online.

To switch between EndNote desktop and EndNote online:

1.In Word, select the EndNote tab.
2.Click Preferences.
3.Select the Application tab in the Preferences dialog.
4.Select EndNote (for EndNote desktop) or EndNote online.
5.If you select EndNote online, confirm the URL field and complete the username and password fields.