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EndNote Guide: Install & Set-up

Learn the basics of Endnote X9. EndNote is a citation management tool used by researchers, and students to store, organize and cite references.

Steps to set up EndNote

Follow the steps below to set up EndNote!

Step 1: Download and Install EndNote

To use EndNote you have to contact the functional network administrator of your department. He or she can add EndNote to your account on the network.

Warning
Important to note is that EndNote and Mendeley give errors when used together in Word. When you want to use EndNote you have to uninstall the Mendeley word-plugin, otherwise you will not be able to add references using EndNote in Word.

 

Important:

On the UMCG-network (either an UMCG-computer or toegang.umcg.nl) you need to start the "EndNote for Word" shortcut to work with a version of Word with EndNote added. This is because of a new way the IT-department wants to make Word plug-ins available. You can find "EndNote for Word" in the start menu. 

It is not recommended to save your EndNote libary on OneDrive. EndNote might have trouble opening the file and it has an increased risk of library corruption.

 

All University desktop computers should already have EndNote installed.

Go to the Windows Start button and choose: All programs > Library Services > EndNote

Warning
Important to note is that EndNote and Mendeley give errors when used together in Word. When you want to use EndNote the ICT department  to uninstall the Mendeley word-plugin, otherwise you will not be able to add references using EndNote in Word.

The Central Medical Library can send EndNote to UMCG-employees for usage at home. If you want to use EndNote at home, contact the library at refman@umcg.nl and let us know if you use a Windows or Apple computer.

Warning
Important to note is that EndNote and Mendeley give errors when used together in Word. When you want to use EndNote you have to uninstall the Mendeley word-plugin, otherwise you will not be able to add references using EndNote in Word.

EndNote for iPad is available as an app.

 

EndNote is not supported as an app for Android. To work with EndNote on an android device you should use Endnote web.

Step 2: Create a new library

  1. Click File, then New...
  2. Use the default file name or change it, then click Save.
  3. The library will open in EndNote

When you create a new library, another folder will automatically be created with the same name, but will be a data folder.
You will see a .enl file and a .data file. These need to stay together. Do not delete one of them. If you move one, move the other to the same location.

 

Create multiple libraries or groups
You can have multiple EndNote libraries. Some people like to keep their projects separated by library. Others prefer to have one library, and organize using Groups. Note: If you plan to sync your library with Endnote web you will only be able to do this with a single library on your desktop.

Step 3: Create a sync account

A Sync Account is necessary to access your citations from anywhere and to use one account between all devices. A Sync Account is also required to share a library.

To create a Sync Account:

  • Go to the Preferences box in EndNote.
  • Choose: Edit > Preferences > Sync
  • Click on the Enable Sync box
  • If you've already created an EndNote account, enter your username and password in the credential boxes at the bottom.
    If you have not already created an account or if you're unsure, click on the Sign Up button and create your account using your UMCG-email address. (If you've already created an account using your email, EndNote will notify you and allow you to reset your password.)
  • Your credentials will now appear in the Preference box. Click Apply and then OK to close the box

Repeat this tutorial for any additional desktop EndNote applications that you will be using regularly.

If you are on a public computer or a computer you will not be using regularly, access your citations through your web browser. Visit http://myendnoteweb.com and enter your sync account credentials.

 

Step 4: Set EndNote as your default citation manager

When you open a citation after download, it may open in another citation manager you have installed on your machine or it may ask you to choose an application. Follow these steps to set EndNote as your default citation manager so that citations will open automatically into your library:

  • Click on the Start button (the Windows logo, where you access everything.)
  • Click on Settings (the gear right above the power button.)
  • Select Apps.
  • Select Default Apps (on the left.)
  • Scroll down to find "Choose default apps by file type."
  • Scroll down until you find ".ris file." You should see your other citation manager set as the default.
  • Click on the program and change it to EndNote.

Can't choose between EndNote and your other manager as your default?
You can still download citations into EndNote. After downloading the file, go to EndNote and click on File > Import > File (or use the Import button.) Then, navigate to your downloads folder and click on the citation you just downloaded. It will import into EndNote this way.

When you open a citation after download, it may open in another citation manager you have installed on your machine or it may ask you to choose an application. Follow these steps to set EndNote as your default citation manager so that citations will open automatically into your library:

  • After downloading a citation, open it in your downloads folder in Finder.
  • Right-click on the citation and select "Get Info."
  • Click "Open With."
  • Use the dropdown box to select EndNote.
  • Click "Change all" and hit "Continue" when Finder asks if you're sure. Now, anytime you open a file with that file ending (.ris), it will open in automatically in EndNote!

Can't choose between EndNote and your other manager as your default? You can still download citations into EndNote. After downloading the file, go to EndNote and click on File > Import (or use the Import button.) Then, navigate to your downloads folder and click on the citation you just downloaded. It will import into EndNote this way.

Contact

Profile Photo
Robin Ottjes
Contact:
Medical Information Specialist

Pure issues:
pure@umcg.nl

Open Access issues:
openaccess@umcg.nl

Reference management issues:
refman@umcg.nl

ORCID:
orcid@umcg.nl
050 36 16191