Please note that menu colors may differ from those shown depending on your operating system and system color preferences. However, it is not necessary to enter the product key for each installation if the administrator creates or uses a site license installer.
For Administrators
Creating a Site License Installer for Windows
In the next window, enter the name of your school, company or agency and the product key. In the window below, use the Browse button to select the location where the site installer will be created and then click the Next button.
The Site License Installer for Macintosh
You should see the site installation files together in your destination folder as shown below. If you decide to zip the files, the user will have to unzip them before the installation runs.
For Users
- A Custom Installation for a Site License Copy of EndNote on Windows
- A Custom Installation for a Single-User Copy of EndNote on Windows
- Uninstalling EndNote on Macintosh
- A Custom Installation for a Site License Copy of EndNote on Macintosh
- A Custom Installation for a Single-User Copy of EndNote on Macintosh
Important: Save a copy of the installation files in a safe place in case you need to reinstall EndNote in the future. In the window below, double-click the icon in the middle to start the installation.
Direct Export from Thomson Reuters Web of Science
Using the Marked List
If you search databases outside of the core collection, fewer fields will be available. Click on your browser below for instructions on how to proceed for your browser the first time you attempt direct export in that browser.
Not Using the Marked List
You will see a window like the one below if you have selected references by selecting them and you do not need to do anything further to select references. With one of the options above, you must now select the fields to export.
Direct Export from PubMed
Using the Clipboard
In the window below, select the Clipboard option and then click the Add to Clipboard button to add the selected references to the clipboard. In the Clipboard screen, click the Send To link and then select the Citation Manager option.
Not Using the Clipboard
Select the number of references to export in the current group, up to a maximum of 200 references. Keep track of the end batch number so you can repeat the export process for the next batch with the next consecutive record number.
Browser Actions with Direct Export
- Firefox on Windows
- Firefox on Macintosh
- Google Chrome on Windows
- Google Chrome on Macintosh
Note that you can also select the Always open files of this type option if you're absolutely certain that you want Chrome to always open these files in EndNote in the future.). Note that you can also select the Always open files of this type option if you're absolutely sure you want it to always open these files in EndNote in the future.).
EndNote Online Plug-In for Direct Export
Google Chrome on Windows
Importing PDF Files
Importing a Folder of PDF Files on Windows
If you want EndNote to create a separate group set for the main folder and groups within it for the subfolders, check the Create a group set for this import box. Below is an example of the group set and groups that would be created for a folder called PDF Examples that contained a folder called Bats and a folder called Birds.
Importing a Folder of PDF Files on Macintosh
In Preferences, select PDF file or folder if you do not want EndNote to create a group set and groups for the imported PDF files, or if you are only importing a single PDF. Select PDF folder as group set if you want EndNote to create a group set and groups for the imported PDF files.
Setting PDF Handling
Windows
After opening the library, EndNote will search for new additions in the folder on a schedule. If you continue to work in EndNote and add PDFs to the auto-import folder, new PDFs added to the folder should be imported into EndNote within ten minutes of being added to the folder, but you will need to work in EndNote.
Macintosh
If you've been working in another program and switch back to the EndNote window but can't see your new additions, click a reference in the list of references to trigger the import. Check the EndNote filter's About This Filter section for instructions on downloading data in the correct format that matches the filter.
Web of Science
Saving the Data from Web of Science
Below are instructions for saving text files from two popular databases, the Web of Science and PubMed. You may need to download the latest Web of Science Core Collection (TR) filter from the EndNote website to enter the PMID.
Importing the Web of Science File on Windows
In the window below, 1) click the Select button and select the savedrecs.txt file you want to open. In the window below, select 1) the Web of Science Core Collection (TR) filter, then click the Select button.
Importing the Web of Science File on Macintosh
In the settings, select Other Filters from the Import Settings drop-down list to display a list of import filters. In the window below, select 1) Web of Science Core Collection (TR), and then 2) click the Select button.
PubMed
Saving the Data from PubMed
When you're done selecting references, click the link that shows the number of items in your clipboard to the right of the Submit: button. In the clipboard, 1) click the Send To: button, 2) select File under Select Destination, 3) select MEDLINE as the Format, and 4) click the Create File button.
Importing the PubMed file on Windows
If you think you could import duplicates of some references into your library, 1) choose Discard Duplicates from the Duplicates drop-down list and 2) then click the Import button.
Importing the PubMed File on Macintosh
This chapter can't cover everything that EndNote can do on the web, but it will show you how using EndNote's web capture plugins and features can help you, even if you prefer to work on the desktop. Whether you're upgrading from EndNote basic (online only, with a limited feature set) and combining that library with your desktop library, or creating an online library for the first time, you need to start by setting up EndNote Sync to keep all your references and custom groups updated on desktop and online.
Set Up EndNote Sync
Back Up the EndNote Desktop Library
EndNote Sync
Group sets will not be displayed online, but the information will be synchronized via the Internet to a second desktop computer, where they will be displayed. Although it is possible to create an EndNote online account and not synchronize it with an EndNote desktop library, synchronization will allow you to easily maintain the same set of references in both libraries.
Installing the Internet Explorer Plug-In
Navigate to the location where you saved the file and double-click the downloaded EndNotePlugins.msi file to start the installation. If you want, you can change the destination folder in which the program will be installed, then click the Next button.
Using Direct Export Online
Capturing Multiple References
Installing the Capture Bookmarklet
On the Downloads page of EndNote online, find the Capture Reference bookmark on the screen and drag it to the bookmarks bar (Chrome or Firefox) or favorites bar (Safari). A Capture Reference button appears on the bookmarks bar (Chrome or Firefox) or favorites bar (Safari).
Capture a Set of References from PubMed
If you're syncing bookmarks between your Mac desktop and iPad, and you've installed Capture Bookmark on your desktop computer, you should see a Capture Reference button appear in the Favorites bar in Safari on iPad. Click the Capture button on the EndNote plug-in toolbar for Internet Explorer or the Capture Reference bookmark button in other browsers.
Capturing a Single Reference
Choose the option to save it to my.endnote.com to save it to your online library, with the option to save it to an existing group or create a new group, or choose EndNote to save it to your desktop library to save. Edit the reference to add missing information or change the reference type, then click the Save To button to save the record.
Cite While You Write in Microsoft Word on Windows
- Installing the Cite While You Write Tools
- Adding Citations to a Document Using Insert Citation
- Adding Citations to a Document Using Insert Selected Citations
- Selecting the EndNote Style for Your Citations and Bibliography
- Editing Citations in the Document
In the Edit and Manage Citations window, there are two tabs at the bottom of the window. The second tab, Reference, displays the details of the selected (highlighted) reference in the upper half of the window.
Cite While You Write in Microsoft Word 2016 on Macintosh
Installing the Cite While You Write Tools
Terms can be anywhere in the EndNote record, but all terms must be present in the same record. To select the citations to insert into the document, return to EndNote by clicking the Go to EndNote button.
Selecting the EndNote Style for Your Citations and Bibliography
Changing these settings using Word commands will not cause permanent changes; you must use the Configure Bibliography command to permanently change settings such as font or line spacing in the bibliography. Note: it is best not to check the box to link in-text citations to references in the bibliography until you have finished editing the document.
Editing Citations in the Document
There is also a Format drop-down that provides options to put the author's name outside the parentheses, exclude an author's name, exclude the year, or display the reference only in the bibliography. If you are using a style that does not display page numbers entered in the Pages field, enter page numbers in the Suffix field, which is always displayed.).
Cite While You Write in Microsoft Word 2011 for Macintosh
- Installing the Cite While You Write Tools
- Adding Citations to a Document Using Insert Citation
- Adding Citations to a Document Using Insert Selected Citations
- Selecting the EndNote Style for Your Citations and Bibliography
- Editing Citations in the Document
When you select a single reference, you will see the details for that reference at the bottom of the window, but details can only be displayed for a single reference. If you are using a style where the page numbers entered in the Pages field do not appear, enter the page numbers in the Suffix field, which will also appear.).
How Not to Share an EndNote Library
EndNote Libraries on “Cloud” Services
This is a set of files, many of them are updated regularly as you work, and these files must be updated in a strict order by EndNote to avoid corruption of the library. This section covers some of the methods to avoid, and then talks about safer methods of sharing references or complete libraries.
EndNote Libraries on Network Servers
Sending the .enl File for a Library When Sharing a Library
It can be helpful to think of the .enl file as just the interface file for working with the contents of the .data folder, where all the real data is kept. If you send someone only the .enl file, they will receive only a portion of the library.
Sharing Full EndNote Libraries
Unlimited Attachment Space in EndNote Online
When you open an .enl file, EndNote looks for the corresponding .data folder and refreshes the screen with the latest information in a sort of "snapshot". If the .data folder is removed, EndNote will create a new one with data matching the last "snapshot". However, this new .data folder would not contain any attachments, group structure, or term lists from the original library; it would only contain reference data.
Full Library Sharing
Enter the email address of the person you want to invite to the shared library, and then click the Invite button. Note, however, that the library name will point to the name of the owner's EndNote online account, and the Share Library button will not be available.
Share Groups in EndNote Online
Creating an EndNote Online Library
Share Your Group in EndNote Online
This must be the e-mail address they use for their own EndNote online/basic account. Changes made to your references by others with read and write access will also be synced back to your EndNote desktop library when you sync your libraries.
What the User You Shared Your Group with Will See
You should now see something like the screen below, where you can see who you've shared the group with and what level of access you've given them. You can change the access level or stop sharing the group at any time.
Put a Read-Only EndNote Library on a Network Drive
This means that one person must be in charge of the master library and keep it on their own computer, then periodically put a read-only copy of the library on the network drive. You'll be able to access the Cite As You Type library, search it, print from it, and do everything but change it.
Send a Compressed Library
It will expand to create the .enl file and .data folder needed to work with the library. Click the Next button to see the screen below where you can choose where to save the zipped library and rename it if you like.
The Traveling Library
Using the Traveling Library to Create Bibliographies in Shared Documents
Again, please note that a compressed library can be saved to a cloud sync folder, such as the OneDrive folder in this example, but it cannot be opened and securely worked with in the OneDrive folder. The compressed library can now be attached to an email, burned to disc, or placed on a network or cloud drive for distribution.
Exporting the Traveling Library
They can add citations from their own EndNote library, and EndNote will merge your citations and theirs to create a single bibliography. In the Word document, use the Update Citations and Bibliography command to update the citations in the paper from the new entries in the open EndNote library.
Summary Comparison of Sharing Methods
If you prefer an immutable field to identify a record in both your library and Cite as you type, consider using the Label field in EndNote. In your original library, you can copy the record number into the Label field for selected references.
Set the Label Field to Show in the Library Display
For my example, I've chosen to display both the Label field and the Record Number field so I can easily compare the two in my library display. This allows you to easily select records that do not have a number assigned to the Label field.
Make a Backup of the Library
Note that I also edited the title for the Record Number field to shorten "Record Number" to "# of Record" to reduce the column width needed to display the title.
Copying the Record Number to the Label Field
The library now shows the same number for the record number and in the Label field for this library on the original computer. However, when that library is synced to a second computer, the record number is no longer the same for all records as the contents of the Label field.
Setting Cite While You Write to Use the Label Field
EndNote Read-Only Library, 98 EndNote Read-Write Libraries, 89 Send a Compressed Library, 99 Share a Full EndNote Library, 90.
