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EndNote : FAQs

A guide to using EndNote at the University of Lethbridge

EndNote FAQ

Initiated in January 2009, the University of Lethbridge maintains a site license for EndNote. EndNote for Windows and Mac operating systems is available for download by current faculty, staff and students who may also install the software for their personal use on multiple computers.  The current version of EndNote is available on circulating laptops that may be borrowed from the University Library.

The EndNote website outlines the current system requirements, word processor requirements, and handheld device requirements required to run the current version of EndNote:

  ... for the Windows user

  ... for the Macintosh user

Libraries created with previous versions of EndNote are compatible with EndNote X9. Depending on the version used to create your existing library, when you open your library using EndNote X9, you may or may not, be notified that the library will be converted to EndNote X9 format.

CAUTION: Once you convert your library to EndNote X9, do not edit it with versions older than Endnote X2, as doing may corrupt your library.  Although it is likely that your library will be recovered the next time you open it with EndNote X9, the possibility exists that it will not be recoverable.  As with any software application, it's generally best to work consistently with one version of EndNote - preferably the most current version.

No, you should never store your EndNote working library on any cloud service, networked drive, external hard drive or flash drive.  The reason is that an EndNote library comprises a set of files that must always be updated by EndNote in a strict sequence to avoid corruption of the library.  In cloud-based and networked server environments and on external hard drives and flash drives, the strict sequence of file updating required by EndNote libraries cannot always be ensured. 

Essentially EndNote is designed to allow you to build and maintain a working EndNote library that is stored on the internal hard drive of the computer you use to run the desktop application. For more information, see section 7.1 "How Not to Share an EndNote Library" of The Little EndNote How-To Book.

You should be able to use your browser of choice to export saved citations into EndNote, but some browsers like Chrome and Safari may require you to do so in two steps:

  1. first download the citations, and then
  2. double-click the downloaded file in order to import them into EndNote (you should open the program beforehand).

Other browsers such as Firefox, Internet Explorer and Microsoft Edge give the option of opening the saved citations directly in EndNote instead of saving first and then importing.  The first time you try to export citations directly into EndNote, you may need to choose "Open" or "Open with" and selectResearchSoft Direct Export Helper from the list of applications.  If you don't see ResearchSoft Direct Export Helper in the applications list, browse to your applications folder and choose EndNote X9.  <

In Library EndNote workshops we recommend using Firefox since it handles citation exporting equally well on Windows and Mac computers.

If you see strange data in {curly brackets} instead of in-text citations in your Word document, this likely means Word is displaying EndNote field codes instead of properly formatted citations.  To fix this, try the following:

Quick Fix:

  • Windows: Press ALT - F9 to toggle between field code and formatted citation displays
  • Mac: Press Option - F9 to toggle between field code and formatted citation displays

If Quick Fix does not work:

  • Windows: Go to File | Options | Advanced | Show document content
    • Uncheck "Show field codes instead of their values" and click OK
  • Mac: Go to the Word menu | Preferences | View
    • Uncheck "Field codes instead of values" and click OK (if available)

For more information see this article on the Clarivate Analytics Support website.

To import citations from Library subscription databases and freely available online resources such as Google Scholar and PubMed:

  • save your selected citation(s) to your desktop and note the file name
  • sign in to your EndNote online account at http://myendnoteweb.com endnote online import references
    • go to Collect | Import References
    • select the File containing the citation(s)
    • select the appropriate Import Option (e.g., for Google Scholar, choose "EndNote Import"; for PubMed, choose "PubMed (NLM)"; if you do not see an import option for your specific database or search platform, try "RefMan RIS")
    • select the Group into which the new citation(s) should be imported; choose [Unfiled] if you have not created a group or do not wish to file the citation(s) into any group
    • click Import
  • in My References you should see your imported citation(s) in the Group you selected or in [Unfiled]

If you're running macOS High Sierra or macOS Mojave, you may encounter a known issue involving misalignment between where you place your cursor and what is actually highlighted when you use EndNote's built-in PDF annotation tools. You can read about the problem and a suggested work-around in this Clarivate Analytics article.

Each unique Author and Journal is tracked automatically in your EndNote library.  In Cite-While-You-Write (CWYW) or when previewing citations in your EndNote library you may see discrepancies in the cited format for a given Author or Journal.  To fix these, in EndNote:

  • go to Tools | Open Term Lists, then choose either Authors Term List or Journals Term List
  • search for the problem term which may be listed in several variant forms
    • for Authors, identify the term you wish to use and delete all variants
    • for Journals, identify the term you wish to use, delete all variants, and record up to 3 variants in the fields labeled Abbreviation 1, etc.

In the example below, "Journal of Management Development" and "The Journal of Management Development" occur in different references in an EndNote library but these two titles refer to the same journal from Emerald Publishing. 

author-journal-term-lists

Yes! The desktop application remains the only full-featured version of EndNote, but most of EndNote's essential functions are available for the iPad.

  • Go to Apple's EndNote for iPad page to find out about iOS compatibility and other requirements and to download the free app
  • After you've installed the app and are ready to start using EndNote, download the EndNote for iPad Getting Started Guide for an overview of available functions and step-by-step guidance on how to do things like import citations, attach PDFs, and use Cite-While-You-Write.
  • Check out the EndNote Training channel on YouTube (for example, EndNote for iPad and EndNote iPad Sync and Settings)

You may find this software review useful:

Demetres, M. (2017). EndNote for iPad (version 2.4). Journal of the Medical Library Association, 105(3), 305-306. https://doi.org/10.5195/jmla.2017.191

To ensure compatibility with macOS Catalina released in October 2019, EndNote for the macOS was updated to EndNote X9.3.1. In January 2020, an EndNote X9.3.1 update for Windows was released to ensure EndNote libraries continue to be interoperable on Mac and Windows platforms.

Normally, the best way to install EndNote updates is to do so within the EndNote application (Windows: Help | Check for Updates... Mac: EndNote X9 | Check for Updates...).  However, if you are a Windows user and are running X9.2, Check for Updates does not work, but this has been corrected in the X9.3.1 update.

Clarivate has released instructions on how to install the X9.3.1 update manually. Keep in mind the following:

  • During updating, when you see a dialogue box stating your pre-existing EndNote library needs to be converted to a new format, click OK to allow the conversion, which will add "-Converted" to the name of your (new) library.
  • If your unconverted library was Synced, after opening your converted library in X9.3.1, click the Sync icon and click OK to accept the warning message about syncing a library that is different than the last library you synced.

Yes. If you have created a Change Case list in your desktop EndNote application, you can make a copy to place on another computer or share with another EndNote user. See this article for instructions on how to do this.

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