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EndNote : Install EndNote

A guide to using EndNote at the University of Lethbridge

How do I install EndNote?

Some things to note before you begin:

  1. Before installing EndNote X9, it is advisable to remove previous versions of EndNote to allow for a clean, trouble-free installation of the software. Doing so will also prevent you from using earlier versions of EndNote to edit (and possibly corrupt) any EndNote libraries you may already have created.
  2. Also before installing, make sure you close all Word processing applications and all Microsoft Office applications.
  3. When you download EndNote for your use, you will be asked to agree to the terms of the University of Lethbridge site license and to validate your relationship with the University by entering your username and password.
  4. You will be downloading a zipped (compressed) file containing an EndNote X9 software package licensed only for University of Lethbridge users.
  5. If using Internet Explorer (IE) to download the EndNote software, you may be prevented from downloading files by Internet Explorer.  In this case, click on the security bar at the top of your screen, choose "options" and choose to download the file.
  6. After installing, EndNote X9, open EndNote X9 and choose to get "EndNote Program Updates" (under the HELP option on the toolbar) so you are working with all of the available functionality of EndNote.

*PC users please note: After downloading the zipped file (EndNoteX9_pc)

  • double-click the zipped file
  • click Extract all files at the top of the window

  • click Extract at the bottom of the new window

  • Double-click ENX9Inst in the window containing your extracted files

  • You should now be able to run the installation.

Install a copy of EndNote X9 now.

Problems installing on a Windows computer?

Some Windows users may find the installation process hangs toward the end when EndNote tries to install the Direct Web Export Helper.  If this happens to you, here's what to do:

  • Cancel the installation process. You may have to go to Task Manager (CTRL - ALT - Delete), select Windows installer, and click End task.
  • Reboot your computer.
  • Locate your extracted installation file and start the installation process again.
  • At the Select Installation Type screen, choose Custom and click Next.

  • At the Select Features screen, at the bottom of the screen uncheck "Install Direct Export Helper"

  • Click Next and complete the rest of the installation.
  • After the installation process is finished, download the Direct Web Export Helper file (Risxtd.exe) available here and save it to the EndNote program folder. For most users the EndNote program folder will be located at C:\Program Files (x86)\EndNote X9\

Installing for the first time?

If you plan to use EndNote X9 on a computer that had an older installed version of EndNote, the X9 installation process will likely retain the Library's proxy server address and login information from the previous version - these are needed to use EndNote's Find Full Text option.   But if you are installing EndNote X9 on your computer for the first time, you may have to add this information manually.  Here are the steps to take.

Find Full Text

After installing EndNote X9, open the program.  Then

  • on a PC, go to Edit | Preferences
  • on a Mac, go to EndNote | Preferences

Click Find Full Text to display the following dialogue box:

Ensure that all of the checked-off boxes in the above screen shot are also checked off in your dialogue box.

Copy and paste the following information into the designated fields:

  • OpenURL Path:
  • Authenticate with URL:

Click OK.

Library Help

Research Help Desk

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