Software: EndNote X6

A Bit about EndNote versus EndNote Web:

Some things to know about EndNote at the University of Lethbridge:

Some other things you might want to know about:

Need help? (beyond this webpage, that is?)

Quicklinks:

What is EndNote?

EndNote is bibliographic management software that allows you to store and organize your references in a searchable database or library. It also permits you to import and re-format references from online databases, automatically enter citations and build reference lists in Microsoft Word (Windows and Macintosh), Pages09 (Macintosh), and OpenOffice (version 3).  You can also format references according to hundreds of different bibliographic citation styles such as APA, MLA, Turabian, and journal-specific formats.

EndNote (the desktop application) can hold an unlimited number of references. It is recommended for those heavily engaged in research.

The current version of EndNote in use at the University of Lethbridge is EndNote X6.

What is EndNote Web?

EndNote Web is a web-based counterpart to EndNote, the desktop application. When you save references to EndNote Web, you are saving them to servers located "in the Internet cloud" (i.e., NOT locally at the University of Lethbridge). This means you can get to your EndNote Web library from anywhere you have Internet access. It also means that your reading interests, especially if you are doing controversial research, can be subject to the U.S. Patriot Act.

EndNote Web is limited to holding 10,000 references. It is also limited in its functionality in that you do not have the same control over output styles, etc. as you do using EndNote, the desktop application.

EndNote Web is recommended for use by undergraduate students. It is also recommended for those wanting to collaborate and to share a library with others

Users may set up a free EndNoteWeb account by registering at: http://www.myendnoteweb.com

Once you have set up an EndNote Web account, you may integrate this account with your EndNote desktop application to facilitate the transfer of resources between EndNote Web and EndNote.

What are the system requirements for EndNote X6?

The EndNote website outlines the current system requirements, word processor requirements, and handheld device requirements required to run EndNote X6:

  ... for the Windows user:  http://endnote.com/en/requirements

  ... for the Macintosh user: http://endnote.com/en/requirements 

What are the parameters of the University of Lethbridge's site license for EndNote?

Effective January 2009, the University of Lethbridge has purchased a site license for EndNote.

EndNote X6 is available on computers in the University Labs and log-in computers in the University Library.

EndNote is available for download by current faculty, staff and students and it may be downloaded for use on multiple computers (e.g., PC and/or Mac; home, office and/or laptop).

How do I get a copy of EndNote?

Five things to note before you begin:

  1. When you download EndNote for your use, you will be asked to agree to the terms of this site license and to validate your relationship with the University by entering your username and password.
  2. When installing EndNote X6, you will be prompted to (and it is advisable to) remove previous versions of EndNote to allow for a clean, trouble-free installation Endnote. Doing so will also prevent editing (and possibly corrupting) libraries with earlier versions of EndNote.
  3. You will be downloading a ZIP file preconfigured (for the University of Lethbridge) EndNote X6 package. This file will self extract and install into the appropriate place on your Windows or Macintosh machine.
  4. If using Internet Explorer (IE) to download the Endnote application, 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.
  5. After installing, EndNote X6, open EndNote X6 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.

    Install a copy of EndNote X6 now.

Can I use my existing EndNote library (built with, for example, EndNote X)?

Libraries created with previous versions of EndNote are compatible with EndNote X6. Depending on the version of EndNote used to create your existing library, when you open your library using EndNote X6, you may or may not, be notified that the library will be converted to EndNote X6 format.

CAUTION: Once your library has been converted to EndNote X6, do not use versions of EndNote older than Endnote X2.  If you do, you risk corrupting your library.  Chances are good that it can be recovered the next time you open it with EndNote X6 but there is also the chance it won't recover.  Best to work consistently with one version (preferably the most current version) of any software application, EndNote included!

What are Import Filters and why should I care?

Import filters are definition files used by EndNote to "translate" the database-specific format of references you export from a given database into the EndNote format for storing references. They "map" the elements of the database's output to the elements included in an EndNote reference.

It is always useful to evaluate the references you import into EndNote ... just to make sure the various bits and pieces are recorded in the correct way and in the correct place.  Otherwise, the adage "garbage in, garbage out" applies and the citations produced by EndNote won't be formatted correctly.

Although you can manually correct the occasional reference that imports into EndNote incorrectly, import filters are constantly being updated as the many EndNote users discover and report problems.

If you see references are not importing properly, you may need to update your import filters.  Make sure you have the latest import filters, available for download at:  http://endnote.com/downloads/filters Please note that you can sort this repository of thousands of available import filters by information provider, database or date OR you can filter this repository (second tab on the page) by searching for the information (database) provider (e.g., EBSCO, etc.).

Connection files are used by EndNote to connect to remote databases (e.g., the University of Lethbridge Library catalogue) and to search these remote databases from within the EndNote application.

It is usually better to search remote databases outside of EndNote and then import the references so that you can take advantage of the databases's specific search features. However, if you prefer to search remote databases from within EndNote, then you must use connection files to tell EndNote which database you wish to search, where to find it online, and what search options are available for it.

EndNote has thousands of connection files available for download at: http://endnote.com/downloads/connections. However, in order to search the approximately 250+ databases subscribed to by the University of Lethbridge Library, you are advised to download the customized connection files which have been edited to include the details of institutional access so there should be no authentication problems in searching these licensed resources.

When you download these customized connection files, you will be downloading a ZIP file which will self-extract into the correct folder:

Get the connection files for the University of Lethbridge Library's resources now (as of September 2010).

What are Output (or citation) Styles and why should I care?

Output styles equate to citation styles and some of the better known citation styles are APA, Chicago, MLA, etc. 

EndNote literally has thousands of journal specific citation styles available. The default installation of EndNote only loads the 100 most popular output styles. The complete set of available citation styles are available for download from:  http://endnote.com/downloads/styles. Please note that you can use the "style finder" on the EndNote website to help you sort through the thousands of styles available. You can also sort the repository of output styles by style name, discipline or date.

What are Microsoft Word Manuscript Templates and why should I care?

For the convenience of its users, EndNote includes built-in Microsoft Word templates (for both Windows and Macintosh) used to format manuscripts (e.g., journal articles) for given journals or in a particular style. 

The complete set of available templates is available for download from:  http://endnote.com/downloads/templates. Please note that you can sort the available templates by style name, discipline or date OR you can filter these templates on the basis of discipline.

What is OpenURL and why should I care?

OpenURL is a technology used to link users directly to the full-text of a given article that is available through the University of Lethbridge Library. It is used by the Find Full Text feature of EndNote or it can be used directly by you to find the full text for your EndNote reference.

To use OpenURL, right-click on any reference in your reference list. The pop-up menu will include an option called "URL." Choose that option and you will see two further options: OpenURL Link and OpenURL.

The University's EndNote installation has been pre-configured to point to the University Library's link resolver.

Have you checked the EndNote manual?

If you are using EndNote already, a good first place to begin is with the HELP function built into the application. Look for the EndNote help icon icon on the toolbar of the EndNote application.

That said, the HELP function can be a bit clunky to navigate. You may prefer to consult the EndNote manual. Two manuals, "Getting Started" and "EndNote Manual" are included as PDF documents with your installation of EndNote.

And THAT said, it was recommended by a user that the Library simply provide a link to the manuals for the sake of convenience so here they are:

What help can I get from the EndNote website?

 Failing that, the EndNote X6 website has some helpful resources:

 And if you are still stuck, there are EndNote experts around the world who love to help and the archives are searchable:  http://forums.thomsonscientific.com/ts/?category.id=endnote.

Have you checked the University of Lethbridge's EndNote Community blog?

The Library maintains a virtual community of practice where EndNote users at the University of Lethbridge can share tips, tricks and outright solutions to problems using EndNote. IF YOU ARE HAVING ISSUES using EndNote (or, simply have made a discovery that you want to share!), feel free to email endnote.library@uleth.ca. You will receive a reply to your question and once the matter is resolved, the problem and its solution will be shared with the EndNote Community -- anonymously, of course!

The EndNote Community is located at: http://www.uleth.ca/lib/communities/index.php/endnote/.

Is there any local UofL instruction in the use of EndNote?

The Library periodically offers instruction in the use of the latest version of EndNote that includes:

Register your interest in the Library's EndNote instruction at:https://www.uleth.ca/lib/self-Serve/endnote/

I really need to talk to someone at the UofL -- who can I talk to?

If after all of advice, you still really need to talk to someone at the UofL, send us an email:  endnote.library@uleth.ca

Ask your question or explain your problem and we will do our best to help you out.

AND, if you think there should be something added to this page that would help others, drop a note to endnote-suggestion.library@uleth.ca and we will take your suggestion into consideration.

Happy citing!

 Maintained by
 Content Revised: July 4, 2013


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