EndNote

Information and tips to effectively use the EndNote Program.

On a Lab Computer

Connect to the "LABS" network drive by clicking the shortcut in "My Documents" and logging in using your regular Carleton username and password.

Install and Set Up EndNote

If you are updating a previous version of EndNote, please back-up your library and uninstall the older version before proceeding.

 

1) Install EndNote

  1. Quit all programs running on your computer (including virus protection) for the duration of the installation process. ESPECIALLY be sure to quit Microsoft Word before starting.
  2. Download and install the EndNote Program using the link below (Carleton faculty, staff, and students only)

2) Check for software updates

  • In EndNote, click the "EndNote" menu item and then "Check for Updates"

3) Connect to Carleton's databases and connection files

In order for EndNote to function properly, you must connect to Carleton's Filters, Styles, and Connection files. You can either connect to the live, so that the files are always as up to date as possible, or you can download the files so that you can work with them without being connected to the network. If you choose this second option, be sure to update your files periodically by re-copying them from the network.

Option 1: Connect Live
  1. Connect to the LABS server
    1. In Finder, use the "Go" menu and select "Connect To Server."
    2. Paste in the following address and log in
      smb://storageserver2.ads.carleton.edu/LABS
  2. In Endnote, select "Preferences" and the "Folder Locations"
  3. For each type of folder, select the equivalent from the folders located on the LABS drive. These files are located at LABS > LIBR > Applications > Endnote. Within that folder, select Styles-CC, Filters-CC, and Connections-CC as appropriate.
Option 2: Download periodically (approximately annually, or if things aren't working right)
  1. Connect to the LABS server 
    1. In Finder, use the "Go" menu and select "Connect To Server."
    2. Paste in the following address and log in
      smb://storageserver2.ads.carleton.edu/LABS
  2. Navigate to LABS > LIBR > Applications > Endnote.
  3. Within that folder, select Styles-CC, Filters-CC, and Connections-CC as appropriate and copy them to your own computer in a place that you will remember (into your Endnote application folder works well)
  4. In Endnote, select "Preferences" and the "Folder Locations"
  5. For each type of folder, select the equivalent from the folders you just installed. For example, for "styles" select your new "Styles-CC" folder.

4) Enable "Find Full Text"

  1. Go to the EndNote menu and choose Preferences. 
  2. Click on Find Full Text.
  3. Make sure the box for Pubmed is checked.
  4. In the OpenURL Path field put: http://carleton-primo.hosted.exlibrisgroup.com/openurl/01BRC_CCO/01BRC_CCO_SERVICES?
  5. Where it says "Authenticate With URL" paste the following: http://ezproxy.carleton.edu/login?url=
  6. Now click SAVE and close the preferences window.
 NOTE:  You MUST download both the installer and the license files below to the same directory on your computer.

If you are updating a previous version of EndNote, please back-up your library and uninstall the older version before proceeding.

 

1) Install EndNote:

  1. Make sure no applications are running—ESPECIALLY be sure to close Microsoft Word.
  2. Download the EndNote X8 Installer and the License.dat files from the links below.  Make sure they are both saved to the same folder on your computer.
  3. If you are asked for a product key, cancel out of the install and make sure that you didn't already have an older version of the license.dat file.  Re-download the license.dat, and make sure it is named license.dat -- with no numbers -- and that it is in the same folder as the EndNote installer

2) Check for software updates:

  • In EndNote, go to the Help menu and choose EndNote Program Updates.

3) Connect to Carleton's databases and connection files

In order for EndNote to function properly, you must connect to Carleton's Filters, Styles, and Connection files. You can either connect to the live, so that the files are always as up to date as possible, or you can download the files so that you can work with them without being connected to the network. If you choose this second option, be sure to update your files periodically by re-copying them from the network.

Option 1: Connect Live
  1. Connect to the LABS server
    1. Right-click My Computer, and select Map network drive...
      (If you are using Windows 10, open Windows Explorer, click 'This PC', then 'Computer' along the top, and finally 'Map Network Drive'.)
    2. Select any letter for the network drive and then in the Folder field
    3. Type the following network address and log in:
      \\storageserver2.ads.carleton.edu/LABS
  2. In Endnote, select "Preferences" and the "Folder Locations"
  3. For each type of folder, select the equivalent from the folders located on the LABS drive. These files are located at LABS > LIBR > Applications > Endnote. Within that folder, select Styles-CC, Filters-CC, and Connections-CC as appropriate.
Option 2: Download periodically (approximately annually, or if things aren't working right)
  1. Connect to the LABS server
    1. Right-click My Computer, and select Map network drive...
      (If you are using Windows 10, open Windows Explorer, click 'This PC', then 'Computer' along the top, and finally 'Map Network Drive'.)
    2. Select any letter for the network drive and then in the Folder field
    3. Type the following network address and log in:
      \\storageserver2.ads.carleton.edu/LABS
  2. Navigate to LABS > LIBR > Applications > Endnote.
  3. Within that folder, select Styles-CC, Filters-CC, and Connections-CC as appropriate and copy them to your own computer in a place that you will remember (into your Endnote application folder works well)
  4. In EndNote, select "Preferences" and the "Folder Locations"
  5. For each type of folder, select the equivalent from the folders you just installed. For example, for "styles" select your new "Styles-CC" folder.

4) Enable "Find Full Text"

  1. Go to to the Edit menu and choose Preferences.
  2. Click on Find Full Text
  3. Make sure the Pubmed box is checked.
  4. In the "Find Full Text" field put: http://carleton-primo.hosted.exlibrisgroup.com/openurl/01BRC_CCO/01BRC_CCO_SERVICES?
  5. Where it says "Authenticate With URL" paste the following: http://ezproxy.carleton.edu/login?url=
  6. Now click SAVE and close the preferences window.

EndNote online allows all the basic functionality of EndNote from the flexibility of your browser. To get started:

  1. Log in to EndNote Online (link below)
  2. On the "Downloads" page, download the "Cite While You Write" plug-in and install the "Capture Reference" bookmarklet.

Typically, you want to run the latest available version of the software. However, if your computer won't work with the latest version, here are older versions for you.

Loading ...

Trouble logging into the LABS network drive?

There are intermittent problems logging into the LABS network drive (where the EndNote support files are located - see step 3 in the installation and set-up instructions on this page).

If you are unable to log into the server that holds EndNote filters, styles, and connections, download the files from dropbox.

For more information...

Need a connection, filter, or style that isn't there?

Contact us and we'll work to get it working for you.
reference@carleton.edu

Need Help?

Research/IT Desk's picture
Research/IT Desk

When Carleton librarians are not available, librarians from other institutions will be available to help you 24/7.

Contact:
507-222-4264

Questions? Contact reference@carleton.edu

Creative Commons License
Gould Library Research Guides are licensed under a Creative Commons Attribution-NonCommercial 4.0 International License unless otherwise noted.