Information and tips to effectively use the EndNote Program.

EndNote Help Resources

Any of the Gould library liaisons can help you with EndNote questions and problems. Please feel free to stop by the Research/IT desk in the reference room with your questions.

Importing from ArXiv.org

  1. Locate the webpage of a single article and click NASA ADS from the Refences & Citations menu on the right.
  2. In the next screen, click View record in the new ADS.
  3. In the next screen, click "Export" in the left-hand menu.
  4. Under "Select Export Format" select "EndNote."
  5. At the bottom of the page, click "Download to File"
  6. In EndNote, click "File" and then "Import."
  7. In "Import Options" (On a Mac, you'll have to click the "Options" button at the bottom-left of the import dialog box), select "EndNote Import."

Moving between Zotero and EndNote

Moving from Zotero to EndNote

NOTE: You wil not be able to automatically migrate PDFs and Notes from Zotero to EndNote, even though there are options that make it look like this should be possible.

  1. In Zotero, select the items you wish to move to EndNote
  2. Right-click on one of the selected items and select "Export Item(s)"
  3. Choose the "EndNote XML" format.
  4. In EndNote, go to File > Import and select the XML file you just exported from Zotero AND BE SURE TO CLICK "OPTIONS" and select "EndNote Generated XML" from the "Import Options" menu before clicking the "Import" button.

Moving from EndNote to Zotero

  1. Select the entries you wish to export.
  2. Click File > Export
    --Be sure to save your exported file into the .data file for your EndNote library! So if your library is Library.enl and its data folder is Library.data, save your exported items into the Library.data folder. Otherwise Zotero won't be able to find your PDFs.
    --Under "Save file as type" select "XML."
  3. In Zotero, click File > Import.
  4. Tell Zotero that you're importing a file, and then show it where to find the XML file that you just saved to your EndNote data folder.


Common Problems

Here are some of the common problems students and faculty face. If you encounter other problems please contact your librarian or consult the EndNote Support website.

A citation style doesn't look right, or I can't find the one I'm supposed to use

Be sure that you're connected to Carleton's set of EndNote files (Styles-CC, Filters-CC, and Connections-CC) by going through Step 3 of the Installation and set-up instructions on the main page of this guide.

I can't connect to or import information from a Carleton Database

Be sure that you're connected to Carleton's set of EndNote files (Styles-CC, Filters-CC, and Connections-CC) by going through Step 3 of the Installation and set-up instructions on the main page of this guide.

The EndNote Toolbar doesn't show up in Word, or doesn't work if it's there

If you have the Mendeley toolbar installed in Word, this will block the functionality of the EndNote toolbar. Open Mendeley, click "Tools" and then "Uninstall MS Word Plugin" to fix this.

If you do not have the Mendeley toolbar and the EndNote toolbar still does not work, fully quit Word, then make sure that EndNote is fully updated. If updating does not solve the problem, follow these instructions for installing or fixing EndNote toolbar.

I'm getting error messages about a damaged EndNote library, or really bizarre codes or errors in Word while working with EndNote

Your library or your Word document may have become corrupted. If you can use EndNote successfully in a new or different Word document, follow these instructions for recovering a damaged Word file. If EndNote isn't working for any Word document, follow these instructions for recovering a damaged EndNote library.

Be aware that working with EndNote and Word documents that are stored in a networked folder or a cloud-based folder (such as Dropbox) can result in corrupted libraries or documents quite easily. It's a good idea to move your library and documents to your computer's storage (My Documents or the Desktop, for example) whenever you're working on your documents.

EndNote is searching for my pdf's and they do not appear despite the fact that I know that we subscribe to this journal.

The only way that EndNote can find a pdf, is if it has a DOI (Digital Object Identifier) AND that we actually subscribe to that issue. But, the biggest factor is whether or not you have the proper code in the preferences field of EndNote. Go to EndNote=> Preferences=>Find Full Text-and in the Open Url path paste the following: http://carleton-primo.hosted.exlibrisgroup.com/openurl/01BRC_CCO/01BRC_CCO_SERVICES?

When installing EndNote X8 on Windows 10, the program just hangs up and fails to install. 

When given the option choose a "Custom Install". Then when prompted, "uncheck" Web Export Helper. The program will now install perfectly.

When installing EN X8 on High Sierra, you get a message that it cannot be installed because it is an App not recognized by Apple.

Go to  your System Preferences/Security and Privacy and look to see if there is an option at the bottom of the page for "Anywhere". If not, unclick the lock, and then close System  Preferences. Now gp to your Applications folder. Go into the Utilities folder and launch Terminal. At the prompt put in the following command: sudo spctl --master-disable      Now exit Terminal. Go back to System Preferences, Security and Privacy and the Anywhere option should appear. Now click the lock. EndNote should now install.

EndNote Updater runs but the update doesn't stick (Mac)

Sometimes on a Mac, EndNote will appear to run through all the steps of updating its software, but then the next time you open EndNote it will still be running the previous version. For example, you're running EndNote X8.0, update to X8.1, and the next time you open EndNote it's still X8.0. In these cases you have to use Terminal/Command Line to install the updater (possibly a permissions problem?).

Here's how (BE CAREFUL -- Terminal is very powerful and not very intuitive to use):

  1. Download the latest update as a zip file from the EndNote Website
  2. When the download has completed, open the zip file
  3. Right-click (or control-click) on the Updater app and choose "show package contents"
  4. Click through to "Mac OS" -- you should see "Patcher" (Don't click on it, you'll need this later)
  5. Leave that window open, and open up Terminal (in Applications > Utilities > Terminal)
  6. In Terminal type sudo followed by a space, then drag the "Patcher" file from the previous window into the Terminal window.
    You should now have a line of code that looks something like username$ sudo /Users/username/Downloads/EndNote\ X8.1\ Update\ Installer/EndNote\ X8.1\ Updater.app/Contents/MacOS/Patcher 
  7. Press Enter
  8. You will be prompted for your password. Type it in (don't be alarmed that the cursor on your screen won't move as you type your password), and press Enter.
  9. The EndNote Updater application will launch. Follow the steps it suggests to complete the update.
  10. When completed, open EndNote.
    You can check to make sure you have the correct version of EndNote by clicking on the EndNote menu. The first item there should be "About EndNote X8.1" if you just installed the X8.1 update.

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Research/IT Desk

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


Questions? Contact reference@carleton.edu

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