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EndNote

Information and tips to effectively use the EndNote Program.

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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 College faculty, staff, and students only)

  1. Check for software updates

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

  2. Connect Carleton's databases and citation styles

  1. Download Styles-CC and Connections-CC linked above. NOTE: You may need to "unzip" the folder." Click OK through the Google notifications.
  2. Save both folders together in the Applications > EndNote folder on your computer. Your "save" button may grey out while Endnote is processing saving the folders.
  3. In Endnote, select "Settings" and the "Folder Locations"
  4. For each type of folder, select the equivalent from the folders you just installed by double clicking on them. For example, for "styles" select your new "Styles-CC" folder.

  1. Enable "Sync"

    1. Click "Sync Configuration" menu option in the to left column
    2. Click the "Sync Now" button
    3. Log in with your Endnote username and password
    4. Any information you have synced online previously will slowly start populating the new library you just created -- be patient! 
    5. HINT: Click "Sync Status" in the left column to see how many items have been synced

  2. Enable "Find Full Text"

    1. Go to the EndNote menu and choose Settings. 
    2. Click on Find Full Text.
    3. Make sure the box for Pubmed is checked.
    4. In the OpenURL Path field put: https://bridge.primo.exlibrisgroup.com/openurl/01BRC_INST/01BRC_INST:CCO?
    5. Where it says "Authenticate With URL" paste the following: http://ezproxy.carleton.edu/login?url=
    6. Now click SAVE and close the settings window.

  3. Add Term Lists (if you use citation styles that require abbreviations, like ACS for Chemistry majors)

    1. HINT: If you are not sure what citation style you need or whether your citation style requires abbreviated journal titles in their citations, simply skip this step.
    2. In EndNote, click on "Library" > "Open Term Lists" > "Journal Term Lists"
    3. Click into the "Terms" section and use Command+a to select all current terms and delete them.
    4. Click on the "Lists" tab at the top of the box
    5. Select "Journals"
    6. Click on the "Import List" button
    7. Navigate to Applications > EndNote 21 > Terms
    8. Select one or more discipline that best matches the area in which you do research
    9. Click "Choose"
    10. Back in EndNote, click the "EndNote 21" menu > Settings > Term Lists.
    11. Uncheck the two boxes that begin with "Update" and then Save your changes.

NOTE: You MUST download and unzip the file below, and then put both the installer and the license files that were in the zipped folder into to the same folder on your computer

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

Instructions for Windows Installation

Windows product key

1) Install EndNote:

  1. Make sure no applications are running—ESPECIALLY be sure to close Microsoft Word.
  2. Download the EndNote Installer and the License.dat files from the links below. Make sure they are both saved to the same folder on your computer.
  3. When making changes on Windows, the username is either: ./admin, and the password is carleton or a bit locker password

2) Run the installer AND Check for software updates:

  • Open the installer (make sure you have unzipped the files) and you will notice an Endnote screen will pop up and will begin installation
  • Once the installation is complete, open EndNote and go to the Help menu and choose Check for Updates.

3) Connect Carleton's databases and citation styles

  1. Download Styles-CC and Connections-CC linked above and save them into your EndNote application folder on your computer.
  2. In EndNote, select "Edit," then "Preferences," and then "Folder Locations"
  3. For each "folder location," select the equivalent to the folders you just installed. For example, for "styles" select your new "Styles-CC" folder.
  4. Click "apply." This button will grey out, and you can hit "okay" and close the window

4) Enable "Find Full Text"

  1. Go to the Edit 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: https://bridge.primo.exlibrisgroup.com/openurl/01BRC_INST/01BRC_INST:CCO?
  5. Where it says "Authenticate With URL" paste the following: http://ezproxy.carleton.edu/login?url=
  6. Now click APPLY and close the preferences window.

5) Create an EndNote library (or open an existing one)

  1. If your EndNote program displays a message in the center of the screen saying "Set up EndNote Library," this means that you need to create a new library to which you'll save your sources OR open an existing EndNote library (if you're upgrading from an earlier edition of EndNote).
  2. If you're new to EndNote, click "Create a New Library," then save the resulting file to the same folder on your computer as your other EndNote files.
  3. If you have an existing EndNote library that you'd like to open, click "Open an existing library" and navigate to the library file saved on your computer to open it.

6) Add Term Lists (if you use citation styles that require abbreviations)

  1. In EndNote, click on "Library" > "Open Term Lists" > "Journal Term Lists"
  2. Click into the "Terms" section and use Control+a to select all current terms and delete them.
  3. Click on the "Lists" tab at the top of the box
  4. Select "Journals"
  5. Click on the "Import List" button
  6. Select the files for one or more disciplines that best match the area in which you do research
  7. Click "Open"
  8. Back in EndNote, go to the "Edit" menu > Preferences > Term Lists.
  9. Uncheck the two boxes that begin with "Update" and then Save your changes.

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.

 

Using a Lab Computer?

Saving your Library

Save both your EndNote Library and its Data file to a network drive or to Google Drive before logging out of lab computers. When you want to use the library again, move both the library and the data file to your desktop or documents before useing.

For more information...

Questions? Contact reference@carleton.edu

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