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This is the "About EndNote" page of the "EndNote Tips" guide.
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A basic guide for installing, navigating and using EndNote X5, EndNote X6, and EndNote X7. Note: If you share EndNote online folders with colleagues, sharing can be done on EndNote online as usual.
Last Updated: Nov 18, 2014 URL: http://libguides.slu.edu/EndNote Print Guide RSS UpdatesEmail Alerts

About EndNote Print Page

EndNote News

September 30, 2014
Update X7.2 is available

July 18, 2014
Updated EndNote app for iPad.

July 1, 2014
What's New in EndNote X7.1?

April 22, 2014
EndNote Web has been renamed EndNote Online or just EndNote.

April 3, 2014
Update 7.1 is available for EndNote X7.0 users.  Use the update option WITHIN your EndNote X7 program. Click Help-->Check for EndNote Updates.

September 23, 2013
EndNote X7 for both Windows and Macintosh are available for download on the ITS Download site.  Please Contact ITS to have one of these installed on your University computer.

July 31, 2013
EndNote X7 is available for University computers.  Contact ITS.

June 12, 2013
Updated app for iPad is available for $.99 until July 31, 2013.

June 10, 2013
ThomsonReuters announced the availability of EndNote X7 for Windows.  Stay tuned for its availability at SLU.

January 31, 2013
See the EndNote for iPad tab in this guide for more information.

January 22, 2013
Before you synchronize your Local EndNote Libraries with EndNote Web, please read instructions and watch the video on the EndNote Web Sync Tab.

December 7, 2012

  • EndNote X6 available for Windows and Mac.  Download your copy here.
    • After installation, check for update 6.0.1, and install.
  • Look for iPad app coming in 2013

August 14, 2012
EndNote X6 coming in August/September

February 7, 2012
EndNote X5.0.1 update available for Windows. 
Get instructions here.

November 18, 2011
EndNote X5 available for the Mac.  Download your copy here.

September 16, 2011
EndNote X5 for Macintosh released by publisher.  It should be available to SLU soon.

September 1, 2011
EndNote X4.0.2 Update
for Mac REQUIRED for MS Word 2011.  If you have EndNote X4 or 4.0.1 installed on your Mac, get download and installation instructions here.

July 28, 2011
EndNote X5 for Windows is ready for download from the ITS Download site.

March 25, 2011
The PubMed connection file included with EndNote X4.0.2 for both Windows and Mac places the full journal name in the Journal field rather than the abbreviated journal name. A new connection file is now available to import journal names correctly.  For more information, please click here.

February, 2011
EndNote X4.0.2 Update for Mac OS X is now available.  Get the Mac update.

January 26, 2011
EndNote X4.0.2 Update for Windows® released today.
X4.0.2 update for Mac OS X available in early February, 2011
Get EndNote X4.0.2 Update or Get more information.

Enhancements include

  • Microsoft® Word 2010 64-bit compatibility.
  • The Word autogroup no longer changes the current library selection when using Cite While You Write™.
  • PDF imports now search PubMed to complete citation data with additional fields not found in CrossRef.
  • Find Full Text now supports Serials Solutions links.

 December 20, 2010
EndNote X4 for Mac is not compatible with Word 2011.  A coming free update will fix Word 2011 compatibility.  Visit http://endnote.com/enword2k7.asp for more information.

October 4, 2010
Update available for Windows users of MS Word 2003 & 2007 - EndNote X4.0.1 Update.

  1. Open EndNote.
  2. Go to the Help menu > EndNote Program Updates.
  3. Follow the instructions to complete the update.

Update for Windows users of MS Word 2010 will be available soon.

September 8, 2010
EndNote X4 is available for the Macintosh.

July 26, 2010
EndNote X4 for Mac will be available late Summer or early Fall 2010.

July 2, 2010 - EndNote X4 is released.
Coming late this summer to Saint Louis University. For more information, see Thomson Reuters Releases EndNote X4 for Windows.

December 21, 2009 -  Notice for users of EndNote 8 through X2


Current Version

The most recent version of EndNote available commercially and at Saint Louis University for Windows and Mac is EndNote X7.  Many procedures for EndNote X7 and EndNote X6 (and even EndNote X5) are the same.  Where they differ, the tab will indicate the version illustrated.

EndNote X7

EndNote X7

EndNote is a citation management program that helps collect, organize, and manage references to articles, books, dissertations, Web pages, government documents and more.  It has four functions: 

  • Find references
  • Store and organize references with attached full text
  • Create documents using Cite While You Write
  • Share with up to 14 people.

It can assist you in citing resources in your papers and creating bibliographies for those papers in a citation style of your choice.

      What's in this Guide

      • About EndNote
        .....What does EndNote do? New features by version.
      • Get EndNote
        .....Where to get EndNote, how to install it, and compatibility information.
      • Get Started
        .....Opening EndNote, basic terms, creating your first library, opening a library, parts of the EndNote Window, & setting a preferred citation stye.
      • Video Instructions: EndNote X6/X7 Overview & Basics
        .....General instructions for using EndNote X6/S7 and how to export citations from PubMed, Google Scholar, and Web of Science.
      • Set Preferences
        .....Setting EndNote Preferences for your EndNote program. Includes Change Case, Find Full Text, Sync, Reference Types.
      • Direct Export
        .....General instructions for directly exporting references from databases along with specific instructions by database provider and database.
      • Import PDFs - X4/X5/X6/X7
        .....Create a reference by importing a PDF - must have a DOI (Digital Object Identifier) listed on article.
      • Import Text Files
        .....Import a text file to create a reference.
      • Import Filters
        .....Watch video about importing a text file into EndNote.
      • Enter Data Directly
        .....Create a reference by opening a blank reference form and typing in the elements of that reference.
      • Find Full Text - X5/X6/X7
        .....Varies ways to find and attach a full text article to a reference in EndNote.
      • Set Citation Style
        .....Set your citation style from default list, Select a New Style, and Get More Styles on the Web.
      • Edit Style
      • Get More Citation Styles
        .....How to import additional styles into your copy of EndNote.
      • Searching within EndNote
        .....Search for references already in your EndNote Library.
      • Get Connection Files
        .....Use the SLU Library Catalog connection file to search it from within EndNote.
      • Term Lists
        .....What these are and how to import them.
      • Indenpendent Bibliographies
        .....How to create a bibliography from selected references or all references in an EndNote Library.
      • Using EndNote Online
        .....How to setup EndNote online and the uses for it.
      • EndNote Online Sync
        .....How to synchronize a local EndNote Library with one EndNote Online Library account along with some tips about doing it.
      • Share
        .....Learn how to share a library with a group of up to 14 colleagues.
      • EndNote on iPad
        .....Find out how to get and use the EndNote iPad app.
      • Training Options & Questions
        .....Search the EndNote Knowledge Base, register for online training, get EndNote User Guides for Windows or Mac, or contact your subject librarian for help.

      New Features in EndNote X7 and EndNote X7.2

      New features in EndNote X7.2

      • Share with anyone who’s using EndNote X7.2  (up to 14 people, plus yourself)
      • Share your entire EndNote library, including references, PDFs, and annotations from your desktop.
      • Everyone can add to, annotate and use the library – at the same time.
      • There’s no charge for sharing, no library size limit, and unlimited cloud storage.
      • All people in the sharing group must have EndNote X7.2

      New features in EndNote X7 include

      • Add citations and reference lists to PowerPoint slides (Windows only) with an EndNote plug-in.
      • Add sub-headings in your bibliography when needed if you are using Microsoft Word.
      • With background synchronization your work is continuously saved and always available in EndNote online and accessible through your iPad.
      • Enhanced PDF importing, file naming, and organizing options.
      • New reference types such as Interview, Podcast, Conference Paper, and Press Release.
      • More options for formatting with over 5,000 bibliographic reference styles.

      New Features in EndNote X6

      • New panel-display options allows you to customize the look of your EndNote display panels.
      • New direct export format for PubMed simplieis importing records from PubMed.
      • EndNoteSync allows you to use EndNote Web with Advanced Features to
        • Access your Library from any computer
        • Store up to 50,000 references and 5 gigabytes of data on EndNote Web
        • Take advantage of Thomson Reuters Data Centers back-up feature.
      • Provides user rating and tagging tools for references
      • For a comparison of recent editions of EndNote, please click here.

      New Features in EndNote X5

      • PDF Viewer - Quick Edit Tab is now PDF & Quick Edit Tab
        • Edit record and PDF in Quick Edit pane
        • Search, highlight, and annotate PDF while inside EndNote
      • Attach document files and images to EndNote Web and transfer them to your computer
        • Storage limit of 1 gigabite and 25,000 references
      • Field Substitution - When record has content in both DOI and URL fields, you can set which should be displayed in a reference.
        • Example:  Display DOI when both fields have content, but display URL when DOI field is empty.
      • Find Reference Updates (References-->Find Reference Updates)
        • EndNote will search online for any updated reference information available for the highlighted reference.  Then, will highlight any differences, placing the references side-by-side for you to a) update empty fields, b) replace all content, or c) copy and paste any additional information.
      • Find Duplicate References - now with auto-highlighting and side-by-side scrolling
      • Two New Reference Types Added - Music and Dataset
      • Two New Fields Added to Records - Article Number and NIHMSID
      • Cite While You Write - Two new options for entering references
        • Insert & Display as: Author (Year)
        • Insert in Bibliography only

      New Features in EndNote X4

      • Import pdf files or whole folders of pdf files stored on your computer.
             Pdf files must be publisher-created for this to work.
      • Create Groups from other Groups.
             New groups can now be created from existing groups.
      • Edit a reference from the new Quick Edit Screen
             The new Quick Edit screen becomes the third tab in the Tab Pane along with the Preview and Online Search tabs.
      • Improved footnote formatting with customizable short forms.
             Useful when the same citation is re-used.  You can now control which fields will appear in footnotes for the second and later citations.
      • Improved APA 6th style compatibility.
             No need to download an update to the APA 6th style and now includes the ellipsis between the 6th and the last author when an article has more than seven authors.
      • A combined Edit & Manage command.
             Available when you are using Cite While you Write.
      • Hyperlink between in-text citations & their related references in the bibliography.
             If desired.
      • Collaborate more easily with EndNoteWeb
             Transfer up to 10,000 references between EndNote Web and your desktop(s).

      Your Librarian

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      Georgia Baugh, MA, MALIS
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      Contact Info
      Pius XII Memorial Library, Room 503
      Text-A-Librarian at 314-925-7331
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      Online Training Classes

      List of upcoming Webinars from EndNote trainers.  A more complete list is available under the Training Options & Questions tab.

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