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EndNote Tips

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.

Set Preferences in EndNote X7

1.  In EndNote program, go to Edit-->Preferences

EndNote X7 Preferences


2.  Pay particular attention to the preferences highlighted below.

EndNote X7 Preferences


3. Instructions for setting Find Full Text preferences and options for obtaining and attaching full text documents are under the Find Full Text Tab.

Set up Sync to connect to EndNote Web

Go to Edit-->Preferences-->Sync shown below for EndNote X7 and EndNote X6. (EndNote X5, go to Edit-->Preferences-->Transfer)

Set up Sync with EndNote Web

*Email Requirements - Must use your SLU email address.

**Password Requirements are as follows

  • 8 or more characters long;
  • contain at least one number;
  • contain at least one letter; and
  • contain at least one special character
    • Dollar sign ( $ )
    • Percent sign ( % )
    • Underscore ( _ )
    • Ampersand ( & )
    • and other special characters ( #, *, etc.)
  • A password cannot match any of the previous four passwords.

Note:  You can also create your Username and Password from within Web of Science

  • When in Web of Science, click My EndNote Web near top of screen
  • Register and create your username and password (password requirements listed above)

More on Sync with EndNote Web

Go to Edit-->Preferences-->Sync shown below. (EndNote X5, go to Edit-->Preferences-->Transfer)

EndNote X7 Sync with EndNote Web

For even more information about Sync, please see EndNote Web Sync.