Getting started

Installing or upgrading EndNote

EndNote 10 (X)

EndNote v. 10.0 (X.0)is available for download from the Deakin Toolkit 2008 and for use on the ITS Computer Labs. EndNote 10.0 for Macs is available via the ITSD Software Library

EndNote 9 libraries are completely compatible with EndNote 10. EndNote 7 libraries can be converted to EndNote 10 but the same issues apply as for conversion from Endnote 7 to Endnote 9

EndNote 9.01 for Windows

EndNote v. 9.0.1 is available for download via the Phoenix Software catalogue, and the ITSD Software Library. It is also currently available on the 2007 Deakin Learning Toolkit.

If you are using EndNote 8 you will be able to upgrade to EndNote 9. This version is completely compatible with EndNote 9. Documents and libraries created with EndNote 8 can be used with EndNote 9 without conversion.

If you are using EndNote 7 (or earlier versions) you will be able to upgrade to EndNote 9. However, please note the following important points:

Libraries created in EndNote 9 cannot be used with EndNote 7 or earlier versions. If you write papers in collaboration with other researchers, or share EndNote libraries, it is essential that all collaborators use the same version of EndNote.
Once you have converted your data to EndNote 9 you will encounter considerable difficulties in trying to go back to previous versions of EndNote.
Due to proxy incompatibilities, the connection files that enable direct access to library catalogues and databases will not work in EndNote 9 within the Deakin network. The Deakin University Library catalogue connection file is the exception. The connection files work outside the Deakin network.

Before you decide whether to upgrade please read this additional important information. (PDF)

Before upgrading

Back Up Your Files. Make sure that you have back up copies of your EndNote libraries and any output styles, filters or connection files that you have written, edited or obtained from elsewhere.
Unformat Your Documents . It is recommended (but probably not essential) that you unformat any documents that you plan to do further work with after you upgrade to EndNote 9.
To unformat a document, open it in Word, and click on the Unformat Citations button on the EndNote toolbar or menu. The references in your document will change from their formatted form, e.g. (Smith, 1998) to their unformatted form, e.g. {Smith, 1998 #77}. Save these changes.
Uninstall the Earlier Version. It is recommended that you uninstall the earlier version of EndNote before installing EndNote 9.
To uninstall in Windows, click on the Start menu, select Control Panel and click on the Add or Remove Programs icon. Highlight EndNote and click on the button to Remove it.

After upgrading

When you open your library for the first time, EndNote will offer to create a converted version of the library, with a new name. The original library will remain intact. You should keep a copy of the original library and store it in a safe place, in case you later decide to revert to an earlier version of EndNote. You can change the name of the original library.
The references in the new, converted library in EndNote 9 will have the same record numbers as in the original library in your earlier version of EndNote.
When you open a Word document which you had been working on using an earlier version of EndNote, you can continue to add citations to it in the normal way. You may need to use the Format Bibliography command on the EndNote toolbar or menu to format citations which you had unformatted before upgrading.
Any output styles, filters or connection files that you had been using in an earlier version of EndNote should still work in EndNote 9. However the output style will not be configured to format the reference types which are new in EndNote 9, such as Electronic Article.

EndNote 7.0 for Windows

EndNote 7.0 can be downloaded from the Deakin University ITSD Software Library and the Phoenix Software Catalogue. Iinstallation instructions and system requirements are provided.

If you're upgrading from an earlier version, EndNote will give you the option of saving or backing up existing files. Full instructions on upgrading to EndNote version 7 are available in the EndNote Manual (installed with EndNote as a PDF file) Upgrading EndNote will not delete any existing libraries (files) containing your previously saved references.

Creating libraries

When you open EndNote for the first time you will need to create an EndNote Library (a library is EndNote's name for the database or file you create to store your references / citations).

To create a library

Open EndNote.
Select Create a new EndNote library, then select OK.
EndNote will automatically name a new library 'Untitled'. Change this to your preferred file name.
Choose a location for your library from the Save in list.
Select Save to save your new library.

Your library will save automatically with a .enl (EndNote library) extension.

EndNote automatically saves your library as you work with it. 'Save' and 'Save As' commands are not enabled. However, it's wise to back up your work regularly; do this by creating a copy of your library.

To create a copy of your library

From the File menu, select Save a Copy.
The file name of the copy mirrors that of your existing library, but includes the word 'copy' at the end of the name.
Choose a location for your copy from the Save in list, then select Save.