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EndNote for Home Installation

The WA Health licence agreement for EndNote allows for home installation on PCs or Macs.

You need to agree to the terms and conditions by completing a form.

Once you have done that, the software will automatically download to your PC or Mac.

After installation, remember to change the EndNote preferences in order to make use of the Find Full Text functionality within EndNote.

Keeping EndNote software up to date

The X9.3.1 Windows update was deployed on 11th March 2020 for work and home use. 

Once you have installed EndNote, it is simple to check online for updates and install them.  There is an Upgrade from an older version guide that explains how to do this. Check every few months for updates.

Extract: "From within EndNote, click on the "EndNote X9" menu and choose "Check for Updates" then follow the on-screen prompts."

Please upgrade your home download to the new version except for Mac users who have already switched to OS Catalina.  X9.3.1 is compatible with OS Catalina (which requires the 64-bit EndNote library format) and with earlier versions of mac operating systems.

Provision of files for home use needs to be coordinated with the work PC deployment.  This is important because once an EndNote Library has been opened in X9.3.1 it will not then open in earlier versions of EndNote - regardless of the operating system - ie this warning applies to both mac and windows users.

Ideally the updates at work and at home need to be done round the same time so that your EndNote Libraries are usable both at work and at home.  It will be frustrating and confusing if you encounter problems due to the lack of backwards compatibility in using your libraries of references.

Home Mac users - the home download version from the Library is already X9.3.1 - this was brought out after Catalina OS was released as earlier versions of EndNote would not work on that 64 bit operating system.  The mac X9.3.1 version will work on Catalina AND on earlier mac operating systems.  Remember however that you will NOT be able to save your EndNote libraries on a USB drive and bring them to work on Health PCs as the libraries will not be compatible.

Important First Steps

If you are upgrading from a previous version of EndNote, please back up your libraries and edited styles. Uninstall the old EndNote before installing the new version, as it can interfere with the linking to Word if you retain both versions of the program.

When you install EndNote it writes a “ribbon” into Word 2007 & 2010, or a “toolbar” into Word 2003. You should open EndNote first, and then open Word to check to see if this has happened. If not, check the EndNote FAQ on Working with Word Processors.

If you use a Mac, ensure that you have the most recent patches and updates installed for your version of Word. In the Apple icon on your Mac, "check for software updates" and install all updates.

Information for MOJAVE users
There is an issue with the Word add-in and Mojave, resulting in problems with CiteWhileYouWrite. More details and a fix are available via this link.

EndNote for PCs

Click on the link below to sign the licence agreement and begin the download of the installation files.

EndNote X9.3.1 Installation Files for Windows

Once you have completed the download, you will have two files included in a zipped file.

Right click to 'Extract All' files.  Once extracted to a folder, you will see a ENX9.3.1Inst Windows Installer file. Click on it to begin the installation (maybe called .msi file depending on which Windows version you have).

Follow all prompts UNTIL the section headed - 'Select Installation Type'.

Choose a 'Custom' install.  If you choose a Typical install, it will not install all connectors, filters and styles.

In the section called 'Select Features, note the red crosses next to the folders for connectors, filters and styles.  Click on the red crosses next to each folder and change the setting to 'Select entire feature - will be installed on local hard drive'.

Continue with other prompts until the installation process is complete.

Set your preferences to enable 'Find Full Text'.

EndNote for Macs

Click on the link below to sign the licence agreement and begin the download of the installation file.

If you use a Mac, ensure that you have the most recent patches and updates installed for your version of Word. In the Apple icon on your Mac, "check for software updates" and install all updates.

Information for MOJAVE users
There is an issue with the Word add-in and Mojave, resulting in problems with CiteWhileYouWrite. More details and a fix are available via this link.

It is advisable to use the Firefox browser to install EndNote on a Mac and to export references from databases into an EndNote library.

EndNote X9 Installation Files for Mac  Compatibility information.

Once you have completed the download, you will have the .dmg file. Click on the .dmg file in order to begin the installation process.

Set your preferences to enable 'Find Full Text'.

Updates to filters, connectors and styles

EndNote works with filters to pull records from databases into EndNote, connectors to search out to PubMed from within EndNote and styles to format referencing according to various styles (such as publisher specific styles, as well as Vancouver, Harvard, APA etc).

There are many thousands of styles available and it is advisable to check you have the latest.
Styles can be freely downloaded from the EndNote site.

Available EndNote downloads.

If you are installing the new files on a home PC or Mac, you can double-click on the file and it will automatically open in EndNote. Click on 'File' then 'Save as', remove the 'copy' from the end of the file name and save (for connectors or filters).