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How to Guides: EndNote

Mobile and app access to resources, EndNote, Library proxy, linking options

About EndNote

NEWS - EndNote update required

EndNote X9.3.3 Windows update is now deployed for work and home use.

Unlike previous updates, this version of EndNote changes the libraries so they are not able to be used with an earlier version of EndNote.

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. Please upgrade your home version of EndNote to X9.3.1 or later, or it will NOT be compatible with your work PC.

EndNote X9.3.2 for your home Mac or X9.3.3 for your PC is available in the EndNote at Home box below.

Please contact the Library if you have any questions.


Using EndNote is one way to manage your references. The software will keep track of your references in a library you create.

When you are searching Library databases you will be able to export your results to EndNote.

When you have references in your library you will be able to insert the references into your Word documents (Cite While You Write) to create in-text references and a reference list that will automatically be formated in the reference style of your choice.

You can harvest PDFs to go with the references in your library using the 'Find Full Text' function or attach PDFs to references manually. You need to change your preference settings for this to work - see below.

PDF copies of articles can be imported into EndNote and, if they have associated metadata, will complete the reference details automatically.

EndNote at Work

The WA Health Libraries Network (WAHLiN) has purchased a WA Health-wide EndNote licence.
At WA Health IT supported sites log a job to have EndNote installed on your work PC.
Fiona Stanley Hospital staff email the help desk to log a job.

Setting EndNote Preferences to Find Full Text

You need to set some preferences in order to make use of the Find Full Text function within EndNote.

Note that ‘Find full text’ will work well for many journals but will not work for some where full text access is in fact available. Some records will not contain enough information for the article to be retrieved (it’s important to import complete references), access to some titles may only be available via an aggregator and not from the publisher URL that comes with the record, and some journals need to be accessed via a path that includes a login and this cannot be incorporated into EndNote’s Find Full Text search.

Edit EndNote preferences once you have the program open.

For Windows, go to:

Edit;  Preferences;  Find Full Text

For Macs, go to:

EndNote, EndNote Preferences;  Find Full Text

Tick all four boxes: Web of Science;  DOI;  PubMed LinkOut; and OpenURL.

Do NOT tick the box "Automatically invoke Find Full Text on newly-imported references".  If you tick this box it will restrict full-text retrieval as it only pulls in the full text for references that were imported from text files.  If the references were imported through direct export or from online search the find full text function will fail.

On WA Health PCs, in the Authenticate with: box, type this URL (this step is NOT necessary for home installations).

In the OpenURL Path box, you need to put the link to the Library’s open URL resolver.

The Find Full Text function also works more effectively if you have an EndNote Online account established and if you login and keep open an active browser session whilst running the function.

EndNote Training

The librarian is happy to teach skills in using EndNote. Email the Library to make a time that suits you.

Clarivate Analytics have a support service Monday to Friday 9am-7pm AEST:
1800 312 965, and Email.

EndNote at Home

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

Agree to the terms and conditions by completing a form - for PCs or Macs.

Once you have done that, the software will automatically download.

Compatibility information.

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

My EndNote Web

My EndNote Web complements your EndNote desktop library by enabling you to:
  •  Work collaboratively and share your EndNote Library.
  •  Access your EndNote library from multiple locations without making multiple copies of your library.

Set up an EndNote Web account

Why?  If you have integration between your desktop application and EndNote Web set up, the Find Full Text Function retrieves more full text than EndNote is able to if this is not synced.

Once you have your account set up, go into EndNote preferences on your desktop application, choose

      Enter your EndNote Web Account Credentials and hit apply.

My EndNote Web account and Web of Science

The password used for and Web of Science/WoS has to be exactly the same (since WoS is now maintained by Clarivate Analytics). If they are not in sync you will get this message:
“Invalid email/password. Please try again”

This is particularly important in syncing content between desktop EndNote libraries and content in your account.

If you have different passwords - unsync in EndNote (via Edit>Preferences>Sync),  update password (use the WoS password), then sync plus use the WoS password to Sign in  into the

Clarivate Analytics support email

Filters, Connectors and Styles

EndNote works with filters, connectors and styles
filters to pull records from databases into EndNote (Medline, PsycInfo, Web of Science, Embase etc),
connectors to search out to sources such as 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).   

EndNote is installed with filters connectors and styles, though it may be necessary to get updates from EndNote.

It is possible to customise filters connectors and styles.  If you do this the customised files are not stored in the program files (so that they are not lost if EndNote is uninstalled).

Some useful connectors and filters that are not included in the default files are available for download below.