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Library Instruction

About EndNote

EndNote is a bibliographic management tool that allows users to create and organize a library of citations and abstracts and then insert them into a Microsoft Word document.

EndNote Software Availability at UMass Worcester

The Lamar Soutter Library is pleased to provide the University of Massachusetts Medical School with an institutional site license for EndNote software for both Windows and Mac users.  
The latest version of the software (as of February 2017) is EndNote X8.

The license covers UMMS students, faculty and staff, and staff of our clinical partner, UMass Memorial Health Care. The software can be installed on UMMS or UMMHC computers and up to two personal computers per user.


Windows Installation Instructions   (Mac instructions are  below)

  • To install the software you need to have administrative rights on your computer.
  • Close Microsoft Office programs (Outlook, Word, etc.) and other open programs.
  • If you are upgrading to X8 from an older version of EndNote, first make sure that any libraries you have created are NOT located in the EndNote software folder (usually C:\Program Files\EndNote). Libraries created in X7 or X6 will work in X8.
  • From the Control Panel (Programs and Features) uninstall the older version of EndNote before downloading and installing X8.


CHROME is preferred, but install will work with INTERNET EXPLORER or FIREFOX

  1. Click the link below that says Download EndNote for Windows

2. Log in with your network User Name and password.  You may need to precede your username with the school or clinical domain if you are off campus.  For example - umassmed\JonesJ   or  umassmemorial\JonesJ

3. CHROME: Right click the file in your download bar and choose Show in Folder.

IE or FIREFOX: Save the to your Desktop (or to Downloads).

        Note: is a large file (~84MB) and may take a few minutes to download.

  1. Go to where you saved the .zip folder. It should be called
  2. Then right click on the .zip folder and choose Extract All to unzip the folder. If you do not extract all or unzip the folder then the installer will not be able to read the license and will ask you for a product key. 
  3. Extract files to the same “destination”  (i.e., Desktop or Downloads)
  4. Left click to highlight the ENX8Inst file folder, then right click on it and choose Open. 
    You will then see two items – ENX8Inst.msi and License.dat)
  5. Left click to highlight the  ENX8Inst.msi file (Windows Installer Package); then right click on it and choose Install
  6. In the EndNote X8 Setup window, click NEXT and ACCEPT

Note:  If you're asked for a product key or 30-day trial, the install process didn't recognize you as a UMMS or UMMHC user OR the unzip step did not work.  Try the installation process again!

10. Click NEXT, then I accept the license agreement,” and NEXT and select the TYPICAL installation type.
11. Choose the destination folder (default is C:\Program Files) and click NEXT.
12. Click NEXT again to install the application.  This will take a few minutes.
13. When done, click FINISH.

14. The EndNote icon will appear in All Programs from the Start button.  Click once to expand the EndNote folder, then right click on the icon and “Pin to Taskbar” for easy access.
15. There will also now be an EndNote tools tab in Microsoft Word.

Mac Installation Instructions

  • To install the software you will need to have administrative rights on your computer.
  • Close Microsoft Office programs (Outlook, Word, etc.) and other open programs.
  • If you are upgrading to X7 from an older version of EndNote, first make sure that any libraries you have created are NOT located in the EndNote software folder (in Applications).
  • Uninstall the older version of EndNote before downloading and installing X7.


1Click Download EndNote for MAC

        2. Log in with your network User Name and password

The file is downloaded.  Note:  This is a large file (~84MB) and may take a few minutes to download.

        3. Go to Downloads. Open zip file and run the EndNoteX8SiteInstaller.dmg file.
        4. In the box that appears, double click the EndNote X8 gears symbols
        5. A dialogue box will open asking if you want to open the application. Click Open.
        6. Click on the Install.
  7. In the software set-up window, click NEXT, NEXT and DONE

Note to MAC Users:  EndNote will not export references from our databases correctly with Safari or Chrome.  You should use Mozilla Firefox as your browser.



If you would prefer to use EndNote X7 (not suggested for Mac users) the download links are available here:

The latest three versions of EndNote are supported by Clarivate Analytics.

What is the difference between X8 and earlier versions of EndNote? 

For troubleshooting help:

Victoria Rossetti (Education and Clinical Services Librarian) - Installation Support, Instructional Support/Basic Troubleshooting

508-856-2463 or Send E-Mail

Penny Glassman (Head of Technology Initiatives) - Installation and Software Support/Basic Troubleshooting

508-856-2200 or Send Email

EndNoteTech Support
9AM-8PM EST Mon-Fri

(at the prompt, press 4; then select 1 - "ResearchSoft Products" option)

Visit EndNote's KnowledgeBase to search for detailed answers to your questions from EndNote's experts.

EndNote Workbook

RefWorks or EndNote....can't decide???

EndNote Instruction

This 60-minute class will demonstrate how to set up a new library, how to import citations from MEDLINE, how to work with the citation style manager and how to add bibliographic references to a Microsoft Word document.


  • Attendees will know how to create an EndNote Library.
  • Attendees will know how to import citations from MEDLINE using either Ovid or PubMed.
  • Attendees will understand how to use EndNote with Microsoft Word in formatting bibliographic references for paper or grant submission.

Request an EndNote Class