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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 EndNote software for both Windows and Mac users.  
The latest version of the software offered by the library (as of May 2019) is EndNote X9.

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.

PC Installation Information

School Provided Windows Computer  Installation Instructions for EndNote X9:

  1. On the windows search bar type “software center” and hit enter.
  2. Find EndNote on the list of applications and click on it.
  3. Click Install on the next screen.
  4. When completed, EndNote will be found under the Start Menu / Endnote Folder.

Personal Computer Installation Instructions for EndNote X9 on Windows:

  1. To install EndNote X9, you must be an administrator on your computer. Please begin by closing all Microsoft programs, including Outlook and Word. After you click the link below, you will be asked to log in to inside.umassmed.edu; log in with your network username 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
  2. For users upgrading from an older version of EndNote, please make sure your libraries are saved in a file location separate from the EndNote program folder (usually C:\ProgramFiles\EndNote). Uninstall older versions of EndNote.
  3. The EndNote install link you see below will download a zipped file into your downloads folder. You will have to unzip the file before you can run the installer; if you do not unzip the file, the installer will not be able to read the license information and will ask you for a license number or ask you to install a trial version. 
  4. To unzip the file, go to your downloads folder and right click the zipped EndNote folder. Look for an option that says Extract all and click it. This step takes a few minutes; the extract may not respond right away but try to give it a little time to work. When you see a progress bar, you will know you're on your way.
  5. The unzipped folder will open automatically; double click on the icon named ENX9Inst. Follow the Installer prompts to install EndNote.
  6. Once the Installer is finished, you will find EndNote by clicking the Start/Windows button. You can pin it to your task bar by right clicking and selecting "Pin to Taskbar."
  7. The first time you open EndNote, you will encounter a gray screen. Create your library by clicking File>New and choosing a name and a local file location; do not store EndNote libraries in remote locations such as Dropbox.

Mac OS Installation

Please note: If you are running OS 10.15 Catalina or higher you MUST use EndNote X9 or the program will not be compatible; all older EndNote versions are 32-bit applications and will not be supported by Mac beginning fall 2019. Please be sure to allow all EndNote updates as requested to avoid impacting the program's functionality. Source: https://bit.ly/33J6SYO

 

School Provided Mac OS EndNote X9 Installation:

  1. Launch the “Self Service.app” from your Applications folder.
  2. With the default “Software” category selected, browse for “EndNote X9”
  3. Click the “Install” button below the EndNote icon.
  4. Find the newly installed version of EndNote in your Applications Folder.

Note: For more help regarding Self Service, visit the UMMS IT knowledge base article here: https://umassmed.service-now.com/sp?id=kb_article&sys_id=3c4e065f13a69b800ba77b304244b016

Personal Computer Mac OS EndNote X9 Installation:

  1. To install EndNote X9, you must be an administrator on your computer. Please begin by closing all Microsoft programs, including Outlook and Word. After you click the link below, you will be asked to log in to inside.umassmed.edu; log in with your network username 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
  2. For users upgrading from an older version of EndNote, please make sure your libraries are saved in a file location separate from the EndNote program folder (usually C:\ProgramFiles\EndNote). Uninstall older versions of EndNote.
  3. The EndNote install link you see below will download a zipped file into your downloads folder. You will have to unzip the file before you can run the installer; if you do not unzip the file, the installer will not be able to read the license information and will ask you for a license number or ask you to install a trial version.
  4. To unzip the file, go to your downloads folder and either control+click or click with two fingers on the EndNoteX9SiteInstaller.zip file. Select Open with>Archive Utility. Give this a couple of minutes to work.
  5. You should now have a .dmg file; double click this to start the installation process. 
  6. Click twice on the gear icon on the EndNote X9 installer window and follow the instructions.
  7. Once you have finished the install, open EndNote X9 and complete the installation by clicking EndNote X9 in the upper left hand corner and then clicking Customizer. 
  8. In the Customizer, make sure all the boxes are checked and click next>next>finish. This will ensure that Word and EndNote X9 are working together optimally.
  9. Open Word to make sure the EndNote X9 toolbar is active in the program. If it is not, contact one of the people listed in troubleshooting.

For troubleshooting help:

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

508-856-2463 or Send Email
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EndNoteTech Support
9AM-8PM EST Mon-Fri
1-800-336-4474
(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 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

Objectives:

  • 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

EndNote Workbook