EndNote: EndNote X9

EndNote 20 is available to download for all staff and students.

If you are already an EndNote user, you can choose to upgrade or to stay with EndNote X9. There have been some major changes to EndNote's interface, and you might want to stick with a known version if you are in the middle of a major project. For some people, EndNote X9 will remain the best choice for 2021.

There have been some changes (especially to the user interface) in the update to EndNote 20, but for the most part the software works in the same way.

This page hosts our EndNote X9 training material.

The EndNote X9 workbook covers the content we discuss in Library workshops on EndNote, and will give you the information you need to get started.

The Introduction to EndNote X9 guide is a good quick reference guide if you need help on a specific topic, and has tips on using EndNote effectively.

For the most part, the EndNote X9 instructions match what is available on the main page for EndNote 20. Follow the instructions there to download and install a new style.

To locate and change your referencing output style in EndNote X9, follow the steps below.

The default output style in EndNote is Annotated. When you first set up your library, you can change this to the style you prefer.

The APA 7th style of referencing is used in most courses across ECU. However, some disciplines may use a different style, e.g. AGLC4 for Law. Researchers are also required to use various styles in publishing, as determined by the journal. Check your unit outline or the author guidelines for publishing to see what style you should be using.

EndNote comes pre-loaded with many of the most popular styles including APA, Chicago, MLA, and Vancouver, as well as a number of styles for specific journals. APA 7th is available on student computers (choose 'Select Another Style...' to find it). Staff and those who downloaded EndNote before mid-December 2019 might need to download APA 7th.

To import the journals term lists for your subject discipline, you should first delete the terms that are currently in your list. This will not delete the journals from the references in your library. They will repopulate the term list once you have finished importing the appropriate journals. The steps are as follows:

Windows (PC)

1. Go to Tools > Open Term Lists > Journals Term Lists.

This will open the Terms tab. Delete any journal names already in this list, as they might not be correct. (Click CTRL-A, then choose the Delete Term button.)

2. Now go to the Lists tab. From here, highlight Journals, and choose the button Import List.... This will allow you to choose from the available lists. Highlight the list you want, and click Open. When you go back to the Terms tab, you will be able to see a list of all of the journals and standard abbreviations you have imported.

Mac

1. Go to Tools > Open Term Lists > Journals Term Lists.

This will open the Terms tab. Delete any journal names already in this list, as they might not be correct. (Click Command-A, then choose the Delete Term button.)

2. Now go to the Lists tab. From here, highlight Journals, and choose the button Import List....

3. Locate the term lists in the file explorer that pops up. Go to Applications > EndNote X9 > Terms. This will allow you to choose from the available lists. Highlight the list you want, and click Choose. When you go back to the Terms tab, you will be able to see a list of all of the journals and standard abbreviations you have imported.

Further information is available in the Help pages in EndNote.

If you are collaborating with a group, you can share your EndNote library with the group. Once you have synced your account to EndNote Online, each member can access and use the shared library through the desktop application as usual.

Sharing a library: setup

Each shared library must have an owner. Consider who in your group is the best person to own and maintain the library: although all users with appropriate access can make changes, the owner of the library is the only one who can grant permissions to other users or back up the shared library.

The library owner should create an EndNote Online account and sync their library. See above for instructions on syncing a library.

Once the library is synced, you can use and share the library using the desktop version of EndNote. To share, the owner must choose File > Share or click on the Share Library button to add all other group members:

Add group members using their email addresses. When adding them, the library owner can choose what level of permissions they need. Read & Write will allow members to add, delete, and edit items in the shared library. Read will only allow them to view the references, and all changes will need to go through the owner. When the owner clicks Invite, members will receive an email invitation.

Accessing a shared library

Each group member must log in to or create an account with EndNote Online to accept their invitation to the shared library. Once they have accepted, group members access the shared library through EndNote desktop by clicking on File > Open Shared Library... and selecting the email address of the library owner.

The first time group members open the shared library, the entire library will download onto their computer. This might take a while, especially if the shared library is large.

Depending on access, some group members can make changes. All group members will be able to monitor recent changes made to the shared library by using the Activity Feed option (the third button in the image below).

Watch this video for an outline of what has changed and a look at the EndNote 20 interface. Click on the video for more viewing options.

This video was aimed at existing EndNote users deciding whether to upgrade. A workshop for new users will be posted in the first few weeks of February.