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EndNote : Getting started

LKC topic guide with information about using EndNote with PCs, including training opportunities and online resources.

EndNote support desk Australia

If you need technical help, you can also contact the

EndNote support desk Australia (Sydney)

Tel. 02 6559 5777

and provide your Queensland Health details.

About EndNote

EndNote is software provided by Clarivate Analytics. It is referencing tool to help you organise and store references and research.

EndNote is customisable to your needs and interacts between EndNote and Word to use Cite While you Write (CWYW) functionality. or create bibliographies.

Your EndNote Library is only as good as the information entered. Check references for completeness and accuracy as you go.

For further information, see the EndNote website.

EndNote interacts with PCs and Macs differently. This guide is based on using EndNote on PCs.

If you need technical help with your Mac, contact the EndNote support desk for Australia tel. 02 6559 5777 and say you are from Queensland Health.

For Mac users who have upgraded to the latest operating system, macOS Mojave, may need to change their Security & Privacy settings to use Endnote's Cite While You Write tool with Microsoft Word. A description of the problem and steps to address it is provided by Clarivate Analytics below.

EndNote X9

What's new in EndNote X9

Queensland Health and EndNote

Queensland Health currently subscribes to EndNote version X9.

The LKC recommends that you use EndNote predominantly on one computer or device. If this isn't possible, the LKC recommends that you:

  • Correctly set up library sync using EndNote Online, but not other cloud storage such as OneDrive.
  • Only use one library, and utilise folders to separate references. Having multiple libraries will make maintenance and backups more difficult, and EndNote Online sync only supports one library.
  • Regularly backup your library in at least two places, but do not change the name of your library

To install EndNote X9 on your work PC or laptop, download the program from the Software Centre; full instructions available below.

Before upgrading, ensure:

  1. all Microsoft products are closed (including Microsoft Outlook and Lync)
  2. you have recently backed up your EndNote library
  3. EndNote is not open on the computer onto which you are installing X9

To use EndNote X9 on a Queensland Health computer, your computer needs to have been upgraded to Windows 10.

To obtain a copy of EndNote X9 for home use, see FAQ below for instructions and contact the LKC for the passkey code.

For technical assistance with EndNote, contact eHealth Queensland through the Self Service Centre or phone 1800 198 175 or call the Australian EndNote Support Desk.

EndNote Online

EndNote Online is a cloud-based version of EndNote that can be synced with the desktop version of EndNote.

The benefits of EndNote Online include:

  • It is accessible from anywhere with an Internet connection
  • Quick and easy to use
  • Includes all of the basic features of the desktop version
  • Can be synced with the desktop version, to access full range of EndNote functionality

Potential issues with EndNote Online include:

  • Using EndNote Online in conjunction with EndNote Desktop on a QH computer can be problematic due to security and firewall infrastructure. Please ask library staff for more information about this if required.
  • The CWYW toolbars are different for Basic and Desktop, and therefore not simple to use both programs on one computer
  • Difficult to use the CWYW functionality within Basic on a QH computer
  • Lack of functionality means Basic is not as powerful or customisable as the Desktop version

The LKC recommends the use of the EndNote Desktop version over EndNote Online. However, if you do not have access to the Desktop version, Online is a sound backup option. The LKC recommends that EndNote Online is NOT used for CWYW on a Queensland Health computer. If you have a need to use EndNote Online with CWYW on a QH computer, please contact library staff for information first.

QH employees have access to EndNote Online via the QH subscription to EndNote. The LKC can only offer limited assistance with EndNote Online.

For further assistance with EndNote Online please refer to the sites below.

About this guide

This guides provides Queensland Health staff with information and support in using EndNote referencing software.

Information is based on using EndNote X9 with PCs because that is Queensland Health's standard operating environment. If you have a Mac, see About EndNote section on this page for links or contact EndNote (Australia) support.

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