Skip to Main Content

The University of Otago Library has updated its Subject Guides system. Please let us know what you think by filling out this survey.

EndNote X9

Getting Started with EndNote

EndNote comes pre-loaded onto student and staff network/shared drive computers, including the student desktop.

Students and staff of Otago University wanting EndNote on their personal computers can also request a copy of EndNote.

Once you apply you will be sent an email containing instructions for installing EndNote desktop. UOW staff wanting EndNote loaded or upgraded on a UOW computer should contact ITS.

EndNote's recommendation is to uninstall any previous version(s) of EndNote before installing a new version.

EndNote works with a range of Word processing programs; if you are unsure, check EndNote X9's compatiblity requirements.

Once EndNote is installed on your computer, you need to create an EndNote library before you can begin to collect references.

To create an EndNote library:

  1. Open EndNote.

    If you are using EndNote for the first time, you will need to Accept the licence agreement: any other pop-ups can be safely ignored.

    Do not be put off by the blank grey screen - this is normal.

  2. Click File New. At the pop-up, choose where you want to save your EndNote library and what you want to call it.

    The official advice on the EndNote website is:

    • EndNote libraries are made up of two parts: the .enl file and the .Data folder. These two parts must be kept together, both are needed for the library to work correctly.
    • EndNote libraries should be kept on your computer's hard drive. Storing and editing libraries on a network drive can lead to corruption and performance issues.
    • EndNote libraries should never be stored in cloud-syncing folders such as Dropbox, OneDrive, Box, SugarSync, etc. Syncing folders corrupt EndNote libraries over time.
    EndNote libraries do not like to be moved about. Choose a name and location you will be happy with for the life of your relationship with the library you are creating.