EndNote

CQUniversity EndNote workbooks for EndNote 20

CQUniversity EndNote workbooks for EndNote X9

Little EndNote How-to books

• The Little EndNote How-to EndNote X9 – for Windows and Mac (PDF)
• EndNote 20 Quick Reference Guide – for Windows (PDF)
• EndNote 20 Quick Reference Guide – for Mac (PDF)

If you need help using EndNote, you can book a 20 minute Ask a Librarian session. These sessions are online and use videoconferencing software. The screen-sharing capabilities make it good for working through the steps of using different EndNote functions. Please include details of the functions you want help with when you register.

You can get also technical support and help guides from the vendors:

• EndNote FAQ's & technical support – Use Clarivate's online knowledge base to search for answers or contact their technical support staff for help.
• Clarivate's EndNote guide – Find self-training materials in this guide.
• EndNote training videos on YouTube – Find videos that demonstrate different tasks in EndNote.

We've made a few short EndNote videos you can watch. Topics include:

• Exporting references from Library Search and databases
• Attaching files to references
• Backing up your EndNote library
• Output Styles
• Working with EndNote in Word
• Edit your document safely

EndNote relies on stable file paths to function properly. Files on OneDrive do not have stable file paths. Working in your Endnote library in any storage site or device, like OneDrive, can lead to your library corrupting.

University staff computers are set up to automatically sync files on your Desktop and in Documents with OneDrive. Any EndNote library files that move to OneDrive will have an error message.

IT has recommended storing your working EndNote Library in your Downloads folder. Because your library needs to stay with its accompanying .data folder, you might like to consider keeping them together in an EndNote folder to reduce the risk of deleting one or the other when cleaning up your Downloads folder.

How to transfer your EndNote library safely to Downloads

1. Open your current working library.
2. Save a compressed copy to a new EndNote folder inside the Downloads folder of your work computer. (It is a good idea to have 3 compressed copies of your library for back up. Save the other 2 in other locations.)
3. Open the compressed copy to create a new working copy.
4. Open the new library, then use Convert to Unformatted citations followed by Update Citations and Bibliography in any documents you've been using EndNote with. This will refresh the links between the documents and your library.
5. Reset PDF handling preferences and sync to EndNote Online if you had them. (You may need to reset the file path for the library to sync if EndNote doesn't update that for you.)

For more detailed instructions see:

If something goes wrong and you need help with this process: Keep calm and Ask a Librarian. You can have 20 minutes one-on-one with a librarian to walk you through this. Sessions are online via Zoom.

You can also contact EndNote's technical support staff .

It is ok to store your documents in OneDrive BUT:

When you use EndNote's Cite While You Write (CWYW) function to add citations to your document, you are adding a lot of coding to the document to make the citations and references work. If you open your EndNote formatted Word documents in a web-based word processor, e.g. Google Docs, Microsoft Teams, or OneDrive, you can damage this coding and corrupt your document.

Always open and work with your EndNote formatted Word documents in the desktop app.

1. Start by creating an EndNote folder in Documents on your personal OneDrive. You’ll be able to access this from both your old computer and your new one.
2. Open this folder and create a Back ups folder inside it. You’ll need this at the end of the transfer.
3. Open your current EndNote library on your old computer.
4. Open the File menu and select Compress Library (.enlx) to create an EndNote specific zip file that keeps your library and associated data folder safely together for the transfer. Always use this built in Compress Library option.
5. Check that Create, With File Attachments and All References in Library are selected in the Compressed Library window.
6. Click Next. A Save Compressed Library (.enlx) window will open.
7. Navigate to the new EndNote folder in Documents on OneDrive. Open that folder.
8. Click Save.
9. The compressed copy of your library will appear in the EndNote folder as an .enlx file. The .enlx file will be safe in OneDrive as long as you don’t open it and work on it there.

While we’ve got you thinking of compressed copies, make at least 2 copies of the compressed library you’ve just created and save them to 2 other locations. Then you’ll have the 3 back-up copies we’re always asking you to keep.

10. Close the original copy of your library on your old computer.
11. Log on to your new work computer.
12. Go to Documents on OneDrive.
13. Move the new EndNote folder (containing your compressed EndNote library and Back up folder) to Downloads.
14. Open the EndNote folder in Downloads.
15. Double click the .enlx file to open in and create a new working library. You’ll end up with 3 files:

• An .enl file, .e.g. SamsEndNoteLibrary.enl – This is the active working library that you use for managing your reference sources
• A .data folder, e.g. SamsEndNoteLibrary.data – This is the repository for all of your PDF attachements and the metadata for your groups.
• An .enlx file, e.g. SamsEndNote library.enlx – This is the compressed copy of the library that you created a few minutes ago.

16. Move the .enlx file to the Back up folder to avoid confusing it with the .enl file. This is now one of your 3 back-up copies.

It might be a good idea to open you associated Word documents and click Update Citations and Bibliography in the EndNote toolbar in Word. This will refresh the connection between your working library and each of your documents.