Endnote

Endnote related FAQ items
1. I have ordered an EndNote upgrade edition in your web store. The setup asks for a serial number and a product key. What should I enter into the two fields asking for a serial number and a product key?

A serial number looks like 5234567890 or 2234567890, starts with a 5 or 2 and is entirely numeric. A product key looks like 9NGHJ-Z7TRQ-UTR12-F9TQP-KL7MN and is 25-character alpha-numeric.
New full product installation require a product key. However, for the setup of Upgrade editions a serial number of an older (previous) edition and a (new) product key will be necessary.

The serial number of an older (previous) edition can be seen in the 'splash screen' when starting the old product. Alternatively, once can start EndNote and choose 'About EndNote' from the 'Help" menu. The 25-character alpha-numeric product key will be communicated in an email message after an order is processed. Since a few months we have started to mention both items in the 'Order details' email message.

2. When EndNote is installed, by default only the 500 most "popular" connection files are installed. How can I download all connection files?

When EndNote is installed, by default only the 500 most "popular" connection files are installed. To download other connection files, you can choose one of the following instructions:

1. You can download all connection files if you select ‘Custom’ option during EndNote X6 installation.


2. If you completed EndNote installation, ‘Typical’ option is selected and you want to download all connection files:

Windows:

  • Go to “Control Panel” and choose “Add or Remove Programs” in Windows XP or “Programs and Features” in Windows Vista/7. Select EndNote and choose “Change”. Select the “Modify Option” and choose “Next”.
  • Place a check next to “Additional Connections” and choose “Will be installed on local hard drive.” Click the plus sign to select only specific connections. Click “Next”.


Mac OS:

  • In EndNote, go to “Menu” and choose “Customizer”.
  • Place a check next to all of the “Connections” you’d like.
  • Click “Next” twice and “Done” to close the window.


3. If you completed EndNote installation, ‘Typical’ option is selected and you want to download one of connection files:

  • Run ‘EndNote’
  • From the Edit menu, choose ‘Connection Files/Open Connection Manager…’
  • Click ‘Get More on the Web…’ buton from ‘EndNote Connection Files’ window
  • For download one of connection files, you can use download links from the list below on this page.

    And then you can use these files after copy to

    Windows: ‘C:\Program Files\EndNote X7\Connections’ folder
    Mac:'Applications\EndNote X7\Connections' folder.

    or

    - Double-click the connections file to open in EndNote.
    - In EndNote, click “File Menu” and choose “Save as”. Remove the word “copy” and click “Save”.
    - Click on “File Menu” and choose “Close Connection”.


4. If you completed EndNote installation, ‘Typical’ option is selected and you want to download one of connection files:
 

  • Go to http://endnote.com/downloads/connections web page.
  • For download one of connection files, you can use download links from the list below on this page.

    And then you can use these files after copy to

    Windows: ‘C:\Program Files\EndNote X7\Connections’ folder
    Mac:'Applications\EndNote X7\Connections' folder.

    or

    - Double-click the connections file to open in EndNote.
    - In EndNote, click “File Menu” and choose “Save as”. Remove the word “copy” and click “Save”.
    - Click on “File Menu” and choose “Close Connection”.

3. When EndNote is installed, by default only the 500 most "popular" output styles are installed. How can I download all output styles?

When EndNote is installed, by default only the 500 most "popular" output styles are installed. To download other output styles, you can choose one of the following instructions:

1. You can download all output styles if you select ‘Custom’ option during EndNote installation.

2. If you completed EndNote installation, ‘Typical’ option is selected and you want to download all output styles:

Windows:

  • Go to “Control Panel” and choose “Add or Remove Programs” in Windows XP or “Programs and Features” in Windows Vista/7. Select EndNote and choose “Change”. Select the “Modify Option” and choose “Next”.
  • Place a check next to “Additional Styles” and choose “Will be installed on local hard drive.” Click the plus sign to select only specific connections. Click “Next”.


Mac OS:

  • In EndNote, go to “Menu” and choose “Customizer”.
  • Place a check next to all of the “Output Styles” you’d like.
  • Click “Next” twice and “Done” to close the window.


3. If you completed EndNote installation, ‘Typical’ option is selected and you want to download one of output styles:

  • Run ‘EndNote’
  • From the Edit menu, choose ‘Output Styles/Open Style Manager…'
  • Click ‘Get More on the Web…’ buton from ‘EndNote Styles’ window.
  • For download one of output styles, you can use download links from the list below on this page.

    And then you can use these files after copy to

    Windows: ‘C:\Program Files\EndNote X7\Styles’ folder
    Mac: 'Applications\EndNote X7\Styles' folder.

    or

    - Double-click the style file. It should open in EndNote.
    - In EndNote, click “File Menu” and choose “Save as”. Remove the word “copy” and click “Save”.
    - Click on “File Menu” and choose “Close Style”.


4. If you completed EndNote installation, ‘Typical’ option is selected and you want to download one of output styles:

  • Go to http://endnote.com/downloads/styles web page.
  • For download one of output styles, you can use download links from the list below on this page.

    And then you can use these files after copy to

    Windows: ‘C:\Program Files\EndNote X7\Styles’ folder
    Mac: 'Applications\EndNote X7\Styles' folder.

    or

    - Double-click the style file. It should open in EndNote.
    - In EndNote, click “File Menu” and choose “Save as”. Remove the word “copy” and click “Save”.
    - Click on “File Menu” and choose “Close Style”.

4. How can I complete the journal names in Term List?

Instructions to complete the Journal names:

  1. Start EndNote
  2. Go to ‘Tools’ – ‘Open Term Lists’ – ‘Journals term List’
  3. In the tab Lists, select ‘Journals’.
  4. Click on tab ‘Terms’.
  5. If you wish to do so, you can delete the current list of Journal names.
  6. Go back to the tab ‘Lists’.
  7. If not already selected, select ‘Journals’.
  8. Click on the button ‘Import list’.
  9. Go to the installation folder of EndNote
  10. Open the sub folder ‘Terms lists’

    On, for instance, Windows 7, 64-bit system this is standard:
    C:\Program Files (x86)\EndNote X7\Terms Lists\

    On, for instance, Windows 7, 32-bit system this is standard:
    C:\Program Files\EndNote X7\Terms Lists\

  11. Select the list that you would like to import (f.i. Medical.txt). There is a list available per discipline.
  12. Click on the button ‘Open’.

All Journals including the correct abbreviations will now be imported.

Verification:

  1. Start EndNote
  2. Go to ‘Tools’ – ‘Open Term Lists’ – ‘Journals term List’
  3. In the tab Lists, select ‘Journals’.
  4. Click on the tab ‘Terms’.
5. Since a few days I have discovered that I do not have the Cite While You Write add-in available anymore when I want to Cite in Word. How can I recover this?

Windows

To restore the CWYW add-in you can follow the steps below, depending on the Word version you are using.

Word 2007/2010/2013:
  1. Word 2007: Click on the Office icon and select "Word Options." 
    Word 2010/2013: Click on the File ribbon and select "Options."
  2. Click on "Add-ins."
  3. Change the "Manage" options to "Disabled Items."
  4. Click Go.
  5. Highlight any EndNote item(s) and click "Enable."
  6. Click OK.
If prompted, select to allow the file(s) to be loaded by Word. Close and re-open Word when this is done.

Note: With Word 2010/2013, the Ribbon tab may also be unchecked. Click on the File menu and select Options. Click on Customize Ribbon and Check EndNote if it is unchecked. Click OK to display the EndNote tab in the Word Ribbon.

If the option to "Disable all Application Add-ins" is checked in Word 2007/2010/2013, that can also cause the tools to not appear. To turn off this setting, do the following:
 
  1. Word 2007: Click on the Office icon and select "Word Options." 
    Word 2010/2013: Click on the File ribbon and select "Options."
  2. Click on "Trust Center."
  3. Click "Trust Center Settings."
  4. Click "Add-ins."
  5. Uncheck "Disable all Application Add-ins (may impair functionality)" and click OK.
  6. Click OK.
  7. Exit Word and then re-open it.
If you still do not see the tools or you are getting an error message, make sure you have updated EndNote with the latest updates. The directions for installing the updates can be found here

Once the patch has been installed, reboot your machine and do the following to configure EndNote X7
 
  1. Browse to the EndNote X7 Program Files folder:

    64-bit Machines: C:\Program Files (x86)\EndNote X7\
    32-bit Machines: C:\Program Files\EndNote X7\ 
  2. Run the "Configure EndNote.exe" utility.
  3. Make sure "Configure EndNote components" is selected and click Next.
  4. Select Cite While You Write add-in for Microsoft Office and click Next.
  5. Click Finish.

    Note: The message may read that the Configuration was cancelled. 
  6. Open Microsoft Word and look for the EndNote X7 tools in the ribbon.

Mac

EndNote X5/X6/X7 Mac OS X: After install no CWYW tools in Microsoft Word 2011

The simplest way to get the tools to appear is to open EndNote, and go to the EndNote menu. Select "Customizer" from the EndNote menu. Check the box in front of the "Cite While You Write" option. Click next until the Customizer is finished. Open a library. Then open Word and check the Tools menu for the EndNote submenu.

If after following the instructions above the tools still do not appear:

  1. Close Word and EndNote.
  2. Open your hard drive and go to the following folder:
    EndNote X7: Applications: EndNote X7: Cite While You Write
    EndNote X6: Applications: EndNote X6: Cite While You Write
    EndNote X5: Applications: EndNote X5: Cite While You Write
    Copy the file "EndNote CWYW Word 2011.bundle" by highlighting the file and going to "Edit > Copy."
  3. Go to the folder Applications:Microsoft Office 2011:Office:Startup:Word and paste the file, "Edit Paste."
    Note: In non-English versions of Word, the folder named "Startup" may be called "Start" or be in the localized language of Word.
  4. >Start Word, go to "Word > Preferences" and click on "File Locations."
  5. If the Startup folder is not set, highlight "Startup" and click on "Modify". Select the folder Applications:Microsoft Office 2011:Office:Startup:Word and click "Choose."
  6. Click "OK" and close Word.
  7. Start EndNote and then start Word.

Note: If the tools are still not appearing after following these steps, the Visual Basic Component may not be installed for Word 2011. For more information, see this article.

6. EndNote plugin to Import or Export Smart Groups between Computers
  1. NOTES:
    1. These steps are intended for Synchronizing between computers with EndNote X6 and later. If you simply want to share your library with another EndNote user and include the smart group information, you can follow the steps in this article.
    2. Windows and Mac Smart Groups with Unicode group names and Unicode search terms will not be transferred correctly at this time.
    3. If a smart group with the same name does not exist, one will be created. If a smart group with the same name does exist, the search rules will be changed to match the exported group. When the rule is changed, the library needs to be opened and closed to reload the group information.

    Windows:
    1. Download the ImportExportSmartGroupsPluginWindows.zip file
    2. Exit EndNote.
    3. Create a directory 'My Documents\EndNote\Plugins' if it is not already present.
    4. Extract the attached zip file and move the file called: 'ImportExportSmartGroupsPlugin.dll' to the 'Plugins' folder.
    5. Start EndNote and choose 'Tools -> Import/Export Smart Groups'.
    6. Import or Export the Smart Group Information as needed.

    Mac:
    1. Download the ImportExportSmartGroupsPlugin_Mac.zip file
    2. Exit EndNote.
    3. Create a directory '/Users//Documents/EndNote/Plugins' if it is not already present.
    4. Extract the attached zip file and move the file called: 'ImportExportSmartGroupsPlugin.bundle' to the 'Plugins' folder.
    5. Start EndNote and choose 'Tools -> Import/Export Smart Groups'.
    6. Import or Export the Smart Group Information as needed.
7. Converting a Reference Manager database to EndNote

Making the switch from Reference Manager to EndNote

Good news for Reference Manager users: changing those entries to EndNote citations is a piece of cake, and it won’t involve any text editing, change in format or loss of data. Best of all, you don’t even have to open Reference Manager.

And now that EndNote has library sharing functionality, it’s time to make the switch from Reference Manager to EndNote. We can walk you through the process – it’s amazingly quick and simple.

Start by opening your Reference Manager database in EndNote. You’ll do this the same way you open your other EndNote libraries; just select “Reference Manager Database” from the drop-down list of file types.

Keep in mind that the way you choose to save your database depends on whether or not you’ve made any customizations to your Reference Manager database. If you haven’t made any customizations, simply click “convert,” name your EndNote library, save – and you’re done. However, if you’ve customized your Reference Manager database, you’ll need to choose how to translate those customizations to EndNote. This is done in the field mapping window, that simple window with two sets of customization settings.

The settings at the top of the window control the reference types, such as “book” or “article,” so select which type you want the previously stored Reference Manager references to convert to. You’ll see that the second set of options allows you to select individual fields, such as parts of a citation or bibliography entry, and choose how they will be imported into EndNote.

Once you’ve chosen your settings, click “OK.” (You also can undo your customizations at any time by clicking “reset to default map.”) When you’re finished making changes, click “ok” and “convert,” then name your library and save.

Attachments Made Easy

Even if you choose not to import all your Reference Manager attachments into your EndNote library, you can still access them. Keep in mind, though, that EndNote can only provide links to access that information as long as you’re on the same computer – otherwise, the links may be broken.

If you want to stay on the safe side and import your attachments to ensure full access to them, it can be done in a few simple steps. When EndNote asks if you want to “convert your file attachment links to relative,” click “yes” and it will import them – and then tell you how many attachments were successfully imported.

If you’ve added citations or a bibliography using Reference Manager’s Cite While You Write in Microsoft Word, those can be changed these over to EndNote in just five steps:

Open the library you converted from Reference Manager.
Go to the EndNote tab in the Word ribbon (the line with the “home,” “insert” and “view” options) and click the “convert citations” dropdown menu.
Select “Convert Reference Manager citations to EndNote.”
Go to EndNote and select your style and layout options.
Click OK – and now you’re done!

See below a step by step instruction of the above mentioned steps:

  1. From the File menu, select Open > Open Library to display a Select a Reference Library dialog.
     
  2. At the bottom of the dialog, select Reference Manager Databases (*.RMD) from the "Files of type" menu.
     

    Converting a Reference Manager database to EndNote


  3. Use the file dialog to navigate to the folder that contains the Reference Manager database that you want to convert to EndNote.
    Highlight the database name, and then click the Open button.

    A "Convert Reference Manager Database" dialog will appear that lets you know that the database must be converted for use.
     
  4. You can either:

    - Click Convert to proceed with the conversion.
    This option allows EndNote to automatically convert Reference Manager reference types and fields to EndNote.

    It also leaves all file attachments stored in Reference Manager references in their original location.

    - Click Customize if you want to modify the mapping of individual Reference Manager reference types to EndNote reference types and Reference Manager fields to EndNote fields.

    This option is useful if you have created customized reference types in Reference Manager.

    - Use the top panel of the dialog to map each reference type to a corresponding EndNote reference type.
    When you highlight a setting in the top panel of the dialog, you can change the field mapping for that reference type in the bottom panel of the dialog.

    Click OK to save changes to the mapping.

    - Click the Reset to Default Map button if you want to discard your changes and return to the default mapping set.

    - Click OK to save your changes when you are finished using the Field Mapping tool.
     
  5. Click the Convert button if you do not have any additional changes to make.
     

    Converting a Reference Manager database to EndNote


  6. On the "Save Converted Library as" dialog, give the new EndNote library name (the default file name is the same as the old Reference Manager file name).
8. My Mac saves "filename".dmg as "filename.dmg.html". After opening the file, strange characters appear. What should I do?

To solve this, just remove ".html" from the file name. The correct file name should be "filename.dmg".

9. When EndNote is installed, by default only the 500 most "popular" import filters are installed. How can I download all import filters?

When EndNote is installed, by default only the 500 most "popular" import filters are installed. To download other import filters, you can choose one of the following instructions:

1. You can download all import filters if you select ‘Custom’ option during EndNote installation.

2. If you completed EndNote installation, ‘Typical’ option is selected and you want to download all import filters:

Windows:

  • Go to “Control Panel” and choose “Add or Remove Programs” in Windows XP or “Programs and Features” in Windows Vista/7. Select EndNote and choose “Change”. Select the “Modify Option” and choose “Next”.
  • Place a check next to “Additional Filters” and choose “Will be installed on local hard drive.” Click the plus sign to select only specific filters. Click “Next”.

Mac OS:

  • In EndNote, go to “Menu” and choose “Customizer”.
  • Place a check next to all of the “Import Filters” you’d like.
  • Click “Next” twice and “Done” to close the window.

3. If you completed EndNote installation, ‘Typical’ option is selected and you want to download one of import filters:

  • Run ‘EndNote’
  • From the Edit menu, choose ‘Import Filters/Open Filters Manager…’
  • Click ‘Get More on the Web…’ buton from ‘EndNote Import Filters’ window.
  • For download one of import filters, you can use download links from the list below on this page.

    And then you can use these files after copy to

    Windows: ‘C:\Program Files\EndNote X7\Filters’ folder
    Mac: 'Applications\EndNote X7\Filters' folder.

    or

    - Double-click the filter file to open in EndNote.
    - In EndNote, click “File Menu” and choose “Save as”. Remove the word “copy” and click “Save”.
    - Click on “File Menu” and choose “Close Filter”.


4. If you completed EndNote installation, ‘Typical’ option is selected and you want to download one of import filters:

  • Go to http://endnote.com/downloads/import-filters web page.
  • For download one of import filters, you can use download links from the list below on this page.

    And then you can use these files after copy to

    Windows: ‘C:\Program Files\EndNote X7\Filters’ folder
    Mac: 'Applications\EndNote X7\Filters' folder.

    or

    - Double-click the filter file to open in EndNote.
    - In EndNote, click “File Menu” and choose “Save as”. Remove the word “copy” and click “Save”.
    - Click on “File Menu” and choose “Close Filter”.

10. Sharing EndNote Libraries

There are many ways to share an EndNote Library or 'groups'. The below procedure describes the 'Classic' network sharing. Please see EndNote Desktop, Online and iPad® - Sharing libraries for alternatives (FAQ item 26).

EndNote is a multi-read application (and not a multi-read-write application). This means that, if we are talking about one specific library (database), this library can only be opened by one person at the same time in the write-mode. The other users can not open this specific library at that same moment. In read mode several users can read from the library at the same time. In read-mode about 99% of the functionality can be used (except for writing/entering references, removing and changing term manager lists etcetera).

Recommendation for shared EndNote libraries

  1. Create an ‘endnote-read’ folder.
  2. Place your EndNote library .enl file and .Data folder in the ‘endnote-read’ folder.
  3. Grant all EndNote users of this team read-only rights to this ‘endnote-read’ folder and sub folders. Also the 'write' team members (see 5 below) will have read-only access to this folder. Everyone will always work with this 'endnote-read' folder for almost all tasks, except when the library needs to be updated/edited (see step 5 and further). Assigning rights occurs trough the operating system (Windows Explorer).
    IMPORTANT: If you open the library in read-only mode from the 'endnote-read' folder, you will always get a warning message that changes will not be saved. This is to avoid that a lot of changes are going to be made and cannot be saved.

    Example:

    H:\EndNote\Libraries\endnote-read\UMC_central.enl

    H:\EndNote\Libraries\endnote-read\UMC_central.Data
     

  4. Create an ‘endnote-read-backup’ folder.
  5. Create an ‘endnote-write’ folder.
  6. Place your EndNote library .enl file and .Data folder in the ‘endnote-write’ folder. Now both 'endnote-read' and 'endnote-write' folders should have identical content.
  7. Grant Write (Modify or Full) access to this 'endnote-write' only to team members who need Write (Modify or Full)  access (library maintainers/updaters). They will be able to write in this library and make changes. Assigning rights occurs trough the operating system (Windows Explorer).

    Example:

    H:\EndNote\Libraries\endnote-write\UMC_central.enl

    H:\EndNote\Libraries\endnote-write\UMC_central.Data

    The maintainers of the library always work for regular tasks (e.g., Cite While You Write, searching) with the 'endnote-read' library/libraries. Only when they would like to modify or add new references, they open the 'endnote-write' library.
     

  8. Create an ‘endnote-write-backup’ folder.
  9. Decide in what frequency you would like to refreshen your 'endnote-read' with the 'endnote-write' data.
  10. Write a .cmd or batch script for this task which you may schedule via the task scheduler or any other tool you are familiar with. The command should look like this:
     
    • Copy content of 'endnote-write' to 'endnote-write-backup'. Now you will have a backup of your 'endnote-write' library/libraries.
    • Move content of 'endnote-read' to 'endnote-read-backup'. Now you have a backup of your 'endnote-read' library/libraries. The 'endnote-read' folder is empty.
    • Copy content of 'endnote-write' to 'endnote-read'. Now your 'endnote-read' is updated and identical to your 'endnote-write'.

     
  11. Copy the content of the 'endnote-write' library folder to the 'endnote-read' library folder in any desired frequency (e.g. every night or every weekend, whatever is convenient). This can be done by using a simple script or batch command ran from the task scheduler. Since copying/overwriting/moving files will not occur correctly if the library files and folders are in use, it is advisable to run the commands during out of office hours.

Example batch commands

xcopy H:\EndNote\Libraries\endnote-write H:\EndNote\Libraries\endnote-read /Y

robocopy "\\SERVER\EndNoteLibs\endnote-write$" "\SERVER\EndNoteLibs\endnote-read$" /M /E /ZB /B /MIR /V /LOG:"K:\Data\endnote_read_folder_updated_log.txt" /Z /R:10 /W:5
 

11. Can we add an Output Style to EndNote Online or myendnoteweb
Any user can add a new style to EndNote on the desktop by placing the new style in one of the EndNote styles folders (setup folder\styles or private folder, see Edit-Preferences-Folder Locations-Styles), but only an EndNote administrator for a site license can upload a new style to EndNote basic/online using the administrator tools.
12. EndNote X6 Windows: Install Word CWYW Toolbar
Note: EndNote X6 was not designed to be compatible with Office 2013, as they were developed before the release of Word 2013.

We advice you to install the newest version of EndNote: version X7. EndNote X7 is fully compatible with the newest Office version.
You can find EndNote X7 in our shop. Click here to go to our shop.
 
The tools may need to be manually added to Word if they do not appear:
  1. Browse to the Word 2013 folder: 
    "C:\Program Files (x86)\Microsoft Office\Office15." 
    Note: If Microsoft Office is not listed under "Program Files (x86)," look under just "Program Files."
    For Office 365, the folder will be:
    "C:\Program Files\Microsoft Office\root\Office15”
  2. Right-click WINWORD.EXE and select "Run as Administrator" to open Word 2013 with Administrative rights.
  3. Go to the File Menu and choose "Options."
  4. Select "Add-Ins" from the list at the left.
  5. At the bottom of the Add-Ins page, there is a "Manage:" dropdown list. Leave this on "COM Add-ins" and select Go.
  6. On the COM Add-Ins page, Choose the "Add..." button.
  7. Browse to the following location and select the "EndNote CWYW.dll" file.
    C:\Program Files (x86)\Common Files\ResearchSoft\Cwyw\16

    If you do not have a "Program Files (x86)" folder, look in  "Program Files" for the Common Files folder.

    Note: If you have common files installed in a different location, you would need to find this CWYW folder in that other location.

  8. Once you have Selected the "EndNote CWYW.dll" file, choose OK and OK again to close the COM Add-Ins screen. The EndNote tools should now be in Word.
Note: If you receive a message that EndNote CWYW.dll was not a valid Office add-in when attempting to add the COM Add-in, there is an update you need from Microsoft:
  1. Exit Word.
  2. Download “vcredist_x64.exe” from: http://www.microsoft.com/en-us/download/details.aspx?id=26368
  3. Install the "vcredist_x64.exe" update file.
  4. Follow the steps above to add the Endnote Cwyw.dll file in Word.

If the installation problems persist, you can replace the files in the Common Files folder to make to sure the appropriate files are copied for your version of EndNote, the version of Windows and the version of Word. You should replace the existing files. Please follow the appropriate directions below depending on your version of Windows (32 or 64-bit) and your version of Word (32 or 64-bit):

A. 32-bit machine with 32-bit version of Word:
  1. Browse to this folder:

    EndNote X6: C:\Program Files\EndNote X6\Product-Support\CWYW
     
  2. Copy these files:

    EndNote Cwyw.dot
    EndNote Cwyw.dotm
    EndNote Web Cwyw.dot
    EndNote Web Cwyw.dotm
    EndNote Cwyw.dll
    ManagedCode.dll
     
  3. Browse to this folder:

    EndNote X6: C:\Program Files\Common Files\ResearchSoft\Cwyw\16
     
  4. Paste the copied files.
  5. Follow the installation steps above.

B. 64-bit Machine with 64-bit Version of Word:

  1. Browse to this EndNote folder:

    EndNote X6: C:\Program Files (x86)\EndNote X6\Product-Support\CWYW 
     
  2. Copy these files:
    EndNote Cwyw.dot
    EndNote Cwyw.dotm
    EndNote Web Cwyw.dot
    EndNote Web Cwyw.dotm
     
  3. Browse to this destination folder:

    EndNote X6: C:\Program Files\Common Files\ResearchSoft\Cwyw\16
     
  4. Paste the copied files.
  5. Browse to this EndNote folder:

    EndNote X6: C:\Program Files (x86)\EndNote X6\Product-Support\CWYW\x64
     
  6. Copy these files:

    EndNote Cwyw.dll
    ManagedCode.dll
     
  7. Browse to this destination folder:

    EndNote X6: C:\Program Files\Common Files\ResearchSoft\Cwyw\16
     
  8. Paste the copied files.
  9. Follow the installation steps above.

C. 64-bit Machine with 32-bit Version of Word:

  1. 1. Browse to this EndNote folder:

    EndNote X6: C:\Program Files (x86)\EndNote X6\Product-Support\CWYW
     
  2. Copy these files:

    EndNote Cwyw.dot
    EndNote Cwyw.dotm
    EndNote Web Cwyw.dot
    EndNote Web Cwyw.dotm
    EndNote Cwyw.dll
    ManagedCode.dll
     
  3. Browse to this destination folder:

    EndNote X6: C:\Program Files (x86)\Common Files\ResearchSoft\Cwyw\16
     
  4. Paste the files
  5. Follow the installation steps above.
13. EndNote can't save a new/edited Style, Filter or Connection

This problem occures when EndNote wants to save the new/edited file to the standard folder.
A new location should be assigned manually.

  • Start EndNote and click at the top on 'Edit' and then 'Preferences...'.
  • At the left side, click on 'Folder Locations'.

The Styles, Filters and Connections folder can be find in the Documents/EndNote folder of the user.

If these folders don't exist, then you should create them manually.
The new folders should look like the following:

  • Documents/EndNote/Styles
  • Documents/EndNote/Filters
  • Documents/EndNote/Connections

After creating these folders or if they already existed, continue with the following steps:

  • Click on 'Select Folder'. 
  • Browse to the created/existing folder and assign it to the correct folder type (Styles, Filters or Connections).
  • Click on 'Apply' and then 'OK'.

EndNote should now be able to save the new/edited Style, Filter or Connection.

14. My database is still corrupt (database error) after using the EndNote Tool Recover Library and I don't have a working backup

If for some reason your library is corrupted and using the built in recovery tool does not solve the problem and you do not have a working backup of your database, then you can try to use the Windows file and folder restore option.

First, make a backup of all your libraries and data files (file.enl and folder.data).

1. Right mouse click on the folder where the corrupted library files reside.
2. Choose 'Properties'.
3. Choose tab 'Previous versions'.
4. Choose the right nearest past date (before the corruption ocurred).
5. Choose 'Restore...'.

See also Microsoft Support:
1. Go to: http://windows.microsoft.com/en-us/windows/previous-versions-files-faq#1TC=windows-7
2. Click on 'How do I view or restore previous versions of a file and folder?' to show the answer and follow the steps.

 

15. EndNote changes the terms in case to lowercase.

You can add terms to an exclusion list so that EndNote does not change the case of the added terms.

In EndNote, go to: Edit - Preferences.
Click on the first option 'Change Case'.
Enter the terms one by one and click on 'Add'
After entering all terms you can click on 'OK' or 'Apply'.

16. Microsoft Word doesn't show updated references or edited output styles

When updated the references or editing the output styles, EndNote sometimes doesn't update the changes but uses the cache to load data.
To clear the cache, open Word.
Go to the EndNote X7 tab and click on 'Update Citations and Bibliography'

17. EndNote X7 and X8 CWYW and MS Word 2016 for Mac: Compatibility and Recommendations

EndNote X8 is now available: Buy EndNote X8 today

Please also see:

 

 

01-09-2016: Attention: EndNote X7.7 for Windows and Mac has been released

This release contains:

  • Online Search, Find Full Text and Find Reference Update with PubMed via Secure Socket Layer (SSL)
  • Using short form, include the title field only when needed to disambiguate a citation
  • Cite While You Write improvements, including track changes and format multiple citations via EndNote online
  • Importing PDFs

 

24-08-2016: Attention: EndNote X7.6 for Mac has been released

This release contains:

  • 64-bit version of Cite While You Write for Microsoft Word 2016.
  • Compatibility with Adobe Acrobat Pro DC after updating Microsoft Word 2016 to version 15.24.

Buy the new EndNote X7.6 for Mac Full or the EndNote X7.6 for Mac Upgrade (requires a X5 or X6 license) or if you are a student the full EndNote X7.6 for Mac Student edition.

If you already have an existing X7 license, follow the instructions below to obtain the latest release:

Get the latest update to X7, featuring a fully 64-bit version of Cite While You Write for Microsoft® Word 2016. EndNote X7 can automatically update, but if you need to manually update, you can follow these steps:

Mac OS X - It is recommended that you use Program Updates.

  1. Close all programs and turn off any background software, such as virus protection software.
  2. From within EndNote, click on the 'EndNote X7' Menu and choose 'Check for Updates' then follow the on-screen prompts.
  3. Once the process is done, click on the 'EndNote X7' Menu and choose 'Check for Updates' to see if there are any more updates to run.

Check your current version:

  1. Open EndNote.
  2. Click on the 'EndNote X7' Menu and choose 'About EndNote'
  3. If this reads EndNote X7.6 (Bld 11666), you have the latest version of EndNote installed.

07-07-2016: Attention: X7 Mac and Word Insiders version 15.25.0 compatibility

Microsoft released version 15.25.0 of Office 2016 to their Mac Insider Fast channel. Version 15.25.0 of Word 2016 is fully 64-bit.

EndNote X7 Mac users who upgrade to version 15.25.0 of Word 2016 will find that this release impacts the Cite While You Write plug in, resulting in a Word dialog that reads:
"Word was unable to load an add-in
Your add-in isn’t compatible with this version of Word. Please contact the add-in provider for an update. (EndNote CWYW Word 2016.bundle)"

For now there is a beta plug in available for users with Word 2016 version 15.25.0.
The 64-bit X7 Mac Cite While You Write beta plug is available trough the beta signup: endnote.com/betasignup
Please note that you can use the Thomson Reuters Community Forums if you are experiencing any issues with this beta plug in.

 

24-05-2016: Update Word 2016 to version 15.22.1

Mac OS X 10.11 and Mac OS X 10.10: Microsoft has addressed the issues below with an update, so when you update Word 2016 to version 15.22.1 that will resolve these issues.
To update Word, go to the help menu in Word and choose 'Check for updates' and follow the prompts.

  • EndNote X7 Mac: COM Exception with Word 2016 version 15.22

    Users with Word 2016 who have updated to version 15.22 will receive the following message when trying to use the EndNote X7 Cite While You Write commands:
    A COM Exception has occurred. One of the values passed to this method or property is out of range.
     
  • Users of EndNote X7.5.1.1 or X7.5.3. and Word 2016 15.21.1 or 15.22 on Mac OS X 10.10 (Yosemite) may get "error -600" using CWYW.
     

12-05-2016: EndNote X7 Mac: COM Exception with Word 2016 version 15.22

Users with Word 2016 who have updated to version 15.22 will receive the following message when trying to use the EndNote X7 Cite While You Write commands: A COM Exception has occurred. One of the values passed to this method or property is out of range.

Mac OS X 10.11 (El Capitan): The current workaround is to downgrade Word to version 15.21.1. To roll back to a previous version, place the Microsoft Word found the Applications folder in the trash and download and run the Word 2016 15.21.1 installer from here:
http://officecdn.microsoft.com/pr/C1297A47-86C4-4C1F-97FA-950631F94777/OfficeMac/Microsoft_Word_15.21.1_160411_Updater.pkg

MAC OS 10.10 (Yosemite): The current workaround is to downgrade Word to version 15.20. To roll back to a previous version, place the Microsoft Word found the Applications folder in the trash and download and run the Word 2016 15.20 installer from here:
http://officecdn.microsoft.com/pr/C1297A47-86C4-4C1F-97FA-950631F94777/OfficeMac/Microsoft_Word_15.20.0_160315_Updater.pkg

 

02-05-2016: EndNote X7.5.3 for Mac released

18-02-2016: EndNote X7.5.1.1 Mac released

[Please mind. If somehow your word cannot be opened or crashes while opening (because you have played around with preferences files of MS Word and/or EndNote): Hold down the [Shift]  key while starting MS Word to open it in save mode to fix it.]

  1. Update EndNote X7 to X7.5.1.1 (Build 11914).  In EndNote, click on the EndNote menu and select 'About EndNote X7.x'. Update: In EndNote, click on the EndNote menu and select 'Check for updates...'.
  2. Make sure you have updated MS Word 365 / 2016 to the latest edition  15.19.1 (In Word, click on the Word menu and select 'About Word'). Under 'Help' you will see the 'Update' menu item. If the MS Word Auto Update is not able to locate latest version for some reason, you can update manually via https://support.microsoft.com/en-us/kb/3134241.
  3. If you have updated your EndNote to X7.5.1.1 and your MS Word to for Mac to version 15.19.1, then please see FAQ of Thomson:

    http://endnote.com/kb/138936

    Especially the section below (part of above FAQ item):

    1. Important: Backup first, create a compressed backup of the library [File - Compressed library (.enlx) ...].
    2. Quit EndNote and Word.
    3. Hold down the "option" key on your keyboard and go to the "Go" Menu and choose "Library" then open the "Preferences" folder.
    4. Remove the "com.ThomsonResearchSoft.EndNote.plist" file.
    5. Browse to is the "[Hard Drive Name] : Library : Application Support : Microsoft : Office365 : User Content : Startup : Word" folder.
    6. Delete the "EndNote CWYW Word 2016.bundle" file.
    7. Launch EndNote X7.
    8. Run the Customizer to install the Cite While You Write tools. [With EndNote online, run the CWYW_Installer in the Cite While You Write folder in applications].

If the EndNote CWYW add-in toolbar/ribbon still does not appear in MS Word 365 / MS Word 2016, please check the 'User Templates' file location. Especially, if you have used MS Word 2011 on the same machine and now switched to MS Word 2016, the 'User Templates' folder could point to an old location:

Change from:

Users/[username]/Library/Application Support/Microsoft/Office/User Templates

~\Library\Application Support\Microsoft\Office\User Templates

Change to:

Users/[username]/Library/Group Containers > UBF8Y34639G.office > User Content > Templates

~\Library\Group Containers\UBF8T346G9.Office\User Content\Templates

Please make sure you have the 'User Templates' folder defined correctly in MS Word 2016 preferences.

  1. Start Word, go to 'Word > Preferences'
  2. Click on 'File Locations'.
  3. Select 'User Templates' and click 'Modify'.
    Point to the 'Users/[username]/Library/Group Containers > UBF8Y34639G.office > User Content > Templates' folder.

03-02-2016: EndNote X7.5 Mac released

This release contains features, critical updates, optimizations and other improvements for:

- Cite While You Write for Microsoft Word 2016
- Compatibility with OS X El Capitan®
- Sync
- Restored Direct Export functionality for OS X Snow Leopard®

Installing EndNote X7.5 for Mac:

Follow the popup screen instructions after starting EndNote X7 Mac or choose 'Check for Updates' in EndNote X7, under the 'EndNote' menu.

22-01-2016: Thank you very much for all of your great comments on the EndNote X7.5 Word for Mac beta! Your feedback has made a real impact on our development, and has helped make this version of EndNote a better product for all EndNote users. New bug reporting for the X7.5 release is now closed. Stay tuned! The EndNote X7.5 release is getting close- we will let you know the exact date soon! Sincerely, The EndNote Team

23-12-2015: Attention EndNote X7 Mac users! The EndNote Team has released a new version of the Beta for EndNote X7 CWYW for Mac, now with MS Word Ribbon integration! Go to endnote.com/betasignup to download the new version and let us know what you find. The EndNote Team

20-11-2015: Attention EndNote X7 Mac users! Testing on Beta builds of Cite While You Write for Word 2016 for Mac will begin on Monday, November 30th 2015. All users who have signed up via http://bit.ly/1P51se9 will receive an email with instructions at that time. We look forward to your input!

Cite While You Write is not currently compatible with Office 2016 on Macintosh.

Thomson Reuters is actively developing a patch for EndNote X7 to fix this compatibility issue. Thomson Reuters anticipates this free update to X7 to be ready by the Fall. Thomson Reuters understands EndNote's importance in completing your work and apologize for any inconvenience caused. To support Mac workflows as we develop the patch, Thomson Reuters has the following recommendations to help Microsoft Office 365 users continue to create formatted citations and bibliographies in Microsoft Word.

It is possible to have both Office 2011 and Office 2016 on the same computer. If you want or need to install Office 2016, the recommendations outlined below will enable your continued use of EndNote to create formatted citations and bibliographies in your Word documents.

Recommendations for Mac users with Microsoft Word 2016 or those considering upgrading to Microsoft Word 2016 for Mac


If you are using Office 2016 through an Office 365 Home Premium subscription:

  • Do not uninstall Office 2011 before installing Office 2016.
  • After installing Office 2016 the Office 2011 icons will be removed from the Dock but the applications will still be available in the Applications/Office 2011 folder. You can drag these icons to the Dock if you want to easily access Office 2011 as well as Office 2016.
  • You can insert temporary citations into an Office 2016 document from EndNote by highlighting the citations in EndNote and pressing Command-C to copy, then place your cursor in the Word 2016 document at the location you want to paste the citations and pressing Command-V to paste. You can also drag-and-drop the citations. When you are ready to format the citations, close the document in Office 2016 and open it in Office 2011, where the EndNote commands are available. You can then format the document as usual. The citations and bibliography should be converted to unformatted citations if the document will be edited again in Office 2016. Please note that Cite While You Write requires you to save Word documents on your computer. Working with documents stored only online is not supported.
  • If you have uninstalled Office 2011 before installing Office 2016 and have a copy of your original Office 2011 installer, you can reinstall Office 2011 using that installer. You will need to run the Customizer (EndNote>Customizer) in EndNote to install CWYW for Office 2011 after reinstalling.
  • If you have uninstalled Office 2011 before installing Office 2016 and do not have a copy of your original Office 2011 installer, you can re-download the installer.
  1. In your browser, log into your Microsoft account.
  2. Click on your name in the toolbar and select Account Settings.
  3. Click Services and Subscriptions.
  4. Click Office 365 Settings.
  5. Click the red Install button.
  6. Click Install previous version next to the red Install button.
  7. Pick your language option from the drop-down list and click the red Install button to download Office 2011 and install it.
  8. You will need to run the Customizer (EndNote>Customizer) in EndNote to install CWYW for Office 2011 after reinstalling.

 

If you are using Office 2016 through an Office 365 Business edition subscription:

  • Do not uninstall Office 2011 before installing Office 2016.
  • After installing Office 2016 the Office 2011 icons will be removed from the Dock but the applications will still be available in the Applications/Office 2011 folder. You can drag these icons to the Dock if you want to easily access Office 2011 as well as Office 2016.
  • You can insert temporary citations into an Office 2016 document from EndNote by highlighting the citations in EndNote and pressing Command-C to copy, then place your cursor in the Word 2016 document at the location you want to paste the citations and pressing Command-V to paste. When you are ready to format the citations, close the document in Office 2016 and open it in Office 2011, where the EndNote commands are available. You can then format the document as usual. The citations and bibliography should be converted to unformatted citations if the document will be edited again in Office 2016. Please note that Cite While You Write requires you to save Word documents on your computer. Working with documents stored only online is not supported.
  • If you have uninstalled Office 2011 before installing Office 2016 and have a copy of your original Office 2011 installer, you can reinstall Office 2011 using that installer. You will need to run the Customizer (EndNote>Customizer) in EndNote to install CWYW for Office 2011 after reinstalling.
  • If you have uninstalled Office 2011 before installing Office 2016 and do not have a copy of your original Office 2011 installer, Microsoft does not currently provide a link in Office 365 to download a previous version of Office. It is still possible to insert EndNote temporary citations into a Word document, then save a copy of that document as a Rich Text Format (RTF) document, and use EndNote’s Tools>Format Paper command to create a second paper with formatted citations and bibliography. Please see this article for instructions on using Format Paper.

 

If you have never installed Office 2016 and have an Office 365 Home Premium subscription:

  • To install Office 2011 as well as Office 2016, after installing Office 2016, follow the steps below.
    1. In your browser, log into your Microsoft account. 
    2. Click on your name in the toolbar and select Account Settings.
    3. Click Services and Subscriptions.
    4. Click Office 365 Settings.
    5. Click the red Install button.
    6. Click Install previous version next to the red Install button.
    7. Pick your language option from the drop-down list and click the red Install button to download Office 2011 and install it.
    8. You will need to run the Customizer (EndNote>Customizer) in EndNote to install CWYW for Office 2011 after reinstalling.
  • You can insert temporary citations into an Office 2016 document from EndNote by highlighting the citations in EndNote and pressing Command-C to copy, then place your cursor in the Word 2016 document at the location you want to paste the citations and pressing Command-V to paste. You can also drag-and-drop the citations. When you are ready to format the citations, close the document in Office 2016 and open it in Office 2011, where the EndNote commands are available. You can then format the document as usual. The citations and bibliography should be converted to unformatted citations if the document will be edited again in Office 2016. Please note that Cite While You Write requires you to save Word documents on your computer. Working with documents stored only online is not supported.
     

If you have never installed Office 2011 and are installing Office 2016 through an Office 365 Business edition subscription:

Microsoft does not currently provide a link in Office 365 to download a previous version of Office. It is still possible to insert EndNote temporary citations into a Word document, then save a copy of that document as a Rich Text Format (RTF) document, and use EndNote’s Tools>Format Paper command to create a second paper with formatted citations and bibliography. Please see this article for instructions on using Format Paper.

18. How can I update EndNote to the latest version?

Windows:

There are 2 different options to get the X7.4 update:
1. Start EndNote X7. A splash screen is shown where you can download and install the update.
2. Start EndNote X7. Click on the tab above on 'Help' > 'Check for Updates'.

Mac:

There are 2 different options to get the X7.4 update:
1. Start EndNote X7. A splash screen is shown where you can download and install the update.
2. Start EndNote X7. Click on the tab above on 'EndNote' > 'Check for Updates'.

19. How to work or share or transfer an EndNote library via cloud based storage service?

Each EndNote library consists of two items:

  1. An .enl file (e.g., MyLibrary.enl)
  2. An .Data folder (e.g., MyLibrary.Data)

The .Data folder consists of the (PDF) attachments and the database files and subfolders.

A compressed library consists of one .enlx file (e.g., MyLibrary.enlx, compare with .docx, .xlsx, .pptx). The .enlx file is in fact a zip-file. You can create a compressed library via EndNote menu 'File-Compressed Library'. It is optional whether you would like to include file attachments or not. The .enlx file is primarily for transfer purposes (email, usb stick).

Never store an EndNote working library (the .enl file and .Data folder) directly on any cloud service for sharing, or even just for your own use. Better copy your library file and folder to your local disk and open your library from the local disk. After you have finished your work, close the library and copy the files and folders back to the 'cloud' storage disk. Never create and save a compressed library directly to 'cloud' storage. Again, better save it to your local disk and copy the file to the 'cloud' storage. Else, this will eventually lead to library corruption because of the way the cloud services synchronize files over the Internet. Such unusable cloud services would include, but are not limited to:

  • Amazon Cloud
  • Box
  • Dropbox
  • Google Drive
  • Office 365
  • Sharepoint
  • OneDrive (formerly SkyDrive)
  • SugarSync

Similarly, never store a working library on a flash drive, for much the same reasons.
The reason these methods are inadvisable is that when you are working in EndNote, it is saving data to multiple files, and the data must be saved in a set sequence. When flash drives and cloud services transfer that data, they change the sequence of file saves to make the files transfer faster. This might eventually lead to library corruption.
 

20. EndNote CWYW and collaboration in Office 365, SharePoint and Google Docs best practice

Please also see: Is EndNote X7 or EndNote X8 CWYW compatible with MS Office 365 / MS Word 365?

This issue describes how to safely share Microsoft Word documents you may create using EndNote (Online) when you are not on the same local area network, e.g. Office 365, SharePoint and Google Docs. (If you are on the same local area network, you can just keep the Word document in a shared folder.)

Converting a Word document with formatted EndNote (Online) citations in it to another word-processing format will corrupt the EndNote (Online) citations. This means if you are going to use Google Docs, as an example, you will need to unformat the citations ('Convert to Unformatted Citations' via EndNote menu in MS Word) before converting the document to Google Docs format and then either convert it back to Word format before formatting the citations or save it as a rich text format document and use the Format Paper command in EndNote to create a second document with formatted citations and bibliography.

If you leave the unformatted citations (e.g., {Doe, 2015 #2354} ) in the Word document, you can use a cloud service such as a Dropbox, Sharepoint, or OneDrive (formerly SkyDrive) with a shared folder to allow multiple people to work on the same document instead of emailing the document in all its versions around. With these services you can just open the file in Word, work on it, then close it and save it back to the same location.

However, Word files saved in the .docx file format can also be used with the Microsoft Web apps (Office 365 and SharePoint) in a browser, even with formatted EndNote citations, if handled with the proper care. This can be useful if you need to make minor edits on the run, or if you want to have a group of people looking at the same document from different locations while editing. Because OneDrive and Office 365 are making use of the Microsoft Web apps more popular, I would like to show an example of how to safely use them with EndNote.

Below is an example of what a Word document with formatted EndNote citations would look like when viewed in editing mode in the Web version of Word. Notice that all of the EndNote citations and the bibliography appear shaded (grey). So long as nothing inside the shaded citations is changed, the document can be safely edited in the Web application. The shaded field contains of hidden XML data of the EndNote reference which can be made visible with ALT-F9 (hidden with ALT-F9 again). Cite While You Write cannot be used in the Web app, so a user would need to open document in the desktop version of Word to edit the citations or change the bibliography style, but edits to the text can be done in this web mode. When the document is closed the EndNote codes will remain intact because the document is saved and worked with in the native Microsoft Word file format; it is not being converted to another format in order to be worked with it on the Web.

 

 

If you prefer to work with 'Unformatted citations' from the start of a new document, you may disable instant formatting via the 'Instant formatting is off' dropdown menu in MS Word. If you would like to convert existing formatted citations to unformatted citations then choose Convert to Unformatted Citations from the EndNote X7 tab in MS Word 'Convert Citations and Bibliography-Convert to Unformatted Citations’.

21. How do some Reference Manager commands work in EndNote? Find your commonly used Reference Manager commands in EndNote.

How do some Reference Manager commands work in EndNote? Find your commonly used Reference Manager commands in EndNote:

Reference Manager to EndNote “Cheat Sheet" (PDF)

Reference Manager to EndNote "Cheat Sheet" (Browser view)

 

22. Side by side: Compare EndNote and Reference Manager

EndNote and Reference Manager are both quality reference management solutions, used by thousands of researchers around the world. EndNote, known for its advanced reference management and bibliography creation tools, and Reference Manager for its reference sharing capabilities. But now, with the addition of library sharing and unlimited online storage in EndNote, there's no question as to which Thomson Reuters reference management solution will best meet your needs.

Consider the advantages using EndNote to find, store, create and share your research. EndNote X7 works with both Windows® and Macintosh®, and delivers many of your favorite Reference Manager features plus a whole host of other useful features. That is why we recommend you to purchase EndNote as it is more up to date and has many big advantages. If you are already a Reference Manager user, why not switch now? You are entitled to buy the EndNote upgrade and EndNote will open and convert your existing Reference manager databases.

23. How to move, change, reset or copy field content in EndNote

If you are looking for changing misspelled items in EndNote references there are several ways to change items. To change misspelled words you may find the menu item 'Edit-Find and Replace' very useful. This feature works similar to MS Words or any other applications 'Find and Replace' feature. Here you can select the target field where you would like to change misspelled words or carriage returns and insert anything in 'Find' and in 'Replace with' fields. By clicking 'Change' EndNote will look for the 'Find' item and replace it with the entered data in 'Replace with'.

For correcting Journal names (Synonyms abbreviated, long, custom), Keywords and Author names, you will need to go to the 'Term Lists' via 'Tools-Open/Define/Link Term Lists'.

However, how would you move or clear the whole content of a certain field, e.g. Abstract. Or assuming you have entered some confidential data in some field and you would like to share the EndNote library with other third parties and would like to clear the or replace the content of a field... Then you will need 'Tools-Change/Move/Copy Fields...'

Since this feature can be dangerous, please always backup your library file (.enl) and your folder (.Data) or make a compressed (.enlx) packed/zipped) copy of the library by choosing 'File-Compressed library (.enlx)...'

Go to 'Tools-Change/Move/Copy Fields...' Now you will see two tabs: 'Change Fields' and 'Move/Copy Fields'.

EndNote - Tools - Change/Move/Copy Fields... - Change Fields

EndNote - Tools - Change/Move/Copy Fields... - Change Fields

The listed options speak for them self. To clear the entire field for instance, you may choose 'Clear field' from the 'Change Fields' tab and select the correct field right after 'In'.

Pease be safe and make backups!

24. Sharing customized reference types between users

Please note: importing another reference type will replace your own reference type table and overwrite all changes.

To export the RefTypeTable.xml file:

  1. In EndNote, go to 'Edit'
  2. Click on 'Preferences'
  3. Select 'Reference Types'
  4. Click on 'Export' and save the file
  5. Click on 'Apply' and/or 'OK'

To import the RefTypeTable.xml file:

  1. In EndNote, go to 'Edit'
  2. Click on 'Preferences'
  3. Select 'Reference Types'
  4. Click on 'Import' and browse to the RefTypeTable.xml file to open it
  5. Click on 'Apply' and/or 'OK'

Advanced method:

Copy the RefTypeTable.xml file from the following location:

Windows XP or 2000:
C:\Documents and Settings\%Username%\Application Data\EndNote

Windows Vista or Windows 7 and Windows 8:
C:\Users\%Username%\AppData\Roaming\EndNote

Username in this case would be your computer login name.

Place RefTypeTable.xml in the same folder on the other user's account.

Macintosh OS X:

  1. Copy the RefTypeTable.xml file from the following location:
  2. Users:[your login name with the house icon]:Library:Application Support:EndNote
  3. Place RefTypeTable.xml in the same folder on the other user's account.
25. How can I import/export or link a term list?

To import or export a term list:

  1. In EndNote, go to 'Tools'
  2. Click on 'Define Term Lists'
  3. Select the library and list you wish to import to or export from, e.g., Authors, Journals, Keywords or a custom list
  4. To import: click on 'Import List' and select the file you wish to import
  5. To export: click on 'Export List' and select the file you wish to export
  6. Click on 'Close'

 

The advantage of linking a term list to a certain field in a reference (type): While entering new data, the existing terms will appear while you type, allowing you to select a term, resulting in faster and error free input.
To link fields with term lists:

  1. In EndNote, go to 'Tools'
  2. Click on 'Link Term Lists'
  3. Select the library you wish to edit
  4. You can now select/link your term lists with the fields
  5. Click on 'OK' after you finished linking
26. EndNote Desktop, Online and iPad® - Sharing libraries

There are many ways to share an EndNote Library or 'groups'. The below procedure describes different ways to share an EndNote library. Please also see EndNote - Sharing libraries, or the detailed description of 'Classic' network sharing (FAQ item 10).

Each EndNote library consists of two items:

  1. An .enl file (e.g., MyLibrary.enl)
  2. An .Data folder (e.g., MyLibrary.Data)

The .Data folder consists of the (PDF) attachments and the database files and subfolders.

A compressed library consists of one .enlx file (e.g., MyLibrary.enlx, compare with .docx, .xlsx, .pptx). The .enlx file is in fact a zip-file. You can create a compressed library via EndNote menu 'File-Compressed Library'. It is optional whether you would like to include file attachments or not. The .enlx file is primarily for transfer purposes (email, usb stick).

Never store an EndNote working library (the .enl file and .Data folder) directly on any cloud service for sharing, or even just for your own use. Better copy your library file and folder to your local disk and open your library from the local disk. After you have finished your work, close the library and copy the files and folders back to the 'cloud' storage disk. Never create and save a compressed library directly to 'cloud' storage. Again, better save it to your local disk and copy the file to the 'cloud' storage. Else, this will eventually lead to library corruption because of the way the cloud services synchronize files over the Internet.

Together with your EndNote Desktop license you are entitled to create an EndNote Online account. This account consists of your email address and a password. With this EndNote Online account you will be able to 'Sync' one of your libraries (your 'master' library) to the EndNote Online environment and to your EndNote for iPad.

Best practice to setup your EndNote Online account

This way your EndNote Desktop license will be correctly 'connected' with your EndNote Online account.

  1. Decide which of your possible multiple libraries will be your 'master library' which you would like to Sync to your EndNote Online or to your EndNote for iPad.
  2. Open the 'master library' in EndNote X7 desktop.
  3. Create a 'compressed library backup via 'File > Compressed library'. This feature will create a 'zip' file of your EndNote library (extension will be .enlx). Put this .enlx file in a backup folder. This is for safety reasons. If needed you will be able to restore your library from this .enlx file, just by opening this file with your EndNote desktop.
  4. Go to 'Edit - Preferences - Sync'.
  5. Click 'Enable Sync'.
  6. Click 'Sign up'  and enter your email address and click 'Submit'.
  7. Enter additional information and enter a password.
  8. Do not check 'Automatically Sync' yet untill you are familiar with the Sync feature.

Perform your first sync manually via 'Tools > Sync'. Go to https://www.myendnoteweb.com and login with your EndNote Online account credentials to see the Online (synced)  version of your library.
Download and install your EndNote for iPad version from the Apple App store and enter your EndNote Online credentals to Sync your library to your iPad.
If you have ever synced another library in the past, the system will warn you that the library you are trying to Sync is different than the one used before. Please do not proceed before making a decent backup of your current 'master' library.

There are four different options to share your library.

A. Share your 'master' 'Sync' assigned library accross your own devices (EndNote desktop, Online, iPad). 
     Please see above.

B. Share your 'master' and 'Sync' assigned library with 14 other colleagues.

  1. Your colleagues should create an EndNote Online account first. See above 'EndNote Desktop, Online and iPad®' or via https://www.myendnoteweb.com.
  2. After you have setup your own EndNote Online account and you have assigned your 'master' library for syncing and you have synced once (f.i. via 'Tools > Sync'), you may share this specific library via 'File > Share'.
  3. Enter the email address (EndNote Online account) of your colleague and click 'Invite'.
  4. Your colleague will receive an email and will need to confirm and login once with his/her EndNote Online account.
  5. After confirming and loging in, your colleague opens the 'shared' library via 'File > Open Shared Library'. Your colleagues will have 'read-write' access to the library you shared with them.
  6. You may unshare anyone from sharing via the 'File > Share' screen.
  7. On their turn, your colleagues will be able to setup their own 'master' sync library and share their own library with other colleagues.

A detailed description can be found here on our web site.

C. Share a reference 'group' with other EndNote Online accounts.

  1. Go to https://www.myendnoteweb.com
  2. Login.
  3. Go to 'Organize > Manage my groups'.
  4. Check 'Share' right behind the 'Group' you would like to share.
  5. Click 'Manage sharing' and 'Start sharing this group'.
  6. Enter your colleague's EndNote Online account email address.
  7. Choose 'Read only' or 'Read & Write'.
  8. Click 'Apply'.
  9. Your colleagues will get notified and need to confirm by loging in.

Please mind: Attachments of references will not be shared if you use 'Group sharing via EndNote Online'.

Important: Once your colleagues get groups shared they will need to login to the EndNote Online environment and check the following settings:

 'Organize > Other's Groups':

  1. Show
  2. Use for Cite While You Write

D. Classic 'file' sharing via the network via a shared folder. 
     Please see the detailed instructions on our web site FAQ pages.

 

27. How can I (manually) backup my library?

Each EndNote library consists of two items:

  1. An .enl file (e.g., MyLibrary.enl)
  2. An .Data folder (e.g., MyLibrary.Data)

The .Data folder consists of the (PDF) attachments and the database files and subfolders.

A compressed library consists of one .enlx file (e.g., MyLibrary.enlx, compare with .docx, .xlsx, .pptx). The .enlx file is in fact a zip-file.

There are different ways to backup your library.

Backup via the EndNote application:

  1. Create an ‘EndNote backup’ folder.
  2. Start EndNote and open your library.
  3. Choose ‘File > Compressed Library (.enlx)...’. 'Compressed Library (.enlx)' screen will be displayed.
  4. Depending on the criteria you select with the 'Create' option, you can compress the entire library, a group set, a group or references that you have selected in your library with or without file attachments, and email your compressed library with the 'Create & Email' option. Best is to backup the whole library including attachments (default).
  5. Click 'Next' button to backup the compressed your library.
  6. Save the .enlx file (compressed/zipped EndNote library file, e.g. Mylibrary.enlx) to the ‘EndNote backup’ folder (step 1).

Restoring a Compressed Library File

  1. Start EndNote and choose 'File > Open library' and browse to the .enlx file and click 'Open'.
  2. When the .enlx file is opened, EndNote will extract the .enl file and the .Data folder to the same folder where the. enlx file has been opened. Therefore, you might wnat to copy the .enlx file to a folder where you want the library file and folder to be extracted, before opening the .enlx file.

Manually backup your library:

  1. Create an ‘EndNote backup’ folder.
  2. Browse via Windows Explorer or with Mac Finder to the folder where your library resides.
  3. Copy the .enl file and .Data folder (e.g. ‘Mylibrary.enl’ file and ‘Mylibrary.Data’ folder) to the ‘EndNote backup’ folder.
28. Is EndNote X7 or EndNote X8 CWYW compatible with MS Office 365 / MS Word 365?

Please also see EndNote X7.5 - X7.7.1 or EndNote X8 Windows or Mac: Missing or non-functional CWYW in MS Word 2016.

Yes, EndNote X7 and EndNote X8 Cite While You Write (CWYW) both are compatible with Office 365 or MS Word 365. Office 365 is a subscription plan for the cloud/Online application. This subscription allows you to download MS Office 2016 or MS Word 2016 (or lower version). Login to your Office 365 account and download the Office 2016 (or lower version) and install it. Make sure you also have the latest patches and updates. After you have installed Office 2016 follow either of these two paths:

If you haven't installed EndNote X7 or EndNote X8. Start the setup and install. Update to the latest version (Windows: Help > Check for Updates / Mac: EndNote > Check for Updates).

If you already have installed EndNote X7 or EndNote X8 before installing Office 2016 (or lower version), just run 'Configure EndNote' (Windows) or 'EndNote customizer' (Mac).

Always close all MS Office applications (MS Word, Outlook, Excel etc.)

Windows

  1. Browse to the EndNote Program Files folder:

    64-bit Machines: C:\Program Files (x86)\EndNote X7\
                                  C:\Program Files (x86)\EndNote X8\
    32-bit Machines: C:\Program Files\EndNote X7\
                                  C:\Program Files\EndNote X8\ 
  2. Run the 'Configure EndNote.exe' utility.
  3. Make sure 'Configure EndNote components' is selected and click Next.
  4. Select Cite While You Write add-in for Microsoft Office and click Next.
  5. Click Finish.


Mac

  1. Click the EndNote menu and select 'Customizer'.
  2. Check the box in front of the 'Cite While You Write' option.
  3. Click next until the Customizer is finished. Open a library.

 

29. EndNote X7.5 - X7.7.1 or EndNote X8 Windows or Mac: Missing or non-functional CWYW in MS Word 2016

EndNote X7.5 through X7.7.1 and EndNote X8 for Windows or Mac: Cite While You Write (CWYW) tools are disabled or missing in MS Word 2016 (MS Office 2016)

If you have installed EndNote X7.5 or higher or EndNote X8 and the Cite While You Write (CWYW) toolbar does not appear in MS Word 2016 or the CWYW tools do not function as expected, please follow the following instructions:

If you have EndNote X7, update EndNote to version X7.7.1 (latest X7 version).  Update to the latest version (Windows: Help > Check for Updates / Mac: EndNote > Check for Updates). You will need EndNote version X7.5 or higher or EndNote version X8.
To see which version you have on Windows choose 'Help > About EndNote' and on Mac 'EndNote > About EndNote'.

The same applies for MS Word 2016. Update your MS Word 2016 to the latest updated version.

If the CWYW tools do not work or the EndNote X7 or X8 CWYW toolbar/ribbon does not appear:

Please follow the Windows or the Mac troubleshooting items:

Windows

Check 1

  1. Word 2016: Click on the File ribbon and select 'Options'.
  2. Click on 'Add-ins'.
  3. Change the 'Manage' options to 'Disabled Items' (bottom of the screen).
  4. Click Go.
  5. Highlight any EndNote item(s) and click 'Enable'.
  6. Click OK.

Try the CWYW tools again.

 

Check 2

  1. Close MS Word and browse to the EndNote Program Files folder:

    64-bit Machines: C:\Program Files (x86)\EndNote X7\
                                  C:\Program Files (x86)\EndNote X8\
    32-bit Machines: C:\Program Files\EndNote X7\
                                  C:\Program Files\EndNote X8\
     
  2. Run the 'Configure EndNote.exe' utility.
  3. Make sure 'Configure EndNote components' is selected and click Next.
  4. Select Cite While You Write add-in for Microsoft Office and click Next.
  5. Click Finish.
    Note: The message may read that the Configuration was cancelled.
  6. Open Microsoft Word and look for the EndNote X7 or the EndNote X8 tools in the ribbon.

 

Check 3

After installing EndNote X7 or EndNote X8 the EndNote X7 or EndNote X8 Cite While You Write (CWYW) toolbar/ribbon was available in MS Word, however after restaring MS Word it has disappeared. EndNote X7 or EndNote X8 is not visible or active.

  1. Start MS Word as ‘Administrator’:
      Start > Run > RIGHT mouse click MS Word 2016 > More > Run as administrator
  2. Go to: File > Options > Add-ins
  3. Choose ‘Com Add ins’ and click ‘Go’.
  4. Check ‘EndNote Cite While You Write’ and click ‘Remove’.
  5. Close MS Word.
  6. Start MS Word again as ‘Administrator’:
      Start > Run > RIGHT mouse click MS Word 2016 > More > Run as administrator
  7. Go to: File > Options > Add-ins
  8. Choose ‘Com Add ins’ and click ‘Go’.
  9. Click ‘Add’.
  10. Browse to folder:
     
      EndNote X8: C:\Program Files (x86)\Common Files\ResearchSoft\Cwyw\18\
     
      EndNote X7: C:\Program Files (x86)\Common Files\ResearchSoft\Cwyw\17\
     
  11. Select/Click ‘EndNote Cwyw.dll’

    If this file isn't available please follow up 'Check 2' Windows (above) first.
     
  12. Click ‘Ok’.
  13. Close MS Word.
  14. Start MS Word as normal.
  15. Now the EndNote X8 toolbar should be available.

 

Check 4

  1. Browse to 'C:\Users\[USERNAME]\AppData\Roaming\Microsoft\Templates\Normal.dotm'. Rename the 'Normal.dotm' to 'Normal.dotm_bak'. MS Word will re-create the file when restarted.
  2. Start MS Word

 

Check 5

With Word 2010/2013/2016, the Ribbon tab may also be unchecked.

  1. Click on the File menu and select Options.
  2. Click on Customize Ribbon and Check EndNote if it is unchecked.
  3. Click OK to display the EndNote tab in the Word Ribbon.

 

Check 6

If the option to 'Disable all Application Add-ins' is checked in Word 2016, that can also cause the tools to not appear. To turn off this setting, do the following:

  1. MS Word 2016: Click on the File ribbon and select 'Options'.
  2. Click on 'Trust Center'.
  3. Click 'Trust Center Settings'.
  4. Click 'Add-ins'.
  5. Uncheck 'Disable all Application Add-ins (may impair functionality)' and click OK.
  6. Click OK.
  7. Exit Word and then re-open it.

 

Mac

Check 1

  1. EndNote X8 (or X7.7.1): Start EndNote X8 (or X7.7.1).
  2. Open Word. In Word, click on the Word menu and select About Word. Make sure this reads at least version 15.23. If you do not have this version click on the Help menu and select Check for Updates. Follow the steps to update Word.

    EndNote X8 (or X7.7.1): Close Word and go to EndNote.
     
  3. Click the EndNote menu and select 'Customizer'.
  4. Check the box in front of the 'Cite While You Write' option.
  5. Click next until the Customizer is finished. Open a library.
  6. Then open Word 2016 and check the Ribbon for the EndNote tab.  (NOTE: The EndNote CWYW tools no longer appear under the Tools menu; rather appears as a separate tab in Word).

 

Check 2

  1. Close Word and EndNote.
  2. Open your hard drive and go to the following folder:

    EndNote X8: Applications: EndNote X8: Cite While You Write
    or
    EndNote X7: Applications: EndNote X7: Cite While You Write
     
  3. Copy the file 'EndNote CWYW Word 2016.bundle' by highlighting the file and going to 'Edit > Copy'.
  4. Go to the folder '[Hard Drive Name] : Library : Application Support : Microsoft : Office365 : User Content : Startup : Word' and paste the file, 'Edit > Paste'.

    Note: If you have trouble finding the above location you need to click on Finder (in the Dock the icon of a face) to the right of Finder click on the Go menu then click on Computer then click on the Macintosh Hard Drive. You should then be able to follow the path above.
    Note: In non-English versions of Word, the folder named 'Startup' may be called 'Start' or be in the localized language of Word.
     
  5. Start Word, go to 'Word > Preferences' and click on 'File Locations'.
  6. If the Startup folder is set to any location, highlight 'Startup' (see above note at item 3) and click on 'Reset'.
  7. Click 'OK' and Quit Word.
  8. Start EndNote and then start Word

    Regarding step 3:

    NOTE: If you do not see the "EndNote CWYW Word 2016.bundle" file in the "Applications: EndNote X8: Cite While You Write" folder (or if this file is not the most up to date version), you can follow these steps: 
    Download a copy of the latest EndNote online tools here. Run this file and follow the steps to install the tools in Word.

EndNote X8 CWYW Bundle OS X Sierra 10.12 MS Word 2016