EndNote Library Management

For system and hardware and word processor compatibility visit: https://endnote.com/product-details/compatibility/

Quick tutorials: EndNote 20 for the Mac in seven minutes ~ EndNote 21 for the Mac in seven minutes

While EndNote works similarly between Windows and MacOS, there are some important differences.

Installing EndNote

After downloading the install package from https://myutaccount.utoledo.edu/, you should be able to follow the normal Mac installation procedures. If the software will not install (lately the problem is being seen with EndNote 21), go to your Downloads folder (or wherever you saved the install package), right click on the install package and select Open. Users have reported success using that method, though variations in versions of iOS make this hard to predict.

After installing EndNote

The first time you open EndNote after installation, it may look as if EndNote did not install. EndNote doesn't automatically create a new library to open. Look at the top of your screen to see the EndNote toolbar. On the toolbar, click File >> New... and give your new library a name and save it.

Finding the medical.txt journal title abbreviations file

The first thing to do when you create a new library is to import the list of medical journals and their abbreviations. To find the file you want to import, go to the Applications >> EndNote >> Terms directory.

Importing references from databases into EndNote: Configuring your Mac

Generally, opening the file of exported references will automatically import them into your EndNote library. This is not always the case. If you can't export references into EndNote automatically, you may need to configure your system to open downloaded export files with EndNote:

• Go to the Downloads folder
• Control-click or right click on the file  
• Select Get info
• Go to Open with...
• If EndNote does not appear in the list, select Other and search for EndNote.
• Once EndNote has been selected, click on Change all.

In some browsers direct export does not work, so citations will be converted to text files for importing. To import a text-formatted file citation into EndNote:

• Put EndNote in your dock by starting the EndNote program
• Save the citation to the desktop
• Drag the citation to the EndNote icon

After this, the EndNote program opens and you are prompted to choose an EndNote Library into which to import the citation.

NOTE: EndNote operating slowly? A backup program may be running in the background and slowing down the process. Try moving the EndNote files to a separate folder on the drive (at its own level).

Using EndNote with Apple Pages

EndNote integrates with Pages, though you may need to download the Pages EndNote plug-in from the app store. For more information on compatibility, see the EndNote help page.

EndNote and PowerPoint on MacOS

Currently, EndNote does not integrate with PowerPoint on a Mac. It will only integrate with Apple Pages and Microsoft Word only.

Transferring files from Mac-to-PC or PC-to-Mac

Consult the EndNote web site for current instructions on transferring EndNote files from one operating system to the other.

To restore EndNote Tools in Word on MacOS

If the EndNote menu was not installed in your word processor when you installed EndNote, it is likely there is a compatibility issue. Check the compatibility requirements.

[To fix earlier or later versions: https://support.clarivate.com/Endnote/s/article/EndNote-for-Mac-Tools-disappeared-from-Word?language=en_US]

First, try rebooting your computer. If that does not work, try the following:

• Install the EndNote update(s) from http://endnote.com/support/enupdates.asp

• 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 the tools do not appear:

1. Close Word and EndNote.
2. Open your hard drive and go to the folder: EndNote X-: Applications:EndNote X-:Cite While You Write
3. Copy the file EndNote CWYW Word 2011.bundle
4. Go to the folder Applications:Microsoft Office 2011:Office:Startup:Word and paste the copied file
5. Start Word, go to Word > Preferences and click on File Locations
6. Make sure the Startup folder is set by highlighting Startup and clicking on Modify. Select the folder Applications:Microsoft Office 2011:Office:Startup:Word and click Choose
7. Click OK and close Word.
8. Start EndNote and then start Word.

If the tools still do not appear:

• Change Word Preferences so it will not automatically open up the document gallery (which can prevent EndNote from connecting)

Reinstall EndNote

As a last resort, try reinstalling EndNote. For technical assistance contact EndNote Technical Support.

If error messages are received when attempting to insert citations from EndNote into Word, it may be due to incompatability with iCloud automatic backup. Try moving the EndNote library to a non-backed up folder (be sure to include the EndNote library's associated data file with it).

If Word crashes when attempting to insert citations, it may be due to corrupt preferences. For a potential solution see: