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Endnote for MAC   Tags: endnote, how to, mac  

An introduction to EndNote for MAC users. How to create a Library and use Word to cite references and create a bibliography. How to get the items for your references.
Last Updated: Mar 15, 2015 URL: Print Guide RSS Updates

What is EndNote? Print Page

About EndNote

EndNote is software that :

  • keeps records including details of books, book chapters, journal articles, websites, conference papers and theses.
  • organizes records in groups and allows you to add keywords, labels and notes
  • creates and formats reference lists in a selected style in Microsoft Word or Open Office Writer documents.  Use styles such as APA, Chicago, Harvard, MLA and Vancouver.
  • gets articles for you (PDF files)
  • saves records from search engines and databases
  • searches library catalogues and resources like PubMed to find items

EndNote Library Features

EndNote  can make managing a reference list and collecting articles a fairly simple task. It reduces the need to re-type information repeatedly, saving time and minimising errors.

It has many reference types which can be changed to suit your requirements. A library file can store an unlimited number of references. They can be edited, searched and sorted in many ways.

References can be added by typing in relevant details or they can be retrieved from the catalogue, Discovery and other sources such as ISI Web of Science and Academic Source Premier.

Files can be attached to your references. Usually a single PDF file is all that you will need but you can attach up to 45 files per reference. 

EndNote can also search the web, locate an article in PDF format and attach it to a reference based on the information in the reference alone, even when you need to connect through Discovery to get an article.  It can also check the University Source It @ Melbourne system to connect you to many resources.

The help menu in EndNote is a great source of information about various features of the program.  It also comes with an extensive users manual.


10 Things to Know about Endnote

1. EndNote does not replace the style manual. It will make it easier to follow the manual, but you will still need the manual.
2. Garbage in, garbage out. So check your import results, especially when working with sources such as Google Scholar
that may have inconsistent data.
3. Use one EndNote library for all of your writing. It will make your life easier in the long run.
4. Use the Edit Citation command to make changes to citations in documents. Trying to make changes on the screen risks
corrupting the EndNote citations.
5. If you are using footnote styles, your word processor controls the numbering and placement of the footnote and EndNote
controls the formatting. So you will first need to insert the footnote using your word processor, then insert the EndNote
citation into that footnote.
6. EndNote provides five ways of importing references:

  • Online search
  • Direct export
  • Importing text files
  • Importing PDF files
  • Through the Capture button in EndNote Web, which can import one record at a time into either an EndNote or an EndNote Web library.

The method you use will depend on which databases you need to work with. Talk to your librarian about searching online databases. They can tell you which databases you have available to you and the best way of searching them.

7. Online search uses the z39.50 Internet protocol, a standard protocol that was developed just for searching and retrieving bibliographic data. It has limitations.

  • It does not work through proxy servers.
  • It does not use the same port your browser uses.
  • It is not the same protocol your browser uses.

8. EndNote can be customized.

9. For collaboration, use the EndNote Web feature set in EndNote to store references online where your entire project team can access them.

10. Back up your EndNote Libraries.

from EndnoteX5Machelp.pdf


System Requirements

  • Mac OS X 10.6 and later

  • Intel-based Macintosh

  • Hard disk with 400 MB available

  • Minimum 256 MB of available RAM

** To update your Mac OS, go to "System Preferences / Software Update" or go to

ENdnote X7 will work With MS Word 2008 and 2011

 In order to use EndNote’s Connect command, an Internet connection is required. To use the Open Link command to access a website, you also need a web browser installed.

In the Finder, choose About This Mac from the Apple


Current Version of Endnote - X7

The current release of EndNote includes the following new features:

  • PDF Importing — now you can specify a particular folder into which EndNote will automatically save PDFs every time and define your own EndNote PDF naming scheme so that attachment are easily recognisable and searchable in and outside the software.
  • Cite in Microsoft PowerPoint (only available on Windows) — Save time using EndNote to insert citations or bibliography entries into your Microsoft PowerPoint presentations — no more manual typing or copy and pasting by hand!
  • Category Bibliography in Cite While You Write — Add subheadings to your bibliography in Microsoft Word using your own categories or predefined reference types in an output style — great for distinguishing different topics or primary and secondary sources.
  • New Reference Types — Use three new reference types to accurately categorise your research material. Choose from Interview, Podcast, Conference Paper and Press Release.
  • Customisable Display — Drag and drop to reorder column headings in the Library reference list and customise which columns display with just a right-click. Now you can also control if/how the reference ratings and read/unread fields are displayed.
  • Shared Group Indicator — Quickly identify groups that you’re sharing online from within your EndNote desktop.
  • Improved Quick Search — Your quick reference searches now automatically include results from PDFs and PDFs annotations.
  • Background EndNoteSync — the sync service now occurs in the background with non-intrusive feedback about its progress or issues. This means your work is uninterrupted and continuously backed up.
  • Dual Platform Usage — now the same product key can be used to install EndNote X7 on both platforms with up to three computers total per user allowed with a standard single licence. So if you buy EndNote X7 for Windows now, you’ll be able to download the Mac version for free once it’s available!



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