Faculty, Retired Faculty, Staff and Graduate Students of KU's Lawrence and Edwards campuses may download EndNote software on KU owned computers and laptops, as well as on personal computers for home use. Upgrades to EndNote will also be provided during the term of this license agreement. Upon termination of the EndNote agreement, all users of the software are obligated to uninstall the software. By downloading the software, you agree to abide by these terms and conditions.

Undergraduates are not covered under this license. KU provides RefWorks for undergraduate use.

KU currently supports EndNote X3 for Mac and Windows and recommends these versions for all users. EndNote X3 is compatible with Microsoft Windows XP and Vista, and with Mac OS X (10.4 and higher). The Cite While You Write feature is compatible with Microsoft Word 2003, 2004 (Mac), 2007, 2008 (Mac), Pages '09 and OpenOffice Writer.

For discussion of new features and how to download and install the update, please review the information at www.endnote.com

Faculty, Retired Faculty, Staff and Graduate Students of KU's Lawrence and Edwards campuses may download EndNote software on KU owned computers and laptops, as well as on personal computers for home use. Upgrades to EndNote will also be provided during the term of this license agreement. Upon termination of the EndNote agreement, all users of the software are obligated to uninstall the software. By downloading the software, you agree to abide by these terms and conditions.

NOTE: The installation requires administrator rights on your machine. If you do not have administrator rights then you will need to contact your technical support to install this software.

In the case of University owned and supported workstations, please check with your local technical support staff person before installing this software. The installation requires administrator rights on your machine. If you do not have administrator rights then you will need assistance to install this software.

Download and install EndNote by clicking the appropriate link below.

NOTE: Please check with your local technical support staff person before installing this software. The installation requires administrator rights on your machine. If you do not have administrator rights then you will need assistance to install this software.

First, back up your files:

Next, uninstall the older version of EndNote (from XP):

1. Go to the Start menu > Control Panel > Add or Remove Programs.
2. Select EndNote and click Remove.

Install EndNote X3:

1. Log in with your KU Online ID to download this software.
2. Click on the downloaded file to extract the installer (.msi) and license file (license.dat).
3. Close all applications, then double-click on the installer package, "enx1inst.msi", to start the installation.

Depending on the security settings on your computer, you may see a dialog box that states "The publisher could not be verified. Are you sure you want to run this software?" If you see this, click the Run button.

4. Follow the instructions given by installation wizard to complete the installation. Click on the “Next” button to move forward through the following installation dialogs:
   • Welcome to EndNote X3.
   • Select Installation Type: The Typical installation is selected by default, and is recommended. If you wish, you can select Custom to hand pick the file groups to install. The Typical installation is a smaller installation and it will not include the KU connection filter. You will need to add this manually at the end of the installation process (see Step 8).
   • Select Destination: By default, EndNote is installed in the C:\Program Files\EndNote X3 folder. Click “Browse ” button if you wish to change the folder.
   • Select Default Reference Manager. This is very important. If you are using Word 2007 and you want to retain the use of Words’ native Citation Management tools, UNCHECK “Use EndNote as my default reference manager”.
   • Ready to Install: You can click " Cancel” button to stop the installation or click “Back” button to change the installation information. But once you click “ Next” button, the installation program will begin installing EndNote files.
     
     
5. The final dialog is EndNote X3 is successfully installed, you can either click “Finish” button to close the installation wizard or click “Run” button to start EndNote X3.
   
6. Now test to ensure that EndNote was successfully installed :
   • Click “ Start” button, select “All Programs” and then select “EndNote”. Click “EndNote Program” to launch EndNote. Close EndNote.
   • Start Microsoft Word, Pages or OpenOffice Writer, and look for the EndNote toolbar or ribbon tab. If you do not use any of these three word processing programs, skip this step.
     
7. If you created customized EndNote styles, import filters, or connection files in a previous version of EndNote, and saved those files prior to uninstalling that version, move those files to the appropriate folders in the "EndNote X3" program folder (style files go in the "Styles" folder, import filters go in the "Filters" folder, and connection files go in the "Connections" folder). If you do not have any customized EndNote files, skip this step.
8. (NEW) EndNote no longer installs the KU Connection filter in the default installation. You must install the KU Connection filter manually by downloading this file, UKansas.enz, and saving it to the Connection folder found in the EndNote program folder. Be sure to save the file in the C:\Program Files\EndnoteX3\Connections folder (or for Macs, in the Applications: EndNoteX3\Connections folder.

(NEW) Configure EndNote X3: Find Full Text

The find full text feature uses several technologies to maximize the chances that EndNote will find all available PDFs. You must configure this tool to conform to the KU library resources.

1. From within EndNote go to Edit > Preferences > Find Full Text.
2. Check the four check boxes and fill in the following information in the text boxes:
   • OpenURL Path: http://vv6tt6sy5c.search.serialssolutions.com
   • Authenticate with: http://www2.lib.ku.edu:2048/login
3. Click OK

NOTE: Please check with your local technical support staff person before installing this software. The installation requires administrator rights on your machine. If you do not have administrator rights then you will need assistance to install this software. EndNote X3 requires Mac OS X 10.4 or higher. Cite While You Write is compatible with Word 2004, Word 2008, Pages ’09, and OpenOffice. Check compatibility with word processing software .

First, back up your files:

Next, uninstall the older version of EndNote:

1. Start the older version
2. From the EndNote menu, select Customizer.
3. Select all of the options and click Uninstall.
4. Click Next and follow the prompts.
5. Drag the entire EndNote folder to the trash.

Install EndNote X3:

1. Log in with your KU Online ID to download this software.
2. Depending upon your browser (Safari, Internet Explorer, Firefox):
   • Safari will download and automatically start the installation.
   • Internet Explorer will download the XXX_EndNoteX3.dmg file to the local machine. You will need to find this file and click on it to initiate the installation.
   • Firefox will do either of the above depending upon how it is setup.
3. Once the installer has started a window with the image of two folders will pop up.
4. Drag the EndNote X3 folder into the Applications folder.
5. Double click on the Applications folder, then the EndNote X3 folder, then the EndNote X3 application icon in order to launch EndNote and the Customizer program.
6. Follow the instructions on the screen to complete the installation.
7. The Customizer will automatically install the Cite While You Write tools into Microsoft Word or Pages program.
8. Now test to ensure that EndNote was successfully installed:
   • Go to the Applications folder and click “EndNote Program” to launch EndNote. Close EndNote.
   • Start Microsoft Word, and look for the EndNote toolbar. If you do not use Microsoft Word, skip this step.
   • If you do not see the EndNote toolbar, look under View > Toolbars. EndNote X3 should be listed at the bottom of the list.
9. Existing users: If you had created customized EndNote styles, import filters, or connection files in a previous version of EndNote, and saved those files prior to uninstalling that version, move those files to the appropriate folders in the "EndNote X3 " program folder (style files go in the "Styles" folder, import filters go in the "Filters" folder, and connection files go in the "Connections" folder). If you do not have any customized EndNote files, skip this step.

A known installation issue is that sometimes after installing EndNote, the Cite While You Write (CWYW) toolbar does not show up in Word. The CWYW toolbar provides tools that allow you to insert formatted citations into your document while you are writing it.

For fixes and workarounds when dealing with 3rd party applications, go to EndNote FAQ 11.

While EndNote X3 is compatible with Vista, Vista users should check the EndNote Vista FAQ for the latest information.

EndNote Tutorials are available online.

Face to Face training: Workshops and one-on-one help are available through Information Services. A list of workshops is available online or for more information, call 864-0410 or email training@ku.edu, or visit: www.infotraining.ku.edu.

EndNote Workshop Handouts: http://www.techdocs.ku.edu/?E

EndNote Web works similarly to EndNote but your library is stored remotely. Although not as robust as EndNote, EndNote Web makes an excellent complement to your local installation of EndNote particularly when it comes to sharing your resources with others or when working in multiple locations. For more information go to www.endnoteweb.com.

For help downloading EndNote:

Please contact your technical support staff, or the IT Customer Service Center at 864-8080 or itcsc@ku.edu.

For help using EndNote:

Information Services offers instructor-led EndNote workshops for the entire KU Community, and Deskside Coaching (one-on-one consulting for faculty and staff ). Instructions for importing references are available online. Phone and email help is also available at 864-0410 and training@ku.edu.

Troubleshooting and help information is also available on EndNote's web site at www.endnote.com/support.

In order to use your EndNote library, you must be at a computer that has EndNote installed. EndNote X1, X2 and X3 libraries will work in any of those versions of EndNote.

Find EndNote on KU's Lawrence and Edwards Campuses

Select EndNote from the Filter lab list menu to the right and click Filter button.