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EndNote: referencing management software

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EndNote is software designed to allow researchers to record, organise, and use references found when searching literature for information.

The Queensland University of Technology has a site licence for EndNote, which permits current staff and students of the University to use the software both at work and at home. You cannot run two versions of the software (e.g. Versions 7 & X or X1) on the same computer. The software cannot be made available to family, or colleagues of QUT staff and students. Staff and students may not use EndNote software obtained through QUT after leaving the university. Read the License Document.

Obtaining a copy of EndNote software

Support and training

Version currently supported

QUT Library supports EndNote X1.0.1 (version 11) for Windows from semester 2, 2008. New users of EndNote are recommended to use this version.

EndNote 7 and EndNote X.0.2 (version 10) are available for download but are not fully supported.

Version X1.0.1 compatibility

If you intend to share libraries when collaborating or engaging in group work, check that all members of the group have compatible versions.

With EndNote 8, 9 and X (10)

EndNote X1.0.1 is completely compatible with EndNote X, EndNote 9, and EndNote 8. However, if you want to send your EndNote X1 library to a colleague using version 8 or 9 or 10, make sure that you send the .DATA folder as well.

With EndNote 7

There are backward compatibility issues with EndNote X1.0.1 and EndNote 7. After you upgrade from EndNote 7 to EndNote X1 your EndNote libraries will be automatically converted when you open them in EndNote X1. Once you have converted your data to EndNote X1.0.1 you cannot easily go back to EndNote 7 or earlier versions. If a document which has been formatted with EndNote 8 or 9, 10 or 11, is subsequently formatted with EndNote 7 or earlier version of the software, all references will be deleted.
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System requirements and software compatibility

  Windows Macintosh
System and hardware
Word Processing

EndNote will not run under Linux or other Unix operating systems.
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Obtaining and installing EndNote X1.0.1

As a current staff member or student, you can obtain a copy of the EndNote software by either downloading it from this page of the library web site, or from a CD available for loan from any branch library. Check availability of EndNote CDs in the Library Catalogue

Before attempting to install EndNote on a QUT PC or laptop, please log a job with the IT Helpdesk for your faculty CSO to un-install (older versions of EndNote), install EndNote, and provide you with read-write access to the EndNote folder (C:/Program Files/EndNote X1)

If you are installing EndNote on your own PC or laptop, ignore the above.

  1. Check System and Hardware requirements for Windows or Macintosh 
  2. Check Word Processor compatibility for Windows or Macintosh
  3. Backup EndNote libraries, custom styles, filters, and connection files to another location on your PC, a flash drive, and/or a network drive.
  4. Unformat  any documents that have been formatted with Endnote and MS Word (either via the toolbar in Word, or via Word->Tools->EndNote->Unformat Citations). The references in your document will change from their formatted form, e.g. (Smith, 1998) to their unformatted form, e.g. {Smith, 1998 #77}. Save these changes.
  5. Uninstall current version of EndNote via Start -> Control Panel-> Add or Remove Programs
  6. Download EndNote X1 files for Windows or Macintosh
  7. Install EndNote X1. (NOTE: To install the Examples folder to C:\Program Files\EndNote\, untick “Install Examples to common document folder” in the “Select Destination” window during setup for installation.)
  8. Install the EndNote X1.0.1 patch:- Go to Start->All Programs->EndNote and select 'Update EndNote'.
  9. Copy any EndNote libraries, styles, filters and connection files (backed up in step 3) back to the PC.
  10. Start using EndNote

The Word Cite While You Write add-in files are now stored in a common folder at C:\Program Files\Common Files\Thomson ResearchSoft\Cwyw\. ISI advises that this will reduce problems for users who share a computer.

If the EndNote tools do not appear in Word, use the Configure EndNote Utility. Access this utility from Start-> All Programs-> EndNote. Alternatively use the file Configure Endnote.exe in the folder C:\Program Files\EndNote X1\.
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PREVIOUS ENDNOTE 7 USERS - Convert existing EndNote 7 library

When you open your library for the first time in EndNote X1, EndNote will offer to create a converted version of the library, with a new name. The original library will remain intact. You should keep a copy of the original library and store it in a safe place, in case you later decide to revert to an earlier version of EndNote. You can change the name of the original library.

The references in the new, converted library in EndNote X1.0.1 will have the same record numbers as in the original library in your earlier version of EndNote.

PREVIOUS ENDNOTE 7 USERS - Reformat MS Word documents

You may need to use the Format Bibliography command on the EndNote toolbar or menu in Word, to format citations if they were unformatted before upgrading. When you open a Word document which you had been working on while using an earlier version of EndNote, you can continue to add citations to it in the normal way.

Any output styles, filters or connection files that you had been using in an earlier version of EndNote should still work in EndNote X1.0.1.
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Other versions of EndNote available

Support for these versions at QUT is limited.

EndNote X.0.2 for Windows

Remove CWYW7 files from MS Word Startup menu. Open the MS Word Startup folder and delete the following 2 files:

From the links above or the CD, download and save the version appropriate to your system. Unzip (Windows) or unstuff (Mac) the file. Install the program by double clicking the filed named setup.exe (Windows) or EndNote X Volume Installer (Mac)

After installing, before using EndNote X.0.2, Copy two CWYW 10 files into the MS Word Startup folder. Open the folder C:\Program Files\Endnote X and copy the following two files

Paste them into MS Word Startup folder.

EndNote 7.0 for Windows

Install EndNote 7 only if you need to share EndNote libraries with colleagues using version 7.

1. Download (QUT Access account and password required):

2. Install the program by double clicking on setup.exe file.

3. So you will be able to toggle between MS-Word and EndNote with the keyboard shortcut Alt+1

EndNote 9.0 for Macintosh

1. Download (QUT Access account and password required):

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