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EndNote: Obtain EndNote

This software package for managing references (citations) is available free to Monash University students and staff. This guide has information about working with EndNote in the Monash University environment.

Instructions for downloading EndNote

EndNote software available from Monash is restricted to Monash staff and students only.  Your Monash user name and password is required to download the software. The latest version of EndNote is X8.

The following information must be considered prior to installation of the software:

  • Check the EndNote software and hardware requirements prior to download. (Note: this link directs you to EndNote.com, do not download it from this page)
  • Microsoft Word must be correctly installed on your computer prior to installation.
  • When downloading the software a custom installation needs to be performed. 

Do you have a problem with the installation file?

For any technical issues with Endnote, including downloading, installation or troubleshooting:

Note for those using the Vancouver referencing style:

Prior to adding entries to your library, the relevant journal terms list needs to set after EndNote has been installed.  Follow the instructions in the document below.

Important note for Mac users:  11/10/16 - Thomson Reuters are currently advising Mac users NOT to upgrade to macOS Sierra if they are EndNote X7 users. In testing EndNote with the Mac release of Sierra (on 20 September), issues have been discovered with the EndNote PDF viewer.

Note for Windows 8 users:

If your computer runs on Windows 8 with EndNote X6 please ensure the EndNote X6.0.1 update is installed. Alternatively you may choose to upgrade to EndNote X8. If you choose to do this follow the steps on the tab 'Upgrading to a new version of EndNote'.

Installing EndNote

EndNote X8 can be downloaded via the Download EndNote box on this page

By default, EndNote X8 installs only the commonly used filters, output styles and connection files. To install all available files, chose Custom instead of Typical during the installation process.

  1. Select the Custom option during installation.  
  2. From the drop-down menu called Additional Connections, choose 'Entire feature will be installed on local hard drive'. Repeat this step for Additional Filters and Additional Styles.

EndNote X8 custom installation windows            EndNote x8 custom installation windows

After you have installed EndNote X8 we suggest you check for any updates to this version and install them.

To do this choose the Help tab in the menu bar and then "check for updates" from the options.

Important Notes:

11/10/16 - Thomson Reuters are currently advising Mac users NOT to upgrade to macOS Sierra if they are EndNote X7 users. In testing EndNote with the Mac release of Sierra (on 20 September), issues have been discovered with the EndNote PDF viewer.

  1. Mac users who have Word 2016 installed: Ensure that the you have the Office 15.24 patch installed prior to installing EndNote X8 for Mac. If you have EndNote X7 installed and have upgraded to Word 2016 (with the 15.24 patch installed) ensure that you install the update to your EndNote program. To do this select EndNote X7 from the menu bar in EndNote and then select 'Check for updates'. The version on EndNote will become at least X7.7
  2. Issues with Pages 5 and Pages 09: Please read the Endnote knowledge base entry for information about these issues. A plug-in (Pages EndNote Plug-in v1.0) is required and can be downloaded from the Apple Store.
  3.  EndNote is best used with Mozilla Firefox or Google Chrome. Security settings in Safari can prevent direct export from databases.

Installing EndNote

EndNote X8 can be downloaded via the Download EndNote box on this page

Once it is in your downloads folder, EndNote will need to be installed in your applications folder.

To install EndNote:

  • Make sure no applications are running.         
  • Start the EndNote installation program by double clicking the downloaded installer file (EndNote-X8-OSX.dmg) to display an EndNote X8 folder.
  • Drag the EndNote X8 folder to the Applications folder on your hard drive.Double click on the Applications folder, then the EndNote X8 folder, then the EndNote X8 application icon in order to launch EndNote.
  • At this point you have the option to register for an EndNote X8 online account.
  • Follow the prompts, then Click Done

Complete the installation:

By default EndNote X8 only installs a selection of the most popular filters, connection files and output styles. Unlike Windows users, Mac users are not offered the Custom installation option during the installation process. Additional connection files, filters and output styles must be installed manually:

  1. Click on EndNote X8 in top left corner of EndNote menu bar ► Customizer
  2. Check every box and click Next, Click Done.

         EndNote X8 custom installation on Mac

After you have installed EndNote X8 we suggest you check for any updates to this version and install them.

To do this choose the EndNote X8 tab in the menu bar and then "check for updates" from the options.

 If you are upgrading from a previous version of EndNote (e.g EndNote X6 to EndNote X7) make sure you do the following:

  • Backup your library, and any style, import filters and connection files you wish to retain
  • Uninstall the previous version. 
    • Windows users:  Use 'Add or Remove programs' in the 'Control Panel' of your computer
    • Mac users:
      • Start the older version of EndNote
      • From the EndNote menu select Customizer
      • Select all the options and then click Uninstall
      • Click Next and follow the prompts.
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Download Endnote

Note: A custom installation needs to be performed. See the tabs for either Windows or Mac users for instructions.

To install EndNote on your own computer, click the link below, read the EndNote@Home conditions, then click the Monash Software Google Drive link. Note: Use your Monash email login address if you have more than one gmail account.

Staff wishing to install EndNote on a Monash supplied device click the second link. Mac (OSX) users, contact e-Solutions for assistance with installation.