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EndNote x8: Install & Set-Up

A guide to using EndNote, your new favorite citation manager!

New version of EndNote

Gumberg  Library currently supports EndNote X8. Users who upgrade to X9 will need to rely on EndNote Technical Support for help until we are ready to support X9. We will post updates to this guide.

Follow these five steps to set up EndNote!

Step One: Download and Install EndNote x8

Step Two: Create a New Library

  1. Click "File," then "New..."
  2. Use the default file name or change it, then click save.
  3. The library will open in EndNote.

Step Three: Create a Sync Account

Step Four: Set Up Find Full Text

Step Five: Set EndNote as Your Default Citation Manager (see below)

Set EndNote as Your Default Citation Manager

When you open a citation after download, it may open in another citation manager you have installed on your machine or it may ask you to choose an application. Follow these steps to set EndNote as your default citation manager so that citations will open automatically into your library:

For PCs:

  1. Click on the Start button (the Windows logo, where you access everything.)
  2. Click on Settings (the gear right above the power button.)
  3. Select Apps.
  4. Select Default Apps (on the left.)
  5. Scroll down to find "Choose default apps by file type."
  6. Scroll down until you find ".ris file." You should see your other citation manager set as the default. Click on the program and change it to EndNote.

Can't choose between EndNote and your other manager as your default? You can still download citations into EndNote. After downloading the file, go to EndNote and click on File > Import > File (or use the Import button.) Then, navigate to your downloads folder and click on the citation you just downloaded. It will import into EndNote this way.

When you open a citation after download, it may open in another citation manager you have installed on your machine or it may ask you to choose an application. Follow these steps to set EndNote as your default citation manager so that citations will open automatically into your library:

For Macs:

  1. After downloading a citation, open it in your downloads folder in Finder.
  2. Right-click on the citation and select "Get Info."
  3. Click "Open With."
  4. Use the dropdown box to select EndNote.
  5. Click "Change all" and hit "Continue" when Finder asks if you're sure. Now, anytime you open a file with that file ending (.ris), it will open in automatically in EndNote!

Can't choose between EndNote and your other manager as your default? You can still download citations into EndNote. After downloading the file, go to EndNote and click on File > Import (or use the Import button.) Then, navigate to your downloads folder and click on the citation you just downloaded. It will import into EndNote this way.

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