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EndNote

Setting up EndNote

Setting everything up correctly at the start can save some headaches later. These steps and tips should help avoid future problems. If you are already set up with EndNote, you can follow some of these steps to verify everything is set up well.

Set up your EndNote Online account

  1. Go to http://myendnoteweb.com and click register to create an account
    1. While not required, there are benefits to using your USF email for this, such as increased functionality with the Web of Science database
    2. Remember your email and password, as they will be important later

Install EndNote21 on your computer and sync with EndNote Online

  1. Close EndNote (if you are updating from an older version) and MS Word if they are open on your computer.
  2. You can download and install EndNote21 from https://software.usf.edu/endnote-21
    1. Be sure to unzip the file before beginning the installation. You should not need a security key to unlock the program. If the program asks you for one you will need to contact IT.
  3. While in EndNote21, you can set up syncing under preferences or settings
    1. You will want to ensure that your syncing credentials are the same as those you used to set up your EndNote online account.
    2. Ensure the box is checked to sync automatically
    3. Note there is a file path to your library. You can use the default path or select your own, but
      1. You must maintain the library on your local computer. Do not use cloud storage.
      2. IF YOU MOVE THIS FILE OR FOLDER IT IS IN THIS PATH WILL BE BROKEN. It can be a real headache and will seem like you have lost everything, so the recommendation is to not move the library file once established.

Verify/set up Cite While You Write in MS Word

  1. Open MS Word on your computer. If you have just installed EndNote21, you should also now have a tab on your ribbon for EndNote21

    1. If this is not present, you can install from the Downloads tab in EndNote Online
  2. Click on the EndNote21 tab
  3. Locate and select the preferences or settings option within the EndNote21 ribbon
    1. In the popup, select the Applications tab.
    2. You may choose to have this tool look at EndNote21 (installed on your computer) or EndNote online.
    3. If you select EndNote Online, you must connect with your account using the same information you used to register for EndNote Online