EndNote

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As of March 2020, the Library provides two versions of EndNote X9 to OHSU Members, version X9.3 and version X9.2.

Which version should you install?

  • New users who are installing EndNote for the first time should install version X9.3.
  • Mac users running macOS Catalina must install version X9.3.
  • Current EndNote users looking to upgrade might consider installing version X9.2 because:
    • Upgrading to X9.3 requires converting your existing EndNote Libraries to a non-backwards-compatible format that can no longer be used with older versions of EndNote.
    • Some users have reported problems with the conversion process.
    • If you share your EndNote Libraries by emailing compressed library files to collaborators, those running older versions of EndNote will not be able to open them if you are using version X9.3.
    • Regardless of which version you choose to install, you should always back up your EndNote library prior to upgrading.
  • You can read more about both versions in the Release Notes.
  • Users upgrading from previous versions may wish to review the comparison fact sheet (PDF).
  • Links to both versions may be found in the installation instructions on this page.

Is your system compatible with EndNote X9?

Check EndNote X9's Compatibility and System Requirements before you install.

Known compatibility issues:

  • The Microsoft Edge browser cannot be used to install EndNote. Edge 10 users can install EndNote using Firefox or Chrome.
  • macOS Catalina requires EndNote version X9.3.
  • EndNote X9 for Mac requires Microsoft Word 2016 version 15.41 or later, which may be an issue if your computer is not managed by OHSU. Here's how to check what version you have installed:
    1. Launch Microsoft Word.
    2. Select the Word menu from the toolbar at the top of the screen.
    3. Select About Word to see what version of Word 2016 you are running.
    4. If the version number is less than 15.41, you can download and install the Word 2016 version 15.41 updater from Microsoft prior to installing EndNote X9.

How to get EndNote for Windows

Before you begin:

  • Administrator rights are required to install this software on OHSU-managed computers.
  • You may be asked to close any running Microsoft Office apps, including Outlook.

How to install EndNote X9 for Windows

  1. Determine whether you should install version X9.3 or X9.2 and then click on one of the following links to download the installer.
  2. Select Save, Save File, or Save As. If prompted, save the file to your Downloads or Temp folder.
  3. Once the download has completed, go to your Downloads or Temp folder.
  4. Double-click on the installer file.
  5. Select Yes to allow the installers to make changes.

    Screenshot of Windows User Account Control dialog
  6. Select Yes to install EndNote X9.

    Screenshot of EndNote X9 install prompt
  7. Follow the prompts to complete installation.

How to get EndNote for Mac

Before you begin:

  • Administrator rights are required to install this software on OHSU-managed computers.
  • Make sure you are running the latest version of Microsoft Word:
    1. Launch Microsoft Word.
    2. Select Help on the toolbar at the top of the screen.
    3. Click Check for Updates.
    4. Install any available updates.
    5. Close Word.
  • You may be asked to close any running Microsoft Office apps, including Outlook.

How to install EndNote X9 for Mac

  1. Determine whether you should install version X9.3 or X9.2 and then click on one of the following links to download the installer.
  2. Once the download has completed, go to your Downloads folder, using the shortcut from the Dock or from the Go menu in Finder.

    Downloads in the Dock Downloads in the Finder Go menu
  3. Double-click on the installer file to mount it as an installation disk. The installer disk will automatically open. If it does not, find and double click on the newly mounted EndNote X9 Installer disk on your desktop or in your Finder sidebar.

    Click the file to mount the installer (click to enlarge)
  4. Double click Install EndNote X9.app and follow the prompts to complete installation.

    Click to run the installer