Getting started with EndNote desktop

  • EndNote desktop is a software package installed on all university networked PCs, can be steamed via AppsAnywhere to your personal PC and is also available for purchase.

    For more help read our guide to EndNote desktop

    Brookes staff and students can use either EndNote desktop or EndNote Web. To see which version best meets your needs, Thomson Reuter have produced a pdf document which gives a comparison of the two.
    You can use both versions of EndNote. EndNote allows you to synchronize the references (including file and figure attachments) in your EndNote desktop library with the references in your EndNote online library. You must have an active EndNote online account to initiate the Sync process.

    If you're thinking of using EndNote desktop on your own computer, you can check compatibility and system requirements for Mac and Windows machines on the Thomson Reuters web site.

  • On University networked PCs
    EndNote desktop has been installed on the University network.

    For staff and researchers on Brookes computers
    The library's EndNote licence allows for installation of the software on any University owned equipment, so staff and researchers can have it added to their office PCs.

    If you want EndNote installed on your office computer, put in a request via the online IT Service Desk:

    1. Go to the IT Service Desk and sign in with your Brookes ID and password in the login box
    2. Once logged in, click on the blue box on the left "Browse our service catalogue and make a request"
    3. At the next screen, click on the "IT Services Requests" link on the right.
    4. Click on "Software ordering" from the bottom of the list on the right
    5. You should then see a list of options. Choose the top one 'IT Services Software Request
    6. You'll get an online form to fill in which allows you to request EndNote.

    System requirements for different versions of EndNote are available from the Thomson Reuters support pages for EndNote.

    • If you're considering using the software and want to know if it would work with your computer and word processing software, check these compatibility and system requirements for Mac and Windows machines on the Thomson Reuters web site.
    • PC users: EndNote desktop is available via Apps Anywhere.  You will be able to stream the software via Apps Anywhere NB this will install some files on your computer.  If validation fails whilst trying to download EndNote desktop download and run 'Little Package' (also available from Apps Anywhere) and try again.
    • Mac users: contact IT services who will need to install EndNote desktop onto your Mac.
    • Any problems contact us at

    When you first go into EndNote you will see a choice of options. Select Create a New Library (click on the folder icon to the left of the text). Name and save your library. We would recommend that you have just one EndNote desktop Library, certainly for each major research interest or for your dissertation. Some people like to maintain two libraries; one for references recently downloaded (a 'temporary' library) and the other for references they have read and would like to use in their work (a 'permanent' library). You can copy and paste references from your temporary library to your permanent library as necessary.

    Merging EndNote libraries If you are currently using several EndNote libraries and wish to merge them into one:

    • In EndNote, open the library you wish to make your single library.
    • Click on File and Import.
    • In the Import dialog box, use the 'Choose File' button to browse for the other library you wish to merge with the open library.
    • Choose 'EndNote Library' as the Import Option and pick the appropriate Duplicates option.
    • Click on Import.
    • Repeat the process for any other libraries you wish to merge with the open library.

    Note that each reference you add to an EndNote library will be assigned a unique record number. If you merge 2 or more EndNote libraries as described above, the references from the imported libraries will be assigned new record numbers in the order they are added, so a reference that was #15 in one library could become #225 in the merged library.

    If you try to combine several Word documents and EndNote libraries, the codes in the Word document will be pointing at the old EndNote reference number (e.g. #15) not the new reference number (e.g. #225), so all the in-text citations and consequently the bibliography will be inaccurate. If you have started doing this the situation is retrievable but will take time to sort out, depending on the size of the manuscript.

    • Firstly, if you have been formatting references as you go, you will need to unformat all the citations.
    • Next format the bibliography. EndNote will go through the entire document stopping at each in-text citation and asking you to re-select the correct reference.
    • When this process is completed you can format the bibliography again.

    The Sync feature allows you to synchronize the references (including file and figure attachments) in your EndNote desktop library with the references in your EndNote online library. You must have an active EndNote online account to initiate the Sync process. This online account is also known as EndNote Web or EndNote Basic. You can set up an online account for free as a member of Oxford Brookes University. Consult our EndNote webpages (and the section on EndNote Web) for further details.

    Using the Sync feature

    • Click the Sync button in the toolbar (blue circle with 2 arrows) to go to the EndNote login. Enter your EndNote e-mail address and password. Click OK.
    • The Sync process should automatically begin synchronizing your desktop references with your EndNote online references so that an exact match exists in both libraries.

    Note: The library that you want to sync must be open and currently active to perform the Sync process. You cannot initiate the Sync process in Online Mode.