Subject Guides: EndNote: Setting Up EndNote

Getting EndNote Set-Up

Basic EndNote Set-Up Instructions

Now that EndNote is installed, there are some basic set-up steps that need to be completed before you begin adding references to EndNote. Please follow the instructions below to finish setting up EndNote 20.

Step 1: Create an EndNote Library

Once EndNote has been downloaded, users must create a Library before they can import any references to EndNote. EndNote Libraries and Groups allow users to sort and organize their imported references. The Library is the default organization level for EndNote, while Groups act as sub-folders within a Library for further organization of the references. Some users create one Library and use multiple Groups to organize their references for various projects, while other users create a new Library for each project. Each method has advantages and drawback; use the method that is most comfortable for you.

Creating an EndNote Library

Open EndNote.
For users creating their very first Library, EndNote will open with the center as an empty box.
In the EndNote toolbar, go to File New.
A dialogue box should open displaying a File Name / Save As field.
By default, EndNote Libraries are saved in your Documents folder, but they can be saved elsewhere.
Enter a name for your new Library, or leave the default name My EndNote Library, and click Save.
Your new Library should now be open in EndNote and ready for use.

Step 2: Updating the Medical Terms List

What are Terms Lists?

EndNote's Terms Lists are specialized journal lists provided to EndNote by various subject authorities. The Medical Terms List is a list of medical journal names, and their accepted NLM abbreviations, that is provide to EndNote by PubMed. Since the JAMA citation style depends heavily on these journal abbreviations, COM users must make sure they are using the most up-to-date version of this Terms List. Follow the steps below to upload the Medical Terms List into your EndNote Library.

Importing the Medical Terms List

In the EndNote toolbar, go to Library Open Terms Lists Journals Terms List.

First-Time Users: In the Terms window of the Term List Box, make sure the Journals List is empty by deleting any Journals that are in the list.
Updaters: Do not delete the Journals in the Terms window; proceed directly to Updating the Terms List below.
Open the Lists window in the Term List box; select the Journals List and click Import List...

EndNote should automatically open to its Term Lists folder; if it does not, the EndNote Term Lists can be found in the following locations:
- PC/Windows: C:\Program Files (X86)\EndNote 20\Term Lists
- Mac: Applications\EndNote 20\Terms
In the Term Lists folder, double-click on the Medical.txt file to import it to the Term Lists.
In the Terms window of the Term Lists box, the Journals List should now contain approximately 14,000+ imported terms (actual number will vary based on updates made to the Medical.txt file).

Repeat Steps 3 - 5 to import any additional Term Lists you want to include in your EndNote Library (i.e.: Biochemical, Veterinary, etc.).
Once all Term Lists have been imported, simply close the Term Lists box. The newly updated Term Lists will be automatically saved.

Updating the Medical Terms List

Follow Steps 1 & 2 above, but DO NOT delete the Journals currently in the Terms window.
Open the Lists window in the Term List box; select the Journals List and click Update List...
In the Journal List Update box, make sure that Abbreviation 2 is set to Alternate Journal (Alternate Title) before clicking OK.

Repeat Steps 2 - 3 to update any additional Term Lists you have included in your EndNote Library (i.e.: Biochemical, Veterinary, etc.).
Once all Term Lists have been updated, simply close the Term Lists box. The newly updated Term Lists will be automatically saved.

Quick Tip
The Medical Terms List will only require updating approximately once per year. However, the Medical Terms List, and any other desired Terms Lists, must be imported each time a new EndNote Library is created.

Step 3: Keep EndNote Updated

When EndNote is initially opened, users may receive an Update Notification. Users are strongly encouraged to update EndNote as soon as an update is available; keeping EndNote updated helps to reduce any possible compatibility issues. Please see below for information on checking for and installing EndNote updates.

EndNote Updates

Attention!
As of June 2019, all EndNote 20 updates require administrator privileges for installation. Instructions for updating through the Software Center are preliminary. Contact the FSU COM IT Service Desk to authorize EndNote 20 updates on your device.

EndNote 20 Update Prompts and Manual Install

Open EndNote.
Automatic: If an Update notification window appears, click Download and Install to update EndNote; your current version of EndNote will be displayed at the top of the Update Box.

Manual Update - PC: In EndNote's menu bar, go to Help Check for Updates. If updates are available, the Update Box from above will appear.
Manual Update - Mac: In EndNote's menu bar, go to EndNote 20 Check for Updates. If updates are available, the Update Box from above will appear.

Follow all prompts to download and install updates. You will be asked to authorize final installation with an administrator username and password. Contact FSU COM IT Service Desk to complete updates.

FSU COM Office of Information Technology
Submit a COM IT Service Desk Ticket
Email help.desk@med.fsu.edu
Call: (850) 644-3664

EndNote 20 Updated Version in the Software Center

Warning!
Instructions for downloading the latest version from EndNote 20 are preliminary.
For further assistance, please contact the FSU COM IT Help Desk.

EndNote 20 users with COM-issued PCs can download the latest versions of EndNote 20 in the Software Center.
To download the newest version in the Software Center, first uninstall the version current version, and then follow instructions in the Installing EndNote 20 on Windows section.

EndNote