Skip to main content

EndNote desktop: self-paced learning

This guide is written with the needs of academic staff and higher degree research students in mind.

Undergraduates are encouraged to see the guide for EndNote Web - easy and online!

What is EndNote?

What is EndNote?

EndNote is a bibliographic management system.

diagram showing article title and arrow indicating corresponding reference entry

What does that mean? You can:

  • gather references from a variety of sources
  • add formatted in-text citations and references into your own documents

You can also:

  • organise your references, including annotating PDF full-text attachments
  • synchronise your references between your work and personal computers
  • share references with your research team, supervisor, etc

IMPORTANT update for MAC EndNote users

Important Endnote update for Mac users

With the approaching release of macOS Catalina, support for running 32-bit software will be dropped. Only 64-bit software will run.
Past versions of EndNote have been distributed as 32-bit for widest compatibility.

When starting EndNote, if you are online, you will see a pop-up window if there are any EndNote updates.
Could any Mac EndNote users who might upgrade macOS to Catalina (10.15) in the future please update to the latest EndNote version first. 

After upgrading macOS, EndNote will not run and you will not be able to update EndNote using the update pop-up and the update download.

However, if you have already upgraded your macOS, see further down for the solution.

Step 1: Check which EndNote version you are running:

Run EndNote, click on the EndNote X9 menu and click About EndNote.
If this shows EndNote X9.3.1 (Bld 15142), you have the latest version of EndNote installed and don’t need to do anything.
If you are running any other version you will need to update.

Step 2: Download and run the installer or update:

Quit any Microsoft Office software (including Outlook) before running an EndNote installer or update. (Note: close the app itself, not just open documents e.g. Word menu, Quit Word)

  • If you have a version prior to X9 (e.g. X8 or X7), you can get the new version installer at
  • If you are running X9, but an earlier version): in the EndNote X9 menu, click Check for Updates… and follow the prompts to get the update.

Step 3: Update any Endnote libraries

After updating, when you open an EndNote library, you will be asked to convert the library to the latest format.
Please choose Yes, and save the converted library with a new name.
The new converted library is the one to use from then on.

Installing EndNote

Federation University Declaration for the use of ENDNOTE Software Licence

The Endnote agreement conditions are:

  • I am an enrolled student/staff member of Federation University
  • I understand I am downloading the ENDNOTE software under the conditions of an agreement between Federation University and ISI ResearchSoft Inc.
  • I may only load the software onto a University owned computer or my personal computer, for use in my learning or research studies.
  • Should I cease to be a student or staff member of Federation University I must immediately remove the ENDNOTE software from my computer
  • I am aware of and understand the Regulations of Federation University regarding the use of computing and communications facilities.

I declare that I have read the information and fully understand the conditions under which I may use the ENDNOTE software licence.

Before installing EndNote: Close down any programs in the Office suite of programs (includes Outlook).

To install EndNote on your own personally-maintained computer:

(Note: laptop computers provided by Federation to research students and staff are not "personally-controlled" - see "Federation-maintained", below)

The two files in the Windows download MUST be copied from the downloaded zip file into another destination folder first (your Windows desktop is OK).

Do this before running the installer (ENX9Inst) from the destination folder.


DO NOT attempt to run the installer by double-clicking on the download, then directly double-clicking on ENX8Inst in the preview.

To install EndNote on your Federation-maintained Windows 10 computer:

  • Click the search icon near the bottom left corner of your screen.
  • Start typing in the word software
  • Click the Software Center in the list of search results.
  • Find EndNote X9 in the list of software, and click to install. Follow any prompts

From time to time EndNote will provide update patches to fix problems and improve performance.

If you get a notification about an update whenever you start EndNote, the Library recommends you download and install the update.