Quickstart Guide for Endnote

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Endnote is a kind of bibliographic management tool used to store, manage, note,  and cite the bibliographic information.

 

Let’s get ready for Endnote!

  1. Installation
  2. Learning resources
  3. Tips for NTU students and staff

  1. Installation (for NTU students and staff)：
    1. Download
      • Make sure your IP Address is start with 140.112（Off-campus Internet Connection Services）
      • Log onto the 臺大計資中心校園授權軟體 (NTU C&INC Licensed Software Download website: https://download.cc.ntu.edu.tw/) with your NTU email account
      • Find out “EndNote” appropriate for your operating system and click download to get the installation file.
    2.  Compatibility (Please confirm the operating system and hardware of your computer and refer to following needs of installation environment to install the compatible one )
      • Endnote for Windows
        • Versions of Windows Compatibility are as followed
          • Windows 10：Can use Endnote 20
          • Windows 7 (SP1), Windows 8, Windows 8.1 or Windows 10：Can use Endnote X9
        • 1 gigahertz (GHz) or faster x86-bit or x64-bit processor
        • 600 MB hard disk space available
        • Minimum 2 GB of available RAM
        • Word processor software :
          • Microsoft Word [CWYW] for Windows: 2010, 2013, 2016, 2019, Office 365 (locally installed desktop version only)
          • Microsoft Word [Cite While You Write] for Windows : 2007, 2010, 2013, and 2016
      • Endnote for Mac
        • macOS 10.14 and above (Versions of macOS Compatibility are as followed)
          • MAC OS 12 Monterey：Can use EndNote 20.2
          • MAC OS 11 Big Sur：Can use EndNote 20.1
          • MAC OS 10.15 Catalina：Can use Endnote X9.3.1 and Endnote 20
          • MAC OS 10.14 Mojave：Can use Endnote Endnote X9.2-X9.3.1 and below version
          • MAC OS 10.12 Sierra/10.13 High Sierra：Can use Endnote X9.2-X9.3.1 and below version
        • Intel-based Macintosh
        • Hard disk with 700 MB available
        • Minimum 2GB of available RAM
        • Word processor software :
          • Microsoft Word [CWYW] for macOS: 2016, 2019, Office 365 (locally installed desktop version only)
          • Microsoft Word [Cite While You Write] for Macintosh : 2011, 2016 (version 15.21.1 or later)
    3.  latest Version
      • Windows：20.3  (April 26, 2022)
      • Mac：20.3  (April 26, 2022)
      • When switching to EndNote 20, if you are using EndNote X9.2 or earlier, you will need to convert your library when it is opened the first time. However, the EndNote library saved by EndNote 20 will be incompatible with previous versions of EndNote (including X9.2, X9, X8, and X7). Please use the Sync function to share with previous versions of EndNote (including X9.2, X9, X8, and X7) if necessary.
      • The differences from X8, X9 and 20 refers to Official webpage
      • The differences from X7, X8 and X9 refers to Official documents
    4.  Notice
      • Installation type : Select “Custom” to avoid any problem of citation and importing.
      • Select Feature : Install all of the Connection file、Filter and Style on your desktop.
  2. Getting started：Here are general instruction resources in English offered by University libraries and developers for easily learning by yourselves.
    1. Official Manual
    2. Libguide
    3. Video
    4. Book
    5. Tutorial
    6. Be advanced : Forum, blog, FAQ

  3. Tips for NTU students and staff：

    1. URL path for “Find Full Text”
      • First-time setting: Edit → Preferences → Find full text → paste the URL below:
      • https://ntu.primo.exlibrisgroup.com/discovery/openurl?institution=886NTU_INST&vid=886NTU_INST:886NTU_INST&
      • Notice : To find full text subscribed by NTU library successfully, please make sure your IP Address is start with 140.112（Off-campus Internet Connection Services）

    2. Export references from NTU Library’s Catalog (SLIM)
      • Searching resources with SLIM
      • Click on the title to view bibliographic information
      • Click on Endnote →Download to export
    3. Use “Filters” to import information previously exported from databases.
    4. “Connection Files” of database subscribed by NTU library for “Online search”
    5. Output Styles
    6. Endnote Consulting Services offered by NTU library : Any question? Librarians are available to provide assistance. Please feel free to contact us.
    7. NTU Library’s workshop for international students: workshop materials

 

 

Reference :

 

by Chien Ju Chiang

Revised by Mei Mei Chang  (2021/4/7),  Chih-Lo Chen (2021/6/28, 2022/4/18, 2022/5/11)