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EndNote X7: Getting Started

A quick guide to acquiring, installing, and setting up EndNote to work on your computer

Set Up EndNote

After you have installed EndNote, you should configure it to do the following:

  • Integrate with the USask Library catalogue so that you can quickly and efficiently search the collection, as well as;
  • Retrieve full text articles at the click of a button.
  • (Optional) Connect with MEDLINE and CINHAL to assist with retrieving citations and full-text articles.

The following boxes will guide you through each of these steps.

Integrate with the USask Library Catalogue

  1. On the Menu bar, click Edit -> Connection Files -> Open Connection Manager.
  2. In the list, scroll down till you find the entry U Saskatchewan. Select this and click the Edit button.
  3. In the new window, change the fields so that they resemble this image:


  4. On the left list, click Connection Settings and ensure the information matches the following image:


  5. You're done! The new information should automatically save when you close the windows. EndNote will create a new connection entry called "U Saskatchewan Copy"; ensure this is checked off on the list of connections.

Retrieve Full Text

  1. On the Menu bar, click Edit -> Preferences. From here, select Find Full Text from the list on the left-hand side.
  2. Change the information to reflect the following image**


  3. Hit OK. You're done!

**Note: You may want to disable the option to Automatically invoke Find Full Text on newly-imported references if you are working with large numbers of references. Leaving this enabled can put a strain on the software and your internet connection as the program searches for and download hundreds (or thousands!) of full-text articles.

Connect to MEDLINE

  1. On the Menu bar, click Edit -> Connection Files -> Open Connection Manager.
  2. In the list, scroll down to Medline (OvidSP), then click Edit. Warning: There is more than one version of MEDLINE on this list. Ensure you select "Medline (OvidSP)".
  3. Under the About This Connection field, make any changes necessary to have your information match the following:


  4. Under the Connection Settings (left menu), make sure your information resembles the following:


  5. You're done! Close the windows and the information should be saved. EndNote may save the information as Medline (OvidSP) Copy. Make sure this is checked off on the list of connections.

Connect to CINAHL

  1. On the Menu bar, click Edit -> Connection Files -> Open Connection Manager.
  2. In the list, scroll down to CINAHL (EBSCO), then click Edit.
  3. Under the About This Connection field, make any changes necessary to have your information match the following:


  4. Under the Connection Settings (left menu), make sure your information resembles the following:


  5. You're done! Close the windows and the information should be saved. EndNote may save the information as CINAHL (EBSCO) Copy. Make sure this is checked off on the list of connections.

Installation & Support

If you are having technical difficulties, or are looking for more information on EndNote, try the following links:

  • EndNote Support for customer service and technical support.
  • EndNote Training for tutorials, training videos, and getting started guides.
  • Contact or visit the Health Sciences Library for a personal consultation on how to use EndNote: