Installing EndNote:

PDF Guide: Introduction to EndNote (X9)

EndNote 20 Quick Reference Guides

Note to Flemings Staff: Information about the EndNote License and access to the Flemings Shared Library online can be found on the shared drive under Admin > Software > EndNote.

Step 1: Using the link provided by your Flemings EndNote admin download the EndNote 20 installer relevant for your system (Windows or Mac, Note: (do not place your copy on a shared resource like Dropbox, UTBox, or OneDrive).

  • If you have another version of EndNote, the installer should replace and update it.
  • You will need your EndNote Online user name and password. You will have a chance to create one if you do not have one already.

Step 2: When prompted, enter the license, serial number or product key also provided by your Flemings EndNote admin.
Step 3: Send your username to your Flemings EndNote admin.
Step 4: Once the admin has your username, the admin will send you an email invitation to the Flemings Shared library. Please click on Accept the invitation.

Step 5: Repeat steps 1-2 above for up to 2 more computers/laptops.

Running EndNote for the first time:

Step 1: Open EndNote.

Step 2: Under File – select Shared Libraries

Step 3: Select File > Open Shared Library > flemingsadmin@utexas.edu

  • This step may take quite a long time to complete as it to create a local copy of the shared library on your computer. There are over 4,000 database entries, some with attachments.

Adding new references to EndNote:

Step 1: Open the Flemings Shared Library.

Step 2: Add new references and sync changes.
You can do this in several ways:

  1. Import PDF publications directly into EndNote. To do this:
    1. In EndNote select File > Import > File
    2. Browse to the PDF
    3. Select Import PDF
  2. You can also import RIS or EndNote Import files, etc. These can usually be found on the journal article’s website.
  3. Or you can create a new reference using just the DOI number
    1. Select Reference > New Reference
    2. Enter the DOI number in the DOI field and save the reference
    3. Right click on the new reference in the library list and select Find Reference Updates

Using EndNote in Word

If you have correctly installed EndNote on your system you should now see an EndNote tab in Word.

Correctly formatting a paper for a specific journal (such as AAPG Bulletin) can be tricky, but can be accomplished with EndNote and Word following these steps.

To add a style for a specific journal:

Step 1: Search for the journal and download an appropriate style file from the EndNote website.

Open the Flemings Shared Library in EndNote. Always have this library open when editing papers in Word.

Step 2: Move the file to the the EndNote style folder, which may be found here in your documents under Documents > EndNote > Styles.

Step 3: The style should now be found in the EndNote Output Style Manager. Edit > Output Styles > Style Manager.

You should now be able to change the style in Word under the EndNote tab. If the style does not show up in the pull down menu, select Select Another Style and scroll through the list until you find the style you just added.