EndNote for Mac

This guide details the steps for using EndNote on a Mac. It covers Cite While You Write in Pages and Word for Mac.

Creating a Library

Simply open EndNote for the first time. The program will prompt you to create a library.

If You Have an Existing Library, But Want Another

1. Open EndNote, which will open an existing library

2. In the toolbar, click File then click New

3. A box titled "New Reference Library" will appear

4. Click on the drop-down arrow next to the "Save As" box, this will allow you to select a location for your file, like "Desktop" or "Documents"

5. Change the name in the "Save As" box to something that will make sense to you, like a description of the library or the name of the project or class you're working on

6. Check the "Save as Package" box

IMPORTANT! If you do not check this box, EndNote will create a .ENL file and a .DATA folder. Knowing whether these are separated or combined becomes very important when saving, porting, or merging your library

7. Click "Save"

8. You will be redirected to your new blank library

Saving or Porting Your Library

Saving your local library on a removable drive:

  • From your local library, go to "File" in the toolbar
  • Select "Save a Copy"
  • Click the dropdown arrow next to the "Save As" box
  • Under "Devices," select your ejectable drive
  • Click the "Save as Package" box
  • Even if you have them saved as separate items on your computer, this action will combine the .Data folder and .ENL file on your flash drive
  • A copy of your local library now resides on your portable drive

OR

  • Locate your library in a "Finder" window or on your desktop
  • Drag and drop a copy of your library onto the icon for your ejectable drive
  • If you have combined your files, this is all you need to do
  • If you have a .Data folder and a .ENL file, you will need to make sure both are copied onto your ejectable drive

IMPORTANT! There are two files that make up every EndNote library, a .ENL file and a .Data file. The .Data file is a proprietary file that houses information from your library. The .ENL file is an interface that pulls information from the .Data file and creates the interactive library you see. Without the .ENL file, you will not be able to read the information in the .Data file. Without the .Data file, the .ENL file will not be able to pull information for you to read.

Using EndNote Web to Port Your Library

PLEASE READ: It is possible to transfer references from EndNote Web to your desktop or local EndNote library and vice versa.  However, it can only be done from your local library not EndNote Web.

1. Transferring to EndNote Web from local:

  • Look in the "My Library" Pane
  • Find the category "EndNote Web"
  • Click on the word "transfer"
  • An untitled box will pop up
  • Select "Transfer References from Desktop to Web"
  • Determine whether you would like to transfer the showing references, all references in your library, or all references in a particular group and mark the appropriate selection
  • Click the Transfer button
  • A box will appear affirming the successful transfer
  • Your transferred references will now appear as a Group under "EndNote Web" in the Groups Pane

2. Transferring from EndNote Web to local:

  • Look in the "My Library" Pane
  • Find the category "EndNote Web"
  • Click on the word "transfer"
  • An untitled box will pop up
  • Select "Transfer Reference from Web to Desktop"
  • Decide whether you would like to allow duplicate references and select or de-select the "Allow Duplicates" box accordingly
  • Click the Transfer button
  • A box will appear affirming the successful transfer
  • Your references will populate in the "My References" tab

WARNING: File attachments and inserted figures WILL NOT transfer from local to web.