A Beginners Guide to Using EndNote X5 for PC
Author: Jessica Eustace-Cook (email@example.com)
Version: 1, Date: July 2011
If you received EndNote from a CD:
1. Insert the CD into your CD-ROM drive. The EndNote Setup program will start. If you do not have
Autoplay enabled, choose Run from the Start menu, type
setup” (use the drive letter appropriate to the
drive containing the installation CD) and press ENTER.
2. Follow the instructions on screen to complete the installation.
3. Use the Next button to move forward between the installation dialogs.
Welcome: Thank you for selecting EndNote!
Registration Information: If you are installing the full version of EndNote, enter your EndNote product
key. You must enter a valid product key to continue with installation of the full version of EndNote. The
product key can be found in the EndNote X5 CD packaging, or on the order confirmation of your digital
Read Me Information: Read late-breaking news about this version of EndNote.
Windows Mobile Read Me Information: Read late-breaking news about EndNote for the Windows Mobile
End User License Agreement:
You must select “I accept
the license agreement” in order to continue with
Select Installation Type:
Typical installs the most popular 100 output styles, most popular 100 filters, and most popular
100 connection files. Limiting the number of files installed speeds up performance.
Advanced users can choose Custom to hand pick the file groups to install, and add
additional styles, filters, and connection files.
Select Destination: By default, EndNote is installed in the C:\Program Files\EndNote X5 folder.
Select Default Citation Manager: (Microsoft Word 2007 and 2010 only) If the installer detects Microsoft
Word 2007 or
2010, it asks whether to “Use EndNote as my default citation
manager.” Cite While You Write will be installed in Word
2007 or 2010 in any case, but when this item is
installer will hide Word’s native Citations and
Bibliography commands (the group normally
found on the References tab in Word) in order to avoid confusion for the user.
Ready to Install: You can still click Cancel to stop the installation. Once you click Next, the installation
program will begin installing EndNote files.
On the final “EndNote
is Successfully Installed” dialog,
click Register to register your copy of EndNote,
click Finish to close the installation program, or click Run to start EndNote.
1.5 Checking Your Installation:
To run EndNote, click the Start button, choose All Programs, select EndNote, and then choose
Next, a dialog may ask you to open a library file. You can create or open an EndNote library, or
choose Cancel or Close.
To check the version number of EndNote, choose About EndNote from the Help menu. Click the
splash screen to clear it.
If you have trouble accessing the program, repeat the installation steps to verify that the program
was correctly installed
Checking Cite While You Write Support
To see whether Cite While You Write is correctly installed, start Microsoft Word or the OpenOffice.org
In Word 2003, click on the Tools menu and you should see EndNote commands on an EndNote
In Word 2007 and 2010, you should see an EndNote tab.
In OpenOffice.org Writer, you should see EndNote commands on an EndNote X5 menu.