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EndNote

Guide to using EndNote reference management software

Can I use EndNote on Mac computers?

Yes. EndNote is compatible for use on Apple Macs, for both Intel-based and Apple Silicon-based Macs.

Note that Macs manufactured from late 2020 onwards have Apple Silicon-based processors in them. Older Macs, pre-late 2020, were manufactured with Intel-based processors. The type of processor you have may affect how EndNote functions on your Mac.

Mac OS 14 (also known as Sonoma) is the latest version of the OS operating system. EndNote 21 is the latest version of the software. It is compatible with Mac OS Sonoma. EndNote 20 and earlier were not designed for Sonoma and so Clarivate suggest that users upgrade to EndNote 21.

How do I download EndNote to my Mac?

Please take note of the Mac compatibility details for EndNote.

You can find out what type of Mac you have and what software version you are running by navigating to the Apple logo () at the top left-hand corner of your Mac and selecting About this Mac.

It is best that you run the latest possible version of the Mac OS operating system that is compatible for the type of Mac you have. Please therefore check if there are any software updates pending for your Mac by going to the Apple logo () at the top left-hand corner of your Mac and selecting System Settings, then selecting General in the left-hand panel, and finally selecting Software Update in the central panel. Install any updates as appropriate.

You may then wish to install a completely new version of EndNote on your Mac. Instructions for how to do this are available on the Accessing EndNote page of this guide.

It is generally good practice to delete any previous versions of EndNote before you install the upgraded version. This is because the newer application may not automatically delete the older application. If you have an old version of EndNote on your Mac, to delete it, do the following:

  • Close EndNote if it is currently open and running.
  • Go to Finder, select Applications and find EndNote in the list.
  • Right-click on EndNote and select Move to Bin to send the old EndNote application and its associated files to the Trash on your Mac. Alternatively, drag and drop the EndNote application to your Trash.

If you are a member of NHS staff at a UCL-affiliated trust, please check whether you have access to the latest version of EndNote desktop that you can download to your Mac before you delete the old version.

You can then download the latest version of EndNote to your Mac.

I'm a first-time user with a successful installation of Endnote on a Mac. EndNote loads and the add-in has also been installed in Word. However, I cannot see any EndNote library. The workspace is blank. What should I do?

If you are new to EndNote, and have not created an EndNote library previously, you must create a library after successful installation of the software on your Mac. Unlike the Windows version, EndNote for Mac does not automatically prompt you to create a new library to open on first use. This is one of the key differences for new users of the software on Macs and Windows. 

To create a new EndNote library on a Mac:

  • In EndNote, go to the File menu and select New.
  • In the Save As box, give your EndNote library a meaningful name, and then click Save.
  • You should save your new EndNote library file to either the desktop or the documents folder of your Mac. You should not save it to your Apple iCloud drive or your UCL OneDrive as you risk corrupting your library if you save it to these cloud-based locations.

When you subsequently open the EndNote application, your new library will open automatically.

I am in the process of creating a new EndNote library on my Mac. It gives me the option to tick the box to 'save as package' before saving my new library. What does this mean?

An EndNote library is made up of a library file (.enl) and a data folder (.data). Your library will not work unless both are saved together in the same place with the same name. These EndNote file components are always separate on Windows. 

On Mac computers, there is the option to save the library file (.enl) and the data folder (.data) as a package so that they are always conjoined. It is a good idea to do this because there will be less risk of corruption or malfunction if you move your EndNote library to a different location in the future. Saving as package gives your EndNote library a different file extension: (.enlp) when you save it to your Mac.

How can I import PDF files into EndNote on my Mac to create references?

How do I download the Cite While You Write (CWYW) add-in for Word to use on my Mac?

Please take note of the Mac compatibility details for Word.

The installation of EndNote also includes the installation of the Cite While You Write add-in in Word. You will see this as an extra toolbar called EndNote 21 along the top of your Word application.

UCL students and staff can download a compatible version of the Word application through UCL, at no charge. This is the Office 365 for Enterprise package. Please see the UCL Information Services Division (ISD) website for more information.

When you install the EndNote package, please make sure that Word is closed and not running before installation because if it is not, the add-in will not install correctly in Word.

The Cite While You Write (CWYW) add-in is also available when using Word Online on a Mac (via an internet browser) if you are using Word via Office 365 available through UCL. Navigate to the References tab in Word Online and you will see the EndNote button. EndNote Online button

This is the Cite While You Write (CWYW) add-in. An EndNote Web account is required. When you click on it, you will need to sign-in with your EndNote Web username and password. 

There are additional instructions for downloading the Cite While You Write add-in for different word processing tools:

  • Google Docs: (note that the use of Cite While You Write for Google Docs is the same on a Mac as Windows operating systems). 
  • Apple Pages.

Cite While You Write (CWYW) add-in for Word: Compatibility issues with Silicon-based Macs.

Apple Macs manufactured from late 2020 onwards have Apple Silicon-based chips in them (Apple M1, M2 chips etc). Older Macs pre-late 2020 were manufactured with old-style Intel-based chips.

The first EndNote version, including the Cite While You Write (CWYW) add-in, that was compatible with Silicon-based Macs was EndNote 20.1.0. Any versions of EndNote and Cite While You Write for Mac before this update were not compatible with Silicon-based Macs. When you used the Cite While You Write add-in, there was an error message, specifying that the Word add-in could not be loaded.

If you are unable to upgrade to a version of EndNote that is 20.1.0 or later and you have a Silicon-based Mac, you will most likely encounter problems with the Word add-in on a Mac.

The workaround is to change the settings for Word on your Mac so that Word opens with Rosetta. Please refer to the Clarivate EndNote support article for how to do this.

Cite While You Write (CWYW) add-in for Word: The add-in has disappeared or it is not displaying in Word. What should I do?

Note that the following instructions work for Silicon-based Macs. These are Mac computers that have been manufactured from late-2020 onwards. 

There are several reasons why the Cite While You Write (CWYW) add-in in Word may not be displaying. Here are a few points to check:

1. Check that the add-ins are set to display in Word:

  • Open Word.
  • Click Tools and then Templates and add-ins.
  • Make sure that EndNote CWYW Word 16.dotm and EndNote CWYW Word 16.bundle are both checked. Check them if they are not. 
  • Also check here that any add-ins for any other reference management software, for example, Mendeley or Zotero are unchecked. 
  • Click OK.

If these two settings are not available to check in the Templates and add-ins menu, the Cite While You Write add-in has not installed properly. Please follow the next instructions.

2. Check the Customizer setting in EndNote

  • Open EndNote.
  • Make sure Word is closed and is not running.
  • Click EndNote 21 in the top left-hand corner and then click Customizer.
  • Make sure that the Cite While You Write component is checked.
  • If it is not checked, check the box in the Install column and then click Next.
  • EndNote for Mac will run the Customizer tool and will end the job when it has finished. You will get confirmation.
  • Open Word and the Cite While You Write add-in should be displaying at the top of the application as EndNote 21.

If the Customizer tool solves the problem, it is still worth continuing to check the Privacy settings on your Mac to make sure that they allow EndNote and Cite While You Write to work smoothly. Please continue below. 

3. Check the Privacy and Security settings on your Mac

  • Make sure all applications on your Mac are closed and none are running at all.
  • Click on the Apple logo () in the top left-hand corner of your Mac.
  • Click System Preferences.
  • Click Privacy & Security in the left-hand menu.
  • Scroll down the options in the central menu and then click on Automation.
  • Expand both EndNote 21 and Microsoft Word and check each application is toggled on.
  • If they are not, toggle the slider for each so that each is green.
  • Quit System Settings.

Can I use the Cite While You Write (CWYW) add-in with the Apple Pages application on my Mac?

Yes. The Cite While You Write (CWYW) add-in is compatible with Apple Pages. It requires you to use Pages version 6.2 or later and EndNote X9.3 or later. Please check if your Mac is compatible and if so, you can download the Cite While You Write add-in from the Apple support page.

Apple has also provided instructions on how to use the Pages add-in once it has been installed.

Granting permissions again for EndNote to work in Word and vice versa after a Mac OS operating system upgrade.

Note that the following instructions are for Silicon-based Macs. 

If you have upgraded your Mac OS system, for example, from Ventura to Sonoma, the permissions for applications to work within another application may reset to default after the upgrade. You will need to allow permissions again. Sometimes, you may be prompted for a permissions change for Word or EndNote. An example is below. You should Allow these changes.

EndNote Privacy settings prompt on a Mac

If you do not receive a prompt, you will need to check the Privacy & Security settings yourself. Please do as follows:

  • Make sure all applications on your Mac are closed and none are running at all.
  • Click on the Apple logo () in the top left-hand corner of your Mac.
  • Click System Preferences.
  • Click Privacy & Security in the left-hand menu.
  • Scroll down the options in the central menu and then click on Automation.
  • Expand both EndNote 21 and Microsoft Word and check each application is toggled on.
  • If they are not, toggle the slider for each so that each is green.
  • Quit System Settings.