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EndNote: Introduction

What is EndNote?

EndNote is a software program for PC or MAC that works with Microsoft Word to automatically format in-text citations and end-of-paper bibliography lists for your manuscripts with your chosen style (APA, NIH, Vancouver, etc).  EndNote can also be used as a personal database to gather and store citation records from a variety of information sources. 

For EndNote X8 or X9, please see this training guide from the vendor:  http://clarivate.libguides.com/endnote_training 

For a quick introduction to Endnote, view EndNote X9 on Windows: the Short Course (23 minutes).

View How to Use EndNote in 6 Minutes: Macintosh (6 minutes) to see basic EndNote functions on a MAC.


Install Freezing at Installation of Direct Export

To bypass this error, please follow the steps below:

  1. Delete any duplicate installer and license files. i.e ENX9Inst.msi(1). You should only have downloaded 1 installer file and 1 license file.
  2. In the downloads folder, double click on the installer file ENX9Inst.msi to launch. 
  3. Click Next until you arrive at the installation page that ask you whether you want to do a Typical install or a Custom installation, select Custom installation.
  4. When you reach the screen that allows you to select which features are installed on your PC, you should notice that there is a tick box at the bottom of the screen that says 'Install Direct Export Helper'. Make sure that this is not marked.
  5. Finish the installation process
  6. Once the installation has completed, please go to C:\Program Files (x86)\EndNote X9\ and then run risxtd.exe. If you do not have the Risxtd.exe file in your EndNote program folder, you can download and save it to your program folder by clicking here. This is the installer for the Direct Export Helper and you should find that it completes by itself quickly and without any issues. Once step 5 has completed you should have the entire program, including the Direct Export Helper, installed on your system. 


*For help, contact Brandy Hardy 336-716-0078 or bcwatt@wakehealth.edu

Getting help

Classes and training

Reference Manager Users

Switch from Refman to EndNote

 Reference Manager is no longer for sale and has not been updated in several years.

  • To help you switch, The Carpenter Library offers individual and small group training by our experts.  
  • EndNote has a comparison chart about the two programs.
  • There is a Refman to EndNote cheat sheet.
  • EndNote has a complete set of web pages to guide you.

The Care and Feeding of Healthy EndNote Libraries

  • EndNote libraries are made up of two parts: the .enl file and the .data folder. These two parts must be kept together, both are needed for the library to work correctly.

  • EndNote libraries should be kept on your computer's hard drive. Storing and editing libraries on a network drive can lead to corruption and performance issues.

  • EndNote libraries should never be stored in cloud-syncing folders such as DropBox, OneDrive, Box, SugarSync, etc. Syncing folders corrupt EndNote libraries over time.

  • Uninstall your previous version of EndNote before installing a new version.

  • References in EndNote libraries can be synchronized between desktop and laptop computers, the online library, and an iPad using EndNote Sync.

  • Complete EndNote libraries can be shared with other EndNote X7 or X8 users through EndNote Sync and Library Sharing.

Endnote Help

Mark McKone's picture
Mark McKone
Wake Forest School of Medicine
Coy C. Carpenter Library

Carpenter Library | Wake Forest Baptist Medical Center | Contact Us