Installation of EndNote is easy, but there are some things to consider.
For Mac instructions please see: Single installation of EndNote for Mac
Here we walk you through the installation and explain every step where you need to enter any data or make any choice. Start with these two steps:
- Use the link emailed to you and download the installation file.
- Double click the installation file on your computer.
Different EndNote installation types
There are two main types of installations:
- Typical
- Custom
- and then there is the upgrade
A tip is that if you do not know which one to choose... then you go for the "typical".
1. Explanation of EndNote typical installation
Installs EndNote in the standard location and with the most commonly used Output Styles, Connection files and import filters (ca. 400 of each). This installation is enough for most users.
You can always adjust your choices afterwards, see below.
2. Explanation of EndNote custom installation
Custom installation allows you to choose a specific location for the installation and decide which Output Styles, Connection files and import filters to install (if all are chosen then between 1000 and 7000 files will be installed for each).
You can always adjust your choices afterwards by following the instructions in the below article:
Add additional Output Styles and other files
3. Upgrade, applicable for both typical and custom installation
This step applies to both typical and custom installations.
Depending on what product key you enter, EndNote will know if this is a new license or an upgrade of an earlier license. If it is an upgrade you will need your old serial number.
Please note that this step asks for the serial number of your previous version of EndNote.
4. EndNote typical installation steps
We will only show you the steps where you need to add data or have to make any kind of choice. This means you might see more steps, but for the additional steps, you only have to click the next button.
In the next step, you just choose “Typical” and then click “Next” in all the following steps.
If EndNote finds an old installation in the same place it will in the next step tell you, and also ask you if you want to keep information from the old installation. Keeping or not keeping does not affect any existing libraries you have.
EndNote custom installation steps
We will only show you the steps where you need to add data or have to make any kind of choice. This means you might see more steps, but for the additional steps, you only have to click the next button.
In the next step choose “Custom”.
You get to choose where to install EndNote. We recommend installing on the suggested default location. If you install on any other location we might not be able to give you future support.
Then you will get to choose what features you want to install as explained below.
Then click “Next” in all the following steps.