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EndNote: EndNote Offsite


EndNote X9.3 is available to SVHM staff working offsite to install on their home computer. 

To request an installation for your home computer please email stating if you use Windows or Mac. We will send you a zipped file with instructions for opening or decompressing it and installing it on your computer. Mac users will need to check for compatibility here.

To use EndNote while offsite without installing the program on your computer you can use EndNote Basic.

EndNote Basic

EndNote Basic is a free version of EndNote which is based on the web, not your computer. It does not have all the functionality of EndNote desktop.  EndNote Basic users can create an online library with a maximum of 50,000 references and up to 2GB of attachments. It has 21 output styles and a limited number of filters and connection files. This version is available to anybody, with no other purchase required.

More information on the differences between EndNote desktop, EndNote Online for desktop and EndNote Basic can be found at


Creating an account

Register for an account at

Full instructions:

Exporting records from a database

Plugins for EndNote Basic


You can share your references with others by placing some or all in a group and then sharing them.

Sharing Groups With Others
  1. Click Manage My Groups under the Organize tab.
  2. Click the Manage Sharing button for the group you'd like to share.
  3. Click the Start sharing this group link.
  4. Enter e-mail addresses for the people you'd like to share with, making sure to use their EndNote Basic account e-mail address.

Opening an X9 library with X8


If you use X8 and click on a library created in version X9 it will appear as a blank library. The library created in X9 needs to be exported as a .txt file and imported into X8.

Converting X8 to X9


EndNote X9 and later libraries are not backwardly compatible with older versions of EndNote. If you work in an environment with multiple versions of EndNote you can convert your libraries to the new database engine using the instructions below.

To use libraries created with EndNote X8, X9 or X9.2 , you need to convert the library through EndNote X9.3 or later. To do this,

1. Open EndNote X9.3 or later

2. select File / Open / Open Library...and select the old EndNote library file you wish to convert. 

EndNote X9.3 or later will create a new library and leave the original library unchanged.