Mac OS Big Sur
So far no major issues have been reported with Big Sur and EndNote X9.3 or higher.
Mac OS Catalina
If you have the Catalina operating system, you MUST use EndNote version X9.3 or higher. Catalina is a 64-bit system, and all other versions of EndNote are 32-bit. The best way to update is to download X9.3 directly from the UGA Libraries website.
Prep:
Make sure your current EndNote library is Synced to EndNote Online
Make sure your current EndNote library is NOT in a folder that automatically saves or syncs to any other online service, such as iCloud, DropBox, etc.
Quit EndNote
1) Check for compatibility. New system problems or updates are listed in the boxes above. You should read through those warnings first. If you are using an older Mac operating system, Click here to see what EndNote version works best with it.
2) Quit your word processing program AND the whole connected Office suite. In other words, quit Outlook, Excel, PowerPoint, etc. Closing the window (clicking the red button) is not enough. Make sure you File>Quit.
3) Download the Firefox web browser. Safari has trouble exporting database results to your EndNote program. Chrome usually exports single references just fine, but sometimes gets glitchy with several references exported at one time. UGA Libraries still recommends that you use Firefox as your EndNote export browser. You can certainly have several browsers, and use something else for personal browsing or other projects.
The first time you send database references to EndNote, you must designate the program to open files in Firefox . Follow the directions in the video.
For most updates within a version -- ex: X9.3.1 to X9.3.3 -- you can check for updates within your existing program. You only need to go to the UGA Libraries websites for new version, or for the change from a 32-bit to 64-system.
If there is a update you can run, you should see a new window.
Select the Download and Install option on the bottom right.
