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Managing your references: EndNote

Introduction

EndNote is a reference manager that is both desktop and web-based and can be used on Windows and Mac computers. Members of the University of Oxford can use the desktop version of EndNote for free while they are at the University. EndNote can be installed on personal computers, is available on Bodleian Libraries reading room PCs and can be installed on office computers in the University. See the 'Install' section of this page for further details.

The web-based version, called EndNote Online, is free for everyone regardless of whether they are at an institution or not. There is also an iOS app.

This page guides you through EndNote's key features, system requirements, installation and further support with EndNote.

Using EndNote

The current version of EndNote is 20.

EndNote has a range of features to help you collect, organise and cite your references. With EndNote you can:

  • Add references to your EndNote library by directly exporting from databases and search engines, dragging and dropping PDF files, using the Capture EndNote Reference web browser plugin, using EndNote Click, or manually entering bibliographic details
  • Organise your library using groups and tags
  • Search and delete duplicate references
  • Share your references with colleagues
  • Cite your references using a plugin in Microsoft Word, Apache OpenOffice, LibreOffice and Wolfram Mathematica 8

EndNote can be used as a desktop or web-based application. The desktop version of EndNote has more features and is free for University of Oxford members to use while they are members of the institution. We would recommend using the desktop version of EndNote.

EndNote Online is free regardless of whether somebody is at an institution and can be set up to sync with your desktop version of EndNote, making your library of references accessible from any computer with an internet connection.

EndNote Online also facilitates syncing of your desktop library across multiple computers.

There is an iOS app which you can use on your iPad or iPhone and the app can be downloaded from the Apple store. Note, you need to have an EndNote Online account to use the app.

EndNote can be used on Windows and Mac computers.

To cite the references in your EndNote library, you need to use a word processor plugin. A plugin is available for Microsoft Word, Apache OpenOffice, LibreOffice, Pages and Wolfram Mathematica 8.

For detailed system requirements, visit the web page below:

There is also an iOS app for iPads and iPhones. You will need an EndNote Online account to use the app. Visit the Apple store for more information:

Desktop EndNote

The desktop version of EndNote can be installed on up to three personal computers for free via the University's IT Services website below. The current version is EndNote 20 but the previous version (X9) is still available on the website.

EndNote is also available on office computers in the University. Speak with your local IT support for help installing EndNote on an office computer, especially if admin permissions are required.

EndNote is also available on Bodleian Libraries reading room computers.

EndNote Online

EndNote Online (previously EndNote Web) is a free, online version of EndNote.

You can sync it with your desktop-based EndNote library, making your references available from any computer with an internet connection, and you use it to sync your desktop library across multiple computers.

Register with EndNote Online at the web page below:

Sync your desktop EndNote library with EndNote Online

To connect and sync your desktop EndNote library with EndNote Online, follow the instructions at the web page below:

Word processor plugin

The word processor plugin Cite While You Write is added to Microsoft Word automatically upon installation of the EndNote desktop software.

You need to make sure you already have Word installed on your machine before installing EndNote. The Cite While You Write plugin will not appear if you install Word after EndNote. If you need to retrospectively add Cite While You Write to Word, follow the instructions at the web page below:

iOS app

You can collect and organise references using the iOS app available for iPads and iPhones. Visit the Apple store to install the app:

Note, there is no word processor plugin for iPads or iPhones. You can either copy and paste references from your iOS app into your document, or you will need to use the Cite While You Write plugin on a desktop computer or laptop.

There are a variety of ways to add references to your EndNote library:

  • Manual entry
  • Direct export from databases and library catalogues (including SOLO, the University of Oxford's resource discovery tool)
  • Drag and drop PDF files
  • 'Capture EndNote Reference' web browser plugin
  • EndNote Click

Take a look at our workshop handouts for instructions on how to add references to your EndNote library:

Need help with EndNote?

Bodleian Libraries workshops

To see upcoming training and handouts, webinar recordings and PowerPoint presentations on how to use EndNote, visit our workshops page:

Contact us

For help with Endnote please email reference-management@bodleian.ox.ac.uk.

IT Learning Centre workshops

The University's IT Learning Centre also runs workshops on EndNote. To see dates and booking details, go to their Digital Skills web page and enter Endnote in Course search:

Further help

Below are links to online help from EndNote.

Open Science Framework

OSF

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