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EndNote: A Beginner's Guide

An introduction to EndNote Desktop for new users. Learn how to create a Library, add and modify references, use EndNote with Microsoft Word, add groups, add full-text PDFs, and back-up your EndNote Desktop library. Also includes EndNote Online

This guide is intended to introduce EndNote Online and EndNote Desktop to new users. Core concepts include: setting up an EndNote Online account, installing EndNote Desktop, populating your EndNote library with references, adding PDFs, inserting citations with Cite While You Write, and troubleshooting frequent issues.

EndNote in Action: How to use EndNote in 7 minutes

What is EndNote?

EndNote is a citation management software program designed to assist with formatting citations, so you can focus on your research. The University of Tennessee maintains a campus-wide annual subscription for EndNote and it is available at no cost to students, staff, and faculty. Below are descriptions of the two types of EndNote software as well as some helpful tools for using EndNote.

EndNote Desktop

The desktop version of EndNote helps you store and organize your research, download new references from library databases, create bibliographies using over 5,000 styles, use your references as you write, share with colleagues, and access and manage your research from anywhere by syncing with your EndNote online account. EndNote may be installed on a maximum of three machines per license.

Installing EndNote Desktop

  • Your UTC password must be up to date. If you have not changed your password recently, visit https://ds.utk.edu/passwords and follow the steps to reset it (existing users)
  • Visit the UTK Software Distribution site. Log in using your UTCID and password.
  • Choose Clarivate Analytics (EndNote). Choose EndNote X20 for either Windows or Mac and click Download selected item
  • The software and instructions will download as a zipped file on your computer
  • You MUST extract (unzip) the files before you can install EndNote.
  • Once EndNote is successfully installed, you can use the sync button to connect your desktop version to your EndNote Online account if you have one (highly recommended).

Click here to download EndNote X20

 

EndNote Online

EndNote online is a limited online-only version of EndNote and is perfect when you're new to research and writing. When you find yourself in need of more robust capabilities, move up to the desktop version of EndNote.

While not required in order to use EndNote Desktop, an EndNote Online account offers the important ability to sync your EndNote library to the cloud. By connecting an EndNote Online account to your EndNote Desktop, your library of references is safely backed-up to the cloud and can quickly be accessed from any computer. Note: while EndNote Online can be accessed from anywhere, you are only allowed to install EndNote Desktop on a maximum of three machines.

Click here to set up your EndNote online account

 

 

 

 

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