EndNote

Overview and Features

EndNote is an Emory University supported and licensed citation management software program available to faculty, students, and staff.  This program allows users to:

  • search for, store, and organize citations
  • organize citations by topic
  • create subject bibliographies
  • retrieve, attach, and annotate pdfs and other documents
  • attach other document types to ciations in the EndNote library
  • use the "Cite While You Write" (CWYW) function to generate and format reports, manuscripts and proceedings in various styles
  • share access to your citations with others

While not cloud based, the desktop version of EndNote does come with a companion component called EndNote Online which will allow users to sync their desktop library with their EndNote Online library.  In addition, an iPad app is also available.  

Since EndNote is a licensed program on the Emory University Campus, there is technical support available.  If you need assistance, please contact us via "Ask a Librarian."

Download and Install

Download EndNote from Emory Software Express

  • If a previous version of EndNote already exists on your computer, please uninstall/remove prior to installing the new version.
  • When prompted, login with an Emory University Net ID username and password.
  • For some Emory Mac users, when attempting to install EndNote, a verification key is requested.  Emory University has a site license for EndNote and a verification is unneccessary.  If you receive a prompt for the verfication key when installing EndNote for the Mac, try downloading the EndNote installer again and reinstalling.

If you continue to have problems, please use "Ask a Librarianto request assistance.

Setup Find Full Text

When you import or copy references into an EndNote Library, the program will not automatically seek the full text. You must use the Find Full Text feature under the References menu to retrieve full text. The Find Full Text feature in EndNote has to be configured to retrieve full text from Emory's subscriptions:

  • Open EndNote and go to the Edit menu and then Preferences.
  • Under the Preferences menu, click on the Find Full Text option. 
  • Make sure all the boxes such as "Web of Science Full Text Links, DOI," etc. are all checked.
  • Copy and Paste the following url into the OpenURL Path: https://proxy.library.emory.edu /login?url=http://emory-primoprod.hosted.exlibrisgroup.com/openu.
  • Copy and Paste the following url into the Authenticate with: https://proxy.library.emory.edu/.
  • Finally Click OK.

"Cite While You Write" (CWYW)

The "Cite While You Write" (CWYW) feature is an EndNote plug-in for various word processors, most commonly Microsoft Word. It is designed to search your EndNote library for references, insert references throughout the body of a document as in-text citations, and format references into bibliographies according to the selected style.

1. How to add references to a document via EndNote

  • Open your word processor. As you type your manuscript, place the cursor where you wish to insert a reference.
  • Go to either the EndNote ribbon menu in Word or the Tool menu, if on a Mac.
  • Choose Go to EndNote. (Both EndNote and Word have to be open for the "Cite While You Write" (CWYW) function to work).
  • Once your EndNote program opens choose the reference you wish to select by clicking once on it.
  • After your chosen references are highlighted, click on the icon that looks like a quotation mark.
  • You can also go to the Tools menu in EndNote and select Cite While You Write-->Insert Selected Citation(s).
2. How to add references to document via Word
  • Open your word processor. As you type your manuscript, place the cursor where you wish to insert a reference.
  • Go to the EndNote ribbon menu in Word and click on it.
  • Select Insert Citation.

  • The Find & Insert My References box will pop open.
  • Search for the appropriate citation within the Find & Insert My References box.
  • Select a citation and click on the Insert button to add the reference to your document.
3. How to change styles
  • To change a style, click on the EndNote ribbon menu in Word.
  • In the second pane, you will see a Styles drop down menu.  Click on the down arrow and select the style you wish to format your paper.  You can either choose a style you have previously used or select a new one via Select Another Style.
4. How to delete a reference from your document
  • To delete a reference, click on the reference within your document until it is greyed out.
  • Click on the EndNote ribbon menu in Word.
  • In the first pane, you will see an Edit & Manage Citation(s) button.
  • Click that option and the Edit & Manage Citation(s) box will pop open.
  • Select the Edit Reference botton to the right of the citation in question
  • Choose the Remove Citation option.
  • Select OK

Output Styles

The Desktop version of EndNote comes preloaded with over 500 citation styles from various publishers and journals such as the American Psychological Association (APA). EndNote users can also access thousands of additional citation styles HERE.

1. How to select an output style

First method (EndNote toolbar):

Second method (EndNote Edit Menu):

2. How to edit an output style

  • From the EndNote Edit menu navigate down to Output Styles
  • Choose the Edit option.
  • Make your changes within the pop up menu. 

Collaborate with EndNote Web

There are several versions of EndNote for the web.  There is EndNote Online, the account that comes with the installation of the desktop version of the EndNote program, and then there is another online version called EndNote Basic.  For information on how to sync your EndNote library on your desktop with EndNote Online or EndNote Basic, view this video.  For information on how to share your library with others, view this video.

EndNote
Online

EndNote
Basic

EndNote
Basic (WoS)

Available to EndNote desktop 
users

Available to anyone

Available to instituitional 
Web of Science
subscribers

Can sync desktop EndNote Library with EndNote Online

Cannot sync with
desktop EndNote Library

Cannot 
sync with
desktop EndNote Library

Unlimited number of references or attachments

50,000 references limit and up to 2G of attachments

50,000 references limit and up to 2G of attachments

Thousands of filters, styles and connection files

21 styles and very limited
number of filters and connection files

Thousands of styles and hundreds of filters and connection files

Automatically generate bibliography using Cite While You Write (CWYW)

Use browser plug-in to generate 21 most
popular bibliography formats, including MLA and APA style

Use browser plug-in to generate bibliography from numerous styles available

Video Tutorials

Training

Workshops and Training offered by the WHSC Library.  For groups of 3 or more that would like to schedule an EndNote class, please contact "Ask a Librarian."