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CSU Library EndNote guide

What is EndNote?

EndNote is a tool that can be used to manage your references, store and annotate attached PDF files, add citations and generate a list of references in Microsoft Word.

EndNote is available for Windows™ & Macintosh™ and can also be used online. Please check Compatibility, system & word processor requirements


EndNote is NOT COMPATIBLE with Microsoft OneDrive, Apple iCloud, Dropbox or any other cloud based storage. Using cloud storage for your EndNote library will result in a corrupt library, rendering the library unusable. Using EndNote with any Word documents accessed from OneDrive will result in a corrupted Word document that will be unusable. We strongly recommend that you store EndNote libraries and associated Word documents with EndNote field codes on your computer’s local drive.

If you are already using Apple iCloud to store and manage files across multiple Apple devices - see the following step-by-step instructions for creating and using a separate folder in which to store your EndNote library an any associated Word documents. This folder will not be included in iCloud sync.

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Staff and students using EndNote X7.xx (Windows) or earlier, who have registered for an EndNote Online Account, must update to X8.xx in order to continue using EndNote Online after December 2018.

Clarivate Analytics announced the release of EndNote X9 in August 2018. The CSU Library and the Division of Information Technology (DIT) will undertake QA testing of EndNote X9 in the CSU environment before making it available for use by staff and students.

All recent versions of EndNote have been backwardly compatible and you should not experience any disadvantage using X8.2 and updating to X9 at a later date.

If you are using a copy of EndNote installed on your personal computer, you may see a pop-up window promoting EndNote X9 when you launch the  application. You can select the Ignore This option to prevent the pop-up from reappearing.


How to use this guide

This guide has been designed to alert users to key options and functions in EndNote, with detailed instructions provided in linked PDF files and YouTube video guides published by Clarivate Analytics.

Alternatively, you can access the more detailed Windows™ & Macintosh™ Clarivate Analytics EndNote manuals via the Manuals, support & help tab.


In order to use EndNote effectively, you should to be familiar with CSU referencing requirements and the referencing style used by your School.

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