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DOH335 Research Skills Guide: EndNote

What is EndNote?

EndNote is a bibliographic or reference management program. It can be used to:

  • Record and manage the details of journals and books you have found in your research;
  • Store and manage PDF copies of articles you download, or link to them in the journal databases; and
  • Allow you to annotate and add notes to PDFs.
  • Insert citations and bibliography entries in Microsoft Word documents in a range of referencing styles, including APA 6th.

For detailed information on how to use EndNote please see CSU Library's EndNote Guide

Downloading Endnote

Before installing the latest version of EndNote on a personal computer, please ensure you have uninstalled any previous versions of EndNote, including demo copies (30-day trial), from your computer. For information on how to uninstall EndNote please see Uninstalling EndNote in our Endnote Guide.

For information on how to Install EndNote please see Download & Install in our EndNote Guide

Getting Started - Creating a new Library In Endnote

When you start EndNote the first time, you will be presented with the Welcome to EndNote guide screen prompting you to set up an account in EndNote Online.

  • Close the Welcome to EndNote guide using the close button on the top left hand corner of the guide, you can create an EndNote Online account later if required.
  • Select File > New to create and save a new 'library'. EndNote will name your library My EndNote Library (note: do not save your EndNote Library to any cloud syncing folders)
  • If you have used EndNote before and wish to open an existing EndNote library, select File > Open
  • If you have previously used EndNote and created a library on that computer, EndNote will automatically open the last 'library' you used.


Important - Managing files! Please see Creating your Library in our Endnote Guide for information on managing files

Endnote & Word

Once you have added required references to your Endnote Library you can then use the Endnote toolbar in Word to insert in-text citations and reference list entries in your chosen referencing style in Word documents.

Insert In-Text Citations in Word

  • Open the EndNote Library that contains the references you wish to cite
  • Open your Word document
  • From the EndNote Tab in Word click Insert Citation - Find Citation (Note: ensure you have the correct/required referencing style selected in the EndNote toolbar)


  • Type an author's last name, keyword or year into the search box & click Find
  • From the list of results choose the appropriate reference
  • Click Insert


For more information please see EndNote & Microsoft Word in our EndNote Guide.

EndNote Recorded Workshops

Watch the recordings linked below to learn how to:

  • Find and download EndNote
  • create an EndNote Library, and add references manually
  • import references from online sources and edit them to comply with APA style
  • attach PDFs to references and annotate the PDFs
  • create and use groups in your EndNote Library
  • use Cite While You Write to insert and manage citations and reference list entries in Word.

Want to Learn More About Endnote? Online Library Workshops

The Library holds Online Library Workshops (OLWs) at various times throughout the year. The OLWs are conducted in real-time and you can attend from the comfort of your home or favourite study space. They cover a variety of topics including EndNote. For more information and to register, head to the Library's OLW page.

Register for an Online Library Workshop

How to Use EndNote in 6 Minutes (Windows)

For the Mac version please see: How to Use EndNote in 6 Minutes (Macintosh)

Adding References to Your Library

Once you have created an EndNote Library you can begin adding references to your Library. References can either be entered manually or can be downloaded/exported from Primo Search, the journal databases or from Google Scholar.


Once references have been added to EndNote you then have the option of attaching PDFs to those records.

For more information and instructions on how to download references and attach PDFs please see Manually Adding & Editing References, Using Direct Export & Attaching Full-Text PDF Files to Records from our EndNote Guide.