Note: Most of the tutorials on this page were created using EndNote 20; however, Clarivate has released EndNote 21. Many of the features in EndNote 21 are in a similar location and function in a similar style as that of EndNote 20. If you notice that an update has caused an existing tutorial to become outdated, please let us know by completing the Report a Tutorial Issue form.
As we add new modules for EndNote 21, they will be notated.
Installation and Setup
Installation and Tips
EndNote 20: Tutorial Series
This tutorial shows how to extract the EndNote files during Windows and Mac installations so that you will not be asked for a product key. Tips about where to save Mac EndNote libraries are also given.
Opening EndNote Library and Setting Workspace
*New for EndNote 21*
EndNote 21: Tutorial Series
This tutorial shows how to open an EndNote library, which can be confusing on a Mac. The tutorial also walks users through changing the settings that control which library EndNote shows when it opens and tips about setting up an efficient workspace.
Adding References
Exporting References from a Database into EndNote
EndNote 20: Tutorial Series
This tutorial provides instructions about the process of exporting references from databases into EndNote.
Importing PDFs into EndNote
EndNote 20: Tutorial Series
This tutorial provides instructions about the process of importing references from PDFs with DOI (Digital Object Identifiers) that are recognized by EndNote.
Typing in a Reference
EndNote 20: Tutorial Series
This tutorial demonstrates one method of getting references into EndNote 20, which is to manually enter the reference information.
Managing Your Library
Managing an EndNote Library
EndNote 20: Tutorial Series
This tutorial demonstrates EndNote features such as groups (folders to organize your references), searching and sorting references, and getting rid of duplicate references.
Getting an Output Style into EndNote
EndNote 20: Tutorial Series
It your citation style does not come pre-loaded in EndNote, you can download it from the EndNote website. This tutorial walks users through the process of downloading and adding new styles.
Backing Up and Synching an EndNote Library
EndNote 20: Tutorial Series
This tutorial walks users through creating a compressed EndNote library as a back up. It will also demonstrate syncing your library between the online and desktop versions of EndNote.
Additional Functions and Features
Cite While You Write
EndNote 20: Tutorial Series
This tutorial walks through using EndNote's Cite While You Write feature. Cite While You Write is the method of inserting references into a Word document from an EndNote library and formatting them in a style such as APA.
Find Full Text
EndNote 20: Tutorial Series
EndNote's Find Full Text function allows you to download PDFs associated with your references after setting up preferences. This tutorial walks users through using Find Full Text in EndNote.
Tags
*New for EndNote 21*
EndNote 21: Tutorial Series
This tutorial walks through the process of creating tags in EndNote 21 and then adding references to a tag.
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