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Citation Management : EndNote

A guide for all things citation management.

Getting Started with EndNote

EndNote X8 is available free to members of the Yale community. To get started, download the software from the Yale ITS software library.

To get the most out of EndNote, also: 

1. Create an account to later access your library from other devices and collaborate with other users.

2. Set up Find Full Text to easily access full-text resources.

3. Set up Cite While You Write to integrate seamlessly with Microsoft Word or Apple Pages.

EndNote Support

For technical troubleshooting, contact EndNote directly.

For general questions, tips, and assistance, contact your personal librarian!

To find your PL:

Don't have a personal librarian? 
Reach out to subject specialists, or Ask Yale Library.


EndNote Resources

EndNote Overview

EndNote is a commercial citation management software package produced by Clarivate Analytics, the owners of the database Web of Science. It is a commercial program that Yale licenses for the members of its community.

EndNote Features

  • Storing an unlimited amount of references and attached documents
  • Team access to a single library
  • Find Full Text functionality, which digs through Yale’s databases for you to find articles
  • A wide variety of citation styles
  • Compatibility with Microsoft Word and Apple Pages to insert citations and bibliographies
  • Deduplication of libraries, merging identical references into one record
  • Free vendor support and troubleshooting
  • Direct export of references from resources such as PubMed and Web of Science
  • Library lives on local device, meaning you can access your materials without internet connection

EndNote Considerations

  • Be sure to back up your library manually or create a Sync account in order to not lose your library if your computer fails
  • The full functionality of EndNote is not offered in its online iteration, so if you do work from a variety of machines, a different tool may better suit your needs
  • As EndNote is a paid, licensed tool, you may not have access to newer versions of EndNote if you leave Yale

Tips for getting started with EndNote

Adding references

Enter manually:

  • From the References drop-down, click “New Reference”. You can also use the icon with a document and plus sign.
  • Select your material type, with options ranging from Aggregated Database to Web Page.
  • Enter the information you have, save your reference and close out of the window.

Direct export from your favorite database (in general):

  • Conduct a search in your favorite database.

  • Select which resources you want to export. After you’ve checked your boxes, locate and click ‘Export’, ‘Send to’ or ‘Download’.

  • Select “Citation Manager”, or sometimes there will even be a specific option for EndNote. To be compatible with EndNote, you’ll need to download file formats such as .nbib, .ciw or .txt with a filter installed.

  • Open the downloaded file and enjoy your new citations!

Writing a paper

  • Open your document. Locate the EndNote toolbar, generally located on the right side of the ribbon.
  • When it's time to insert a references, click on 'Go to EndNote'.
  • Select the citation that supports your claims by clicking on it once to highlight.
  • Locate the 'Insert citation' icon and click on it, the in-text citation and reference will appear in your document.
  • Is it the wrong style? Click on the style drop-down and select another style.

Create a bibliography

  • Select your preferred output style by clicking on the 'Output Style' drop-down and selecting your style.
  • Select the references you want by clicking to highlight. To select all: Edit>Select All.
  • From the Edit drop-down, click on Copy Formatted.
  • Open a blank document. Paste. Voila!

Page Information

This page was updated by Caitlin Meyer on September 8, 2017. Please reach out for corrections or additional information.