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Citations Guide: Endnote

Citation management systems that can store all your research as well as put all your references into proper format. Also covers the most popular style manuals.

What is EndNote?

EndNote, in both online and desktop software versions, enables you to move through your research process with flexible tools for searching, organizing and sharing your research, creating your bibliography and writing your paper. EndNote Online subscriptions and the desktop software version are availble for free to the Worcester State University community.

EndNote can help you create a customized library of all your references, organize your library using groups to categorize references by project, subject or anything you choose - and those references can be in as many groups as you want. It will also insert those references in Word and will automatically create citations and a bibliography in the bibliographic style of your choice.

EndNote Online Basic is adequate for most student needs. It is for use with web browsers in conjunction with Microsoft Word (for Mac or Windows). Go to to register and set up your online access, or see the Creating an Account tutorial below. Be sure to also install the Cite While You Write plug-in for Word, and the Capture Reference browser tool from the Downloads menu.

EndNote X9 is a more robust software product available in both Mac and Windows versions that can be installed on your desktop or laptop computer. This version is for more advanced researchers including graduate students and faculty. It will install the plug-in for Microsoft Word and can be synchronized with an existing Endnote Online account. You can Download the X9 software here.

Also available, Download EndNote for iPad from the iOS app store. With flexible tools for searching, organizing, sharing research, and creating bibliographies, the EndNote for iPad app extends your ability to stay on top of cutting edge research and connect with your EndNote library on the go.

EndNote Online Basic - Help Page & Video Tutorials

With EndNote Online, users can create an online library with a maximum of 50,000 references and up to 2GB of attachments. Go to the EndNote Online Help page for set up and usage instructions,

Installing the Windows Internet Explorer & Microsoft Word "Cite While You Write" Plug-in - How to install the EndNote plug-in to enable direct export in Internet Explorer, Google Chrome, or Microsoft Edge, and the Cite While You Write commands for EndNote basic.

Installing "Cite While You Write" Microsoft Word Plug-in for Macs - How to download and install the EndNote basic Cite While You Write tools for Microsoft Word on Mac. [Note that you should not install the CWYW tools on Macintosh if you are using EndNote on the desktop. The tools are already installed with the desktop installation.

EndNote Online: A Live Class Recording - This class shows how to use the major features in EndNote online (skip to 1:30 time mark.) Although it includes information on how EndNote online integrates with EndNote on the desktop, it also contains information for those using EndNote Basic.

EndNote X9 - UsageTutorials

EndNote X9 users can create an online library with a unlimited references and attachments storage, and has a more advanced features set.

All EndNote X9 Training videos on YouTube

Selected video tutorials:

Need Assistance?

If you need assistance in creating citations or in using EndNote Web, contact the Reference Desk at the Worcester State University Library 1-(508)-929-5297.

Alternatives to EndNote Online

If you do not like using EndNote Web or prefer to work with a different research manager, check out Zotero.

(See the LibGuide  "Zotero.")

EndNote Basic & X9 - Instructional Docs & Guides

Although the following were developed for X8, most of the information also applies to X9.

Format Paper and Word Online - Using EndNote's Format Paper command and working with Microsoft Word online or on tablets.