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Citing, referencing and reference management: EndNote

What is EndNote?

EndNote is Queen's University's new reference management software. It replaces RefWorks as the university's supported bibliographic management solution.

EndNote offers similar functionality to RefWorks. In addition, it is capable of managing a large volume of references more efficiently.

Using EndNote you can:

  • build a personal database of references imported from catalogues, research databases and other sources
  • organise references into groups
  • manage large volumes of references required for systematic reviews
  • share references with other Endnote users
  • cite references when writing a paper using the Cite While You Write (CWYW) add-in for MSWord and other wordprocessing software
  • automatically format your paper and bibliography

EndNote has both a desktop and an online component. You can install the desktop application on up to three personal laptops or PCs and sync it with the online version. Further information and links to user guides are available below.

Already using RefWorks?

You can easily transfer your references from RefWorks to EndNote. Detailed information is available on the RefWorks tab of this guide.

Please note: Depending on the version of RefWorks you are using it may not be possible to change Word documents to EndNote, if you have already inserted references with RefWorks. Therefore, we advise existing RefWorks users - especially those who have started writing a thesis or extended work - to complete the document using RefWorks.

If you are currently using RefWorks and you are not sure whether to switch to EndNote now, your subject librarian may be able to advise.

EndNote 20

Clarivate released EndNote 20 for Windows in November 2020 (the Mac version is due in 2021).  QUB users can download it by following the instructions and link here.  Please note if you want to switch from EndNote X9 to EndNote 20 you will need to uninstall X9 completely and install EndNote 20.

EndNote 20 videos are available here and guides are available here.

Installing EndNote Desktop

Step-by-step instructions on how to install EndNote are available at the links below.

Please follow the instructions closely. The installation files must be unzipped/extracted correctly to enable the installation. If you are asked for a "product key", please repeat the installation process, closely following the instructions provided.

EndNote video tutorials and guides

EndNote presentations

QUB EndNote launch

Download the presentations from the launch event:

EndNote X9 guides for Windows

Guides provided by Clarivate:

Quick reference guide for working with EndNote X9 on Windows (PDF)

The EndNote X9 Guided Tour: Windows - a step-by-step tutorial in using the basics of EndNote X9 (PDF)

EndNote X9 guides for MacOS

Guides provided by Clarivate:

Quick reference guide for working with EndNote X9 on macOS (PDF)

The EndNote X9 Guided Tour: MacOS - a step-by-step tutorial in using the basics of EndNote X9 (PDF)

More user guides

Further tutorials, user guides and WebEx training session are available from Clarivate, the makers of EndNote:

Clarivate EndNote Training

EndNote FAQs