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EndNote X6 and X7 Tutorial Guides

About EndNote

EndNote is a citation management program that allows you to:

  • Create and maintain your own searchable database of literature references
  • Centralize and organize your research information
  • Insert citations into word processed documents
  • Format references and bibliographies in a variety of styles

EndNote is available for both PCs and Macs.

Comparing reference managers

  F1000Workspace
HSL Online Guides Endnote Mendeley Zotero F1000Workspace
Classes at HSL See here See here  
Cost Full: Under $100 through UNC-CH
Basic: free via Web

Free to everyone
UNC-CH Add-ons

Free to everyone Free through UNC-CH
How is it used? Full: Your Computer
Basic: Web
Your computer
and the Web
Your computer
and the Web
Web
Major citation styles?
Annotation of PDFs
Locate full-text using UNC-CH subscriptions
Instructions

Instructions

Instructions
Adds citation from a PDF
Sharing options X7 users have sharing options / email compressed libraries UNC-CH members have unlimited groups See group options here
 
Share unlimited projects and manuscripts
Free online storage Unlimited with X7 5,000+ papers
(UNC-CH members have more space)
700+ papers
(more space can be purchased)
Unlimited
Word Processor Microsoft Word Microsoft Word
LibreOffice (latest)
Microsoft Word
LibreOffice (all)
Microsoft Word
Google Docs

How to Get EndNote

Students, staff, and faculty can purchase EndNote at a discount through Student Stores.

Faculty and Staff can purchase EndNote with departmental funds (if available) through ITS Software Acquisition.
 
UNC affiliates can also create an Endnote Basic account (which offers more limited features than the full version) through UNC's subscription to the Web of Science database. To see how, take a look at our Endnote Basics page here.

Learning to use Endnote

If you're new to Endnote, there are a few ways to learn how to use it.

  1. The Health Sciences Library offers introductory classes on Endnote about once a month while university classes are in session. To find out when the next class is, check out the events page here.
  2. This guide offers instructions on most of Endnote's basic functions and some of the more advanced ones, like creating your own citation style.
  3. The company that sells Endnote has a lot of good tutorials on their website and Youtube channel. The introductory videos below appear on their Youtube channel and will get you off to a good start.

EndNote for iPad

An EndNote iPad App is available for download from the Apple Store. EndNote iPad App

To learn more, check out FAQs for the EndNote iPad app.

Note: You cannot use the Endnote iPad app without an Endnote Online account (see our page on Endnote Online here). The Endnote app will only access references that you have synced with your Online account.