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EndNote Desktop: X9 & 20: Getting Started

Created by Health Science Librarians

Important Notes for Endnote Users


EndNote 9.3 Issues: The EndNote 9.3 Update is incompatible with previous versions of EndNote, including 9.1 and 9.2.  Once you install 9.3, you can convert old libraries to a new format; however, this new format cannot send XML files or libraries to any previous versions of EndNote.  For best use, do not install the Endnote 9.3 Update.

MAC Users: If you have updated your macOS system to 10.15 Catalina and are running EndNote X8 or earlier, you may be experiencing problems. Please visit the Mac Users tab for more information. 

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 as downloadable software (Desktop version) for PCs and Macs, and as a cloud-based account online. UNC-CH students, faculty, and staff can purchase EndNote at a discounted price.

The Desktop version must be bought, and comes with an online account, but you can also create a free online account (EndNote Basic) that is mostly similar to the online account you would get with EndNote Desktop.

Each user who purchases a license for EndNote Desktop can install their license on up to three devices but cannot share their license with other users. 

Comparing Citation Managers

Zotero Sciwheel (formerly F1000Workspace)
HSL Online Guides EndNote Zotero Sciwheel (formerly F1000Workspace)
Classes at HSL EndNote Classes   Sciwheel Classes
Cost $108 for students, faculty, & staff through UNC-CH
Zotero is free Free through UNC-CH
Notes See EndNote Basic guide for further details on the free online version   Use this link to create account.  Select No, I'm a new user then select password.
How is it used? Computer
+ Web
+ Web
Major citation styles?
Annotation of PDFs
Locate full-text using UNC-CH subscriptions
Instructions for EndNote

Instructions for Zotero

Instructions for Sciwheel
Adds citation from a PDF
Sharing options X7 and above users have sharing options / email compressed libraries See group options here
Share unlimited projects and manuscripts
Free online storage EN21- three year access to EndNote Web with unlimited storage 700+ papers
(more space can be purchased)
Word Processor Microsoft Word

Microsoft Word
Google Docs
LibreOffice (all)

Microsoft Word
Google Docs
Manuscripts for Mac