EndNote X9
Need help?
Important Notes for Endnote Users
IMPORTANT NOTES:
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 through UNC Software Acquisition.
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
![]() (Desktop) |
![]() |
![]() |
![]() |
|
---|---|---|---|---|
HSL Online Guides | EndNote | Mendeley | Zotero | Sciwheel (formerly F1000Workspace) |
Classes at HSL | EndNote Classes | Mendeley Classes | Sciwheel Classes | |
Cost | Under $100 through UNC-CH |
Zotero is free | Free through UNC-CH | |
Notes | See EndNote Basic/Online 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 |
Computer + Web |
Computer + Web |
Web |
Major citation styles? | ||||
Annotation of PDFs | ||||
Locate full-text using UNC-CH subscriptions | Instructions for EndNote |
Inconsistent |
Instructions for Zotero |
Instructions for Sciwheel |
Adds citation from a PDF | ||||
Sharing options | X7 and above 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 | X7 and above: unlimited | 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 Manuscripts for Mac |