EndNote Basic: EndNote Basic & EndNote Online

EndNote is a desktop citation manager software that also has two web versions:

1. EndNote Basic: This is the free version of EndNote. You can sign up for it through EndNote's website here. EndNote Basic comes with limited features--for example, you will have less storage space than in the full version, and you will not be able to mark up PDFs within the program.
2. EndNote Online: This is the cloud-based service that comes with the full version of EndNote Desktop. Note that you will need to purchase the full EndNote before you can use it. For more information on how to purchase EndNote, see below.

Endnote Basic features

Endnote Basic has more limited features than Endnote Online, but you can still:

• Use on PCs or Macs
• Format citations in 21 different citation styles
• Integrate with Word to Cite While You Write
• Share groups with up to 1,000 Endnote Basic/Online users
• Save and organize up to 50,000 references
• Store up to 2 GB of attachments

Students

1. Go to Student Acquisition Ordering Portal at https://sa.unc.edu/shop.  Log in with your Onyen and password.
2. Choose the link for Shop as a Student. If you automatically enter the Ordering Portal, skip to the next step.
3. Search for EndNote in the search box toward the bottom of the page.
4. Select EndNote X9 for Windows or OSX depending on your computer type and click Add to Cart on the right side of the page.
5. When you are ready to check out, click on the Cart icon in the upper right corner next to your name.
6. The $65 cost for EndNote will be charged to your OneCard expense account.  You will need to have the funds available in your OneCard expense account at the time of checkout.  You can add funds to your OneCard here.
7. You will be emailed a downloadable link and the required serial number /product key needed to install.

Faculty/Staff

1. Go to ConnectCarolina at http://connectcarolina.unc.edu.  Log in with your Onyen and password.
2. Click on the Self-Service tab in the left menu, then click Software Acquisition (toward the bottom of the list).
3. You will need a ChartField to charge the expense to your department.
4. You will be emailed a downloadable link and the required serial number /product key needed to install.

Setting up an EndNote Online Account

(Note that this is the procedure for creating an Endnote Online account if you have bought the full software package. To create a free Endnote Basic account through UNC's Web of Science subscription, see the previous page of this guide).

Open your EndNote library.  Click on the Sync Library button  in the toolbar along the top.  The EndNote Online Login dialog box will open.  If you:

• Do NOT already have an EndNote Online account: Click the Sign Up button to open the User Registration dialog box.  Enter the required information and click the I Agree button to complete the registration process.  
• Do already have an EndNote Online account: Enter the email address and password for your EndNote Online account.  Click OK.

Syncing a Desktop Library with Endnote Online

1. Click on the Sync Library button in the toolbar of the desktop version of Endnote.  The Sync process synchronizes both sets of references (those in your desktop library and those in your Online account), including file attachments.

Note: We recommend that you set aside one Endnote library file that will be your "sync file," and only sync references from that file with Endnote Online. Keep in mind that if you sync a desktop file with Endnote Online, all of the references you already have saved in your Endnote Online account will appear in your desktop file.

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