EndNote X6, X7, and X8 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 as downloadable software (Desktop version) for PCs and Macs, and as a cloud-based account online.

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 of their devices but can not share their license with other users. 

March 2017: The screenshots currently in this guide are of EndNote X7, so they may look a bit different from what you have if you've just bought EndNote X8. We're currently looking at EndNote X8, but at this point it seems like most of the functions work the same way as X7 - they're just blue instead of orange.

Upgrading EndNote

UPGRADE Notice:  If you purchased X8 from UNC Software Acquisition after December 2017, you are eligible to upgrade to X9 for free.  All other users that would like to upgrade will need to purchase a new license at full cost ($65). If you are eligible for a free upgrade, email the Software Acquisition Order number, PO number, or Product Key to software@unc.edu and they can look up the order. To purchase a new license for EndNote, follow the instructions below.

How to Purchase EndNote


  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.


  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.

Comparing reference managers

Mendeley Zotero F1000Workspace
HSL Online Guides EndNote Mendeley Zotero F1000Workspace
Classes at HSL See here See here   See here
Cost Under $100 through UNC-CH

Free to everyone
UNC-CH Add-ons

Free to everyone 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
+ Web
+ Web
Major citation styles?
Annotation of PDFs
Locate full-text using UNC-CH subscriptions



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)
Word Processor Microsoft Word Microsoft Word
LibreOffice (latest)
Microsoft Word
LibreOffice (all)
Microsoft Word
Google Docs
Manuscripts for Mac

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.

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