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A Comprehensive Guide to Using EndNote for Managing References
In the academic and research world, references are an integral part of any scholarly work. Whether you are writing a thesis, dissertation, or research paper, organizing and managing your references can be a daunting task. This is where EndNote comes to the rescue. EndNote is a powerful reference management software that allows you to collect, organize, and cite references with ease. In this comprehensive guide, we will delve into the various features and functionalities of EndNote and provide you with tips on how to effectively use it for managing your references.
Introduction to EndNote
EndNote is a reference management software developed by Clarivate Analytics. It is widely used by researchers, academics, and students to streamline the process of organizing and citing references in their scholarly work. With EndNote, you can create a personal library of references from various sources such as online databases, library catalogs, and PDFs.
Once you have imported your references into EndNote, you can easily organize them into groups or folders based on different projects or topics. The software also allows you to add notes and annotations to your references for better comprehension and analysis. Additionally, EndNote offers seamless integration with popular word processing software like Microsoft Word and Google Docs, enabling you to insert citations and generate bibliographies in multiple citation styles effortlessly.
Getting Started with EndNote
To begin using EndNote for managing your references, the first step is to download and install the software on your computer. Once installed, you can create a new library within EndNote where all your references will be stored.
EndNote provides several options for importing references into your library. You can manually enter the details of each reference or import them from online databases using search tools provided by EndNote. The software also allows direct importation from PDFs or text files.
Once your references are imported into the library, it’s crucial to organize them effectively. EndNote provides various features to help you create groups, assign keywords, and add custom fields to your references. These organizational tools will make it easier for you to locate specific references when needed.
Citing and Writing with EndNote
One of the most significant advantages of using EndNote is its ability to seamlessly integrate with word processing software. With the help of EndNote plugins or add-ons, you can cite references and generate bibliographies directly within your document.
To cite a reference using EndNote, simply place your cursor at the desired location in your document, click on the “Insert Citation” button in the toolbar, and search for the reference you want to cite. Once selected, EndNote will automatically insert an in-text citation and add it to your bibliography.
EndNote allows you to choose from a wide range of citation styles such as APA, MLA, Chicago, and more. You can easily switch between different citation styles without having to manually format your citations every time.
Collaboration and Sharing
EndNote offers several features that facilitate collaboration and sharing among researchers. You can share your entire library or specific groups with colleagues or team members working on the same project. This enables seamless collaboration on research papers or collaborative writing projects.
EndNote also allows you to create shared libraries where multiple users can access and edit references simultaneously. This feature is particularly useful for research teams or academic departments working on joint projects.
In addition to collaboration features, EndNote provides options for syncing your library across multiple devices. By syncing your library through EndNote’s cloud storage service or third-party cloud providers like Dropbox, you can access your references from anywhere at any time.
EndNote is a powerful tool that simplifies the process of managing references in academic and research work. With its robust features for organizing references, seamless integration with word processing software, collaboration capabilities, and cloud syncing options, EndNote is an indispensable companion for any researcher or student. By mastering the functionalities of EndNote outlined in this comprehensive guide, you can save time and effort when it comes to organizing and citing references, allowing you to focus on the core aspects of your scholarly work.
This text was generated using a large language model, and select text has been reviewed and moderated for purposes such as readability.
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EndNote’s citation management software helps you find PDFs throughout your search process. Then, easily read, review, annotate and search PDFs in your library.
Organize personal references
Use the new Tags feature to help organize your research so you can quickly find the exact references you need.
Easily collaborate across geographic boundaries. Share some or all of your library with up to 1,000 people and set permissions for access.
Some Questions You May Have
What makes endnote the best reference management software.
- EndNote 21 is a Desktop and cloud-based solution in one – including a new exclusive EndNote Web interface
- EndNote improves your writing workflow with integrated document creation tools
- EndNote protects your work with data restoration functions
- EndNote Tags feature organizes your research so you can quickly find the exact references you need
- EndNote’s retraction tools flag retracted articles in your personal library and when using Cite While You Write
- Save time accessing full-text PDFs with the free EndNote Click browser plugin.
Do you offer product support?
Yes, our dedicated EndNote support team helps you get the most out of EndNote. We offer free EndNote support 24 hours a day, 7 days a week and are available by phone, email or web chat.
Please visit our EndNote support page to access a variety of helpful resources and additional FAQs .
For any issues with your EndNote order – including billing, shipping, and lost serial numbers, call Account Support: +1-855-258-5858, (press 3).
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Can I use EndNote for free?
Of course! Our team has worked hard to make EndNote the best reference management software, and we’re excited for you to try it for yourself. You can start your free trial of EndNote 21 by clicking here .
The EndNote iPad/iOS app is also free. Click here to download it from the Apple App Store.
What payment methods do you accept?
We are able to accept EndNote orders in over 50 global payment methods, including: all major credit cards, PayPal, wire transfer, and more.
How do I login to EndNote Web?
It’s easy! Please click here to login to EndNote Web.
Can I redownload my installer?
Absolutely. Visit our knowledge base article here for a link to redownload. You will need the product key you received at the time of purchase to install. Missing your key? Submit an inquiry to our Account Support team for assistance.
How many machines can I install my software on? Can I share it with another person?
A single EndNote license is for one person, who can install on up to three machines. However, if you need access for more than one person, we suggest buying a separate license for each.
You can also try EndNote 21 for free.
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EndNote purchased through other retailers must be returned in accordance with their respective returns and refunds policy.
Citation Management Tools: EndNote
- Citation Manager Comparison
- EndNote Import Filters
- EndNote FAQ
- Zotero Preferences
- Citation and Style Guides
EndNote Desktop and EndNote Online Classic
Endnote bibliographic management software.
EndNote is bibliographic citation management software that allows you to maintain a "personal library" of references and citations. It can also import citation information from the Library's Catalog, online indexes, and databases. If you use Microsoft Word, you can insert citations from your personal libraries directly into your documents and create bibliographies from those citations.
The Bowdoin community has access to two editions of EndNote, EndNote Basic and and EndNote desktop . These editions can be setup to automatically transfer references between editions.
- Download the full, desktop, version of EndNote for Bowdoin-issued and personal computers (if you encounter any difficulties with downloading EndNote, contact the IT helpdesk)
- EndNote Online Classic EndNote Online Classis is a down-sized, easy-to-use, web-based version of EndNote. You can sign-up for an EndNote basic web account: https://endnote.com/weblogin/
How to Use EndNote 21 in 7 Minutes (Mac)
How to Use EndNote 21 in 7 Minutes (Windows)
EndNote Reference Guides (Mac and Windows)
EndNote Import Filters Import Filters for Bowdoin College Library resources that are compatible with EndNote citation management software.
Connection Files to search and import reference from Library Catalogs :
Click on the connection file that you wish to download. When prompted to save, save the file in the approriate EndNote directory as listed below:
MAC : Applications/Endnote X.#/Connections PC : C:Program FilesEndnote XConnections
You may need to close the EndNote program and re-open before seeing the changes.
EndNote Technical Support pages
If you would like to set-up an individual introductory session, please contact: Sue O'Dell or Karen Jung
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- URL: https://bowdoin.libguides.com/citationmanagement
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Using Citation Management Software: EndNote
- What Is Citation Management Software?
- Citations Overview This link opens in a new window
A citation management program available for use through LSU’s TigerWare, EndNote is a valuable device for the writing process. EndNote can help users collect, store, manage, and share bibliographic references and citations from the libraries' databases. Users can also use EndNote while they write their papers by inserting citations using “cite while you write.” EndNote is a great tool to help with formatting papers, creating bibliographies and footnotes in different citation styles such as Chicago, MLA, APA, Turabian, etc.
- Download Endnote through LSU's Tigerware
- EndNote on LSU GROK
To configure to find full text, do the following:
- Open EndNote
- Go to Edit, then Preferences, then Find Full Text
- Check all boxes
- In OpenURL Path, enter http://resolver.ebscohost.com/openurl
- In Authenticate with, enter http://libezp.lib.lsu.edu/login?url=
- Click Apply and then OK to close the window
- Then, when you select a reference in EndNote by double clicking on it, go to References in the toolbar > URL > OpenURL link to search the library for full-text
- EndNote Online BASIC EndNote basic is a more limited reference management solution that is only available online. EndNote basic users can create an online library with a maximum of 50,000 references and up to 2G of attachments. The version of EndNote basic available as part of the Web of Science has thousands of styles and hundreds of filters and connection files. This version is available to those whose institution has a subscription to the Web of Science.
- Endnote Output Styles EndNote offers more than 6,000 bibliographic styles. Search for your specific style and download it into your endnote.
EndNote Training Videos
- EndNote Overview: Bibliographies Made Easy
- Building an EndNote Library: An EndNote Class Recording
- Duplicates in EndNote
- EndNote YouTube Training VIdeos Page
From the University College of London, Guide to using EndNote reference management software. (Link Below)
If you have imported references on the same subject from more than one online resource, you may find that you have some duplicate references in your library. It is important to remove duplicates if you intend to use EndNote with Word to cite references, to avoid errors in your bibliography.
EndNote will search the currently selected references for duplicates. To search the whole EndNote Library, click on the All References folder.
- Go to the Library menu and select Find Duplicates.
- Compare duplicate references to decide which to keep. The display automatically highlights any differences it has detected between the references, if any. You can copy and paste information between references if necessary.
- If you select Keep this record the other record will be sent to Trash .
- If you want to keep both records, or decide later, click on Skip to go to the next duplicate.
- This Duplicate References group is discarded when you close your library.
- Duplicate references are highlighted. To delete all the automatically detected duplicates, click on one of the highlighted references, hold down the left mouse button and drag across to the Trash folder. Alternatively you can right-click on any highlighted reference and select Move references to trash . All of the highlighted references will be transferred to the Trash folder.
To catch any outstanding duplicates it can be helpful to manually look through your library.
- Make sure to organise your centre pane where your references are displayed so that you can see all the useful fields clearly to help you judge whether a reference is a true duplicate.
- It can also be useful to set your output style to Annotated so that the reference preview includes the abstract.
- Sort your references by the Title field by clicking on the column header. You can then look through to check for duplicate titles - although be aware that sometimes different publications can have the same title. A second check where references are organised by DOI is useful, although not all records will have a DOI (and in some cases the DOI might be the same for different references, e.g. conference abstracts). Checking by page number is also helpful.
- University College London, EndNote Guide Guide to using EndNote reference management software
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- URL: https://guides.lib.lsu.edu/citation_management
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Endnote: a beginner's guide.
- Getting started: downloads, installation and referencing styles
- Adding full-text (PDFs)
- Creating groups
- Using filters
- Using connection files
- Using journal term lists
- Editing a referencing output style
- Backing-up your EndNote library
- Help and training
- Endnote Online
Need help? Ask the Library!
What is EndNote Desktop?
EndNote Desktop is a software program that:
- Creates, stores and manages your references/citations.
- Saves your selected references/citations from online resources (e.g. LibrarySearch, library databases and Google Scholar) to export them into your EndNote Desktop library.
- Inserts references/citations from your EndNote Desktop library into your Microsoft Word document, and automatically creates a bibliography, so you do not have to manually do so yourself. Bibliographies are created in your chosen referencing style (e.g. APA 7th ed., RMIT Harvard, IEEE, Vancouver, AGLC4, Chicago, etc.).
Video: What's New in EndNote 21?
EndNote can display references in your preferred referencing style (e.g. APA 7th ed., RMIT Harvard, IEEE, Vancouver, AGLC4, Chicago, etc.).
Before you use EndNote:
You need to know which referencing style your School, supervisor or lecturer wants you to use, and then become familiar with that style by using the resources below.
Learn how to reference:
- Easy Cite referencing tool
- Referencing guides for printing
- Learning Lab: Referencing
- Next: Getting started: downloads, installation and referencing styles >>
- Last Updated: Nov 23, 2023 4:22 PM
- URL: https://rmit.libguides.com/endnote
- Research Guides
- Health Sciences Library
Citation Management Software
- Reading and Annotating Documents
- Sharing and Collaborating
EndNote on the Medical Campus
Help using endnote desktop.
- Switching Citation Managers
Need EndNote help?
If you are having non-technical issues with using EndNote reach out to our EndNote specialist:
If you need technical assistance (set-up, configuration, etc), please contact EndNote:
Faculty, staff, and students on the Medical Campus now have access to EndNote 21. To download this resource:
- Click on your computer's Start button
- Select CoM IT Software Center
- Click on EndNote to install
Contact UC Digital Solutions help desk at 556-HELP with questions.
Pros of EndNote Desktop:
- Handles large article libraries well (>5,000)
- Ability to fetch full text in batches
- Includes a free online EndNote account that syncs with your EndNote desktop account
- Insert references in Word and create citations and a bibliography using the style you need
- Good online tutorials
Cons of EndNote Desktop:
- Steeper learning curve
- Does not add website information well
Explore EndNote Desktop with a free 30 day trial. Check with the UC Bookstore about potential discounts.
Free 30 day trial
- Getting started with EndNote in ten steps A six minute video that introduces how to use EndNote for Mac and Windows users.
- EndNote Online EndNote Online is the online component of EndNote Desktop.
- EndNote Downloads Download output styles, add import filters, connecting files for online databases, Word templates.
- EndNote X9 Quick Reference Guide for Windows Learn how to insert citations, organize your references, share your references and more for Windows.
- EndNote X9 Quick Reference Guide for Macintosh Learn how to insert citations, organize your references, share your references and more for Macs.
- Setting up & Using the Find Full Text Option
- Contact EndNote Chat, call, or submit an inquiry.
- Ask a Question Submit a question to Health Sciences librarians using this form.
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- URL: https://guides.libraries.uc.edu/citation
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How to Use EndNote for Reference Management (A Comprehensive Guide)
What is endnote.
EndNote is a referencing management software. It was designed for desktop use, both for Windows and Mac.
As a referencing software, EndNote streamlines your research process in the following ways:
- Its inbuilt research tools allows you to search for relevant PDF resources that you can save in your account to use anytime.
- Through cloud computing, you can access your research anywhere.
- It simplifies your paper publication process by matching your research with relevant journals.
- Allows collaboration with other researchers, regardless of geographical location. Not only can you share ideas and research resources among yourselves, your colleagues can also access your library materials through your permission.
How to Access EndNote
EndNote has been developed and maintained by Clarivate Analytics Company.
- To use EndNote for desktop, access it through Clarivate’s website . Since it is a paid service, you have a 30-day free trial, after which you can choose to drop or purchase it.
- Besides EndNote for desktop, there is EndNote Online, which is free to use, but only has basic, limited features. EndNote is compatible for both Windows and macOS operating systems.
- After purchasing EndNote, register your software’s license. This keeps you on the loop in case of system updates and also guarantees product protection from the developer.
- Create a free online account. Having an online EndNote account alongside the desktop software allows you to access your research anywhere, as long as there is an internet connection.
- Register for EndNote training. Luckily, there are readily available training materials for mastering EndNote. In addition to training, online forums where users share their user experiences and queries are effective.
How to Create an EndNote Library
Here are simple steps to create your library:
- Open EndNote. If accessing from your desktop, go to start> programs> EndNote. If accessing from a Word document, open the EndNote tab.
- By default, EndNote opens your previous library. You can create a new one from the menu file> new.
- Name and save your library.
How to Use Your EndNote Library
Your library is a collection of references that you can access anytime. How do you record references in EndNote? To generate and store references, either import or type manually. Here is how to do that:
How to manually type references
- Go to references > new reference
- From the drop down menu, choose your preferred reference type. The option Journal article appears by default. Other options include audiovisual, web page or book.
- Select Output style (bibliographic style) from the main toolbar. There are thousands of styles to choose from, for example, APA, MLA, NLM, JAMA and Vancouver.
- Use the numerous fields to put in relevant details. The fields include year, author, pages, titles, journal, volume and issue.
- Use the research notes box to input any notes you may have about your references.
- The advanced feature Term Lists automatically abbreviates journal titles. Nonetheless, you can abbreviate them based on your chosen Output style.
- Create Author lists using any of the acceptable formats. EndNote also displays the list based on your Output style.
- Follow your selected style guidelines when it comes to using capital letters on journal titles, books as well as articles.
- As for text formatting, EndNote formats it as per Output style.
- Upon completion, close the references. Go to File> Close Reference. It is automatically saved in your library.
- Use the Tab Pane to preview your references.
- Edit your references by double clicking on them in the library.
How to import references from online databases like PubMed
- Search the database for the records you want to save.
- Select the ones you want to save. In case you want to save all records from your search, leave them unmarked.
- Click on the ‘Send To’ button. From the drop down list, you will see ‘Choose Destination’. Select ‘File’. Select your preferred format as well as sort by option. Click on ‘Create File’.
- In the pop-up window, you will be prompted to either open or save the file. Click on ‘Save File’. Remember to note where the file is saved in your desktop.
- Once done, go to your EndNote dashboard. Click ‘File’ from the home tab, go to ‘Import’ then ‘File’.
- In the pop-up window, click the ‘Choose’ button to locate where your file is.
- Open the file and select appropriate filter options.
- Click on the ‘Import’ button and the references will be imported to your library.
How to export references from Google Scholar
You can export references from Google Scholar into EndNote online. To do this, first install the EndNote plug-in for internet explorer.
This allows direct export for Google Chrome, Microsoft Edge browser and Internet Explorer. It does not work for Firefox.
To use this plug-in,
- Go to your EndNote ‘Help’ menu from the home tab. Select ‘Endnote online’.
- You will be prompted to log in to your EndNote online account.
- Open Google Scholar and go to ‘Options’ then ‘Settings’. This allows you to customize your downloads.
- Set the Bibliography manager to ‘Show links to import citations into RefMan.
- Your references will be imported into EndNote online and desktop. Save these changes.
- Perform your search in Google Scholar. From the list of selected references, click on the ‘Import into RefMan’ option below each reference.
- The subsequent steps will depend on your browser. In Chrome, you will see a drop-down arrow at the bottom-left. This allows you to ‘open this file’ or ‘always open files of this type’.
- Choose a destination in which the references will be sent. Click on ‘EndNote Online’.
- If you are already logged in to your EndNote online account, you will see the exported references in the ‘Unfiled’ group.
To import references to your desktop
- Click on ‘Import into RefMan’. Open the files and select your destination as EndNote. Once you click ‘OK’, the references will appear on ‘Imported References’.
- Most Google Scholar references miss certain metadata. Nonetheless, EndNote will find and update this information for you.
How to add Citations to a Word Document Using CWYW
If you have installed the Cite-While-You-Write (CWYW) plug-in for EndNote online, here are two ways you can insert citations to Word documents:
- On the Word document, place your cursor where the citation will be.
- Click on the ‘Go to EndNote’ command. This takes you to EndNote where your library is displayed.
- Select references to insert. For multiple references, hold down the control key while selecting.
- Click on the ‘Insert Citation’ button from the toolbar.
- You will be taken back to your Word document, where the references will be inserted.
- Use the ‘Insert Citation’ button on the top-left. When you click on it, a pop-up window appears. In the search box, enter your search words. EndNote brings a list of all records with the search words.
- Select all relevant references and click the insert button at the bottom.
- The references will appear in your Word document, with the formatted bibliography at the end of the paper.
How to Format Bibliographies
- Use the ‘Configure Bibliography’ command. This arrow is on the bottom-right of the bibliography group.
- In the pop-up window, you will be able to format your bibliography as you wish. You can change bibliography styles, hyperlink citations, font size, line spacing of citations or titles.
How to Remove In-Text Citations
- Highlight the citation you want to remove. Go to ‘Edit and Manage Citation(s).
- In the pop-up window, your selected reference will be highlighted in blue.
- On the right, click the drop-down arrow labelled ‘Edit Reference’.
- Select ‘Remove Citation’ and click ‘OK’.
How to Create Term Lists
Journal names may appear differently for similar references obtained from databases. For example, one journal may appear in abbreviation while another in full name.
Journal term lists are single phrases that come in handy when you want to search for the journals.
When setting journal term lists, ensure that you have configured your reference output style as well to match the term list.
To set term lists,
- Go to ‘Tools’, select ‘Open Term List’, then ‘Journals Term List’.
- In the pop-up window, you will see a list of journals. Delete this list.
- Click on the ‘Lists’ tab and select the ‘Import List’ button.
- Go to the ‘Terms’ folder either on the EndNote program folder in Windows or the EndNote application folder on Mac.
- Select a journal list for the particular subject. Click the ‘Open’ button at the bottom.
- You will be notified of the number of terms moved into the new journal list.
- Click ‘OK’ then go to the ‘Terms’ tab. A list of journal names with matching abbreviations in suitable columns appears.
How to Organize Your References
Endnote allows you to group references together and remove duplicate citations.
To group references:
- Use the ‘My Groups’ feature to create folders where you can group references as per topics, authors or even chapters.
- Right-click on ‘My Group’ and select ‘Create Group’. A new folder will appear. Label it accordingly. Drag and drop all references you want in this folder.
- Alternatively, use the ‘Create Smart Group’ option. This allows you to group references by specific fields. In the pop-up window, enter your desired criteria and click on ‘Create’. Endnote will display all references that fit these criteria.
To remove duplicate references:
- Open the ‘All References’ section.
- Click the ‘References’ tab from the toolbar. Select ‘Find Duplicates’. A pop-up window appears, prompting you to compare references. Choose the ones you want to keep. EndNote will delete the duplicates.
How to Publish Using Manuscript Matcher
Publish your work using EndNote’s Manuscript Matcher.
- If using EndNote Online, click on the ‘Match’ tab. If using EndNote from your desktop, go to ‘My Groups’. Select a folder and right-click on it. Choose ‘Manuscript Matcher.
- Open your work from a Word document. Click on the ‘Manuscript Matcher’ in the home tab to initiate the match-up process.
- Copy the title and abstract of your paper onto the pop-up window that appears when you click on the ‘Match’ tab.
- Click on the ‘Find Journals’ button.
- Endnote will compare your information with thousands of journals within databases such as Web of Science.
- If matches exist, a result of two to ten journals likely to be interested in your paper appears. You will also see a match score strength of your text with the listed journals.
- Click on the ‘Submit to’ button on the right to begin your submission process.
- Also, click on the ‘Journal Information’ button. This takes you to the journal homepage where you can learn more about it.
How to Share Your EndNote Library
To share your EndNote library, first synchronize it. This allows you to access from different devices.
- Use the ‘Sync’ feature in your library to configure your desired library. To sync to another desktop, create a new library from the ‘File’ then ‘New’ command.
- Once you have entered your EndNote credentials, go to ‘Library’ then ‘Sync’. The library contents will now be copied into the new library.
EndNote 20’s Library Sharing allows you to collaborate with fellow researchers. You can grant access to up to 100 users.
- Go to File then Share. In the pop-up window, enter all email addresses of users. Here, you can also grant them permission to read contents or read and write.
Stay organized in your research process using EndNote. With its unique tools such as Cite-While-You-Write, your research is accelerated. EndNote is also functional both offline and online, hence you can work anywhere and still synchronize your work.
How To Use Zotero For Reference Management (An Illustrative Guide)
How To Use Mendeley For Reference Management (An Illustrative Guide)
Grace Njeri-Otieno is a Kenyan, a wife, a mom, and currently a PhD student, among many other balls she juggles. She holds a Bachelors' and Masters' degrees in Economics and has more than 7 years' experience with an INGO. She was inspired to start this site so as to share the lessons learned throughout her PhD journey with other PhD students. Her vision for this site is "to become a go-to resource center for PhD students in all their spheres of learning."
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