EndNote

Overview

What is EndNote

  • EndNote is a tool to create a database of citations, called a library. 
  • Citations can be added to EndNote manually, by importing citations from a database, or by uploading PDF files. 
  • EndNote interacts with word processing software and uses an Output Style to generate in-text citations and format a bibliography.
  • EndNote comes preloaded with the 100 most popular Output Styles (MLA, APA, Chicago, JAMA). More are available on the EndNote website or you can create your own custom style.

Get an overview of EndNote

Watch the introductory video (2 min)

EndNote Platforms

EndNote is freely available to Texas A&M University faculty, staff, and students. The license does not cover Texas A&M System members. It is available as:

  1. Desktop software for Windows and Mac (iOS) operating systems.
  2. Online version called EndNote Basic (formerly EndNote Web).
  3. Free iPad app.

Getting Help

The Medical Sciences Library has several librarians who use EndNote and would be happy to help you learn to use it too.  Call us at 979-845-7428 or email AskMSL.

Using EndNote with Google Scholar

Get EndNote

EndNote Desktop for Windows & Mac

Texas A&M University has a license for the desktop software version of EndNote, see Texas A&M Software Store. The software is only available to Texas A&M University faculty, staff, and students. Texas A&M System members with a joint Texas A&M University appointment may also have access. Check with your local IT department if you need EndNote installed on a work computer.

  1. Go to the Texas A&M Software Store.
  2. Log in with your NetID and password
  3. Select EndNote from the list of available software. If EndNote is not an option, contact the Software Store for assistance.
  4. Purchase price is $0.00.
  5. You will receive an email with instructions and a link to the software.
  6. Unzip the folder and extract all the files before installing the software.
    • If you try to install directly from the zipped folder you will be prompted for a product key.
    • Close the installation and go back and unzip and extract the files.
  7. Once the software is installed, you can set up syncing with EndNote Basic (online) or the EndNote app. See syncing instruction in the EndNote X8 (Mac) Manual or EndNote X8 (Windows) Manual, for more information.

EndNote Basic (formerly EndNote Web)

EndNote basic is an online version of EndNote. It does not have all the advanced options of the desktop version, but it is easy to use and access. It is also used to sync libraries on multiple devices and to share libraries. The University Libraries pays for a campus wide premium license to EndNote basic that includes unlimited storage and attachments.

Access the Libraries' premium license by creating an individual account though the Web of Science database.

  1. Enter the Web of Science database through the library’s website.
  2. Click on 'Sign In' if you have a Web of Science account.
    • Log in and select the EndNote tab
  3. Click on 'Register' if you don’t have a Web of Science account.
    1. Complete the registration form and remember you personal username and password
    2. Click on the EndNote tab from the Web of Science interface and log in.

Note: Texas A&M does not have access via Institutional/Shibboleth login

EndNote iPad App

The EndNote app for iPad can be synced with EndNote desktop or EndNote Basic (online). Use the instructions above to sign up, so you can get the expanded storage provided by the University Libraries license.

Learn EndNote

Local EndNote Training and Assistance

MSL Librarians are available to help you with EndNote. We offer the following services.

  1. Individual or group instruction is available upon request, 979-845-7428 or email AskMSL
  2. MSL schedules several online and in-person classes each semester, see the MSL class calendar.
  3. We also offer assistance over the phone (979-845-7428) or via email (AskMSL).

Help Available on the EndNote website

The Little EndNote How-To Book covers all the basics of using EndNote on PC, Mac or online.

The EndNote training page includes:

Check out the EndNote YouTube Channel.

Adding Full Text

There are several ways to attach full text (PDF files) of articles to the citation in your EndNote library. For a quick over view watch the Find Full Text - captioned YouTube video. This video is for EndNote X7, but applied to EndNote X8 as well.

  • Use EndNote's Find Full Text feature to request the PDF from the publisher.
    • EndNote can find full text for many citations with a DOI or a URL.
    • Not all publishers allow EndNote to retrieve the PDF files.
    • Work's great when you are on the College Station campus because publishers recognize the Texas A&M IP address.
    • Requires using the University Libraries Settings, see below, if you are off campus.
  • Use OpenURL linking to access full text through the University Libraries software or make a Get It For Me request.
    • Some full text isn't available through the Find Full Text feature of EndNote.
    • Use the References -> URL -> OpenURL Link to see the University Libraries menu with access to full text or Get It For Me.
  • Import PDF files into EndNote to create a citations and attach the PDF.
    • This will only work with new PDF files that have metadata associated with them.
      See the Endnote PDF import YouTube video.
      This is for an older version of EndNote, but still applies to the current version.

University Libraries Settings

Set up EndNote to work with University Libraries software. It will enable retrieval of full text that cannot be downloaded using EndNote's Find Full Text feature.

  1. Open EndNote and go to:
    Windows:  Edit → Preferences
    Mac:  EndNote → Preferences
  2. Click on Find Full Text in the left-side navigation.
  3. Paste in the following in the OpenURL Path:
    • http://proxy.library.tamu.edu/login?url=https://linkresolver.tamu.edu:9003/tamu
  4. To set authentication for off-campus access:
    • use the following authentication URL: https://proxy.library.tamu.edu/login
      or leave the URL blank and use TAMU VPN so you appear to be on campus
    • NOTE: If you are on campus, remove the URL or it will ask you to authenticate every time you use Find Full Text.
  5. Click OK.

Get Help with EndNote

Local Help from MSL

MSL Librarians are available to help you with EndNote. We offer the following services.

  1. Individual or group instruction is available upon request, call 979-845-7428 or email AskMSL
  2. MSL schedules several online and in-person classes each semester, see the MSL class calendar.
  3. We can also answer basic help questions over the phone or via email.

EndNote Website

The EndNote website support page offers a large number of tools to assist you including:

  • Contact information for EndNote technical and customer support - they are very helpful.
  • Access to the EndNote Knowledgebase.
  • Link to the EndNote FAQ.
  • Ask for help from the EndNote user community - requires an EndNote Basic (online/web version) account.