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EndNote: Citation Management

Brief introductions on how to install and get started using the various EndNote versions

What is EndNote X9?

EndNote X9 allows you to collect, organize and store citations on your desktop and sync with your cloud account to keep your library current.

  • You can add references in multiple ways, including uploading batches of pdfs and having the associated metadata create reference information
  • You can have X9 connect to the internet and search for pdfs to attach to references you have pulled into the library
  • You can comment on pdfs and search those comments later

  • You can share an entire library of references and attachments with up to 100 other users, allowing you to collaborate on research
  • You have your entire reference library one your personal computer and can work completely offline
  • CWYW can be configured to work with X8 instead of your online account
  • You can backup your library and save it on an external storage device

How do I use it? (The Basics)

Getting Started Guides


5-6 Minute Overviews for Mac and Windows


The library recommends searching the actual databases and NOT using the EndNote interface.

  • Functionality provided by the database to improve search experience and result specificity is lost
  • The EndNote interface is best used if you know the exact reference you are trying to find.



Short Course Webinar Recording (25 min)

Although this is for Windows computers, Macs should function very similarly.