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EndNote: Welcome

How to ...


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Using this Guide

EndNote is very intuitive to use. This guide is designed to support all users whatever their level of expertise.

The guide is divided into several sections. Use the tabs and dropdown menus across the top to navigate through topics, and the "Print Guide"  and "Print Page" options to print specific items.

  • EndNote Overview looks at how to access/purchase desktop EndNote and the iPad app and register for an EndNote Basic account.
  • Saving References shows you how to automatically transfer references to your library.
  • Cite While You Write show you how to embed your references in your MSWord Document.
  • Creating Bibliographies considers the best method to then reproduce your citations/bibliography in your written work.
  • Beyond the Basics considers some more 'advanced' tips and techniques to make referencing even easier still.
  • Support takes you to LibAnswers where you can post questions. You questions will be forwarded to a member of the IT at IOE or ISD team.  There is a list of FAQs in a document on this page which may help advanced users of EndNote. You can also email for additional support.


The Creative Commons license grants you permission to copy this guide, in part or in its entirety, as a template in your own LibGuides system as long as you credit the author and the UCL Institute of Education's Newsam Library on your copy.

What's new in EndNote X9

Accessing EndNote (UCL Students and Staff)

You can access Endnote on your home computer through Desktop@UCL Anywhere or by downloading it from the UCL Software Database.

UCL's institutional desktop licence for EndNote now allows UCL students and staff to download EndNote for use on their own PC or Mac, from the UCL Software Database. This requires your UCL computer username and password. By downloading the software you are agreeing to UCL's Standard Terms and Conditions with Home Use and Restrictions.  

EndNote Versions

EndNote is available as:

  • EndNote Online which may be accessed by anyone from any device with internet access. Access to the full version of EndNote Online is included in UCL's EndNote licence.
  • EndNote for iPad. There is no app available for Android or other mobile operating systems.

You can use these versions independently, or synchronise them so you can work with your EndNote references from any device. However, the online and iPad versions do not have all the functionality of EndNote desktop.

Alternatives to EndNote

There are a wide range of citation managers available, including freely available open source products such as Mendeley and Zotero

We have produced LibGuides to both Mendeley and Zotero.

Ultimately it may be down to personal choice but this useful comparison guide evaluating the strengths and weaknesses of each may help you decide.

Some users use a combination of products for versatility. EndNote libraries can be saved to other products and vice-versa so there are no compatability issues. 


If you have a question, why not tweet us @IOELibrary, text us on
+44 (0)20 3322 1810 or

Our online enquiry service, LibAnswers, is available:

Mon to Fri from 10.45 to 19.00 and Sat from 09.30 – 17.00 except during the Summer when it is available Mon to Fri 09:30-18:00.

LibrarySkills@UCL Guide to Endnote X9

Download the Introduction to EndNote X9 produced by LibrarySkills@UCL

EndNote Training Sessions

Drop-ins at UCL

You are welcome to attend ISD's drop-in sessions where an IT trainer will be able to offer guidance and answer any specific queries you might have (e.g. Endnote).

The drop-ins take place on Tuesdays (10 am -12 pm) and Wednesdays (2 pm - 4pm) in Room 223, Chadwick Building. No appointments are taken so you are encouraged to arrive early.

Specialist support is offered in these areas but is not always available and will depend on the staff on duty. We recommend contacting the Digital Skills Team by email to check that the specialist help will be available.