Skip to main content
Guides & Tutorial, Pao-yue Kong Library, The Polytechnic University of Hong Kong

Reference Management Tools: EndNote (Windows)

A Comprehensive Guide for EndNote, Mendeley and Zotero


EndNote is a widely used reference management tool to help you collect, organize, and share your references. The user interface is highly customizable. EndNote also allows you to insert in-text citations and format bibliographies in your research paper effortlessly, thus improving your efficiency in writing academic paper or report.

Major Functions:

  • Maintain large number of references for your dissertations or research projects
  • Organize and manage references
  • Create and format in-text citations and bibliographies in various citation styles instantly
  • Import citations from databases, library catalogues, websites and more
  • Search databases like Web of Science, PubMed and others within EndNote
  • Find full-text articles for references in your EndNote library
  • PDF management and annotation
  • Collaborate with other researchers
  • Work on your references anytime, anywhere
EndNote Desktop (Window):  Download  
EndNote Desktop (Mac):  Download  
Web Version:

Getting Started with EndNote Desktop

About Installation...

  1. It is important for you to close all the Microsoft Office applications (Outlook, Word, PowerPoint, etc.) before running the endnote-x8-polyu-installer.exe file.
  2. Double click on the endnote-x8-polyu-installer.exe file to install and you will see a pop-up message “Windows protected your PC”. Click More info and click Run anyway to proceed.

  3. Select I accept the license agreement under the License Agreement, and Typical for the Installation Type.  Click Next > or Accept > to complete the rest of the steps.

To start using EndNote...

Please follow the steps below to create a reference library in EndNote:

  1. Click on File.
  2. Select New...
  3. Name your reference library.
  4. Click on Save.

You can save your library in any folder or destination in your computer, your USB device, or your cloud space.

To Learn More...

Please refer to the following sections for other topics:

EndNote (Window)
Add References
- Insert in-text Citations
Manage References
- Other Functions
- EndNote (Mac)
- EndNote (Web)