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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

Video Tutorials

Related Library Workshops

LS056  Using EndNote 
(Part 1: Essential Features)
LS057  Using EndNote 
(Part 2: Advanced Features)
LS039  Citing References and Avoiding Plagiarism

Contact Us

Research Support

Phone  2766-6863
Whatsapp    6423-0820
In Person  Research Help Desk, 3/F,  
 Pao Yue-kong Library


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...

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.

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.

Select “I accept the license agreement” for 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 "EndNote Library":

You can save your library in any folder or destination in your computer. 

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)