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Guides & Tutorial, Pao-Yue Kong Library, The Polytechnic University of Hong Kong

Reference Management Tools

A Comprehensive Guide for EndNote, Mendeley and Zotero

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What is EndNote?

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 papers or reports.

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 (Mac):     

Install EndNote Desktop

About Installation...

It is important for you to close all the Microsoft Office applications (Outlook, Word, PowerPoint, etc.) before running the “EndNote Site Installer”.

  1. Download the EndNote X9 Site Installer (DMG image) and double-click the EndNote icon to install.
  2. Download the EndNote Filters (ZIP archive) and copy the “CNKI_CAJ.enf” and “EndNote Import (The Hong Kong Polytechnic University).enf” files into Applications > EndNote X9 folder > Filters in the Finder.

Click to see steps in screenshots

Getting Started

Like many applications in Mac, you won't see anything but the EndNote toolbar on the top menu bar when you launch EndNote for the first time. 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. This is optional. When you select this option, your EndNote library will be saved into a single document as a package containing both the library and data folder. The package will appear as a folder containing both the EndNote library and data folder if you open your library in Windows OS.
  5. Click on Save.

Click to see steps in screenshots

You can save your library in any folder or destination in your computer, your USB device, or your cloud space. We recommend you to backup your library in more than one location for prudent.

Video Tutorials

 

 

Subjects: Citation Help