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

Reference Management Tools: EndNote (Mac)

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 (Mac):  Download  

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 Site Installer”.

Download the "EndNote Site Installer (DMG image)" and double-click the EndNote icon to install:


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 X8 folder > Filters in the Finder.

Go to Applications > EndNote X8 folder > EndNote X8 in the Finder to launch EndNote.
[or input “EndNote X8” via Spotlight Search.]

To start using EndNote...

Like many applications in Mac, you won't see anything but the EndNote toolbar next to the apple icon for the first time you launch the EndNote programme.  Please follow the steps below to create a "EndNote Library":

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


It is optional to save your EndNote library into a single document as a package.  Save as Package WILL NOT affect the compatibility when you open your library in windows.

To Learn More...

Mac version EndNote has a very different interface when compared to the window version.  Please refer to the following sections for more information.

Add References
- Insert in-text Citations
Manage References
- Other Functions