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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


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...

  1. It is important for you to close all the Microsoft Office applications (Outlook, Word, PowerPoint, etc.) before running the “EndNote Site Installer”.
  2. Download the "EndNote Site Installer (DMG image)" and double-click the EndNote icon to install:

  3. 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.

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 reference library in EndNote:

  1. Click on File.
  2. Select New.
  3. Name your reference library.
  4. It is optional to save your EndNote library into a single document as a package which containing both the library and data folder. The package will appear as a folder containing both the library and data folder if you open your library in Windows OS.
  5. Click on Save.

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