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Reference Management Tools

A Comprehensive Guide for EndNote, Mendeley and Zotero

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 Phone   2766-6863
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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 (Windows):   


EndNote Desktop (Mac): 


EndNote Web:

Install 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-x9-polyu-installer.exe file.
  2. Double click on the endnote-x9-polyu-installer.exe file to install EndNote X9. If you 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 select Typical for the Installation Type. Click Next > or Accept > to complete the rest of the steps.

Click to see screenshots

Getting Started

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.

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


Creative Commons License

Except where otherwise noted, the content of this guide is licensed under a CC BY-NC 4.0 LicenseNotify us if there are copyright concerns.