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PolyU Library

Reference Management Tools for Academic Writing

A Comprehensive Guide for EndNote, Mendeley and Zotero

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 Online Classic:

EndNote 21 Web (For EndNote 21 users only):

EndNote 21 Compatibility with macOS Sonoma

According to Clarivate’s official documentation, EndNote 21 is fully compatible with macOS Sonoma, and no major compatibility issues have been identified.

As EndNote 20 and earlier versions were not designed for Sonoma, it is suggested upgrading to EndNote 21 for Sonoma compatibility. Please contact Clarivate Support if you encounter any issues with EndNote 21 and macOS Sonoma.

How to use EndNote 21 in seven minutes (macOS)

0:28  Library Creation Process

1:31  Create a New Library Entry

2:45  EndNote Direct Export

3:32  Link up to 45 File Attachments

4:04  Optional Browser Extension

4:54  Export to EndNote Desktop

5:38  Insert Citation Shortcut

6:17  Apply Different Formatting

6:41  Add a New Citation

7:00  Insert Selected Citation

Getting Started

Creative Commons License

Except where otherwise noted, the content of this guide is licensed under a CC BY-NC 4.0 License.