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EndNote X9: Guide Table of Contents

What is EndNote?

  • What is EndNote? - Description and introduction video to the software
  • EndNote Training - Training sessions on EndNote offered at Briggs Library 
  • Note on Browsers - Help with which browsers work best with EndNote

Getting Started

  • Getting and Installing EndNote
    • Downloading EndNote for Faculty/Staff
    • Downloading EndNote for Students
    • Getting EndNote for the iPad
    • Installing EndNote
  • Working with EndNote Online
    • Setting up an Account and Syncing
    • Syncing with EndNote Online


  • Setting EndNote up to Work For You
  • Find Full Text
  • Change Case
  • Display Fields
  • Display Fonts
  • Duplicates
  • Folder Locations
  • Formatting
  • Libraries
  • Read/Unread
  • Reference Types
  • Sorting
  • Sync
  • Spelling
  • Temporary Citations (for word processors other than Microsoft Word)
  • Term Lists
  • URLs & Links

Building a Library

  • Getting Citations
    • Ebsco Databases
    • Web of Science Databases
    • JSTOR
    • PubMed
    • manually Enter Records
    • PDFs From Your Computer
    • Authors in EndNote
    • Attach PDFs to Records

Organizing Your Library

  • Groups
    • Group Sets
    • Groups
    • Smart Groups
    • Combined Groups


  • About Shared Libraries
  • Share Your Library With Other Researchers
  • Accept a Shared Library From Another Researcher

Writing Papers

  • Using EndNote with Microsoft Word
    • Using EndNote to Create Citations & Your Bibliography
    • Types of Citations to Enter
    • Add Page Numbers to a Citation
    • Formatting a Document for Others to Review
    • Get a New Style
    • Using EndNote to Format a Whole Paper
    • Merging Multiple Documents Into One
    • Creating Bibliographies for Each Chapter
  • Using EndNote with LaTex and BibTex


  • Formatted Bibliographies
  • ResearcherID
  • Chapter Bibliographies
  • Bibliographies Sorted by Type

PowerPoint & EndNote

  • Windows EndNote and PowerPoint
  • Citations


  • Output Styles
    • Get a New Style
    • Edit a Style
    • Editing the Dropdown List of Styles

Journal Abbreviations

  • Lists of Journal Abbreviations
  • Manually Add Journal Abbreviations
  • Edit a Style to Use Journal Abbreviations

Troubleshooting & Help

  • Get Help for EndNote
  • LaTeX Users
  • Windows - EndNote Ribbon Does Not Show in Word
  • EndNote In-Text Citations with {#} for Windows
  • EndNote In-Text Citations with{#} for Mac

Moving, Saving, and Backing Up

To get to this page, mouse over the Troubleshooting & Help page and click on the Moving, Saving, & Backing Up page

  • Saving Your Library
  • Moving Your Library
  • Recovering a Corrupted Library
  • Backing Up Your Library
  • Restoring a Library From a Compressed Backup

Exporting Files

  • Exporting citations to Digital Measures
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