1. Make sure you have only one EndNote Library (ENL)
2. Save your ENL to local storage (and not cloud storage/OneDrive)
3. Get references in to your Library
4. Check your references (for mistakes an/or missing details)
5. Organise your EndNote Library
7. Insert your citations and create your Reference List in Word
When you create an EndNote Library (ENL), the default is to call it 'My EndNote Library'. You can keep this name or rename it. The important thing is to only have one EndNote Library. When your insert your references into your Word document, the EndNote toolbar in Word 'talks' to your EndNote Library. You need to make sure that it is only talking to one ENL. If you need to organise your references, do this within your ENL using groups (see How to organise your EndNote Library).
You should always save your active EndNote Library to your local directory and NOT to cloud storage e.g. your OneDrive. See:
There have been instances of EndNote Library corruption/loss of data when EndNote libraries are saved to OneDrive/cloud storage.
If you need to use your EndNote Library on more than one device or share your references/library with colleagues/friends, then you can do this by syncing with EndNote Web, see:
We recommend EndNote 21 (desktop) is your 'main' library and the online version is used for syncing, for sharing references/libraries, to use on a tablet or as a backup library.
The main ways to get references into your EndNote library are:
If you have used the RIS export or have typed the details in and want to attach the PDF to the reference, you can:
For instructions on how to get references in to your library, see:
(4.0 Getting references, PDFs and files into your EndNote Library)
If you wish to download EndNote Click see:
Should I use the online search within EndNote 21?
This option allows you to search some of the Library's databases and freely available catalogues from within EndNote. Although it may seem convenient, the search features in this type of search are limited compared to those available when searching the databases directly. It also does not search all of our databases. For these reasons, we do not recommend using this feature. Instead it is better to export from the library databases. See your Subject guide for suggested databases:
Regardless of how you get your references into your EndNote Library, it is important that you check your references in your library. Look out for:
Any mistakes in EndNote will mean a mistake in your Word document. If you do notice a mistake, make the edit the record in your EndNote Library.
Remember, you should only have one ENL. In order to manage your references, you can organise them into 'groups' and 'group sets'. You can do this manually, or set up criteria for EndNote to do it automatically. See:
(5.0 Managing your EndNote Library)
*New* for EndNote 21, you can also use the 'tagging' feature:
Remember the EndNote toolbar in Word is 'talking' to your ENL. If you are inserting the same reference/citation more than once, you need to make sure that you are telling Word to insert the same reference from your ENL, not a different record with the same bibliographic details. If you do insert different records Word will think these are different references and start adding alphabetic characters to differentiate them e.g. (Kelly, 2024a) (Kelly, 2024b) etc.
To make sure it doesn't do this, you need to deduplicate your ENL regularly. See:
(5.4 Deleting duplicate records)
You are now ready to insert your citations into Word. See:
For installation help, contact the IT HelpDesk:
For help setting up and using EndNote, see our Training Materials section, or you may prefer to sign up to one of our EndNote classes, which we deliver regularly throughout the year as part of the Skills Hub programme:
If you have a specific question, or if wish to arrange a class for a group of staff/students, please contact your Academic Librarian: