1 of 13

Endnote: Basics

PRESENTED BY GEOFFREY DILLON

02/24/2026

2 of 13

What is EndNote?

EndNote is a reference management software that allows you to:

Create a group of references.
Store and organize your references.
Generate in-text citations with a formatted bibliography.

2

3 of 13

Downloading EndNote

NYU provides free access to Endnote for students and staff.
Select the link below to download on Windows: https://docs.google.com/document/d/1uToHl40Fd2U8e1dtyMR61CWz2JzDkuY4gfL0fFJTvHw/edit?tab=t.0
Select the link below to download on Mac: https://docs.google.com/document/d/1CEHbPqCthk1MG4VM_pOHgFfgFzqRHLYeX3gTrqH4nEU/edit?tab=t.0#heading=h.fb0ay6cbqlmm

3

4 of 13

Getting Started with EndNote

To be able to fully access Endnote, you have authenticate that you are an NYU student.

Choose the “references” tab on your Endnote Toolbar and open “Authenticate”.
Enter http://getit.library.nyu.edu/resolve/ beside “Open URL”.
Enter https://go.openathens.net/redirector/nyu.edu?url=https://library.nyu.edu beside “Authenticate”.

4

5 of 13

Understanding EndNote

Reference list shows all citations
Groups panel helps to organize references.
Summary and PDF tabs show citation details and full-text.

5

6 of 13

Creating EndNote Library

Click “File” and open “New”.
Name and save your new library.

6

7 of 13

Organizing References

Choose “Library” in the Toolbar.
“Define Term Lists…”.
Select “Journals”.
Select “Import List…”.
Select the “EndNote” application.
Select the “Terms” folder.
Select the “Medical.txt” file.

7

8 of 13

Creating a Group

Choose the “Groups” tab on your EndNote Toolbar “Create Group”.

8

9 of 13

Adding References from PubMed to EndNote

After conducting your search on PubMED, select the references that you want to export to EndNote.

Select references “Send To” “Clipboard”.
Once you are finished selecting and saving references, select “Clipboard” “Send To” “Citation Manager” “Create File”.

9

10 of 13

Finding Full-Text PDFs

Select the group that you created with the references you wish to use.
Select “References” at the Toolbar “Find Full Text”.
EndNote will start searching for the full text (PDF) of the selected articles.
An image of a paperclip will show on the far left of the articles where a full text was found.

If not found, the summary section may either provide a link for you to download and add it manually to EndNote or has not found a trace of the full text at all.
You can also edit PDFs.

10

11 of 13

Importing References in Microsoft Word

Click “EndNote 21” or “EndNote 2025” at the Toolbar in Microsoft Word.
Click on the small arrow next to the “Insert Citation” icon and select insert citation.
Perform a search to locate the reference you want to insert and select it.

11

12 of 13

Importing References in Covidence

Click on “File” in the Toolbar and “Export”.
Export references from EndNote in RIS or XML format.
Upload the exported file into Covidence.

12

13 of 13

If you have any questions regarding Endnote after watching this presentation, please email your section lead!

THANKS!��

“

13