Skip to Main Content
Ekstrom Library

BIOL 203: Scientific Information Literacy and Communication


Please use one of the library's computers for this workshop. Find the EndNote application shortcut on the desktop. 

EndNote: A Step by Step Guide

EndNote is a powerful citation manager that you can download for free as a UofL student. In this workshop, we'll be using EndNote on the lab computers. For your own devices, download EndNote through the UofL Web Store. You will be asked to log in using your UofL username and password to access the download files. 

Follow along throughout the workshop and don't be afraid to ask questions. Let me know if I need to slow down! 


Set Up Your Library

1. Click on the EndNote shortcut on your desktop. (If there is a licensing agreement pop-up, select Accept). 

2. Click on Create New Library. (If another library is already open, go to File > Close Library, then launch EndNote again). 

3. Name your library My EndNote Library (this will create a .enl file). You will only have to create an EndNote Library once. 

4. Go to Edit > Preference > Sync.  Later, you can register for an EndNote online account. This is where you would enter your EndNote username and password to sync your desktop app to the online version. Don't worry about doing this today. 

5. In your preferences settings, go to Find Full Text. 

In the Open URL box enter:

In the “Authenticate with” box enter:

You're all set up! 

Add Your First Reference

1. Go to All References in the menu on the left. 

2. At the top, go to References > New Reference. 

3. Choose Journal Article for Reference Type. 

4. Go to this article. Find and enter the Authors, Year, Title, Journal, Volume, Pages, and DOI.

5. Save.

6. Download the PDF of the article.

7. On the reference summary, click on Attach file and upload the PDF from your Downloads folder.

You now have 1 reference in your library! 

Add Multiple References with a .RIS File

Now we're going to add several references from a library database. 

1. Open the Google Chrome web browser. You can use any web browser for your own device, but we'll be using Chrome for today. 

2. Go to > All Databases A-Z under Quick Tools > EBSCO Academic Search Complete

3. Enter "invasive species" AND Kentucky, then Search. Limit to > Peer Reviewed in the options on the left. 

4. Click the folder icon next to the first 10 articles. 

Search in EBSCO Academic Search Complete for "invasive species" and Kentucky with an arrow pointing at the folder icon on the first result.

Screenshot of Academic Search Complete. 

5. Then go to the folder option at the top of the page. 

EBSCO search with an arrow pointing to the Folder button at the top.

Screenshot of Academic Search Complete.

6. Click on Select All, then the Export button on the right. 

EBSCO folder with all 10 references selected and an arrow pointing to the export button on the right.

Screenshot of Academic Search Complete.

7. Choose Direct Export in RIS Format (e.g., EndNote), then Save. 

8. Go back to EndNote, then File > Import. Change the Import Option to Reference Manager (RIS). 

9. Go to Import File > Choose... and find the delivery.ris file in your Downloads. Then, Import.

EndNote Import File menu options with delivery.ris import file and import option set to Reference Manager (RIS).

Screenshot of EndNote. 

You now have 11 references in your library!

Each database will look a little different, but look for buttons like Cite, Citation Management, Export, etc., and look for EndNote or .ris options. We'll look at a few more examples at the end of class. 

Organize Your References into Groups

1. Right click on My Groups in the menu on the left. 

2. Select Create Group and name your group BIOL 203.

3. Go back to All References. Drag and drop references from the All References tab into the BIOL 203 folder, or right click a reference and go to Add References to Group and select the group. You can organize references in multiple groups. 

Find or Add PDFs

1. Go to References at the top > Find Full Text > Find Full Text. You may be asked to sign in with your UofL username and password. Click Continue. This may take a while, but EndNote will crawl our databases and automatically attached the PDF if it is available. 

2. Remember, if it can't find the PDF, you can manually add a PDF that is saved to your device. Double click the reference, the under Summary, click Attach file. 

3. Click on the PDF. You should see a preview, but you can click on the button to open in a new window. 

Try out some of the annotation tools! 

EndNote PDF view with an arrow pointing to the comment button in the top left corner and annotation tools.

Screenshot of EndNote. 

Cite While You Write in Word

If you have Microsoft Word downloaded on your device, your EndNote download files will automatically add an EndNote tab in Word. 

1. Find Microsoft Word on your computer, you may have to search for it in the tool bar at the bottom of the screen. 

2. Go to the EndNote 20 tab at the top. 

Microsoft Word with an arrow pointing to the EndNote 20 tab at the top of the window.

Screenshot of Microsoft Word.

3. Find the Style drop down menu > Select Another Style > Choose APA 7th. 

2. Go to Insert Citation > Insert Citation. 

3. Use the search bar to search for a reference by author name, title, etc. Try searching for Barlow first. 

4. Once you've found your reference, click Insert. 

You will now see an in-text citation and a reference list citation. 

5. Now, let's change the style. Go back to Style > Select Another Style > Choose MLA.

Your reference will automatically update to the new style! 

6. Let's change it to one more style. Now, choose Numbered. 

Free Alternatives

If you've downloaded EndNote, it's yours to keep! But after you graduate you may loose access to support and updated versions. Even if you go on to grad school or work in academia, your university may not have a license for EndNote. 

If you need a free alternative to EndNote, try Zotero or Mendeley! These open source citation managers are just as good. They include all the same features, plus they include browser extensions to automatically save citations without having to download an .ris file.  

Post-workshop survey

Discover. Create. Succeed.