What is EndNote?
Note: The EndNote software is strictly for use by current students and staff at SFU only.

EndNote is a reference management software that assists you to:
  • Store and manage your bibliographic references
  • Search online resources for additional references
  • Create in-text citations for your papers
  • Build a bibliography
  • Share personal library of references with your fellow partners
     
EndNote Desktop:  Guide for Installation
 
EndNote Web:  http://www.myendnoteweb.com
What's new in EndNote 2025?
New Features
  • AI Key Takeaway: Summarize the content or major points of the individual papers
  • Cite from a PDF: Insert a highlighted quote from a PDF into your document along with its corresponding citation
  • Find a Journal in Cite While You Write (CWYW) plugin for Microsoft Word Online*: Suggest journals for paper submissions according to the key elements of your manuscripts
*The feature of Find a Journal in CWYW plugin is only available in Microsoft Word Online. It is not application to desktop version of Microsoft Word.

More about EndNote
A 3-minute video introducing the major features of EndNote:

Windows


Macintosh
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General Enquiries: 3653-6620 / Help Desk: 3702-4338
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Notes before Installation
  • Make sure all other Microsoft Office applications (e.g. Word, Powerpoint) are closed before the installation
  • Uninstall the previous version of EndNote and make a backup of any existing EndNote libraries
Install EndNote Desktop
  1. Go to  https://libapps.sfu.edu.hk/EndNote
  2. Login using your network login / windows account
  3. Read through the Conditions of Use of the EndNote Software
  4. Select an appropriate EndNote version by your operating system to download the installer
    [Note: You are recommended to install EndNote 2025 or later]
  5. Double click the installer to start the installation
  6. Select  “Typical” as the installation type
  7. Follow the remaining instructions from the EndNote Setup Wizard to finish the installation
     
Window
Install EndNote Desktop (For Staff Desktop Computer)
  1. Open Self Service Portal

  2. Locate the application “EndNote 2025” and click “Install” to begin installing the latest versionEndNote 2025 in Self Service Portal
Note: If you encounter any difficulties in installing EndNote using the Self Service Portal, please contact the Information Technology Services Centre (ITSC) for assistance.
How to Add References?
To add references to EndNote, you have to export the title records in one or all of the following ways:
  • Discovery Search
  • Online Databases
  • PDF Files
Discovery Search
To export a record from Discovery Search:

      1.   On the Discovery Search platform, select the title record you would like to export
      2.   Select “ENDNOTE DESKTOP / RIS” in the “Send to” section
      3.   Select “UTF-8” from the pull-down menu of “Encoding” and click “Download”
      4.   Open the downloaded file and the record will appear on your EndNote library

[Note: EndNote 2025 will automatically open during the downloading process. However, if you have previously created more than one EndNote library, please select the one to which the record will be imported.]



 
Online Databases
To export a record from an online database:

      1.   In the database, select the title record you would like to export
      2.   Click on the “Export” icon or similar options provided in the databases  
            [Note: The name of the icon varies, e.g. Export / Save, Export Citation]
      3.   Select “Export in RIS Format” or similar options
      4.   Open the downloaded file and the record will appear on your EndNote library

[Note: EndNote 2025 will automatically open during the downloading process. However, if you have previously created more than one EndNote library, please select the one to which the record will be imported.]


EBSCOhost Databases




ProQuest Databases



 
PDF Files
EndNote can automatically extract reference information (e.g. title, author, publication year) from PDF files as long as their DOIs (Digital Object Identifiers) are embedded in the files. For those without DOIs, you have to type in the reference information manually.

To import a PDF file with DOI:

      1.   In the EndNote library, go to “File” at the top left corner, choose “Import” and then “File...” from the pull-down menu
      2.   When the “Import File” pop-up window appears, click “Choose...” to select the PDF file in your PC


       


     
     3.   In “Import Option:”, select “PDF”
     4.   Click “Import” and the record will appear in the EndNote library
 
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How to Create In-Text Citations and Reference List?
A “EndNote 2025” tab will appear on the MS Word toolbar once the EndNote software has been installed on your PC. To insert citations in Word:
 
1.   Open a Word file, place the cursor in the area where you would like the citation to appear
2.   Click “Insert Citation...” at the top left corner of the Word file under the "EndNote 2025" tab on the toolbar



3.   When the “Find & Insert My References” pop-up window appears, type in the keywords to locate the titles in the library
      you have previously created
4.   Select the title and click “Insert” to add your selection to the Word file



5.   Both in-text citations and the reference entries will appear in your Word file
6.   Choose the citation style (APA 7th) from the pull-down menu on the toolbar


 
Create In-Text Citations and Reference List
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How to Edit a Citation?
1.   Place the cursor on the in-text citation you want to edit

2.   Open “Edit & Manage Citation(s)” on the toolbar. A pop-up window appears.
 

3.   Select edit options (e.g. Exclude Author & Year) from the pull-down menu next to “Formatting:”
4.   Add page numbers if needed next to “Pages:”
 


5.   The in-text citation will be changed according to the selected options.

 
How to Remove a Citation?
1.   Choose “Remove Citation” on the “Edit Reference” menu
2.   Click “OK”
 

 
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How to Organize Your Reference Entries?
1.   Go to the pull-down menu of “Groups” and select “Create Group”

 
 

2.   Name your group (e.g. Cancer)

 

3.   To add a title to the group, highlight it and select “Add references To” from the pull-down menu of “Groups”
     [Note: Alternatively, highlight the title and then drag and drop it into the group]

 
How to Find Duplicated Entries?
Find Duplicates is a function for finding imported references that are duplicated in EndNote. This is most suitable for screening out duplicated titles from a large number of references for specific purposes (e.g. conducting systematic review).

1.  Import references from the databases you have searched into EndNote library




2.  Create "Groups" to organize references retrieved from different databases (For details on how to create Groups, please refer to “How to Organize       Your Reference Entries” section above)




3.  Click "Find Duplicates" on the pull-down menu of “Library” to check for duplicated titles retrieved from multiple databases




4.  The number of duplicated titles is displayed on the pane, with a pop-up window showing the records of a duplicated title. Click "Keep This                   Record" to select the record you would like to keep in the EndNote library. The other will be moved to Trash automatically. If you have not made           up your mind yet, click "Skip" to go to the next set of records.

 
(If you do not want to select which record to keep one by one, click "Cancel". A list of original titles and the duplicated titles will be displayed in pairs for easy viewing.)


 
5.  To keep the duplicated titles in a specific group, right-click and select "Add References To" and then "Create Custom Group..." (If not, select "Move References to Trash").




6. A "New Group" with duplicated titles will be created on the pane. You may right-click and select "Rename Group" to give the group a specific name. If necessary, you may even record the number of duplicated titles for other purposes (e.g. conducting systematic review).
 
 
 
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General Enquiries: 3653-6620 / Help Desk: 3702-4338
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