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Drexel Library

EndNote Citation Manager

For Users of the EndNote Citation Management Software
EndNote X9 is now available for the Drexel community. See the Getting Started section below for installation instructions.

About EndNote

EndNote is a citation management software developed by Clarivate and site-licensed through Drexel University IT. With EndNote you can...

  • Save references from databases and websites
  • Organize items with tags and folders
  • Attach notes, links, and files
  • Create in-text citations and bibliographies from within Microsoft Word

Getting Started

Desktop Software vs. Online Access

You have several options:   EndNote Desktop   OR    EndNote Online  OR    BOTH! 

If you have never used a citation management solution before, Drexel Libraries recommends using EndNote Online to get started.

Users prepared to install the EndNote desktop software will enjoy addtional features of the desktop software, such as automatic downloading of full-text and more collaborative options. A few additional setup steps are required to get the most out of the desktop version, as described elsewhere on this page.

The option to have both an EndNote Online account and an EndNote desktop installation permits the widest number of options for users who want to synchronize their citations between versions.  

Synchronizing Desktop and Online Accounts

  1. Open the EndNote Library you want to Sync (you can only set up one Library to sync with your online account)
  2. Open "Preferences" from the Edit menu (Windows) or the EndNote X9 menu (Mac)
  3. From the pop-up window, select the option for "Sync"
  4. Enter your EndNote username and password
  5. Choose whether you would like to Sync automatically or manually

Configure Preferences to "Find Full Text"

PLEASE NOTE: the OpenURL PATH has changed!  Update your EndNote "Find Full Text" preferences using the new URL below.

  1. From the Edit menu (Windows) or the EndNote X9 menu (Mac):  select "Preferences"
  2. In the Preferences window:  select "Find Full Text"
  3. Copy/ paste the following url's:
    1. Into "OpenURL Path"
      https://drexel.alma.exlibrisgroup.com/discovery/openurl?institution=01DRXU_INST&vid=01DRXU_INST:Services&
    2. Into "Authenticate with URL"
      http://ezproxy2.library.drexel.edu/login

To use the Find Full Text feature, highlight within EndNote the citations you would like pdfs for, then choose Find Full Text from the References menu.
Any pdfs that are found will be attached to your citations in EndNote. Keep in mind that the Find Full Text tool cannot find every journal article that Drexel Libraries' subscribes to.

When Your Paper Is Finished ...

When you use EndNote to insert citations into your paper, you see the text of the citations and the reference list – if you print the paper out, that’s exactly what you get.  But those citations actually include coding that links to your EndNote library. If you send someone a digital copy of your paper (such as when you submit it via TurnItIn), that coding is going to make your citations appear as gibberish.

 So there’s another step that you need to take when you’ve finished your paper –

  1. Save your file (you’re doing this every 10 minutes or so anyway, right?  RIGHT??)
  2. In the EndNote toolbar, look for the “Convert Citations and Bibliography” pulldown, and select “Convert to Plain Text”  (no, it isn’t going to remove all the lovely formatting from your paper – just the coding for those citation links).
  3. Save the file with a new name – this is now the file that you want to submit online.
  4. Make sure that you keep (and backup) BOTH files – if you need to go back and revise your paper you want to open the UNCONVERTED version, so that the citations can be updated as needed.

Drexel's Video Tutorial and Setup Slides