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EndNote : Help & Learn

A guide to using EndNote at the University of Lethbridge

Need help with an EndNote problem?

If you're looking for help in troubleshooting an EndNote problem, feel free to send an email to:

Ask your question or explain your problem and we will do our best to help you out.

We also welcome your input if you think there should be something added to this guide that would help others.  Please drop a note to - we will take your suggestion into consideration.

Are EndNote workshops available?

The Library regularly offers instruction in the use of the latest version of EndNote that includes:

  • an introduction to key features and components of EndNote (Basics)
  • how to build a library of citations (Basics)
  • how to create groups of EndNote citations and customize displays (Advanced)
  • How to City While You Write with EndNote and Microsoft Word (Advanced)

Spring 2020 workshop dates (January & February workshops in L950, bottom floor of the Library):

January 2020

  • EndNote Basics: Monday January 27, 2:00-3:00 pm.
    • Click here to register for EndNote Basics
  • EndNote Advanced: Wednesday January 29, 2:00-3:00 pm.
    • Click here to register for EndNote Advanced

February 2020

  • EndNote Combined (Basics + Advanced): Wednesday February 19, 1:00-3:00 pm.
    • Click here to register for EndNote Combined

March 2020 (via Zoom)

  • EndNote Basics: Tuesday March 24, 9:30-10:30 am
    • Click here to register for EndNote Basics
  • EndNote Advanced: Thursday March 26, 9:30-10:30 am
    • Click here to register for EndNote Advanced

If you're interested in an EndNote training session but are not free during the scheduled workshop times, please email us with some dates/times that could work for you. One of our Library EndNote trainers will then contact you to set up a mutually convenient time for an individualized in-office session or an online session (via WebEx, Zoom, or Skype).

Is there an EndNote manual?

If you are using EndNote already, a good first place to begin is with the HELP function built into the application. Look for the Help icon on the toolbar of the EndNote application.

For basic information on how to do specific tasks in EndNote, see The Little EndNote How-To Book.

Alternatively, you may prefer to consult the EndNote manual. An EndNote manual is included as a PDF document with your installation of EndNote.

  • Windows users will find the manual at this location: C:\Program Files\EndNote X9\EndNote.pdf
  • Macintosh users will find the manual at the location: Applications | EndNote X9 | EndNote.pdf

A Quick Reference Guide can also be accessed on the EndNote website.

What help is available from the EndNote publisher?

Some helpful resources on the EndNote publisher's website include:

 There are also EndNote experts around the world who love to help.  The publisher maintains a searchable Knowledge Base of EndNote community-sourced help at:

Library Help

Research Help Desk

During the Research Help Desk open hours, you can Ask Us a question via IM, email, or text message.

Instant Message: Click Here
Email: Click Here
Phone: 403.329.2263
Ph. (toll free): 877.382.7113
Text: 780.666.4622

Get help In Person by visiting Research Help, Located on Level 10 in the Library.

Library Hours