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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 suggestions on additional topics to include in our EndNote guide. Please send them to

Are EndNote workshops available?

The Library regularly offers a two-part workshop in the use of the latest version of EndNote covering the following:

  • Part 1: Basics
    • an introduction to key features and components of EndNote
    • how to build a library of citations
  • Part 2: Advanced
    • how to create groups of citations and customize displays
    • how to cite-while-you-write with EndNote and Microsoft Word

Spring 2021 workshop dates (via Zoom):


  • Part 1 Basics: Monday January 18, 2021, 9:45 - 11:00 am (register)
  • Part 2 Advanced: Wednesday January 20, 2021, 9:45 - 11:00 am (register)
  • Part 1 Basics: Tuesday January 26, 2021, 12:15 - 1:30 pm (register)
  • Part 2 Advanced: Thursday January 28, 2021, 12:15 - 1:30 pm (register)


  • Part 1 Basics: Tuesday February 16, 2021, 10:00 - 11:15 am (register)
  • Part 2 Advanced: Thursday February 18, 2021, 10:00 - 11:15 am (register)


  • Part 1 Basics: Monday March 8, 2021, 1:00 - 2:15 pm (register)
  • Part 2 Advanced:Wednesday March 10, 2021, 1:00 - 2:15 pm (register)

If you are not available at the above times or if you would prefer an individualized training session, 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 EndNote Basics or EndNote Advanced workshop via Zoom.

Are EndNote workshops recorded?

Although we do not record our live workshops, a self-paced online learning option is available. To view the following videos, we recommend using the latest version of Chrome, Firefox, Microsoft Edge, or Safari.

EndNote Part 1: Basics (31:42)

EndNote Part 2: Advanced (38:51)

In these videos, you can Show Sidebar (next to the CC button) to display an Index and to search across the Index and Captions.

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.

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

For a step-by-step guide to EndNote X9 basics, download The EndNote Guided Tour from the Clarivate support website:

A Quick Reference Guide (6 pages) can also be downloaded from the Clarivate support website:

For detailed instructions on how to install EndNote and how to use many popular features, see The Little EndNote How-To Book.

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