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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 (ensure you have first covered Part 1)
    • how to create groups of citations and customize displays
    • how to cite-while-you-write with EndNote and Microsoft Word

Fall 2023 workshops

Sign up for EndNote workshops offered at the following times:


  • EndNote Part 1 (Basics): Tue Sep 26, 1:30-3:00 pm, L950, Library. Register here.
  • EndNote Part 2 (Advanced): Thu Sep 28, 1:30-3:00 pm, L950, Library. Register here.


  • EndNote Part 1 (Basics): Mon Oct 23, 3:00-4:30 pm, Online. Register here.
  • EndNote Part 2 (Advanced): Wed Oct 25, 3:00-4:30 pm, Online. Register here.


  • EndNote Parts 1 & 2 (Combined): Wed Nov 15, 1:00-3:30 pm, L950, Library. Register here.

If you are unable to attend at the above times or if you prefer an individualized training session, please email us with some dates/times that could work for you. One of our Library EndNote trainers will contact you to set up a mutually convenient time for an EndNote Basics or EndNote Advanced workshop via Zoom or in-person.

Alternatively, you may wish to check out our self-paced recorded tutorials - see the "Are EndNote workshops recorded?" section, below.

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 (33:00)  Download slides or transcript

EndNote Part 2: Advanced (42:04)  Download slides or transcript

While viewing the videos, use the Table of Contents in the Description area or the links in the video control bar (between the volume control and CC) to navigate to specific slides or "chapters."


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 in Local Disk (C:) > Program Files (x86) > EndNote 20 > EndNote.pdf
  • Macintosh users will find the manual in Applications > EndNote 20 > EndNote.pdf

Brief Quick Reference Guides are available from Clarivate for Mac and Windows users.

What help is available from the EndNote publisher?

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

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

Library Hours