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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

Spring 2024 workshops (registration opens December 15, 2023)

Sign up for EndNote workshops offered at the following times:

January 2024

  • On Campus EndNote Part 1 (Basics):  Mon Jan 22, 2:00 - 3:30 pm, L950, Library. Register here.
  • On Campus EndNote Part 2 (Advanced):  Wed Jan 24 28, 2:00 - 3:30 pm, L950, Library. Register here.
  • Online EndNote Part 1 (Basics):  Tue Jan 30, 3:30 - 5:00 pm, Zoom. Register here.
  • Online EndNote Part 2 (Advanced): Thu Feb 1, 3:30 - 5:00 pm, Zoom. Register here.

February 2024

  • Online EndNote Parts 1 & 2 (Combined): Wed Feb 21, 1:00 - 3:30 pm, Zoom.  Register here.

March 2024

  • Online EndNote Part 1 (Basics): Mon Mar 18, 2:00 - 3:30 pm, Zoom. Register here.
  • Online EndNote Part 2 (Advanced): Wed Mar 20, 2:00 - 3:30 pm, Zoom. 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. These videos were created using EndNote 20, but the overall functionality remains the same in EndNote 21.

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 Windows (C:) > Program Files (x86) > EndNote 21 > EndNote.pdf
  • Macintosh users will find the manual in Applications > EndNote 21 > EndNote.pdf

Downloadable user 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: 403-329-2265
Text: 780-666-4622

Library Hours