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Citing and Citation Managers


Two versions of EndNote are available:

EndNote basic (also called EndNote online or EndNote web)

  • The free, limited online version of EndNote, which is "perfect when you're new to research and writing."
  • You can setup an account and access EndNote basic through the library's subscription to Web of Science database. (This is the preferred method for Queen's affiliates as it provides more options and functionalities than creating an account via the Clarivate Analytics website).

EndNote desktop (also called EndNote X7, X8 or X9)

  • Queen's University now has a site license for EndNote desktop.
  • Includes all the features available in EndNote basic and much more.
  • Download EndNote desktop from MyQueensU Software Centre.
  • See download instructions and a reference sheet for EndNote X8 to the left of this page.

EndNote Support

Having trouble downloading EndNote desktop? Contact Queen's ITS for help.
Having technical issues using EndNote? Visit the EndNote Support page to view common questions or search the "knowledge base" for answers to frequently asked questions. If you can't find an answer on the EndNote Support page, there are options to submit an inquiry or call for help.
In addition to the information provided on this guide, the library has created EndNote desktop instructions including a quick reference sheet (available on the left-hand side of this page).


What EndNote basic can do for you

  • From research to publication, EndNote basic gives you the tools for learning how to do research, cite sources, write term papers, and even match your manuscript to a scientific journal.
  • Create an online account to search, save and use your research sources.
  • Save and organize the references you find (up to 50,000).
  • Integrate with Microsoft® Word to properly cite and format your paper.
  • Choose from popular bibliography formats, including MLA and APA style.
  • Use manuscript matcher to identify the best journal for your research to be published.

What EndNote desktop can do for you

  • Team access to one reference library - work from a single reference library with up to 100 people, no matter where they are located or what organization they are affiliated with.
  • Sort through years of work in seconds - search across reference metadata, full text journal articles, file attachments, and your personal annotations and notes, to locate the research you need in just seconds.
  • Overcome research limitations - store and share as many references, documents and files as you need–a necessity for successful collaboration.
  • Cite it right the first time - insert citations and references from your EndNote library into your manuscript and automatically build a bibliography in over 6,000 styles right from Microsoft® Word.
  • See what your team is doing - instantly see the history of changes made to your shared library with a built-in activity log.
  • Take the guesswork out of journal submission - using EndNote online, find the journals where your research is most likely to be accepted based on an analysis of tens of millions of citation connections in Web of Science™.
  • Let the full text find you - initiate a search for full text PDFs across your subscriptions and freely available sources. When the article is found, it will automatically be attached to your reference.

EndNote videos


EndNote Basic Cite-While-You-Write Overview (2:37)

What Are You Missing by Using Only EndNote Basic? (6:21)

What's New in EndNote X8?

Exporting results from library resources

The following instructions are for EndNote basic (the web version) and may not be applicable for EndNote desktop.‚Äč

General instructions for exporting citations from library resources:

Library resource

Export option

EndNote Web import option


  • Save results to folder
  • Download file using “export to EndNote” option
  • ProQuest


  • Save results to folder
  • Export>Direct export to EndNote Web
  • Results are automatically put in the “Unfiled” group

Ovid databases

  • Download file using “export to Reprint/Medlars” option
  • Ensure abstracts are included in exported records
  • Medline Ovid(SP) or other Ovid database
  • Specify to which group the records will be added, or create a new group
  • Select the desired citations
  • Open "Send To" drop down menu
  • Select "Citation Manager"
  • Click "Create File"
  • PubMed (NLM)
  • Specify to which group the records will be added or create a new group

1. Summon is available on the Queen’s University Library’s (QUL) main web page.

2. In the Summon search box type exercise and click on the Search button.


3. Select the relevant citations by clicking on the file folder icon to save the item. The file folder icon will change to the color red. For this example, I selected five citations.

4. Next double click on one of the red file folders to view your saved citations.

5. Find the Export To… dropdown menu and click on it.

6. Select the EndNote option. Select the Save option but note the filename and where on your computer the file will be saved. For example, on my computer this file will be saved in my Downloads file.

7. Next create or open your EndNote Basic / Web account.

8. Here is how you can access or create an EndNote Basic / Web account. From the Citation Management library guide, in the Introduction section – the second paragraph – click on the Web of Science link. 

9. Using the Sign In dropdown menu, select the Sign In option if you already have an account, or Register if you want to create a new account.

10. After you sign in or register find the My Tools dropdown menu, click on My Tools and then click on EndNote.

11. In the EndNote basic / web software locate the Collect option. Mouse over the Collect tab and select Import References.

12. Complete the Import References form. Note: You must select ProQuest as the Import Option for the importing to work.

13. Since we selected New Group, EndNote will prompt you to name the new group. This pop-up box will appear in the upper left corner of your computer screen. Type the name of your new group and for this example, I typed Exercise.

14. Once the references have been imported you will see the above statement. Click on the link “Exercise” to view your imported references.

15. Above are the five citations that I imported from Summon to EndNote Basic / Web.

16. Use EndNote to create a bibliography. 

17. Sign out of EndNote when you want to leave the program. To sign out click on the person icon and select Sign Out.

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Finding full text articles within EndNote

Whether you are using EndNote basic or EndNote desktop, be sure you’re taking advantage of the ability to find full text easily.

EndNote basic

Although EndNote basic is freely available, if you sign-in to EndNote via the library database Web of Science (see below) you will be able to see Get it @ Queen's links for each citation that will take you to the full-text article if the publication is purchased by Queen's University Library or otherwise freely available.


EndNote desktop

If you have downloaded EndNote desktop using the site license for Queen's (see Introduction above), you can use the "Find Full Text" feature to import PDFs for your citations. You will be asked to authenticate your access (NetID and password required).

Go to Edit > Preferences > Find Full Text and add the OpenURL and proxy prefix as seen here:



Proxy prefix:

Once you’ve applied these settings, clicking on Find Full Text should import any PDFs available through Queen's University Library or otherwise freely available.



Note that in some cases EndNote is not able to locate the full text even though the library has it. In this case, you can use another method to track down the full article and attach it to the citation. 

EndNote desktop: what happens when I leave Queen's?

  • The citation library will exist but you will need to purchase a new license for EndNote desktop to do any editing once you leave Queen's and it expires.  
  • EndNote is licensed yearly by Queen's. When the EndNote subscription has expired, your installation of EndNote will revert to a feature restricted Viewer. The data in your library has not been lost and can be restored by reactivating. Find details about the restricted viewer here.
  • Where the file exists depends on if you are using EndNote in cloud or locally on your computer.