EndNote is a citation management software package, used to manage bibliographies and references when writing essays and articles.  It can used in the browser for free as EndNote Basic, or it can be purchased as a Desktop client for more advanced functionality.  To see the differences between EndNote Basic and EndNote Desktop, please see this comparison information from EndNote.

EndNote Basic (Online)

EndNote Basic, formerly EndNote Web and also referred to as EndNote Online, is free for anyone to use.

Create an Account

  1. Login to EndNote Basic
  3. Enter the required information on the left hand side of the menu, including a Login Name and Password
  4. Read terms and click I AGREE

Using EndNote Basic from Off Campus (Roaming Access)

In order to use EndNote Basic off-campus, you must first register and login from an IP authenticated workstation.  After twelve months, you are required to login again from an IP authenticated workstation to re-establish your affiliation with UW-Madison and to restore access to styles, filters and online connections. If your account was set up at a different institution, contact ISI to change your affiliation to UW-Madison.

  1. Access Web of Science from a campus computer
  2. Click SIGN IN in the horizontal menu at the top of the page
  3. Enter your EndNote Basic login and password
  4. You will know you have signed in if you see “Signed In” in the horizontal menu at the top
  5. Click ENDNOTE on the top menu to access your account. This resets your roaming access for one year
  6. Click the OPTIONS tab, then click ACCOUNT INFORMATION to track your roaming access

EndNote Desktop

EndNote for Windows or Mac is a robust citation management program. With EndNote you can:

  • Create a personal research database and organize references, images and PDFs
  • Import citations from online databases as you search
  • Format bibliographies instantly while you write
  • Share your citations and PDFs with 100 other EndNote Users using unlimited cloud storage

Purchasing EndNote Desktop

The most current version is EndNote 20. There are several methods to purchase an EndNote license:

  • Individual licenses are available on the EndNote website, and they offer a deep student discount. Discounts are also available if you are upgrading from an older version of EndNote.
  • Faculty, staff, and others with access to Shop@UW+ can purchase licenses for EndNote 20 there. Individual and bulk license options are available, some with discounted pricing.

Installing EndNote Desktop

Select Custom when installing EndNote so that you can choose to install:

  • Additional Connection Files
  • Additional Import Filters
  • Additional Bibliographical Output Styles

Before adding references to your EndNote Library, Import Journal Lists in order to enable journal abbreviations.

  • Open you EndNote library and go to the Library menu –> Define Term Lists.  The Term Lists window will open.
  • Select the Journals, then Import List.
  • A window should open containing a variety of subject-oriented term lists. If you are not taken to the folder with the Term Lists automatically, they are locate in the EndNote application folder –> Terms.
  • Select any term lists that are related to your research. You can import as many Term Lists as you’d like, but they must be added one at a time.

Note: If you already have citations in your EndNote Library, you must first delete any existing term lists before completing the steps above.

Customizing EndNote for UW-Madison

1. For version EndNote X7 and newer, users can set up their software so EndNote can find full text of article using UW-Madison’s Library subscriptions.

  • Open your EndNote Library
  • Click Edit, then click Preferences (On a Mac it is under the EndNote menu)
  • Click Urls & Links on the left side of the Preferences window
  • In the Open URL Arguments box, replace =ISI:WOS with =ISI:endnote in “?sid=ISI:WOS&…”
  • Click Find Full Text on the left side of the Preferences window.
  • In the OpenURL Path box, enter:
    https://resolver.library.wisconsin.edu/uwmad?    (The trailing question mark must be included!)
  • In the Authenticate with URL box, enter:
  • Click OK

Note:  Please be selective about downloading full text articles this way.  Mass downloads may trigger journal vendor action. Read more about Responsible Use of Licensed Electronic Resources.

2. Downloading and Installing UW-Madison Connection File to to search and import references from the UW-Madison Library Catalog:

  • Under the Online Search group within the left side Group Pane within EndNote, click the More… option
  • Locate the connection file for U Wisconsin-Madison.
  • Select it and click Choose.
  • Now U Wisconsin-Madison will show up as an option under Online Search

If you want to use Connection Files to search library subscription databases (like Web of Science) within EndNote, you may find they only work while on-campus. We cannot guarantee all Connection Files will work off-campus; if you are off-campus, try searching via the Connection File while signing in or out of the Campus VPN. We typically do not recommend using Connection Files, and instead prefer to direct users to access the databases directly and then import references to EndNote.

Additional Help

EndNote publisher Clarivate Analytics maintains an extensive user manual online. Topics covered include: using import filters, creating bibliographies, finding output styles, and importing journal abbreviations/term lists, etc. EndNote Training is also available from EndNote’s YouTube channel.