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EndNote 101: Welcome

Everything you need to get started with EndNote.


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Welcome to EndNote 101!

This guide will provide an overview of EndNote.


What is EndNote?

EndNote is a bibliographic citation management software. UNCC has a site license for EndNote which gives students, staff and faculty full access to EndNote and EndNote Online. For more information about EndNote visit:

The topics covered in this guide are:

Intro to EndNote

  • Help & Training Resources
  • Add References
    • Manual
    • Direct Export from the online catalog
    • Creating Groups
  • Cite While You Write
    • Creating Bibliographies

Intermediate EndNote

  • Help & Training Resources
  • EndNote Online
  • Filters & Connection Files

If you have any questions please contact us. Contact information is located in the column to the right.

Basic EndNote Training dates

EndNote X7.5 is a citation management software available to UNC Charlotte students, faculty and staff.  With EndNote you can create a customized library of all your references, organize your references into groups, and export references and PDFs from Atkins Library’s databases.  EndNote allows you to insert your references into Microsoft Word, automatically creating citations and a bibliography to match the requirements of your style manual or selected journal. You may also sync and share your references with colleagues and EndNote online.

Introductory classes are offered fall and spring semesters. Participants in the Introductory class will learn how to download and install EndNote, create a library of references, add and export references to an EndNote library and find full text pdfs of articles.  They will also learn how to create groups in EndNote, add references from an EndNote library to a Word document and share an EndNote library with a colleague.  

Introductory EndNote classes will be held the following dates and times in the glass enclosed LibLab consultation room (RS2), adjacent to the Research Services desk:



Monday, September 26 (EndNote for MAC)

4 p.m.

Thursday, September 29

6 p.m.

Tuesday, October 4 (EndNote for MAC)

5 p.m.

Thursday, October 6

5 p.m.

Monday, October 17

5 p.m.

Tuesday, October 18

6 p.m.

Monday, October 24

4 p.m.

Thursday, November 3 (EndNote for MAC)

6 p.m.

Monday, November 7

5 p.m.

Tuesday, November 15 (EndNote for MAC)

4 p.m.

Wednesday, November 16

5 p.m.


Experienced EndNote users wishing to learn advanced techniques should contact Beth Scarborough directly.

For more information, please contact Beth Scarborough at or 704 687-0496.

Subject Guide

Beth Scarborough
133A Atkins Library
UNC Charlotte
Social:Twitter Page

Where to Download

Students, staff and faculty can download EndNote via Campus Computing.


Please help provide feedback on this EndNote instruction session.

Workshop Calendar