Citation Management Software

EndNote Basic Quick Guide

EndNote Basic is a free (to the EMU community) web-based version of the EndNote citation manager.

A version of the desktop software can be purchased at:

The following handout provides a 1-page quick guide to EndNote Basic. 

Getting Started


  1. Register an account with EndNote through the Web of Science database. Visit the database here
  2. Click the word "Products" at the top of the page, then "EndNote" from the dropdown. Click "Register."
  3. Use  your emich email to set up an account. A verification link will be sent to your emich email. Be sure to complete the registration by clicking the link in the email. If you do not see an email from EndNote, check your spam folder and remove the email from spam to access the link.


  1. Once you have created an account (see above) you can access EndNote Basic through Web of Science or visit and log in. 

Collecting Citations

There are many ways to gather and store citation in EndNote Basic. Prior to saving citations, log on to EndNote Basic (described above), then conduct your search in a database as usual. Use one of the 4 methods listed below to capture a citation: 

METHOD 1: Easy export from databases (used in Web of Science, Biological Abstracts, CINAHL, or Ebsco Databases): 

  1. From the database results list, select the reference you wish to save
  2. Export the citation using the "Send to EndNote Online" button (or similar)

METHOD 2: Download and Upload Citation File (SciFinder, JSTOR, Google Scholar, ESearch)

  1. Navigate to the article you wish to cite
  2. Select "Export citation" or something similar
  3. Select "Downloan .ris file" or "Save to EndNote Online" or something similar
  4. From EndNote Basic, select "Collect", then "Import References." Complete the form:
    File: Upload the .ris or .enw file from your downloads
    Import Options: Select RefMan for .ris files or EndNote Download for .enw files. Tip: Add these to your "favorites" so you don't have to search through the long list. You can also select the database where you found the publication. 
    To: Select a 'group' (or folder) in which to save the citation
  5. If successful, a note in red will read: [number] references were saved to "[folder/group name]"

METHOD 3: Manually Input Citation Information

  1. From EndNote Basic, select "Collect" a "New Reference"
  2. Complete as much information in the form as possible. Select "Save"

METHOD 4: Capture Reference Tool

  1. The Capture Reference tool is a tool that goes in your bookmark bar on your browser. It allows you to save the information of the page or article that you are currently on. To install the tool: Visit the "Options" tab on EndNote. Select "Download Installers." Follow the directions to drag the tool to your bookmark bar. Tip: you may have to change your browser settings to view your bookmark bar.
  2. Navigate to the article you would like to cite (this works best on journal/publisher pages, or to cite a website). 
  3. Click the Capture Reference bookmark to save the citation. A pop-up box will appear, double check all of the auto-filled information for accuracy. Tip: you may have to allow pop-ups on your browser. Select "save to"
  4. Check EndNote to ensure that the information was successfully transferred. 


Organize References

EndNote Basic allows you to organize references for different projects. Create "groups" (these are like folders) for projects and add citations to them. 

  1. To create a group: Select "organize," "Manage my groups." Click "new group," name and save the group. to share with others, select "manage sharing" and provide others' email addresses. 
  2. To add citations to groups: Navigate to "my references." Select "all my references" or a group link on the left side navigation. Select the checkboxes next to the citations you wish to add to a group. Select "Add to group..." from the dropdown menu. Select the group to which you would like to add the citations. The numbers near the group name should change to reflect the number of citations moved. 

Export a Bibliography

  1. Select "Format Bibliography"
  2. Complete the form:
    References: Choose the group you wish to cite
    Bibliographic style: Choose the style you wish to use. Tip: set favorites to shorten the list of options
    File format: Select "RTF" for files that easily copy & paste to Word
  3. DOUBLE CHECK the bibliography and fix all errors

Cite-While-You-Write in MS Word

Cite-While-You-Write allows you to cite reference from EndNote while you work in MS Word. 

  1. To install the plug-in, ,select "Downloands." Under "Cite while you write," choose the appropriate installation for your system. Note: the plug-in may not work properly with older versions of Word on Mac, check your system requirements and OI to make sure the plug-in will work for you. Install the software using your computer's default setup. 
  2. Open MS Word, select the EndNote tab. Click "Insert Citations" to cite while you write. 
  3. EndNote Basic has thousands of citation styles. To limit or change your style list, adjust the bibliographic styles in favorites for Bibliographic Styles. 


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Kelly Getz

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