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Working with EndNote

Read all about the most important functionalities of EndNote.

Installing EndNote

Leiden University staff can use EndNote on their University issued device by installing it via the Software Center. It is not possible to install the programme on your personal device. To use it at home, use the Remote Workplace, or use EndNote Web.

Leiden University students can use EndNote at study places within the university. It is not possible to install EndNote on your personal device.

Install EndNote on your LUMC computer via the LUMC Software Center. To use EndNote on your personal device, please download the software from our website using your LUMC account.  If your LUMC credentials are not accepted, add "lumcnet\" before your username.

Students can register via the University network with an e-mail address and password of their choice.

Adding and Managing References

There are various ways to add references to your EndNote library, including but not exclusively:

Many databases offer RIS files. These are bibliographic files that include all the information you might need to cite a reference (think for instance of the title, author and publisher of a work).

To import RIS references, select File -> Import -> File. Choose your preferred file and select Reference Manager (RIS) next to Import Option. Your file will be imported after you click Import.

To import a PDF, select File -> Import -> File. Choose your preferred file and select PDF next to Import Option. Upon clicking Import, your PDF file, along with all available metadata, will be imported.

To import references via Google Scholar, perform a search and select the quotations icon under your title of choice. A pop-up will appear, allowing you to choose EndNote. This will download an EndNote file to your computer. To import, select File -> Import -> File. Choose your preferred file and select EndNote Import next to Import Option. Your file will be imported after you click Import.

To manually import references, select the clipboard icon at the top right of your library. A pop-up will appear, allowing you to fill out all information about your reference by hand.

While EndNote does not offer the option to import a title via its DOI directly, there is a workaround. To add an article via its DOI, open a new manual entry. Fill out the DOI in the respective field and save your entry. An empty record will now show up in your library. Right-click it and select Find Reference Updates. Your record will now be filled out automatically.

To edit a reference or add a PDF to it, double click and use Edit in the pane on the right.


To manage and organise your references, EndNote allows you to divide them into groups. There are various options:

Drag and drop articles into groups manually. To create a group, right click My Groups and select Create Group.

Smart groups will update automatically when you add articles concerning a specific topic/journal/author/etc. To create a smart group, right click My Groups and select Create Smart Group. A pop-up will appear in which you can set your own preferences. For example, if you want all articles by a specific author to end up in a group automatically, use the Author tag and put in the author’s name. Click Create to create your smart group.

A group set combines various groups into one larger group.  Drag and drop groups to make them part of a set. To create a group set, right click My Groups and select Create Group Set.


Apart from storing and organising references, EndNote can be used to insert references into your Word document. Referencing properly helps you keep your reasoning transparent and give credit to the authors of the work you used.

To create citations EndNote uses the Cite While You Write plugin, which is included when you first install the programme. You can find the extension by clicking EndNote 21 in your Microsoft Word menu bar. The EndNote Cite While You Write menu will now appear.

Click Insert Citation to choose the source you want to cite. After clicking Insert the reference will appear in your document, both as an in-text citation as well as a bibliography entry. Adding more citations, or rearranging them, will result in a re-ordering of the bibliography.

EndNote offers over 7000 citation styles for you to use. To change your citation style, select your preferred style from the Cite While You Write menu. All references will be updated automatically.

Found a mistake in one of your citations? Do not change it manually, as this may corrupt your file. Edit your reference in EndNote instead, then go back to Word and select Update Citations and Bibliography in the Cite While You Write menu. This will automatically load the changes you made into your document.

EndNote Web

EndNote Web allows you to access your references anywhere, even if you don’t have the EndNote programme installed on the device you’re working on. You can use it to add references as well as to cite.

EndNote Web is only available if you have an EndNote account. To make an account, open EndNote, go to Edit -> Preferences -> Sync -> Enable Sync -> Sign Up

Once you’ve made an account, you can access EndNote web. Add your references via the + button. (For more information about adding references, see Adding and Managing References.)


To cite using EndNote Web, it is necessary to change your Cite While You Write settings in Word. (For more information about the Cite While You Write menu, see Citing.) In the Cite While You Write menu, click Preferences -> Application and select EndNote Online. You will now be able to cite sources in your Word document using EndNote Web.

EndNote Web allows you to manage one library. To sync your libraries, select Sync Now in your EndNote desktop app.

Tips and tricks

Looking for the full text of one or more of your references? EndNote allows you to search the web for full text files. Before your first use, you’ll have to change your preferences to include the Leiden University proxy link. To do this, navigate to Preferences -> Find Full Text. Fill in the following information:

OpenUrl Path
Authenticate with

To search for the full text, navigate to References -> Find Full Text -> Find Full Text. The results of your search will show up under Find Full Text in the left hand pane of EndNote.

EndNote allows you to share your groups with your peers. To share, select a group and press the person with the plus symbol. You can now fill in the email address(es) of the colleague(s) you’d like to share your group with. Groups others have shared with you appear in Groups shared by others.

EndNote lets you search for duplicates within your library. To search for duplicates, navigate to Library -> Find Duplicates. If duplicates are found, EndNote lets you choose which record you’d like to keep.

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