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Managing Your References: EndNote


Library support for EndNote at the University of Otago

Clarivate, the provider of EndNote, delivers excellent support for EndNote via email and chat as well as training videos and FAQs. The University EndNote subscription includes access to this service.

From September 1, 2023, all educational support and troubleshooting for EndNote will be provided by Clarivate.  Links to the Clarivate website are available from the Managing Your References guide 

Whilst library education and troubleshooting for EndNote will be discontinued, library staff will continue to support citing and referencing 



Please explore the following links for helpful training resources for EndNote from Clarivate.

EndNote 21 Training 

EndNote 21 Support

EndNote versions

EndNote versions include EndNote Desktop, EndNote Web, and EndNote Basic (free).

See EndNote's Feature Comparison Sheet for version specifications.

After you graduate you can still access your own EndNote Library but not software updates or syncing. EndNote Web access will revert to EndNote Basic functionality.

What is EndNote?

EndNote is a reference management solution with both a desktop and online component. EndNote users can synchronise all the references in one desktop library to their online library, and share the entire library with other EndNote users. To find out more go to EndNote online or the EndNote 21 support page.

Features include —

  • Keep all your references and reference-related materials in a searchable personal library.
  • Synchronize your references between up to three personal computers, an EndNote Web library and your iPad or iPhone through the EndNote Sync command. (You must be the owner and user of all three computers.)

  • Set up a sharing team to grant access to your designated synced library and effortlessly collaborate with up to 400 co-authors and colleagues.

  • Cite your references in word processor documents to create formatted citations, bibliographies or independent reference lists.

EndNote is available for no cost to University of Otago Staff and students. Click on the link to learn how:

Visit the AskOtago Service Portal for information about getting EndNote for your computer.

What it can do


  • Create a Library of your references
  • Export references from databases
  • Organize your library using groups and tags
  • Insert citations into your document (CWYW)
  • Set your citation style
  • Generate a bibliography
  • Unlimited storage space
  • PDF viewing and annotation tools
  • Attach PDF's, sound files, videos...
  • Sync your EndNote references and groups across multiple computers
  • Sync your library to make a back-up
  • Share your library with up to 100 others



EndNote is available for free to all University of Otago students and staff. The software can be ordered and installed on your own device or accessed via the Student and Staff Desktop.

Student EndNote Software Request Form
Complete this online form to get prompt access to install this software!

Staff EndNote Access Application Form

Please complete the form to order EndNote software. Remember to provide a username/computer ID with your order.

Technical information: Systems software requirements