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EndNote 21 : FAQs

EndNote is widely regarded as one of the world's best reference managers. It helps you save time, stay organised, collaborate with colleagues and to get published.

Frequently asked questions about EndNote

How is EndNote different to Mendeley and/or Zotero?

The core functions of all three programmes are essentially the same, that it, to simplify in-text citations and generating a reference list for your research paper, assignment or thesis/dissertation.

Technical Support

While Mendeley and Zotero are open source free-to-use platforms, EndNote is subscription based and with the subscription, we get an immense amount of technical support and access to instructional resources that are of greater quality than that of Mendeley or Zotero.

Cost

With the latter two programmes, however, your storage capacity is limited and you have to pay extra if you want or need additional storage. With EndNote, you essentially have unlimited storage.

Windows/Mac Compatibility

All three programmes are compatible with Windows and MacOS and with MS Word and MS Word Online. However, Mendeley and Zotero seem to have the edge when it comes to being compatible with open source word processors.

Availability on other platforms

All three programmes have a local desktop and online version available. However, EndNote also has an app for iPads, but not for Android just as yet.

Functionality

All three programmes have similar means of importing references, either through direct export from databases, adding them manually, importing PDFs that generate references if the necessary metadata is available. Mendeley has a very convenient, if somewhat unstable, web importer that makes importing multiple references from a website much easier. EndNote also has a web extension called EndNote Click, which works well on Google Scholar and some academic databases, like Web of Science and PubMed. But it still has a ways to go before it is as effective as Mendeley Web Importer. EndNote can also be connected to your institution, i.e. SU, and through that you can find the full text of references if we have access to them. This is not a fool-proof system either and it does not always find the PDFs, but it is a new feature of EndNote and is sure to improve in effectiveness.

Style editing is perhaps where EndNote outshines Mendeley and Zotero by far. EndNote has a simplified style editor that allows you to customise your referencing style to exactly fit the needs of your department, faculty or the journal you aim to publish in. EndNote also has an online library of 7000+ styles available, so before you decide to create a style for a journal, be sure to check there isn't one available already. Mendeley and Zotero make use of a Citation Style Language editor to create and edit styles and these are tricky, even for experienced users to navigate and use.

All three platforms have online search functionality that vary in effectiveness. Our advice remains that you should rather stick to using academic databases when you search for academic sources.

Mendeley does have one feature that is sorely missed in EndNote. That is its notebook. While you can make notes and annotations in PDFs on EndNote, with Mendeley you get a notebook where you can view and navigate through all the notes you have made in all of your PDFs. We're holding thumbs that EndNote will develop a similar feature soon. The benefit of EndNote being a subscription based platform is that they continuously need to innovate to maintain their client base, so we are certain that features that are currently lacking will soon be added.

Sharing and Collaboration

All three platforms have great sharing and collaboration options available. Unfortunately, with all three your team will all have to use the same platform since they are not cross-compatible. So if you use EndNote, your whole team will have to use it and this can make it difficult if you are collaborating with colleagues from other institutions who do not have access to EndNote. One thing that does make EndNote different to Mendeley or Zotero is that you can share your entire library with colleagues, or just the folders you want to share. With Mendeley and Zotero, you can only share folders.

 

Is EndNote available to anyone at SU?

Yes, we have an institutional subscription, which means that any student or staff member at SU can get EndNote. However, we still discourage undergraduates from using reference managers, since they first need to learn how to reference and cite properly before they can make optimal use of reference managers.

 

I have been using Mendeley/Zotero to reference in my thesis, must I switch to EndNote?

No, you do not have to switch over to EndNote, especially if you are in the advanced stages of your thesis/dissertation. It can be a tedious and distracting exercise to switch over to EndNote at the later stages, so we recommend that you rather finish your current research project before switching over.

 

I have installed EndNote on my Mac device and clicked on it to run, but nothing seems to be happening

Unlike EndNote for Windows, EndNote Mac does not prompt you to create a new library the first time you launch the software and you need to do it manually. To learn more on how to do that, check Step 15 in the installation instructions here.

 

I have many folders in Mendeley, is there a way they can be replicated in EndNote?

Unfortunately, there is no way to replicate these folders and you will have to manually reorganise your references once you have imported your Mendeley library to EndNote.

 

Can I share my EndNote library or folders with colleagues?

Yes, you can either share your entire library, or specific folders (called Groups in EndNote) with colleagues. More about sharing with EndNote can be viewed in these PDFs:

Windows

EndNote 21 Library Sharing

MacOS

EndNote 21 Library Sharing

 

Can I use EndNote without internet access

Yes absolutely. EndNote works perfectly well without internet access. The online library serves more as a backup of your data.

 

How do I import references into EndNote

You can learn more about importing references here:

Windows

Adding a new reference

MacOS

Adding a new reference

 

How do I manage and edit citations in EndNote?

You can learn more about importing references here:

Windows

Managing citations

MacOS

Managing citations