EndNote

A guide to basic setup and use of EndNote for citation management.

Creating an Account Using EndNote Online

An EndNote Online account allows you to back up your library to the EndNote cloud server. This provides a way to retrieve references if your computer is lost or fails, as well as providing remote access in case you're working on a computer other than your own. Creating an EndNote account is easy and free, even after you leave UTSA.

EndNote online works best as a back up for your EndNote library. Your EndNote online account will not have all the same functionality as the EndNote application you downloaded onto your device.


To create your EndNote online account, visit the Preferences menu in EndNote.

PC - Select Edit then Preferences

PC - Edit > Preferences

Mac - Select EndNote 21 then Preferences


Choose Sync from the menu

Click Enable Sync

You will be prompted to enter your EndNote Online credentials or Sign Up for an account

Choose Sign Up then follow the prompts to create an account

It is not required to use your UTSA email, but doing so may make your credentials easier to remember

The final step takes a few moments to process and often gives the appearance that you did not submit. Give it a moment.

Enter your EndNote Online credentials in boxes then click OK

Check the Sync Automatically if you would like to have your library sync automatically when you open and close EndNote. We recommend using this features

PC - Click OK

PC - EN Preferences (Sync settings)

Mac - Click Save

Mac - EN Preferences -(Sync settings)


You can also create an account from your web browser by using the link and instructions below

Follow the link above

Click EndNote Online Login in the upper right corner

Click Register

Fill in the required fields and click Register

It is not required to use your UTSA email, but doing so may make your credentials easier to remember

You should receive an email from EndNote with a link to activate your account.

>>> Continue to Sync & backup >>>

 

** If you have trouble installing EndNote, please check the Help & Support page or contact an EndNote specialist using the box to the left **