The University of Rochester Libraries has a site license to EndNote so you don't have to pay for it! You'll get free updates as long as you're affiliated with the University.
There are 20 unnarrated videos in this playlist. Most are a minute or less. In 20 minutes, you will have a good idea how this software works.
An additional user guide is available on your computer:
For Mac users:
macOS Catalina users need to install all updates as they become available. X8 and earlier will not run on macOS Catalina.
Mojave includes new Security & Privacy functions which can prevent EndNote from being able to correctly automate. To correctly set these options...
1) Go into the Apple menu
2) Click System Preferences
3) Click Security & Privacy
4) Click the Privacy tab (along the top)
5) Click the Automation options, along the left.
6) Here, make sure that both "Microsoft Word" and "EndNote X#" are both turned on. With this automation turned off, the Cite While You Write functions will not work.
EndNote Customer Support
If a librarian is not available to help you with issues using EndNote their customer support is incredibly knowledgeable and helpful. Seriously.
You may want the full version of EndNote if ...
__ You frequently work offline.
__ You save PDFs to your computer and want to link them to EndNote.
__ You'd like to search the full text of PDFs within EndNote.
__ You'd like to find PDFs to match your EndNote references.
__ You'd like to share your EndNote library with other people.
Q: How do I add notes within my references in a bibliography?
A: For a MAC, in Word, position your cursor where you would like the superscript number to appear. Find "Citations" in the EndNote floating tool bar, and look for the dropdown box next to it. Click on the dropdown and then click on "Insert Note". Type your note into this box and "Ok." The number will appear in the text and the note will appear below in the bibliography.
A: For a PC, in Word, position your cursor where you would like the superscript number to appear. Find " Insert Citations" in the EndNote tool bar, and look for the dropdown. Click on the dropdown and then click on "Insert Note...". Type your note into this box and "Ok." The number will appear in the text and the note will appear below in the bibliography.
Q: How do I change my number from 1,2,3 to 1a,1b,1c for sources that are grouped together?
A: (For Mac) Edit Output Styles. Then go to the Citations section and click on numbering. Check the box that says "Use one number for references always cited together."
Q: My Mac Word 2016 says it's incompatible with EndNote's CWYW. What do I do?
A: Clarivate, the folks who support EndNote, are aware of this issue as of January 2018 and have created an update. Here is a link to the full support page:
You can download the update from the link above, or by clicking the EndNote menu > “Check for Updates, and following the update prompts.
Q: How do I export selected references or an entire library into Excel?
A: Watch the video below on creating custom output styles and how to import different types of references into Excel: