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Gerstein Science Information Centre

EndNote X8 (Desktop)

How to use a citation management program to organize your references and create in-text citations and bibliographies for your papers

EndNote Desktop: Getting Started


This guide is for EndNote Desktop (versions X7 & X8).

  • EndNote Desktop requires a purchase and software installation. See the "Purchase/Upgrade EndNote" section below for purchase options.
  • For information on the free, basic online version, EndNote Online (formerly EndNote Web), consult this guide instead.


What's on this page - How to Get Started with EndNote:

monetization_on Purchase/Upgrade EndNote

build Technical Requirements

laptop Browser Compatibility

search Find Full Text Articles

Purchase/Upgrade EndNote

  1. New EndNote user?
30 Day Free Trial: Purchase directly from Clarivate (Discounted): Purchase EndNote elsewhere
Register for a free 30-day trial EndNote account on the EndNote website.

New EndNote users can get 15% off.

University of Toronto/UHN Students/Staff, Research Assistants, and affiliated hospital research staff with a current TCard/UHN ID may purchase the Single License for personal or departmental use at significant savings.

  • Version: EndNote License X9 Single User License
  • OS: Windows or Mac
  • Price: 15% discount off the purchase price of $154.99 CAD until December 31st, 2020


To take advantage of this discount, please call 1-215-823-1767 or send an email directly to using discount code LIBRARY.

Single Use and Networked

You are welcomed to investigate and purchase EndNote elsewhere but the discount will not apply.

  1. Already an EndNote user and want to upgrade?

Follow the software update instructions on the EndNote website.

When upgrading your previous version of EndNote to the current one, we recommend:

  • backing up your previous libraries
  • then uninstalling the previous version of EndNote (to avoid conflicts between the new and old versions)
  • keeping all Microsoft Office applications (Word, Excel, Powerpoint etc.) closed during installation
  • if you are using a Mac, also keeping Pages (word processor for Apple) closed during installation
  • then installing the latest version of EndNote

Technical Requirements

Technical requirements for EndNote desktop differ depending on your operating system.

Windows Users: Mac Users:
  • Windows® XP SP3, Vista (32-/64-bit), Windows 7 (32-/64-bit), & Windows 8 (32-/64-bit).
  • Pentium 450-megahertz (MHz) or faster processor
  • 180 MB hard disk space available
  • 256 MB RAM
  • CD-ROM drive required for installation — not required for download installation.
  • Mac OS X 10.6 and later
  • Intel-based Macintosh
  • Hard disk with 400 MB available
  • Minimum 256 MB of available RAM
  • CD-ROM drive required for installation — not required for download installation 


*Note: If you will be using Pages instead of Microsoft Word for your documents on your Mac, and will be using the Cite While You Write function in EndNote, please ensure you have the latest version of Pages, as detailed on this website. For more information about Cite While Your Write, please refer to the "Using CWYW with Word" page in this guide.

Please consult this page for more details.

Browser Compatibility


Safari and Chrome are not compatible with EndNote

When using EndNote (Desktop), we recommend using Firefox
Please note that all tips given in this guide are applicable to Firefox only.

Find Full Text Articles

You can search for and retrieve the full text PDFs of already existing references in your EndNote library by using EndNote's "Find Full Text" feature. To configure your settings to download full text articles in EndNote through the University of Toronto Library's databases, follow the steps below:

  1. From the EndNote Menu, choose EDIT - PreferencesFind Full Text
  2. Open URL Path:
  3. Authenticate with URL:
  4. Ensure that all full text search options listed are also checked off (Web of Knowledge, DOI, PubMed, OpenURL).