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Citation Tools: EndNote Basic

EndNotes Basic

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EndNote Basic

EndNote Basic is the free version of one of the most popular citation managers (EndNote).  EndNote Basic is a web-based citation manager that helps you locate, organize and store bibliographic data.  Think of EndNote Basic as an online filing cabinet with amazing search functions.  EndNote Basic integrates with Microsoft Office Word (and potentially other word processing systems) to assist you, while you are writing research papers, manuscripts and grant proposals, in inserting in-text citations and generating the resulting reference lists.   Your EndNote Basic database can be organized into "Groups" (think of them as folders) and there are robust sharing and social networking capabilities.  

EndNote Basic allows you to store up to 50,000 references online and store PDFs (up to 2 GB).  If you need more storage space or want to access additional capabilities, more capacity is available with a personal subscription.  

EndNote Basic Pros & Cons


  • Integrates with Word
  • Powerful organizational capabilities
  • Large capacity for storing citations (free version)
  • 2 GB storage for PDFs (free version)
  • Sharing capability


  • Small learning curve
  • Need to correct capitalization for APA formatting

EndNote Basics -- Basics

  • Create a personal log-in
  • Dig in!!  
    • Search databases and save citation details
    • Organize your personal database 
    • Store PDFs
    • Integrate EndNote Basic with Office Word to insert in-text citations and generate corresponding reference lists in APA format
  • NOTE:  You will need to correct your citations for capitalization, corresponding to the APA 6th rules on capitalization.  EndNote Basic does not automatically change article titles to "sentence case" capitalization

EndNote Basic Tutorials

EndNote has many excellent tutorials and guides available on at the EndNote Training webpage (  Although there are not training materials specifically for EndNote Basic, the functions that are detailed on these tutorials will apply to EndNote Basic -- you just may not have access to all of the functions (the Basic version has more limited functionality than do the subscription-based versions).  

If you are interested in really learning how to make use of the robust citation management features of EndNote, spend some time with these detailed tutorials and guides so that you can become aware of all the ways in which EndNote Basic can assist with making your research continuum more efficient -- a process that starts with your initial research and concludes with citation formatting within your final research projects.

How To Use EndNote in 7 Minutes (Windows Version)

How To Use EndNote in 6 Minutes (Macintosh Version)