Skip to Main Content

Healing Arts Therapy Program: Citation software

What is EndNote?

EndNote is a software program for PC or MAC that works with Microsoft Word to automatically format in-text citations and end-of-paper bibliography lists for your manuscripts with your chosen style (APA, NIH, Vancouver, etc).  

EndNote can also be used as a personal database to gather and store citation records from a variety of information sources.

EndNote Installation

EndNote logoStudents and employees of Atrium Health Wake Forest Baptist may download a copy of the EndNote™20 software to their institutional computers and personal devices.

Choose a tab above to view directions on how to upload this program for your computer type.

Using the Install file on a personal device

  1. Click -> ​zip icon If you are not located on campus during this install, you may be asked to authenticate.  If asked to choose, select  Atrium Health Wake Forest Baptist. Enter your  ‘’ credentials.
  2. Once authenticated, you will be taken to the .ZIP file folder page. (see next step)
  3. Click ‘Download’ from the menu
  4. Once the file is downloaded (it is usually found in the Downloads folder),
    Right-click (Do not double click) the EndNote#Inst.ZIP file and select “extract all”,
    Select a destination and extract files
  5. From the extracted files, locate and run the installer file, EN20Inst.msi
  6. Complete the remaining default steps to finish the EndNote setup.

Using the Software Center (Medical Center assigned computer)

  1.  Go to the Software Center located on your desktop.  If unable to locate, type Software into the Windows search pane  (lower left corner). Choose Software Center App. f you are not located on campus during this install, you may be asked to authenticate.  If asked to choose, select  Atrium Health Wake Forest Baptist. Enter your  ‘’ credentials.
  2. Locate and click on the EndNote app. 
  3. Click on the Install button.  Do not power off or reboot the device while installation is running.
  4. Once the program is done installing, the button will change from "Install" to "Uninstall"
  5. Verify that EndNote has been loaded by going to your application list, and locating the EndNote folder in the E-section.  Use the down arrow to access the program file.
  6. This installation loads EndNote 20.3. Administrative rights are NOT required to load this version.
  7. At this time, EndNote has been updated to version 20.5.  Admin rights ARE required to run all updates.  Contact the HELP desk via the Service Now - Get Help  to have them grant privileges to run this and future updates.

Mac installation

**Close all other applications before running this install file. Other programs cannot be open or the installer will pause until all programs or closed.**

  1. Click -> EndNote20SiteInstaller.dmg, If you are not located on campus during this install, you may be asked to authenticate.  If asked to choose, select  Atrium Health Wake Forest Baptist and then enter your  ‘’ credentials.
  2. Once authenticated, you will be taken to the EndNote#Installer.dmg file folder page.
  3. Click the ‘Download’ button.  Install will show download status in bottom left.
  4. Click on down arrow and choose Open, or double click on download file.
  5. The EndNote Installer frame opens, click on Install EndNote#.
  6. Follow through the default Mac Install Instructions.
    NOTE: At one point during the Customizer windows, you may be asked to enter a user name and password, this is the computer credentials, not Medical Center credentials.

Find Full-text with Endnote

  1. In EndNote, go to EditPreferences and select Find Full Text.
  2. Check all four boxes.
  3. Paste the URL into the Open URL Path box. The url is for Wake Forest is
  4. Paste this url in the Authenticate with box:
  5.  Click to Apply the changes and click OK.

Support and Training


  • For help and troubleshooting EndNote, contact Kim McBride or Mark McKone via Ask Us.
  • Alternatively, contact the Clarivate (EndNote vendor) support line Mon-Fri 9 am to 8 pm EST at
    800-336-4474,  choices = 4,2,1,1



What is Zotero?

Zotero is a free bibliographic citation manager. It is used to: gather citations from several sources including databases, store them locally and online, organize them in collections, share them in online groups, and place them in Word documents as in-text citations and bibliographies.

Setting up Zotero

How to get started:

1. Visit Zotero website

2. Register for an account.

3. Download the software. Click the "Download" button under Zotero 5.0 for Windows. Click and run the setup file. Under Zotero Connector click the "Install Chrome Connector" button to place the Connector icon in the Chrome browser.  Click the link "Zotero Connectors for other browsers" to place the Connector icon in  Firefox, Safari or Opera.

4. Configure preferences.

Click the gear icon and then select "Preferences" from the pull-down menu to display the Zotero Preferences Window.


On the General tab a decision must be made whether to automatically attach associated pdfs and to automatically tag items with keywords and subjects headings. Pdfs fill the storage quota more quickly than citations alone. The default quota is 300 MB. Pdfs vary in size but an estimate is that 300 MB will store anywhere from 300 to 1200 pdfs.  Some users prefer to create their own tags rather than have Zotero automatically download them.  The advantage of this approach is avoiding synonymous terms being assigned to the body of citations for the same subject.


Add your username and password in order to sync citations from your computer to your Zotero account in the cloud.  Storing citations in the cloud allows for access from any device.

Click the Check for installer button to install software for indexing the full text of pdfs.  Once installed, the button changes to Check for Update to add modifications to the software.  This software indexes pdfs and allows for full-text searching of pdfs in your database.


The Cite tab displays bibliographic styles.  To add styles, click the Get additional styles link. This accesses a site of thousands of styles that can be added to Zotero.


On the Advanced tab, click the Search for Resolvers button.


The Search for Resolvers button will locate 4 resolvers. Select the third one in the list and it will display the Serials Solutions url. This setting enables the Library Lookup function which assists with finding and downloading pdf files.





Methods for Adding Citations to Zotero

There are several methods for adding citations to Zotero:

1. Perform a database search and select results. Displayed is a screenshot from a Pubmed search in the Firefox browser. Enter search terms. Click the folder icon (circled blue) to display the "Select Items" window (highlighted). Click the checkboxes to select individual items or click the "Select All" button to select all the citations on the results page. Repeat this process for each page of the search results. Selected items will be saved to Zotero. The highlighted "Saving to pubmed" window at the lower right indicates citations are being saved to a Zotero collection called "pubmed". The two saved citations are displaying in the central "Title" pane.

Displayed below is a screenshot from the same Pubmed search showing a single article. To save this article citation to Zotero, click the article icon (circled blue). This icon changes depending on what is being viewed. It is a folder when viewing pages of results, and in this case it is an article. There are different icons for webpages, blogposts, etc.

2. Import citations files.

Carpenter Library | Atrium Health/Wake Forest University School of Medicine | Contact Us