What is EndNote

EndNote Basic is the free desktop version of EndNote - a reference management software.

What is the purpose of EndNote

As a reference management platform, EndNote Basic can be used for collecting, organizing, sharing, and formatting citations. Users can create personal libraries or group libraries to share citations with others.

How to use EndNote

EndNote Basic is a desktop application. Users create an account and login through myendnoteweb.com to access. Through the application, users can collect citations from a variety of sources, organize citations within their libraries, create bibliographies and in-text citations, and share collections with others through groups.

Where to find Support

This tool is not centrally supported

Help and Documentation

For help, please refer to the EndNote documentation or contact EndNote Support. More information on the different versions of EndNote is also available on their version comparison page.

Tool Evaluation

Functionality overall rating: 2 starsFunctionality

Rating Rationale
Scale rating: 3 stars


EndNote Basic can be scaled to accommodate any size class with the flexibility to create smaller sub-groups (There are some restrictions on groups, however these are not prohibitive - 5000 group limit, 10000 references allowed for all groups combined)

Ease of use rating:3 stars

Ease of Use

EndNote Basic has a user-friendly interface that is easy to navigate and personalize

Tech Support/ Help Availability rating: 2 stars

Tech Support/Help Availability

Technical support and help documentation is available in the form of web pages or videos

Hypermediality rating: 3 stars


EndNote Basic allows users to communicate through different channels (audio, visual, textual) and allows for non-sequential, flexible/adaptive engagement with material

Accessibility overall rating: 2 starsAccessibility

Rating Rationale
AODA Friendly rating: 3 stars

AODA Friendly

EndNote Basic was designed to adhere to the U.S. Government Section 508 accessibility standards. See Endnote’s Voluntary Product Accessibility Template

User Foused Participation rating: 2 stars

User-focused participation

EndNote Basic has some limited capacity to address the needs of diverse users, their various literacies, and capabilities

Required Equipment rating: 3 stars

Required Equipment

Proper use of EndNote Basic does not require equipment other than a computer and access to the internet. Endnote Basic is accessed through a web browser

Technical overall rating: 1 starsTechnical

Rating Rationale
OWL Integration rating: 1 stars

OWL Integration

EndNote Basic can only be offered in OWL through a link or static representations of the tool (i.e. CSV file of citations), rather than a functional version of the tool itself

Operating Systems rating: 3 stars

Operating Systems

Users can effectively utilize EndNote Basic with any standard, up-to-date operating system (i.e. Windows 10, Apple OSX, etc.)

Web Browser rating: 3 stars

Web Browser

Users can effectively utilize EndNote Basic with any standard, up-to-date web browser (i.e. Google Chrome, Safari, Firefox, Internet Explorer 10 etc.)

Additional Tech Requirements rating: 2 stars

Additional Tech Requirements

EndNote Basic requires two plugins: A Capture Reference Tool and a Cite While You Write tool

Mobile Design overall rating: 1 star Mobile Design

Rating Rationale
Mobile Operating Systems rating: 3 stars

Mobile Operating Systems

EndNote Basic is fully functional with a range of electronic mobile devices (laptops, tablets, touchscreens, mobile devices, etc.) through a web app

Mobile Functionality rating: 2 stars

Mobile Functionality

EndNote Basic is a web-app that has a mobile-friendly design however small screens may negatively affect a user’s experience

Offline Access rating: 1 star

Offline Access

As a web-based tool, EndNote Basic cannot be used in any capacity offline

Usage and account set up overall rating: 1 starsUsage and Account Set Up

Rating Rationale
Sign Up/Sign In rating: 1 stars

Sign Up/Sign In

All users (instructors and students) must create an external account or additional login, and/or personal information is collected and shared

Cost of Use rating:  3 stars

Cost of Use

All aspects of EndNote Basic can be used free of charge; There are more advanced versions of EndNote available for purchase.

Archiving Saving and Exporting Data rating: 3 star

Archiving, Saving, and Exporting Data

Users can archive, save, or import and export content or activity data in a variety of formats

Data Privacy and Ownership rating: 2 star

Data Privacy and Ownership

Users maintain ownership and copyright of their intellectual property/data; EndNote Basic collects personal information through technology such as cookies to “a provide personalized Internet or mobile application experience that delivers the information, resources, and services that are more relevant and helpful to you”. They may make personal information available to affiliates” See Terms and Conditions

Social Presence overall rating: 2 starsSocial Presence

Rating Rationale
Collaboration rating: 2 stars


EndNote Basic has the capacity to support a community of learning through asynchronous but not synchronous opportunities for communication, interactivity, and transfer of meaning between users

User Accountability rating: 2 stars

User Accountability

Instructors cannot control student anonymity (accounts can be set up with anonymized names and email addresses) but the tool provides some solution for holding students accountable for their actions (groups are set up by private invite via email, members can be added/removed by admin)

Diffusion rating: 2 star


Student familiarity with the tool is likely mixed, some will lack basic technical competence with its functions

Instructor Presence overall rating: 2 starsInstructor Presence

Rating Rationale
Facilitation rating:2 stars


EndNote Basic has limited functionality to effectively support an instructor’s ability to be present with students via active management, monitoring, and engagement

Customization rating: 3 stars


EndNote Basic is adaptable to its environment: easily customized to suit the classroom context and targeted learning outcomes

Learning Analytics rating: na stars

Learning Analytics

EndNote Basic was not designed with the intention of offering learning analytics

Cognitive Presence overall rating: 2 starsCognitive Presence

Rating Rationale
Enhancement of Cognitive Task(s) rating: 2 stars

Enhancement of Cognitive Task(s)

EndNote Basic enables functional improvement to engagement in the targeted cognitive task(s)

Higher Order Thinking rating: 2 stars

Higher Order Thinking

EndNote Basic may engage students in higher order thinking skills (given significant consideration to design, facilitation, and direction from instructor)

Feedback on Learning rating:na stars

Feedback on Learning

EndNote Basic is not designed to provide feedback to others

Security and Privacy

This tool has not been formally reviewed by Western’s Technology Risk Assessment Committee

Security and Privacy Flags


  • Users are required to create and use a non-Western account. It is highly recommended that users do not use the same username and password that is in use at Western.

Information Collection

  • Application collects information that could identify the user specifically (email address, class schedule, etc..)


  • Acceptance of the Application's Terms of Conditions or End User License Agreement may bind the institution to an agreement thereby requiring legal counsel to review the application contract.
  • EULA is complex and difficult to understand

Cost and Approval

  • The application may require the instructor to enter credit card information
  • The application may require students to enter credit card information


  • This application is hosted outside of Canada

Last Updated: March 6, 2024


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