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EndNote X8: Working with Word

Referencing software

Using PowerPoint

FYI:  Using EndNote with PowerPoint is not currently available for use with Macs

Working in Word

Using Insert Citation within EndNote

Open your Word document and select the EndNote X8 tab. If the tab does not appear go to the Cite While You Write FAQ CWYW1.

Place the cursor in the Word document where you want to insert the citation. Go to your EndNote library and highlight the reference you want to insert into your document. Then click on the Citations icon  .  Your document will now show an in-text citation and a corresponding entry in the bibliography in the style you have chosen.

Using Insert Citation within Word

In your EndNote library highlight the reference/s you want to insert into your document. In your Word document, place the cursor where you want to insert the citation. Use the drop down arrow and choose Insert Selected Citation(s)

Your document will show an in-text citation and a corresponding entry in the bibliography.

Using Find Citation within Word

Place the cursor in the document where you want to insert the citation. Click on the magnifying glass icon  . Type a keyword or author name in the search box and press enter. From the list of results that appear, highlight the reference you wish to insert. Click on the drop down arrow beside Insert and select your preferred option.

  • Insert - (Reid 1988)
  • Insert & Display as: Author (Year) - Reid (1998)
  • Insert & Exclude Author- (1998)
  • Insert & Exclude Year- (Reid)
  • Insert in Bibliography Only - the reference will only appear in the bibliography and not as an in-text citation). 

Your document will show an in-text citation and corresponding entry in the bibliography.  

To move back to your library click on Go to EndNote in the tool bar.        

Select your required citation, it will now be greyed out.

Click on

To add page numbers (according to your referencing style) enter the details in the suffix box, for example p.25. 

To remove a citation highlight it and click Edit & Manage Citation(s). Use the drop down arrow next to the highlighted reference and choose Remove Citation. Click OK.

If you want to make manual changes to your references or are submitting an electronic copy of a paper to a publisher, it is recommended that you remove the field codes.

Removing the field codes unlinks the document from its EndNote Library and saves the formatted citations and bibliography as a plain text copy

If you are submitting an electronic copy of a paper to a publisher, it is recommended that you remove the field codes, as they may be incompatible with the publishing software.

To remove the field codes, open your formatted Word document. On the toolbar click on the Tools drop down arrow and choose Convert to Plain Text and then Save. The new document will appear as a new unsaved document with no field codes. Save this document with a new file name. Note that your original document with the field codes is still retained.

There may be occasions where you want to copy all of the references used in a Microsoft Word document to an EndNote library. Perhaps you received only the formatted Word document from a colleague, and would like to create EndNote references to use later. Or you may have a large EndNote library but want to create a smaller EndNote library with only the subset of references used in your paper.

Note: The Traveling Library does not contain Notes, Abstracts, Figures, or Captions.

To export references from a Word document to an EndNote library:

  1. Open the document in Word.

  2. From the Tools menu, go to the EndNote submenu, and then select Export Traveling Library. From the EndNote tab, select Export to EndNote, and then select ExportTraveling Library.

  3. On the ExportTraveling Library dialog, select either:

    • An existing EndNote library:
      Select a library from the drop-down list of available libraries, or click Browse to locate a library.

    • A new EndNote library:
      You will be prompted to name and save the new library.

Note: We recommend that you export to a new EndNote library so you can review the records before adding them to an existing library.

There is an alternate way to copy references from your Word document to an EndNote library. Open both your Word document and the EndNote library. Then, in EndNote, go to the Tools menu, then the Cite While You Write submenu, and select Import Traveling Library.

Note: When you use the Import Traveling Library commands, the exported references are renumbered and do not retain their original reference numbers.

This function  is temporarily unavailable.

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