Before you begin using the EndNote program you need to know which referencing style your school uses and become familiar with that style. While EndNote will display references in your selected referencing style (e.g. APA, Chicago, Vancouver etc.) you need to be able to recognise any mistakes or inconsistencies in your references. For more information about referencing please see:
Open a Word document. Click on the EndNote X8 tab in the Word ribbon. If the tab does not appear go to the Cite While You Write FAQ CWYW1.
Windows tool bar
Mac tool bar
Using Insert Citation within EndNote
Place the cursor in the word document where you want to insert the citation. Go to EndNote and highlight the reference you want to insert into your document. Click on the Insert Citation icon Your document will now show an in-text citation and a corresponding entry in the bibliography.
Using Insert Citation within Word
In EndNote highlight the reference you want to insert into your document. In your word document, place the cursor where you want to insert the citation. In Word, on the word ribbon click on the drop down arrow next to the Insert Citation icon and select 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 drop down arrow next to Insert Citation and select Insert Citation... or you can just click on the magnifying glass.
Type a keyword or author name in the search box and click Find. From the list of results that appear, highlight the citation you wish to insert. Click on the drop down arrow beside Insert and select your preferred option.
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.
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 which link the document to EndNote. This unlinks the field codes and saves the formatted citations and bibliography as a plain text copy.
Open your formatted Word document
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.
Your Word document contains a ‘traveling library’ of the references cited. This traveling library allows you to collaborate with other authors working on the same Word document without each author having the same EndNote library.
To export references from a Word document to an EndNote 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.
If you are using brackets regularly in your Word documents (e.g. for mathematical of scientific formulas) you may find that EndNote tries to format the content within them as references, as it understands brackets to signify in-text citations. You may be prompted by persistent messages asking you to choose a reference to add in these brackets. This can also happen when using parentheses in Word documents.
If this happens, we recommend that you change the symbols (known in the program as temporary citation delimiters) which EndNote understands to signify in-text citations:
To do this open EndNote and go to Edit (for Mac users EndNote X8) > Preferences > Temporary Citations. Change the Temporary Citation Delimiters from curly brackets (or other brackets) to two different symbols which you are unlikely to use in your document (e.g. £ and $). Click on Apply > OK. You should find that this stops EndNote from trying to format content in brackets incorrectly. Your in-text citations will continue to display in the brackets as dictated by your chosen referencing style as normal.