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EndNote

Using EndNote and MS Word together

Many reference managers expect you to type your document as normal then export your reference list from the manager and add it to your document.

EndNote offers a more streamlined alternative with its 'Cite While You Write' functionality. With this option, your reference list is generated as you add citations to your text.

If using the 'Cite While You Write' functionality, any manual amendments you make to your citations or references may cause corruption - remember to use the system functionality.

Cite While You Write

Cite While you Write

When you are ready to add citations to your document, select the 'EndNote' tab on the ribbon of your MS Word document. Options include:

  • Style:
    • Ensure that the appropriate referencing style, e.g. Cite Them Right Harvard, is displaying.
    • If not, click the drop-down, 'Select another style' then the desired style.
  • Insert citation:
    • A 'Find' pop-up opens. Enter a keyword or author's name to generate a list from which you can select the desired source. The citation will be added to your document at the point where the cursor is flashing.
  • Edit & manage citations:
    • Use this multi-functional feature to amend the citation's display, add page numbers or other relevant details.
    • If you have linked 2 or more citations together, you can use the arrows to change the order in which the citations display in your text.
    • Removing a citation? Use the option here (not the delete key) to remove a citation from your text if you change your mind as to its position or inclusion - Note: manually deleting a citation generated by EndNote will corrupt your document.
  • Update references and bibliography:
    • Useful refresh option if you are working on a document over a period of time and have made changes to the EndNote records for cited items.
  • Instant formatting:
    • If 'On', your citations and references will be updated instantly.
    • If 'Off', curly brackets will appear around you citations and your reference list may not be displayed.
  • Formatting your reference list
    • Click on the (tiny) 'Configure bibliography' arrow (below Instant Formatting) to amend the formatting of your reference list
    • Select 'Layout' on the resulting pop-up window to add a page title, e.g .References, and to amend the font, size and line spacing for your references, e.g. selecting 'Single' from the 'Space after' option to separates your references for easier reading if using the Cite Them Right style.