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Using EndNote with a Word Processor
Is my word processor compatible with EndNote X?
For Windows users, EndNote X is compatible with Word 2000, Word XP and Word 2003, using Cite While You Write (as demonstrated below). If you are using an earlier version of Word, or another word processor (such as WordPerfect), you must save your documents in Rich Text Format and use the Format Paper function (as explained in the manual).
On the Macintosh, EndNote X is compatible with Word X and Word 2004, using Cite While You Write (as demonstrated below). If you are using an earlier version of Word, or another word processor, you must save your documents in Rich Text Format and use the Format Paper function (as explained in the manual).
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We have just seen how to use EndNote to create an independent bibliography, but EndNote can also work in conjunction with your word processor, so that you can insert references as you type a document, and automatically generate the bibliography.
If you have a compatible version of Microsoft Word (Windows or Macintosh) installed on your computer, when you install the EndNote software two extra files will be inserted into your word processing software. These are the Cite While You Write tool.
Open Word and then click on Tools on the menu bar. Click on the EndNote X submenu, and you should see some additional commands relating to EndNote:
These commands can also be accessed using a special EndNote X toolbar. To display the toolbar, click on View on the Word menu bar, then select Toolbars, and click on EndNote X to display the EndNote toolbar. It should look like this:
If you position your mouse over any of the buttons on the toolbar, a text box will appear showing the name of the button. The toolbar can be dragged to any position in the window. In this tutorial, we shall be using the toolbar, but you can use the commands on the Tools menu, if you prefer.
We will now practise using Cite While You Write by adding some references to a sample paper. You can use any Word document (preferably a short document) to practise this. Insert references from the library which you have already created, or use the Paleo library.
Formatting References in an Author-Date Style
What is an "author-date style"?
The Harvard Style is the best-known author-date style, but there are many variations. In the text of the paper, the reference is cited in an abbreviated form similar to " … (Smith, 1993)". In the list of references at the end of the paper, references are given in full and listed alphabetically by author.
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Open your Word document.
First, we need to decide which style we wish to use. Click on the Go to EndNote button  on the toolbar.
In EndNote, go to the style menu on the main EndNote toolbar  and click on the arrow. Click on Select Another Style to open the complete list of styles.
Browse through the list to find the APA 5th style and choose it. This is the output style corresponding to the fifth edition of the American Psychological Association's Publication Manual. It is a commonly used author-date style.
Return to Word, click on the Format Bibliography button  on the EndNote toolbar, and you should see the dialogue box shown below. Make sure that the box labelled With output style is showing APA 5th:
Click on the OK button to confirm the output style for this document.
Go to the end of the first sentence, where we will insert our first reference, and insert a space before the full stop.
Click on the Find Citations button  on the toolbar. This opens a search window.
Think of a reference which you wish to cite from your library. Enter the author's name in the search box, and click on the Search button. EndNote will display the matching references:
Click on the Insert button, and this reference will be inserted into your document.
EndNote will instantly format the citation in the text and produce a list of references at the end of the document in the APA style. Your document might now look something like this:
We shall now add some more references to this paper.
At the end of the second sentence in your Word document, insert a space before the full stop and again click on the Find Citations button. Search for another reference, using the author's name or some words from the title. Select and highlight a reference, and click on the Insert button.
Continue adding references to your document in this manner. As an alternative to using the Find Citations command, you can click on the Go to EndNote button on the toolbar and select references directly from your library. Highlight a reference in the library window and return to Word. Then use the Insert Citation button  on the EndNote toolbar.
Save the changes that you have made to your paper.
Formatting References in a Numbered Style
What is a "numbered style"?
In a numbered style, references are indicated by a number in the text. The number is often printed as a superscript. At the end of the paper, the references are given in full and arranged by the numbers which they have been assigned.
Do not confuse a numbered style with a footnote (or endnote) style. With a footnote/endnote style, it is the footnotes/endnotes which are numbered. The references are then inserted into the footnotes/endnotes, along with other text.
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Using the paper that you have already formatted, we will change the style to a numbered style. This situation could arise if you decided to submit the article to a different journal.
Click on the Go to EndNote button on the toolbar. In the style menu on the main toolbar in EndNote, select another style. Choose the Nature style.
Return to Word. Click on the Format Bibliography button on the toolbar, and you should see the dialogue box shown below. Make sure that the box labelled With output style is showing Nature:
Click on the OK button, and EndNote will reformat your document with the new style. It might now look something like this:
Formatting References in a Footnote/Endnote Style
Using EndNote with footnotes or endnotes is a little more complicated. See the FAQ on the UQ Library EndNote website at:
http://www.library.uq.edu.au/endnote/footnote.html
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