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Contents of this Section:
Using EndNote with a Word Processor — Formatting References in an Author-Date Style — Formatting References in a Numbered Style — Formatting References in a Footnote/Endnote Style
Is my word processor compatible with EndNote X2?
For Windows users, EndNote X2 is compatible with Word 2003 and Word 2007, 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 EndNote manual).
On the Macintosh, EndNote X2 is compatible with Word X, Word 2004 and Word 2008, 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 EndNote 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. The appearance of the EndNote tools in Word will vary, depending on the version of Word which you are using. In this tutorial, we are using Word 2007.
If you are using Word 2003, the EndNote commands appear on a toolbar in Word. Generally they work the same way as the EndNote commands on the Word 2007 ribbon.
Open Word 2007, and you will see an EndNote tab on the ribbon. Click on the EndNote tab to see the EndNote tools :
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 Sample Library.
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 you need to select the output style. We will practise using the APA style. To change the style to APA, go to the styles manager on the ribbon and choose Select Another Style:
This will display the complete list of styles. If necessary, click on the Name bar to sort the list by the name of the style. Then browse down to APA 5th and click on the OK button:
Now start inserting references. 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 Insert Citation button  on the ribbon. 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:
Highlight the required reference and 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 style which is currently selected.
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 Insert Citation 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 Insert Citation command, you can click on the Go to EndNote button  on the ribbon 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 ribbon and click on the arrow to choose Insert Selected Citation(s):
Save the changes that you have made to your paper.
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.
Use the styles manager on the ribbon (as explained above) to select another style. Choose the Nature style. EndNote will reformat the paper in the new style. It might now look something like this:
Using EndNote with footnotes or endnotes is a little more complicated. See the FAQ on the UQ Library EndNote website.
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