EndNote works with Microsoft Word and Open Office Writer to insert citations into documents. EndNote will format citations and bibliographies into a nominated style. Styles can include footnotes and numbering.
Setting the Style
Inserting citations
There are various methods to insert citations into documents. The Insert Citation toolbar option can be used in Word to find a citation or insert a selected citation. You can also directly insert a citation from EndNote or copy and paste citations from EndNote to Word.
This is one method to insert citations.
Using APA 6th as an example, formatted citations appear as (Wu, Chan, & Ma, 2005). Unformatted citations have curly brackets and exposed record numbers {Wu, 2005 #34}. To format these citations, click Update Citations and Bibliography. Also do this if you edit the reference in EndNote after entering it in Word to make your edits appear. To unformat citations, click Convert Citations and Bibliography and select Convert to Unformatted Citations. This might be done to check that you selected the appropriate references from your EndNote library.
EndNote will generate a reference list/bibliography in the chosen style at the end of the document.
Editing Citations in Your Document
It is not possible to edit citations by typing over the citation as the edits are lost each time EndNote reformats the reference list.
Citations can be edited by clicking on a citation and selecting Edit & Manage Citation(s) from the EndNote tab. The citations will be selected in the Citations in document window. Make any of the following changes to the highlighted citation.
Editing Bibliography Layout in Your Document
Bibliography layout changes made using Word are replaced each time EndNote reformats the bibliography.
Edit the bibliography layout by clicking on the arrow next to Bibliography on the EndNote tab. Select the Layout tab. This provides options for changing the font, font size, indents, line spacing, and spacing between bibliography entries.
A formatted reference list can be added to your document without using EndNote to insert citations.
Instant formatting enables you to watch the reference list (bibliography) appear as you insert citations. If you are writing a long or complex document such as a thesis, it is recommended that instant formatting is turned off as it can be time-consuming to reformat each time a new citation is inserted. When finished writing the document or if you want to see a draft, click on Update Citations and Bibliography to format the citations and reference list. To continue work on the document, unformat the citations using the Convert Citations and Bibliography option.
It is essential to have unformatted citations when compiling a master document from separate documents, in order to create a single reference list at the end of the document.
To disable or enable Instant Formatting in the current document:
To disable or enable Instant Formatting for all documents: