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EndNote Online: Cite while you write

New to EndNote Online? Please read this introductory page and then click on each heading in the following row of tabs:
Installing the EndNote toolbar in Word

To cite while you write, an EndNote toolbar should be installed on the PC/laptop that you're using:

  • If you're using a campus PC: the 'Cite While You Write' toolbar should already be installed in Word on all public PCs on-campus. 
     
  • If you're using your own laptop/PC: download the plug-in/installer in order to access the toolbar. To find the plug-in, log in to your EndNote Online account (using the link in Web of Science), go to the 'Downloads' tab, in the Cite While You Write section, select the appropriate download option for your device (e.g. Windows or Mac). Instructions are provided.



Displaying the EndNote toolbar in Word

 1. Open Word. Click 'EndNote' (the final option along the menu which starts with 'file').

Word toolbar 

          
  2. This is the EndNote toolbar as displayed in Windows:

3. Click Preferences followed by Application.

5. If the default is set to 'EndNote', select ‘EndNote online’ instead.

6. Enter your EndNote online/Web of Science account email and password (the one you registered and signed in with).
 


Toolbar installed but you're unable to display it?

1. If you're using Microsoft Word 2010, try closing and then re-opening Word.

2. If the toolbar still does not appear, go to File > Options in Word. Click 'Customize Ribbon' and select 'Endnote Online' from the right-hand menu. Click 'ok'. You may need to close and then re-open Word. 

To choose the appropriate style for your references and in-text citations:

1. Use the Style drop-down box to select your preferred style e.g. APA or Harvard (Bath). 'Style' is located in the middle/along the top of the toolbar

EndNote toolbar

  2. You may need to use the Select Another Style option at the top of the list to find the style you want.

Image with a box to choose from EndNote styles


 

 

 

 

 

 

 

 

 

 

 

3. If the required style is still unlisted: open EndNote Online (using the link in Web of Science). Click the Format tab and then click Bibliography just below. From the ’references’ options, select either ‘all references in my Library’ or a specific group.  

 

 

 

 

 

 

 

 


4. Click Select Favorites and scroll down the longer list of styles. Select the required style, click Copy to Favorites and then select the style from your ‘favorites’ list.  Finally, for the ‘file format’, select ‘TXT’ file type. Click ‘save’. You may then need to refresh your screen.  You may also need to save/close and reopen Word.
 

5.  It's not possible for users to edit or add new Output Styles in EndNote Online. If you wish to do this, you may prefer to use Endnote Desktop.

Find and select citations:

1. Position your cursor at the relevant point in the sentence where you need to cite a source of information that you've either quoted or used to inform your writing.

2.Click Insert Citations on the EndNote toolbar

Image representation of the link in the top toolbar with the words Insert Citations

3. A dialog box will appear. Search for the reference: enter title keywords or author’s surname and click Find. A list of any corresponding references from your EndNote library will appear in the box. Select the relevant reference and click 'Insert'.




 

 

 

 

 

 

 

 

 

 

 

4. You should now see the author’s name and the date of the paper appear as a bracketed citation within your writing e.g. (Patel, 2019). Simultaneously, a full reference should appear at the end of your writing.  
 

5. Alternatively: to exclude the author name(s) from the bracketed citation, click the small arrow next to the 'insert' button and click the 'exclude author' option instead. Then add the author name(s) manually outside of the brackets.  Again, the full corresponding reference will appear simultaneously.  
 

6. As you insert further citations, their corresponding full references should appear in the correct order at the end of your writing.

Click on a question below to reveal the answer:

Select element

Edit text

  • Open Endnote Online.
  • Click on the reference to open its record.
  • Click on the element/field you wish to change.
  • Amend the details. These will save automatically when you press enter, or you can choose to revert back to the original information.
  • If your reference doesn't automatically update in Word, try clicking the 'update citations and references' button in the Word/EndNote toolbar. Alternatively, save your Word document and exit it. Then, reopen the document and if necessary, re-import the citation and the updated version of the reference should now be visible.
  • Left-click/highlight the relevant in-text citation e.g. (Smith, 2006).
  • Click 'Edit & Manage Citation(s)' in the Endnote Web toolbar. A dialogue box should appear.
  • Select the option, 'Exclude Author' and click OK. The author name(s) should disappear from within your highlighted citation but your other citations should remain as you last entered/amended them.
  • Manually enter the author name(s) outside of the parentheses/brackets as relevant.

If an institutional author's name does not appear correctly, the following steps might work:

  • Keep your Word document open but connect to EndNote Online via Web of Science.
  • Within EndNote Online, click the relevant title in your list of references. Within the full reference page, click on the name of the institutional author. Enter a comma at the end of the institution's name so that EndNote Online does not confuse it with a person's name (erroneously expecting it to feature both a first name and last name.
  • Click Save and keep EndNote Online open.
  • Within your Word document, highlight the relevant citation. Click the ‘Edit & Manage Citation(s)’ button within the EndNote toolbar.
  • Finally, click ‘edit reference' and ‘update from My Library’. Click ‘insert’ and ‘OK’. 
  • Highlight the citation in your Word document.
  • Click the ‘Edit & Manage Citation(s)’ button within the EndNote toolbar in Word.
  • User of Harvard (Bath) and some other styles: enter the page number(s) in the page field (do not enter 'p' or 'pp'). Then click OK.
  • If the method above does not work: enter the necessary punctuation, spacing and page number(s) in the suffix field and then click OK. For example, you might enter: , pp.4-5
  • Keep your Word document open but connect to EndNote Online via Web of Science.
  • Within EndNote Online, click the relevant book title.
  • Within the full reference page, ensure the 'reference type' at the top of the reference page is set to ‘book section’ rather than ‘book’.
  • Check that details for both author(s) and editor(s) are included.
  • Enter the chapter title and page numbers in the relevant fields.
  • After you have completed editing the reference, click Save and keep EndNote Online open.
  • Within your Word document, highlight the relevant citation. Click the ‘Edit & Manage Citation(s)’ button within the EndNote toolbar.
  • Finally, click ‘edit reference' and ‘update from My Library’. Click ‘insert’ and ‘OK’
  • Keep your Word document open but connect to EndNote Online via Web of Science.
  • Within EndNote Online, click the relevant title in your list of references.
  • Within the full reference page, click on the title. Amend it as required.
  • Click Save and keep EndNote Online open.
  • Within your Word document, highlight the relevant citation. Click the ‘Edit & Manage Citation(s)’ button within the EndNote toolbar.
  • Finally, click ‘edit reference” and ‘update from My Library’. Click ‘insert’ and ‘OK’.

1. Open the EndNote toolbar in Word.

An image of the EndNote toolbar

 

2. Click 'Edit Citation(s)' to change a citation, adding more information (page number, year).

 

Image of a button in the toolbar at the top of Word page with the words Edit Citation

 

3. Click 'Edit Citation' to remove a citation. You must select it, click Edit Citation(s), click Edit Reference, then Remove citation, then OK.

You can edit references in your library on the individual bibliographic record.

  • You might like to annotate a reference in EndNote in order to record its key points or to reflect on its content. To do this:
     
  • Connect to EndNote Online (using the link in Web of Science). Then click on the relevant reference to open up its full EndNote record.
  • Click on the ‘research notes’ field further down the screen. Enter your text and click 'save'.

To change the font or spacing within your reference list:

1.Go to the EndNote toolbar at the top of the page.

EndNote toolbar

 

2. Click the small arrow to the right of  Bibliography.

                                Image with the word Bibliography

 

3. Click the Layout tab.

Image with Box with the words EndNote configure Bibliography

4. If necessary/if you wish, change the title to ‘References’.

5. You can also set the font and style for your reference list.

6. Click OK when you've finished amending all settings as required.

Video: Cite While you Write (7 min)