EndNote and Word
Learning objectives
By the end of this module, you will be able to:
- use the Cite While You Write toolbar.
Endnote and Word
EndNote can work with Word to make managing references much easier. Using both programs in combination, you can insert references as you type, and automatically generate a formatted bibliography at the end of the document.
If you have a recent version of Word installed on your computer, the Cite While You Write (CWYW) toolbar was added to Word when you installed EndNote.
To access CWYW, open the Word document to which you want to add citations. From the Tools menu, choose EndNote. A submenu with the CWYW commands appears. You can view these commands in a Word toolbar by choosing View > Toolbars > EndNote. The toolbar in Figure 19 will appear. The appearance of the CWYW toolbar will differ slightly depending on the version of Word, the type of computer and the version of EndNote you are using.
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Figure 19: Endnote Cite While You Write toolbar
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.
We will now practise using Cite While You Write by adding some references from the Paleo library to a sample paper.
Formatting references using the Author-Date Style
The Harvard Style is the best-known author-date style, but there are many variations. The basic principle is that the reference is cited in an abbreviated form, eg (Smith, 1993) in the text of a document. References are given in full at the document end.
To experiment with using the author-date style, we will use the example Word document provided by EndNote.
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Right click on this link and choose Save Target As to save the example Word document to your desktop.
Open this document using Word.
Click on the Go to EndNote icon
on the Cite While You Write toolbar. This will take you to Endnote.
Click on the arrow next to the Style Menu on the EndNote toolbar and choose Select Another Style. This will open a complete list of EndNote styles. Click on APA 5th style. 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.
Click on Choose Style.
- Click on the Return to Word Processor icon
from the Cite While You Write toolbar in EndNote. Clicking on the Return to Word Processor icon will take you back to Word. If this toolbar is not visible in EndNote, choose the Show Toolbar command from the Tools menu and select CWYW/Add In. - In Word, click on the Format Bibliography icon
on the EndNote toolbar. You should see the dialogue box shown in Figure 20. Make sure that the box labelled With output style is showing APA 5th.
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Figure 20: The Format Bibliography Dialogue Box
Click on the OK button to confirm the output style for this document.
Go to the end of the first sentence in the document, where we will insert our first reference.
Insert a space before the full stop.
Click on the Find Citations icon
on the Cite While You Write toolbar. This opens a search window. -
Enter the surname of an author from the Paleo library (eg Budd) in the search box, and click on the Search button. EndNote will display the matching references (Figure 21).
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Figure 21: The Insert Citations Search Window
Select a reference by clicking on it once.
Click on the Insert Selected Citation(s) icon
. This reference will be inserted into your document. -
EndNote will format the citation in the text and produce a list of references at the end of the document in the APA style. Your document should now look something like the document in Figure 22.
Recent Developments in Personal Bibliographic Software: a Critical Review Since the 1980s, there have been a variety of software products on the market which can be classified under the general heading of Personal Bibliographic Software (Budd, 1988). All of these products perform the same two basic functions: they allow the user to maintain a database of bibliographic references and they permit the generation of a bibliography containing some or all of those references. Substantial developments have taken place in the functionality of personal bibliographic software. Today it is not difficult to find a product that can automatically import references from a CD-ROM or web database and format both in-text citations and a list of references in a wide variety of styles. References Budd, D. A. (1988). Aragonite-to-calcite transformation during fresh-water diagenesis of carbonates - Insights from bore-water chemistry. Geological Society of America Bulletin, 100(8), 1260. |
Figure 22: Manuscript with Reference in APA 5th Style
We shall now add some more references to this paper:
- At the end of the second sentence in your document, insert a space before the full stop.
- Click on the Find Citations icon
on the CWYW toolbar.
- Search for another reference, using the author's name or some words from the title.
- Select a reference, and insert it into your paper by clicking on the Insert button on the bottom of the Find Citations panel.
Save the changes that you have made to your paper by choosing the Save command from the File menu.
You are now ready to proceed to the next part of the module: Formatting references.