Using Word and EndNote

Use of EndNote with Word is characterized by linking the data from EndNote with the text document, but it is not transferred as pure copy. In practice, this means that you have a link between the two programs using codes in the Word document.

The link between Word and EndNote looks a bit different depending on which version of Word you are using. However, the features themselves are the same.

Features in Word

When EndNote is installed on the machine, Word will have the «EndNote X9» menu option added to the menu bar.

You can see that the functions are divided into three categories:

  • Citation which is used to insert and keep track of citations
  • Bibliography which is used when you want to format the bibliography and or change the formatting of the document
  • Tools which contains functions for extracting references from Word, setup of EndNote and the help function

The most important / most used features are:

Search for reference (opens a separate search window to find references in the open library)
Insert highlighted reference(s). (These must be highlighted in EndNote in advance.)
Format citation and reference list (according to the selected output style selected)
Edit single reference. Can add page numbers, remove year / author name, etc. in a quote in the text.
This also applies to references in footnotes.
Unformats citations and references throughout the document or the citation one may have highlighted.
(See some more on this)
Removes the field codes that provide a link between Word and the EndNote base.
(A new document without tags is created. Remember to preserve the original document as there is no easy way to recover the codes once removed.)

See here for a more detailed description of EndNote features in Word