Connecting Word & EndNote
The biggest advantage EndNote offers is the ability to use all the citations you gathered into a manuscript or paper your are writing and automatically format your bibliography. You have thousands of options, from commonly used styles such as MLA or APA to NLM or Uniform Requirements to specific journal styles. If you need to change your style at any point, it is a simple couple of clicks to completely revise the paper.
The tools are called Cite While You Write and in Word (Windows version) the ribbon looks like:
NOTE: Mac tools are just the same except they are in a toolbar.
The ribbon (or toolbar) will automatically install in Word when EndNote is installed. Be sure that Word is closed before you install.
The EndNote - Word connection begins when you insert your first citation. You do that in one of two ways and both are found under the 2 part "Insert Citation" button.
Option 1: Insert Selected Citation
Option 2: Search & Insert Citation
Insert Selected Citation
For this process, you will use EndNote to find the citation you want to insert. Sometimes, the sorting tools in EndNote make this an efficient process.
Step 1: In Word, put your cursor where you want the citation inserted. You need to know enough about your citation style to determine if the citation should go before or after the period or if it should go somewhere else in the sentence.
Step 2: Go to EndNote and find the citation you want. Highlight it by clicking on it.
Option 1: Once selected, click on the little button at the top that is a red arrow pointing to a document. It will take you right back to Word and insert the citation where you last clicked your cursor. (That is why Step 1 is so important.)
Option 2: Once selected, head back to Word and use that 2-part Insert Citation button from the EndNote ribbon. Click on the lower half and click on Insert Selected Citation. It will insert the citation where you last clicked your cursor. (That is why Step 1 is so important.)
Your citation is now inserted into your manuscript and the bibliography will automatically begin at the end of your document.
Search & Insert Citation
A different procedure may work better in some cases, and that is to use the built in search box to find the citation you need and insert it without ever leaving Word.
Step 1: In Word, put your cursor where you want the citation inserted. You need to know enough about your citation style to determine if the citation should go before or after the period, or if it should go somewhere else in the sentence.
Step 2: Click on the 2 part Insert Citation button and choose Insert Citation (or, for a short cut, just use the top half of the button).
Step 3: In the dialog box, use the search box (it may be blank or it may have the last term searched) to search for the citation you need. You can use an author's name, words from the title, or any other piece of information that may be in an EndNote record. Click Find. It will search the library you have open (and you could have more than one library open if uncertain which library has the citations you need).
Step 4: Once you see the article you want, click on it to highlight it and use the Insert button to insert it.
Note: If using an author date style (e.g., APA, MLA) you may find the options under the Insert button's drop-down list to be helpful. These are not needed for a numbered citation style.
Your citation is now inserted into your manuscript and the bibliography will automatically begin at the end of your document - or the new item will be added to the list.