Part 3: Endnote in Word (Mac)

The following examples are for the Mac 2016 version for Word. If you are using a different version of Word, you can find thorough instructions in "The Little EndNote How-To Book".

Cite While You Write

When Endnote has been installed on your computer, the Cite While You Write menu appears in Word.

Instant formatting

Our recommendation is to start up by turning off the instant formatting of the bibliography. If this functionality is activated, the bibliography will automatically be updated everytime new citations are added to the document. This could be annoying, particularly if you have a large document with many citations.

Change the default settings:

  1. Open a Word document.
  2. Click on the EndNote X9 tab. 
  3. Choose Turn Instant Formatting Off.

  4. Restart the Word program.

Insert citations

  1. Place the cursor in the text where to add a citation.
  2. Go to Endnote.
  3. Mark the reference you want to use. If you need more than one, use the Command key (cmd ⌘).
  4. Go back to Word.
  5. Click on the EndNote X9 tab. 
  6. Click on Insert Selected Citation(s).

Alternatively you can search your Endnote library and insert citation by clicking on Insert Citation…

The citation will appear in a coded form and will be transformed when you update the bibliography according to a specific output style.

Create a bibliography

The next step is to update the in-text citations and create a bibliography according to a specific output style.

  1. Choose Configure Bibliography  in the EndNote X9 tab.

  2. A Configure Bibliography dialogue box appear.
  3. Choose your preferred Output Style by using Browse ... Use the initial letter for the output style, for example "L" for Lancet, to find it more easily.
  4. Click OK.

If you are prompted that "The value should be between [some number] to [some number]..". Simply change the full stop/period ( . ) to a comma ( , )

Convert to Plain Text

When your manuscript is finished and ready to be submitted to a journal, it is preferable to save a copy of the document in Plain Text that is without Endnote codes.

  1. Click on Tools.
  2. Select Convert to Plain Text in the list.

  3. A dialogue box will appear informing you that a copy of your document without any codes will be created. Click OK
  4. Name the new document so it is obvious which document that still has the field codes and which does not, for example "with codes" and "without codes".

Separate bibliography

By using the Copy Formatted function you can quickly create and paste a reference list into any other document.

The references are sorted and formatted according to the rules of the selected output style.

  1. Go to Endnote.
  2. Choose the style you want to use by clicking Edit → Output styles in the menu. 
  3. Select the references you want to include in the reference list.
  4. Choose Edit → Copy formatted or right click.
  5. Switch to your other document, for example Word.
  6. Put the cursor where you like the reference list to start.
  7. Click Paste.
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