This is one of a series of tutorials that have been written to help you learn how to use EndNote Online. This tutorial assumes that you already have some references in your EndNote library. If you don't have any references yet, take a look at the Adding references to your library tutorial.

This tutorial will show you how to:

• set up Word to work with EndNote Online
• insert and remove citations in your Word documents
• edit how citations are displayed
• change the citation style (does not include Cardiff University referencing styles).

It should take around 10 minutes to work through this tutorial. Use the back and next buttons at the bottom right of the screen to move through each page.

When you open Microsoft Word after installing the EndNote plug-ins you will notice a new EndNote tab on the menu ribbon. When you click this tab for the first time you will need to log in using your EndNote username and password:

Setting preferences

On networked computers you may find that Word shows the menu tab for the desktop version of EndNote rather than the online version. If this is the case, all you need to do is:

1. Click the EndNote 2025 tab.
2. Click Preferences.
3. The EndNote Cite While You Write Preferences window will be displayed. Click the Application tab.

   

4. From the Application drop-down menu, choose EndNote Online.
5. Click OK to save your changes.

You can easily add citations to your document using the Insert Citations button in Microsoft Word. The number of referencing styles is limited and does not include the the Cardiff University styles. If these are required, we suggest you use EndNote desktop, see Getting started with EndNote. 

Author-date or numeric styles

For styles such as Harvard or Vancouver, it is relatively straightforward to insert citations:

1. Open your Word document.
2. Place the cursor at the point in your text where you would like to insert the citation.
3. Click the EndNote tab from the ribbon menu.
4. Click the Insert Citations button.
5. The Find & Insert My References window will be displayed. Use the search field at the top of this window to search the references in your library then click the Find button.
6. Highlight the required reference then click Insert (the drop-down menu next to this button provides some additional options on how the inserted citation should appear).
7. The citation will be inserted into your document.

Here is a demonstration:

Footnote styles

For styles such as MHRA or OSCOLA (available via the premium version of EndNote Online for desktop users) you will need to carry out an extra step when inserting citations:

1. Open your Word document.
2. Place the cursor at the point in your text where you would like to insert the footnote marker.
3. Click the References tab from the ribbon menu.
4. Click Insert Footnote
5. The footnote marker will be added, along with the footnote itself at the bottom of the page.
6. Click the EndNote tab from the ribbon menu.
7. Click the Insert Citations button.
8. The Find & Insert My References window will be displayed. Use the search field at the top of this window to search the references in your library then click the Find button.
9. Highlight the required reference then click Insert (the drop-down menu next to this button provides some additional options on how the inserted citation should appear).
10. The citation will be inserted next to the footnote in your document, and also in the bibliography at the end of your text.

If you need to remove a citation from your document it is very important that you do not simply delete the text of the citation. This may not actually remove the citation and you might find that references will reappear the next time you open the document.

Author-date or numeric styles

To correctly remove a reference for styles such as Harvard or Vancouver:

1. Click the citation you would like to remove then click the Edit Citation(s) button (alternatively, you can right-click the citation then go to Edit Citation(s) > More...).
2. The Edit & Manage Citations window will be displayed. This window will list all of the references that appear in your document.
3. Click the Edit Reference drop down menu next to the citation you want to remove.
4. Choose Remove Citation from the list of options (you can repeat this process for as many references as you would like to remove).
5. Click OK once you have made the required changes.

Your reference should now have been removed from the document.

Footnote styles

To correctly remove a reference for styles such as MHRA or OSCOLA:

1. In your footnote list, click the citation you would like to remove then click the Edit Citation(s) button (alternatively, you can right-click the citation then go to Edit Citation(s) > More...).
2. The Edit & Manage Citations window will be displayed. This window will list all of the references that appear in your document.
3. Click the Edit Reference drop down menu next to the citation you want to remove.
4. Choose Remove Citation from the list of options (you can repeat this process for as many references as you would like to remove).
5. Click OK once you have made the required changes.
6. Next, right-click the footnote number and select Go to footnote. This will take you to the point in your document where the footnote reference appears.
7. Delete the footnote reference. The number will also be removed from the footnote list at the bottom of the page.

Your reference and accompanying footnote should now have been removed from the document.

It is extremely straightforward to change the citation style within your Word document. Here is how:

1. Click the Style drop-down menu.
2. Select the required style from the list provided (if the style you require is not displayed click Select Another Style... and choose from the list displayed).

Your references will now be automatically reformatted in the new style you have chosen.

When you use the Cite While You Write function references appear in a standard format, for example (Irvine 2016). However, it is very likely that you will want some of your citations to be presented differently or with additional information depending on the context in which they appear. For example, you may wish to include page numbers or exclude the author name.

Thankfully, there are various editing options which can be accessed by right-clicking a reference and selecting Edit Citation(s) or by clicking the Edit Citation(s) button.

This table gives you a useful overview of the editing options available and how they will affect the presentation of citations in your document when using a Harvard style:

Desired Result	Option in Edit Citation menu	Appearance
Remove the author from the citation	Select Exclude Author	(2016)
Remove the year from the citation	Select Exclude Year	(Irvine)
Remove the author and year (no citation will appear in the text but the reference still appears in the bibliography)	Select Exclude Author & Year	No citation appears
Add a page number	Click on More… then Enter the page number into the Pages field	(Irvine 2016, p. 46)
Add text before the citation, e.g. "see"	Click on More… then enter the text into the Prefix field	(see Irvine 2016)

For footnote styles such as OSCOLA, you can use the edit function to add a pinpoint such as a page number or paragraph numbers to your citations. Here is an overview:

Desired Result	Option in Edit Citation menu	Appearance
Add a pinpoint, e.g. [13]-[19]	Click on More… then enter the text into the Suffix field	2 Nikken Kosakusho Works v Pioneer Trading Co [2005] EWCA Civ 906, [2006] FSR 4 [13]-[19].

Over the following pages we will demonstrate how you can edit a citation by removing an author, adding a page reference, adding a prefix, or adding a suffix to a citation.

To remove the author and/or year from a citation:

1. Right-click the required citation then go to Edit Citation(s)
2. Choose Exclude Author, Exclude Year, or Exclude Author & Year from the options displayed.

Your citation should now be amended.

Here is an example of how to exclude the author name:

To add a page number to your citation:

1. Click the citation you would like to edit then click the Edit Citation(s) button (alternatively you can right-click the required citation then go to Edit Citation(s) > More...).
2. The Edit & Manage Citations window will be displayed. This window will list all of the references that appear in your document.
3. Highlight the required reference in the top half of this window.
4. Once selected, enter the page number in the Pages field in the bottom half of the window (you can repeat this process for as many references in the list as you require).
5. Click OK once you have added the necessary details.

Your citation should now include a page number.

To add text before or after your citation:

1. Click the citation you would like to edit then click the Edit Citation(s) button (alternatively you can right-click the required citation then go to Edit Citation(s) > More...).
2. The Edit & Manage Citations window will be displayed. This window will list all of the references that appear in your document.
3. Ensure that the required reference is highlighted in the top half of this window, then add the required text to the Prefix or Suffix field.
4. Click OK to confirm your changes.

Here is an example:

In this tutorial we've looked at the main ways in which EndNote Online can integrate with Microsoft Word, in particular how you can insert, edit and remove citations.

What's next?

If you want to learn more about other aspects of EndNote Online, you can take a look at the other tutorials in this series:

• Getting started with EndNote Online
• Adding references to your EndNote Online library
• Working with your EndNote Online library

Sometimes you may wish to create a bibliography of sources you have used for a particular piece of research or assignment. You can easily create one as follows:

1. Click the Format tab from the menu bar.
2. The Bibliography page will be displayed.
3. From the References drop-down menu, choose which references you would like to create a bibliography for. You can choose all references in your library, or choose references from a specific group.
4. Choose the required style from the Bibliographic style drop-down menu.
5. From the File format drop-down menu, choose how you would like to output the bibliography.
6. To save a copy to your computer, click the Save button. To email a copy, click E-Mail. To print a copy directly, click Preview & Print.

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