EndNote 21

1. Place the text cursor where you want to place the citation in the text. 
    
2. From the EndNote tab, select Insert Citation in order to search your EndNote library.
   (Perform the search by typing a search word, the author Watson in this example, in the dialog box. 
   You can search for author, title, title words, keywords, year, words in abstract etc.)
   
3. Choose Insert
   
   
    
4. The citation will be inserted and formatted and the reference list is generated.
   
   

1. Choose the citation where you want to insert page numbers.
2. Choose Edit & Manage Citations.
3. Fill in the page number in the field Pages.
   
   
4. Page number will now be added to the citation.
   
   

1. Choose the citation where you want to exclude the author.
2. Choose Edit & Manage Citations.
3. Choose Exclude Author or Exclude Year under Formatting.
   
    
4. The author/year will now be removed from the citation.
   
   

Do not use Delete or Backspace when removing references in a document. This might not remove all information.

1. Choose the citation you want to delete.
2. Choose Edit & Manage Citations.
3. Choose Edit Reference -> Remove Citation.
   
   
    
4. The citation and reference in your reference list is now removed from your document.
    

How to recognize an unformatted citation

Sometimes you see citaions in your document which look a bit odd and these are probably Unformatted citations. Here's an example of an unformatted citation.

{Kilgore, 2014 #45}

Kilgore is the author surname, 2014 is the publishing year and #45 is the record number in your EndNote Library

Switching to Unformatted Citations and back again

The setting Instant formatting is normally turned on in Word and this means that citations and references are instantly formatted when you insert them in your document. You can choose to work with unformatted citations and this can be changed by clicking Convert Citations and Bibliography -> Convert to Unformatted Citations. If you want to switch back to Formatted citations this can be done by clicking Update Citations and Bibliography.

Why use formatted citations?

• These citiations contains coding and you can see how your citations and reference list will look like according to the chosen output style
• It makes it easier to switch between styles
• Since the formatting is done instantly it's easier to see whether your citations and references appear correctly
• BUT: Using Formatted Citations can slow down your work when writing large documents with many references. Every time you insert a new citation EndNote scans the whole document to check for any changes and this can be time-consuming.

Why use Unformatted citations?

• These citations contain no coding and is shown in plain text
• If you're working on a large document with many references it may speed up your work by using unformatted citations
• If you're using the Track Changes function in Word we strongly recommend to use Unformatted citations. Track changes also uses coded fields and this can conflict with formatted EndNote citations

How to edit unformatted citations while you are writing

How to use EndNote in a shared Word document

Office 365 is preinstalled for all faculty, and students at BI Norwegian Business School can download and install Office 365.To use Word and EndNote in collaboration with others you need to install the desktop version of Word 365 and the EndNote plugins for Word.

Installing Word

1. Go to the software page in the Student Portal.
2.  Find Office 365 and follow the instructions.

Installing EndNote plugin in Word

The EndNote plugin for Word will be installed together with EndNote. Follow these instructions if you have installed EndNote before Word.

Create a document for collaboration

1. Create a shareable document in the Office 365 desktop version of Word.

2. Share the document.

3. Upload the document to OneDrive to share it.

4. Choose Anyone with the link can edit or People in BI Norwegian Business School (BIEDU) with the link can edit and type the email address to the people you want to share the document with.

4. The collaborator will now receive an email with a link to the shared document which will be opened in the browser (i.e. Word Online). Choose Open in Desktop App to access the EndNote toolbar in Word.

5. The document will open in the desktop version of Word and the EndNote plugin is available. Insert citations from EndNote and start working with your document.

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It is recommended to use EndNote with Word, but it's also possible to work with EndNote in Google Docs (and other text editors) by using "unformatted citations", i.e. citations that looks like this {Davis, 2016 #393}. There is no official support for EndNote in Google Docs so this is a workaround, but it makes it possible to collaborate on documents.

1. In EndNote, highlight the citation(s) you want to insert into Google Docs.
2. Right-click and choose Copy.
3. Paste the references in the appropriate place in Google Docs.
4. Choose File -> Download as -> Microsoft Word (.docx) when you're finished with the document.
   
   
    
5. Open the saved document in Word, from the EndNote menu-> Click Update Citations and Bibliography.
   
   
    
6. The citations and reference list will now be formatted according to the chosen style.
   
   

You can also take a look at the instructions from Clarivate.

You can use EndNote in PowerPoint for inserting citations or references in your slides. The features are however limited and Cite While You Write is not activated.

1. Choose reference output style, for example APA 7th or Vancouver.
   It is not possible to switch between different output styles while you work.
   
   
    
2. Place the cursor in the PowerPoint slide where you want the citation to show.
   Insert citation will show a citation as shown in-text, i.e.:  (Castells, 2013)
   
   Insert reference will show the complete reference, i.e.: 
   Castells, M. (2010). The rise of the network society (2nd ed., Vol. 1). Wiley-Blackwell. 
    
3. NOTE: EndNote does not create a reference list automatically on your last slide. In order to create a reference list, select the references you want to use in EndNote and Choose Insert Selected References.