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EndNote 21

How to use EndNote in a shared Word document

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 IT services 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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Merge two Word documents

  1. Document 1: Copy all text except the bibliography/reference list.
  2. Paste text from document 1 where you want it in document 2.
  3. Document 2: Choose Update Citations and Bibliography.
  4. A new combined bibliography is created in document 2.
  5. If needed, delete the remaining bibliography copied from document 1.
     

Mac:

EndNote and Google Docs

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.