Using EndNote with Word. Day 5 of 5 days of EndNote #SU5DoE

EndNote’s Cite While You Write feature allows you to use the references stored in your EndNote online library to create citations, footnotes and reference lists in a Microsoft Word document.


On Swansea University open access machines you will need to run the EndNote plugins (online) icon which you will find in the Common Apps folder of the Unified Desktop.

If you are using your own PC rather than a university one, you will need to download EndNote plugins for Word. To do this log into Endnote Online and then select  Downloads.

Once you have the EndNote plugin you will have an EndNote tab in Word. If you do not have the EndNote tab please contact the library for help.

endnote toolbar

  • Open Word and create a new document.
  • Go to the EndNote tab and click Preferences.
  • Click the Application tab and change this to EndNote Online. (It may have the EndNote Online tab already showing in which case you don’t need to do anything). If you do not have an EndNote tab at all, close Word and double click the EndNote plugins icon in the applications window to install it.
  • A dialog box will ask you for your e-mail address and EndNote password – enter these.

Now you can use EndNote to add citations as you write.

  • Type the following:

This book was useful during my studies

  • Click Insert Citations. Type marshall in the search box and click Find. Highlight the reference “How to study and learn” and click Insert. EndNote will insert a citation (author and year) into your text and add the full reference at the end of your document.
  • Type:

I also found the following useful

  • Click Insert Citations and insert another reference that you have saved in EndNote.

Each time you insert a citation the reference will be automatically added to a reference list at the end of the document.

You can change the referencing style. Word will pick up the referencing styles that you have added to your favorites in EndNote. If the one you want to use is not listed in Word you need to select the style in EndNote Online. Do this by clicking on the Format tab and then Bibliography, followed by Select Favorites. There are some Swansea University approved styles :

  • APA 6th Swansea (an  author date style)
  • Vancouver Swansea (a numbered style)
  • MHRA Swansea (a footnotes style)

If you have added a new style to your Favorites you will need to close Word and reopen it to pick up the styles that you have added.

When you change the reference style in Word the in-text citations and reference list will update automatically.

We have reached the end of ‘5 days of EndNote’. I hope that you have found it useful and can see how EndNote can help you. This course has been designed to give you enough information to ‘get started’ using EndNote. However, if you would like to find out more, there is further information available in our Library Guide for EndNote and you can contact your library subject team for help and advice.

Using EndNote with Word. Day 5 of 5 days of EndNote #SU5DoE

Creating a reference list: Day 4 of 5 days of EndNote #SU5DoE

This post explains how you can easily create a list of your references using EndNote Online. Our pervious posts covered creating an account, adding reference information to your EndNote account and organising that information.

To create a reference list

  • Click the Format tab. You will see the screen below (The Bibliography option on this tab is selected by default).


  • Next to References: select the group you created. You can select any group or all your references.
  • Next to Bibliographic style: this is where you need to select the reference style you want to use. If the style you need is not in the list follow the next three steps.
  • Click the Select Favorites
  • From the All list on the left select the style that you want to use.

There are some Swansea approved styles; APA 6th Swansea (an author date type style), Vancouver Swansea (numbered) and MHRA Swansea (footnotes).

  • Click Copy to Favorites. They will then be added to the list of styles you see in the drop-down list for bibliographic style.


Once you have the selected the referencing style that you wish you use

  • Select RTF from the File format drop-down list. This format can be opened in any word processor and gives a nicer format than plain text.
  • Click the Save You will see a message asking if you want to save or open the file.
  • Choose Open and you should see a formatted list of the items in your group.

Today you have quickly and easily create a list of your references in your chosen referencing style. Tomorrow you will learn how to use EndNote with Word to insert citations and references as you write your assignments.

Creating a reference list: Day 4 of 5 days of EndNote #SU5DoE

Organise and share you references in EndNote : Day 3 of #SU5DoE

Over the last two days we have entered references manually and imported some references from iFind. You should now have several references saved in EndNote. Today we will look at how you can organise and share these references.


In EndNote Online you can collect related references in groups. You could have a group for a specific topic, or for each chapter of a dissertation. Putting a reference in a group does not remove it from your list of My References, so a reference can be in more than one group.

To create a group:

  • Go to Organize
  • Select New Group
  • A window will open; enter a name for your group.

To add references into your new group:

  • Go to My References
  • Select some referenes by ticking the check box next to the reference.
  • Just above your list of references you will see an Add to group drop-down menu.
  • Select your group.

The selected references will be added to the group. At the left of the screen you will see a My References box listing the groups you have in your library. You should see the group you created with a number of references next to it.

  • Click on the group name link to see the references in this group.

You can share specific groups with other EndNote users. This may be useful if you are working on a collaborative assignment.

  • Click the Organize
  • On the Manage My Groups page, click the box in the Share column to tick it.


  • Click the Manage Sharing button for the appropriate group. On the next screen click the link that says Start sharing this group. A pop-up window will appear where you can enter the email addresses of anyone you wish to share the group with. You can also decide to give Read & Write or Read Only

Tomorrow’s post will teach you how to create a simple bibliography/reference list.

Organise and share you references in EndNote : Day 3 of #SU5DoE

Importing references – Day 2 of 5 days of EndNote #SU5DoE

Yesterday we set up an EndNote Online account and entered a reference manually; if you missed it you can find it here. Today we are going the have a go at importing references.

You can import references from iFind and most academic databases including Web of Science, Scopus, and ScienceDirect.

We are going to find some journal articles in iFind and import the reference information into EndNote.

  • Go to iFind and select the ‘Articles & more’ search option.


  • Search for a topic that you are interested in.
  • Chose an article that you would like to save in EndNote.
  • Click on the details tab and then select EndNote from the actions drop-down list.

details dropdown

EndNote Online will open in a new window. Once logged in to you will see the Import references page and a confirmation that 1 reference has been imported from Primo (Primo is the system that runs iFind).

You can import references for multiple items by saving them to you favourites and then sending them to EndNote.

  • Go back to your list of results in iFind.
  • In the results list click on the star next to the title. This adds the items to your favourites.
  • Add several items to you favourites by clicking on the star icon.
  • Now go to you Favourites list. You can access this buy clicking on Favourites (top right of the screen)
  • From your Favourites list select all of the items you went to send to EndNote.
  • Select Push to EndNote from the drop-down list and click on Go.


You should now have several items in EndNote, which you can view by selecting My References.

You can find instructions for importing references from other sources EndNote library guide or simply ask the library staff for help.

Tomorrow we will learn how to organise and share the references that you have saved in EndNote.

Importing references – Day 2 of 5 days of EndNote #SU5DoE

5 days of EndNote: Day 1 – Getting started

Welcome to 5 days of EndNote.

EndNote is a tool that can help you store and organise the references that you find during your research. This reference information can then be used to automaticaically insert citations and a fully-formatted reference list into your Word documents.

Today we are going to set up an EndNote Online account and add a reference.


EndNote Registration is free and available to all staff and students at Swansea University.

  • Go to
  • If you are on campus you can select IP authentication, if off campus you will need to choose ‘Institutional (Shibboleth) Authentication’ and then log in with your normal university log in details.
  • Click on sign-up.


  • On the next screen enter your:
    • Swansea University email address
    • create a password
    • provide your name
  • Your password must meet the following criteria:


You can link your Facebook or LinkedIn account to EndNote so that you can log in using them in future. Here are instructions for facebook sign-up and linkedin sign-up.

Now that you have an account, let’s get some reference information in EndNote. We will start by learning to add a reference manually. You won’t need to do this very often: most of the time you will import the references as you find the information. It is useful to learn how to add a reference manually because occasionally you many use resources that you have not found online. Understanding how to add a reference manually will also help if you ever need to edit a reference that you import.

Entering references manually

  • Click the Collect tab then click New Reference
  • Use the drop down menu to change the Reference Type to book.
  • Enter the following reference using the text in boxes:


Top tips for manually adding references…

  • When you start to type, a larger box will open which allows you to use formatting such as bold, underline, etc. It is not usually necessary to do this as EndNote will format your references when needed but it can be useful if you want to do something different from a standard style, such as stressing a particular word in the title.
  • Do not put a full stop at the end of the title – EndNote will add punctuation when needed.
  • You always need to enter basic information (such as author, title and publication date) which you would need to include in a reference. There are also optional fields (such as keywords, call number, notes, etc) which you can use if you find them helpful.

EndNote will automatically save your reference as you go along but you need to click the Save button to finish.

The reference that you have added will be listed in My References.

Tomorrow we will learn how to import reference information from iFind.

5 days of EndNote: Day 1 – Getting started

What is 5 days of EndNote?


‘5 days of EndNote’ is an open online course for Swansea University students. The course will run between the 19th -23rd March.

How the course will work

Each day there will be a new blog post that will talk you through using EndNote Online. We will start with the basics of creating an account, but by the end of the week you will be able to use EndNote to insert citations and references lists in your word documents.

The course will cover:

  • Creating an EndNote Online account
  • Entering references manually
  • Importing references
  • Organising and sharing your references
  • Creating bibliographies/references lists
  • Using EndNote with word to insert citations and reference lists

How to join in

Please sign up to follow this blog by email (click on the little follow icon at the bottom right of this page) to join the course! If you are already logged into, you will need to sign out to get the “email” sign-up option or use a different browser. The hashtag for our course is #su5doe if you just want to join the conversation on Twitter.

Any questions? Email Naomi (

What is 5 days of EndNote?