Skip to Main Content

EndNote

Use EndNote to format bibliographies and in-text citations in papers.

EndNote Online Account

To collaborate successfully, you and the person you are collaborating with must have an EndNote online account. View the Syncing & Sharing Your EndNote Library tab on how to create your personal account(s).

Please be aware that EndNote connections can break. Please save a copy of your original document on your desktop so you don't lose your work.

Using Shared EndNote Libraries

To collaborate with Microsoft Word documents (where you both can enter citations and make edits without disrupting an EndNote connection), you can share your entire EndNote Library. DO NOT use track changes when you are inserting citations. If you need to use track changes, save inserting citations as a last step.

Email

With the library open, the first author can send the second, third, fourth, etc. authors the document with the EndNote citations. All contributors must have access to the EndNote library with full Read & Write Permissions.

Attach the file to an email message and send.

With the document saved to their computer, and the shared library open, additional authors can add formatted citations (ex: citations will appear in APA 7th).

Using Microsoft Word Online or Teams

Unformatted citations can be inserted into a Word document on Office 365 online or Microsoft Teams using EndNote Desktop. If multiple collaborators plan to enter in citations, share the EndNote library. DO NOT use track changes when you are inserting citations. If you need to use track changes, save inserting citations as a last step.

Step 1: In EndNote Desktop, right click the record you want to cite in a document
Image of an EndNote library with a citation highlighted. A pink arrow pointing to Copy in the right click menu

Step 2: Paste where you want the citation to appear. An EndNote unformatted citation will appear in curly brackets. The document below is in Teams.

An image of a word document with a red arrow pointing to an end of a sentence, with an EndNote unformatted text

Step 4: Assign ONE person to save the document to their desktop. Click on Instant Formatting is Off/On for the citations to appear in the appropriate style (ex: APA 7). If your document has defaulted to On, switch it Off and then On again for it to work.

Image of a word document with a red arrow pointing to the EndNote tab, and another Instant Formatting tool. Unformatted EndNote citation is highlighted in yellow.

When you click it to Instant Formatting is On, the format should appear in the correct style you've chosen, along with the bibliography/reference list.

An image of a Word document with a red arrow pointing to a highlighted APA in-text citation

 

Using Shared EndNote Groups

Citing with Shared Groups

Unformatted citations can be inserted into a Word document on Office 365 online or Microsoft Teams using EndNote Desktop. If multiple collaborators plan to enter citations in the document, share the EndNote group. DO NOT use track changes when you are inserting citations. If you need to use track changes, save inserting citations as a last step.

Step 1: In EndNote online, make sure you have checked the "Use for Cite While You Write" boxes for each group you want to use for citing in a Word document.

EndNote Online Other Groups Settings

Step 2: Enter in citations as normal, using the curly brackets {author, date}. There is no reference number for EndNote Online citations.

Step 3: Download your word document.

Step 3.1: In Insert Citations box, use Shared Groups in the Search drop down box.

Insert Citation box with Shared Groups highlighted

 

If Step 3 doesn't work, switch to Cite While You Write (EndNote tab in Word) to EndNote Online. Click Update Citations and Bibliography.

Cite While You Write Preference in Word