EndNote

The Cite While You Write (CWYW) function allows you to insert references from your Endnote library into a Word document while you are writing. You can add these references as footnotes.

1. Open your document.
2. Choose the referencing style you need to use in the EndNote toolbar in Word.
3. Insert your cursor where you want to add the in-text marker for the footnote.
4. Go to the References toolbar in Word.
5. Click Insert footnote. This will move your cursor into the document footer.
6. Go to the EndNote toolbar and click Insert Citation.
7. Choose Insert Citation from the drop-down menu
8. The Find & Insert My References window will open. Type the author's surname, or some words from the title, or some keywords in the search box at the top left. Click Find.
9. Select the correct reference from the list of possible matches that appear below the search box.
10. Click Insert.
11. A marker will appear in your document where the cursor was, e.g. ¹. The numbered footnote will appear in the footer of the document. A full reference list will also appear at the end of the document unless you've edited the template to exclude this list.

1. Click on the footnote in the footer of the document to highlight it.
2. Go to the EndNote toolbar.
3. Click Edit & Manage Citations.
4. Make sure the correct reference is highlighted in the Edit & Manage Citations window.
5. Go to the Edit Citation section in the lower half of the window.
6. The page number goes at the end of the citation, so it's added as a suffix.
   • For Turabian, type a space and the page number. EndNote will add the colon.
   • For other styles, you need to add all of the necessary punctuation, including spaces, yourself. EndNote will not automatically add them in. For example, type a comma space p. space and the number 7, to make it appear at the end of the footnote as , p. 7
7. Click OK to close the Edit & Manage Citations window. Back in your document, the footnote will now include the page number.
8. Save the changes to your document.

For legal referencing using AGLC, you will need to add any pinpoints to the footnote itself.

1. Click on the footnote in the footer of the document to highlight it, e.g. University of Western Australia v Gray [2009] FCAFC 116.
2. Go to the EndNote toolbar.
3. Click Edit & Manage Citations.
4. Make sure the correct reference is highlighted in the Edit & Manage Citations window.
5. Go to the Edit Citation section in the lower half of the window.
6. The pinpoint goes at the end of the citation, so it's added as a suffix and preceded by a space so that there is a space between it and the reference in the footnote. You need to add all of the necessary punctuation yourself. For example if your pinpoint is 53, type a space and [53] and a full stop to make it appear at the end of the footnote as [53].
7. Click OK to close the Edit & Manage Citations window. Back in your document, the footnote will now include the pinpoint, e.g. University of Western Australia v Gray [2009] FCAFC 116. [53].
8. Save the changes to your document.

Note: You'll notice that the original full stop at the end of the reference is still there, in this example after the 116. You will need to remove this unwanted full stop that precedes the pinpoint after converting your document to plain text for submission.

You can edit a footnote to add discursive text. Any text that needs to appear before the reference is entered as a prefix. Any text that needs to appear after the reference is entered as a suffix. The footnote templates are set up to add a full stop after the reference. This full stop will precede anything added to the suffix field. You can remove this full stop after converting your document to plain text for submission.

Add discursive text in front of the reference in the footnote

Example: This legislation is designed to protect original works in a specific format rather than the concepts they express: Copyright Act 1968 (Cth)

1. Click on the footnote in the footer of the document to highlight it, e.g. Copyright Act 1968 (Cth).
2. Go to the EndNote toolbar.
3. Click Edit & Manage Citations.
4. Make sure the correct reference is highlighted in the Edit & Manage Citations window.
5. Go to the Edit Citation section in the lower half of the window.
6. The discursive text is going in front of the reference, so add it to the Prefix field followed by a space so that there will be a space between this text and the reference in the footnote. You will need to include any necessary punctuation as well, e.g. This legislation is designed to protect original works in a specific format rather than the concepts they express: .
7. Click OK to close the Edit & Manage Citations window. Back in your document, the footnote will now include the discursive text.
8. Save the changes to your document.

Add discursive text after the reference in the footnote

Example: University of Western Australia v Gray [2009] FCAFC 116 [53]. The judge found that in the absence of a specific requirement to produce inventions as part of his employment, Dr Gray's inventions were his intellectual property under the Patents Act 1990 (Cth).

1. Click on the footnote in the footer of the document to highlight it, e.g. University of Western Australia v Gray [2009] FCAFC 116.
2. Go to the EndNote toolbar.
3. Click Edit & Manage Citations.
4. Make sure the correct reference is highlighted in the Edit & Manage Citations window.
5. Go to the Edit Citation section in the lower half of the window.
6. The discursive text is going after the reference, so add it to the Suffix field. You will need to add a space in front of this text so that there will be a space between the reference and discursive text in the footnote. Add the pinpoint if needed, and include all other necessary punctuation, including the full stop at the end e.g. [53]. The judge found that in the absence of a specific requirement to produce inventions as part of his employment, Dr Gray's inventions were his intellectual property under the Patents Act 1990 (Cth).
7. Click OK to close the Edit & Manage Citations window. Back in your document, the footnote will now include the discursive text.
8. Save the changes to your document.

Add discursive text on either side of the reference in the footnote

Example: Note that s 43 of Copyright Act 1968 (Cth) specifies a fair dealing exception for legal practitioners giving professional advice to clients.

1. Click on the footnote in the footer of the document to highlight it, e.g. Copyright Act 1968 (Cth).
2. Go to the EndNote toolbar.
3. Click Edit & Manage Citations.
4. Make sure the correct reference is highlighted in the Edit & Manage Citations window.
5. Go to the Edit Citation section in the lower half of the window.
6. The discursive text is going either side of the reference, so you will need to use both the Prefix and suffix fields. Add the text preceding the reference to the Prefix field, e.g. Note that s 43 of . Make sure there is a space after the last of this text so there will be a space between it and the reference in the footnote.
7. Add the text the follows the reference to the suffix field, e.g. specifies a fair dealing exception for legal practitioners giving professional advice to clients. Make sure there is a space in front of the text in this field so there will be a space between the it and the reference in the footnote.
8. Click OK to close the Edit & Manage Citations window. Back in your document, the footnote will now include the discursive text.
9. Save the changes to your document.

If you can't locate or access the original source, you may need to resort to using the quote from that source that you found in another document you did read. It's a bit more work than an ordinary footnote and you will have to check and edit the punctuation after converting your document to plain text for submission.

We'll use the example in the Academic Learning Centre's Turabian guide.

Jean Riolan, Opuscula Anatomica Nova (London: Flesher, 1649), 44, quoted in Lucian Petrescu, “Descartes on the Heartbeat: The Leuven Affair,” Perspectives on Science 21, no. 4 (Winter 2013): 399.

1. Start by following the normal steps for inserting a footnote. (At the top of this page)
2. At step 9 Insert the citation for the original source from EndNote, e.g. Jean Riolan, Opuscula Anatomica Nova (London: Flesher, 1649)
3. Insert your cursor at the end of this citation and repeat steps 6 to 9 to insert the citation for the second source, e.g. Lucian Petrescu, “Descartes on the Heartbeat: The Leuven Affair,” Perspectives on Science 21, no. 4 (Winter 2013). This will ensure that they are in the correct order in the footnote - original source followed by the source you found.
4. Go to Edit and Manage citations in the EndNote Toolbar in Word.
5. Select the second source, e.g. Petrescu, 2013, in the panel at the top of the Edit and Manage Citations window.
6. Go to the bottom section of the window
   • In the Prefix box: type a space, the page number, a comma, a space, quoted in, and a final space, e.g. 44, quoted in .
   • Type a space and the page number in to the Pages box, e.g. 399. EndNote will add the punctuation before the space.
7. Click Ok to confirm your changes.

Your footnote will look like this:

Jean Riolan, Opuscula Anatomica Nova (London: Flesher, 1649); 44, quoted in Lucian Petrescu, “Descartes on the Heartbeat: The Leuven Affair,” Perspectives on Science 21, no. 4 (Winter 2013): 399.

You will notice that it has a semicolon after (London: Flesher, 1649). You'll need to fix this after converting to plain text for submission.

In your reference list you'll see both sources. You'll need to combine them after converting your document to plain text ready for submission.

Petrescu, Lucian. "Descartes on the Heartbeat: The Leuven Affair." Perspectives on Science 21, no. 4 (Winter 2013): 397-428.

Riolan, Jean. Opuscula Anatomica Nova. London: Flesher, 1649.

Never delete footnote citations by using the delete or backspace keys. It can corrupt your document. You need to remove the formatting that links the citation in your document with the matching record in your EndNote library. Removing a footnote is a 2 part process. First, remove the EndNote citation from the document footer. Second, remove the in-text marker for the footnote from the paragraph it’s in.

To safely delete a footnote:

1. Go to the footer of your Word document.
2. Click on the citation beside the footnote number to highlight it.
3. Go to the EndNote toolbar.
4. Click on Edit & Manage Citations.
5. Make sure the correct reference is highlighted in the Edit & Manage Citations window.
6. Open the drop down menu for Edit Reference.
7. Select Remove citation. This removes the text of the footnote, the reference in the bibliography if you have one, and the associated EndNote formatting.
8. Click OK to close the Edit & Manage Citations window.
9. Next find the number for that footnote in the paragraph.
10. Delete the number with either the delete or backspace key. You’ll need to hit the key twice – once to highlight the number and the second time to delete it. This removes the number from in-text and from the footer. Word will renumber the footnotes as needed.
11. Save the changes to your document.

You can change referencing styles in your Word document by selecting another style and updating your citations and bibliography. However, you can't change referencing formats this way. If you have been formatting your references as in-text citations, switching to the footnote format requires a bit of extra work. For a small number of references, maybe a dozen or fewer, you can easily work through the document to remove each in-text citation and replace it with a footnote. For longer documents with larger reference lists, you can use a Word macro to enable the conversion. PLEASE NOTE that this is an advanced technique.

For more information see Clarivate's community conversation on Converting in-text citations to footnotes/endnotes. It has the macro coding and instructions for creating the macro in Word using Windows 7. For Windows 10, you can run the new macro from the View Macros window. The new intext2footnote macro will appear at the end of the list there.