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EndNote: Install Plug-ins

Help page for EndNote bibliographic management software

Plug-ins to Get You Started

There are a few things you need to download in order to take advantage of all of EndNote's features. 

The Cite While You Write (CWYW) Plug-In adds an EndNote tab into Microsoft Word so that you can insert citations as you write your paper. 

The Capture Reference Tool allows you to import items found on the Web.

EndNote Click makes it easier to get PDFs of scholarly articles you find on the web and can quickly generate a citation for that article. 

Downloads Screen

Log into your EndNote account and click on Downloads in the top, gray bar to view the plug-ins available. 

Download the Cite While you Write plug-in for Windows or Mac to insert references and format citations and bibliographies automatically while you write your papers in Microsoft Word. 

To access Capture Reference, simply drag the "Capture Reference" box up to the favorites/bookmark bar and add it there. You can click this section whenever you find an article you want to create a citation for.

EndNote Click will take you to the browser you are using's add-on page. NOTE: you will need to make an EndNote Click account to download it, which differs from your standard EndNote account. 

 

EndNote Plug-ins. The page is divided up into three sections: one with the Cite While You Write download on the left, the Capture tool in the middle, and the EndNote Click download link on the right.

Using Cite While You Write

Cite While You Write is an EndNote Extension available for Microsoft Word. Once downloaded, there will be a tab on the top of any Word document that will say “EndNote 21.” Under this tab, you can…

1. Import citations you have placed in EndNote and place them directly in your paper. Pressing the “Insert Citation” button on the left side of the toolbar under the “Citations” section will automatically open EndNote, which will allow you to choose which citation you want to add from your library.

2. Edit citations. You can select the “Edit & Manage Citation(s)” button to make any changes or fixes to the generated citations inserted into the paper. Examples of edits include adding page numbers for in-text citations or updating any information about the source to apply simultaneously if the citation appears multiple times throughout the paper.

3. Change the style of the citation. Under the “Bibliography” section, there is a dropdown menu that allows you to determine the citation style each of the citations is formatted as when inserted into the paper. Other buttons in this section will allow you to convert other citations in the paper if the style changes midway through writing it and categorize references if you are using multiple citation styles.

For more on Cite While You Write, click on this quick reference guide created by the Clarivate team to learn more about this tool's integration with EndNote Basic . 

Cite While You Write Toolbar. The left section has all the tools for inserting and editing citations, the middle for selecting bibliographical style and formatting/categorizing citations to match it, and a help section on the right.

 

Using the Capture Reference Tool

When searching the Web, go to a page that only shows one item.

Then click on the Capture Reference bookmark.

You will be asked to sign in to Endnote web if you are not already, and then the Capture Reference screen will come up.

The pop up window for the Capture Reference tool. There is a Blue box at the top to save the citation, and below are a series of text boxes where users can input the different aspects of the citation (author, title, publisher, etc.,).

 

Verify the information and click Save To.