Overview

Microsoft Word’s “References” tab, which is part of the Ribbon interface, provides a range of tools and features for managing citations, references, and creating bibliographies or tables of contents in your documents. Here’s an overview of the key features and options you can find under the “References” tab:

Table of Contents:

Create and customize a table of contents for your document. Word can automatically generate a table of contents based on your document’s headings.

Footnotes:

Insert footnotes and endnotes into your document for citing sources, providing additional information, or elaborating on points within the text.

Citations & Bibliography:

Manage citations and references using bibliographic tools. You can add, edit, or delete sources and generate citations and bibliographies in various citation styles (e.g., APA, MLA).

Captions:

Add captions to figures, tables, and equations in your document. You can also create a list of figures or tables.

Index:

Create an index for your document, listing important terms and their page numbers. You can mark index entries and generate the index automatically.

Table of Authorities:

Generate a table of authorities for legal documents. This feature helps you list and format legal citations.

Cross-Reference:

Insert cross-references to headings, captions, page numbers, and more within your document. This is useful for creating dynamic references that update automatically.

Mail Merge:

Combine your Word document with data from external sources (e.g., Excel or Outlook) to create personalized letters, envelopes, labels, and other documents.

Researcher:

Access the Researcher tool to search for and insert reputable sources and information from the web directly into your document.

Insert Citation:

Add citations and references to your document using your chosen citation style.

Manage Sources:

Manage your list of sources and citations, including adding new sources, editing existing ones, or deleting sources.

Style:

Choose and customize the citation style for your document, ensuring that your references follow the correct formatting guidelines.

Mark Entry:

Use this feature to mark index entries within your document. These marked entries are used to create an index.

Update Citations and Bibliography:

Update all citations and the bibliography in your document to reflect any changes made to your sources or citation style.

Insert Index:

Insert an index into your document once you have marked index entries.

The “References” tab is essential for creating well-structured, academic, and professional documents that require accurate citations and references. It simplifies the process of managing and formatting citations, tables of contents, footnotes, and other elements that enhance the quality and readability of your document. Keep in mind that the specific features and options may have been updated in newer versions of Microsoft Word, so it’s a good idea to refer to the documentation or help resources for the most up-to-date information.

Navigation in References Tab Using Screen Readers

Using the functions of the “References” tab in Microsoft Word with a screen reader like Microsoft Narrator, JAWS, NVDA, or others is essential when you need to manage citations, references, and other elements in your documents. Here’s a guide on how to use some of the functions of the “References” tab with a screen reader:

Open Microsoft Word:

Launch Microsoft Word and open the document you want to work on.

Activate the References Tab:

To access the References tab, press Alt + R on your keyboard. This will switch you to the References tab.

Navigate Through the Options:

Once you are in the References tab, you can use your screen reader’s navigation commands to explore the various options available. Typically, you can use the Tab and Shift + Tab keys to move forward and backward through the options. Your screen reader will announce the name of each option as you navigate.

Inserting Citations and Managing Sources:

To insert citations and manage sources, you’ll typically use the “Citations & Bibliography” group within the References tab. This group contains options like “Insert Citation,” “Manage Sources,” and “Bibliography.” Use the arrow keys to select an option and press Enter to activate it.

  • When you select “Insert Citation,” you can choose your citation style and then add the citation details.
  • “Manage Sources” allows you to add, edit, or delete sources in your bibliography.
  • The “Bibliography” option helps you insert a bibliography or a works cited page.

Creating a Table of Contents:

If you want to create a table of contents, navigate to the “Table of Contents” option in the References tab and press Enter. You can choose from pre-defined table of contents styles or create a custom one.

Using Footnotes and Endnotes:

If you need to add footnotes or endnotes, go to the “Footnotes” or “Endnotes” group within the References tab. You can select “Insert Footnote” or “Insert Endnote” to add them at your cursor position.

Cross-References:

For cross-references, navigate to the “Captions” or “Cross-reference” group within the References tab. You can use these options to create references to figures, tables, or other elements within your document.

Accessibility Settings:

Microsoft Word has various accessibility settings that can enhance your experience when using a screen reader. You can access these settings by going to “File” > “Options” > “Ease of Access.”

Use Help Resources:

If you encounter specific issues or have questions about using the References tab with your screen reader, you can access Microsoft’s official accessibility resources or user guides for Word.

Shortcut Key Commands

In Microsoft Word, you can use keyboard shortcuts to access functions in the References tab and perform tasks related to citations, bibliographies, and more. Here are some commonly used keyboard shortcuts for the References tab:

Insert Citation: Alt + Shift + I

Use this shortcut to insert a citation into your document using your chosen citation style.

Manage Sources: Alt + Shift + M

Access the Manage Sources dialog to add, edit, or delete sources for your citations and bibliography.

Insert Table of Contents: Alt + Shift + O

Quickly insert a table of contents into your document. You can choose from different styles.

Insert Footnote: Alt + Shift + F

Add a footnote at the current cursor position.

Insert Endnote: Alt + Shift + E

Add an endnote at the current cursor position.

Insert Caption: Alt + Shift + C

Insert a caption for a table, figure, or other objects.

Cross-Reference: Alt + Shift + K

Create cross-references to headings, figures, tables, and other elements in your document.

Mark Entry: Alt + Shift + X

Use this shortcut to mark an entry for inclusion in your table of contents or index.

Insert Bibliography: Alt + Shift + B

Insert a bibliography or works cited section in your document based on your citations.

Citation Style: Alt + Shift + S

Change the citation style for your document.

Toggle Field Codes: Shift + F9

This shortcut can be used to toggle between field codes and field results, which can be useful when working with cross-references and table of contents entries.

Update Citations and Bibliography: F9

If your citations or bibliography need updating, select the field and press F9 to refresh them.