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Endnote

Endnote & Word

The version of Endnote you have downloaded from the library website comes pre-loaded with Turabian 9th Edition, MLA 8th Edition, and APA 6th Edition styles. EndNote is installed with 200+ output styles, with another 5,000+ styles available from Clarivate Analytics

How to install additional STYLES

1. Download the style APA 7th edition (or additional style of your choice)
2. Double-click the style file. It should open in EndNote
3. On the open style, go to “File Menu” and choose “Save As”. Replace the word “copy” with your style’s name and click “Save”.
4. Click on “File Menu” and choose “Close Style”
5. Then Go back to your EndNote Library and go to "select another style". Choose it from the list

Where to save your styles

The 400 styles which come with EndNote are usually located in this location: These can stay here
C:Program FilesEndNoteStyles

Any extra styles will need to be saved outside of your Program files, into your personal styles folder. EndNote will then merge these folders into one list when you go to choose a style.

To find the correct folder location for your personal styles folder, first open EndNote and look in Edit>Preferences>Folder locations. This will tell you the default file path. The first time you should create the Styles folder following this pattern.
It will look similar to this:
C:UsersUserNameMy DocumentsEndNoteStyles
Save any modified styles you download into your personal styles folder

If you are using the Turabian citation style, you will need to insert a footnote each time you want to add a reference.

In Word, go to References > Insert Footnote THEN insert your reference from Endnote. You will need to do this each time you wish to add a footnote.

Don't forget: For each footnote you add, you will need to include a page number for the citation. To do this, view the Editing Citation video (either Mac or Windows) in the corresponding tab.

If you are working with a large document (e.g. thesis) you may wish to work with unformatted citations in order to:

  • speed up opening, editing and saving of the document
  • minimise the chances of corrupting data when editing sections of text, i.e. moving sections of text that include in-text citations with hidden field codes

Unlike formatted citations, unformatted citations require that you have the corresponding EndNote library open in order to Update Citations & Bibliography.

In-text citations can be unformatted using

Windows

Convert Citations & Bibliography > Convert to Unformatted Citations

Mac

Tools > Convert to Unformatted Citations

The same reference would appear unformatted as:

{Spencer, 2006 #145}

This can be converted back to a formatted reference using

Windows

Update Citations and Bibliography

Mac

Tools > Update Citations & Bibliography

You can continue to write, edit and insert citations while Instant Formatting is Off.

Unformatted citations can also be manually edited in Microsoft™ Word; to add a prefix, suffix or page numbers, exclude the author or year, or remove the citation, Adding '@25' to the above unformatted citation, i.e.  {Spencer, 2006 #145@25}, results in the formatted citation (Spencer, 2006, p.25).

 

Unformatted citation: Becomes formatted citation:
{Smith, 2017 #124@45}    (Smith, 2017, p.45)
{Bonham, 2008 #156@@author-year}  Bonham (2008)
{Bonham, 2008 #156@23@author-year} Bonham (2008, p. 23)

Large documents such as a thesis are often written using a separate document for each section. EndNote's CWYW function will insert a reference list at the end of each document. You will ultimately want to produce a single document that incorporates all of these chapters, with a single merged list of references.

  • Create a new document and Save it, e.g. thesis_combined.docx
  • Open each chapter in-turn and from the EndNote toolbar in Microsoft Word, select Convert Citations and Bibliography > Convert to Unformatted Citations. The formatted in-text citations will be replaced with unformatted citations, eg. {Brown, 2007 #34}, and the list of references will disappear
  • Select all the text in the chapter (Ctrl+A), copying (Ctrl+C) and pasting (Ctrl+V) it into the new document in the required location
  • After pasting the text into the combined document, close each chapter without saving the changes.
  • Save the combined document
  • Open the combined master document, eg. thesis_master.doc, and from the EndNote toolbar in Microsoft Word, select Update Citations and Bibliography. EndNote will format all the references in your document and create a single list of references at the end of the thesis
  • Save the changes

Note: You may wish to take this opportunity to insert section breaks between the chapters in the combined document.

EndNote can be used with a number of subject based journal title term lists so that journal names in your bibliography can be presented in either the full name or abbreviation as your style requires.