EndNote and Word are able to work together to help you insert in-text citations and create reference lists/bibliographies in your documents.
Hint: When you need to cite a number of references at the same place use Ctrl+Click or Shift+Click within EndNote to select them.
Sometimes you want to remove or edit an existing citation, e.g. the wrong citation inserted or incorrectly placed or you wish to add page numbers for a direct quote. DO NOT simply select and delete/edit the citation. This is because EndNote inserts hidden formatting characters that may not be cleanly deleted/edited resulting in corruption of the document. To delete or edit citations always use Edit and Manage Citations. .
Note: The corresponding reference will only be removed from the reference list/bibliography if this is the only time that the citation is used.
Hint: Only some styles are set to display page numbers. For other styles, the suffix field can be used for adding page numbers to a citation.
Before cutting and pasting text within a document that contains formatted citations click Convert to Unformatted Citations (in the Convert Citations and Bibliography menu). This will avoid possible corruption of the document. To reformat the citations in the document, click Update Citations and Bibliography.
Formatted citations in a document include invisible field codes needed to form the in-text citation and corresponding reference entry. In the document these codes collectively form the document’s “Traveling Library”. The Travelling Library is a tool for author collaboration.
An author can send a collaborator a copy of a document which contains formatted citations from their library. The collaborating author can work on the document and add citations from their own library, and the reference list will update accordingly. Neither author requires access to each other’s library, as the document’s Traveling Library contains all the necessary information.
The document citations must remain formatted, as unformatting them will delete the field codes.
It is highly recommended that you should only collaborate on a document if you are familiar with EndNote and how it works with Word.
One collaborator should be responsible for creating the final document and reference list. They should add the traveling library to their existing library, as explained below. The document can then be safely unformatted if necessary.
Sometimes you may want to add traveling library references from a collaborator’s document to your own EndNote library. For example, you may want to use these references in another document.
In the Word EndNote toolbar, click Export to EndNote > Export to Traveling Library, and choose a new or existing target library. Each record will be assigned a new record number- In the document click Update Citations and Bibliography to incorporate these changes.
For further information on collaboration using EndNote, and a comparison of the various options, consult the Little EndNote How-To Book (PDF, 10.1MB), Chapter 7.
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