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EndNote: Troubleshooting

Guidance and support material for using EndNote referencing software.

Common issues

Track Changes

Citations may be corrupted if you are showing the Markup when using Track Changes in Word. Always use Track Changes in 'No Markup' or 'Final' mode (depending on your version of Word. See further articles below from EndNote:

Tip - Use Unformatted Citations

Switching between formatted and unformatted citations can help avoid your document becoming corrupted.

Switch to Unformatted Text when you are:

  • Cutting, Copying Pasting sections of text which may include citations (when moving text between documents, make sure both documents are set to 'unformatted citations').
  • Performing other complex editing
  • Inserting text into a master document (e.g. merging chapters).
  • If inserting citations to a very long document is taking a long time or even causing the document to 'hang'.

What is Unformatted Text vs Formatted Text

Formatted citations what you expect to appear in your final version e.g. Harvard references will look something like this (Jones, 2009 p.21).

Unformatted citations are temporary placeholders. Regardless of referencing style they are very basic and appear in curly brackets. Codes are used to denote page numbers or different formats of the citation e.g.:

Formatted Citation Unformatted Citation
(Jones, 2009) {Jones, 2009}
(Purvis, 2000 p.26) {Purvis, 2000 #92@26}
Davic (2003)

{Davic, 2003#81@@author-year}

Switching to Unformatted Citations.

  • Make sure EndNote is open on your desktop when you are working with unformatted citations
  • In your Word document click the EndNote tab
  • Click the Convert Citations and Bibliography menu
  • Select Convert to Unformatted Citations

Returning to Formatted Citations

  • In your Word document click the EndNote tab
  • Select Update Citations and Bibliography

 

Help with EndNote

Check the guides on this EndNote help page. Check the tabs at the top for more information.

If you can't find what you need contact library@stir.ac.uk

Tip - Use Field Shading to Increase Visibility of In-Text Citations

This feature helps prevent you from accidentally deleting or editing EndNote fields.

1. Go to Word's Options - Advanced: File > Options > Advanced

2. Scroll down to the Show Document Content section and find Field Shading drop-down box. This is usually set to 'When Selected'.

3. Change the Field Shading drop-down box to Always.

4. Select OK to save the changes.

Your EndNote in-text citations and bibliography will now appear in grey shading. Do not delete or edit this text directly in Word as this can leave computer code behind which may corrupt your document. Use Edit & Manage Citations button in the EndNote toolbar  to make changes.