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Word documents

Formatted v Unformatted (Important!)

For a long document like a thesis, you should break it into separate documents for each chapter. However, when you do this you would get a bibliography a the end of each one as well. To correct that, as well as to avoid corrupting the document, we strongly recommend unformatting citations and not creating the bibliography until the very end.

For shorter documents like a journal article, it is fine to leave citations formatted.

Working with in-text citations

To insert citations selected in EndNote directly into the Word document, use the keyboard shortcut: Ctrl + 2.

Convert to plain text – for journal articles or collaboration

Many journal publishers ask that you remove the field codes from the document before submitting, so you can make a copy in plain text for them.

Also, as a document should only be connected to one library, if other people add citations, convert your document to plain text first, and have them just type them in without any help from EndNote (probably while tracking changes). Then in your original document you can add those citations from your own library. (Of course you may need to add them to your library first!)

Add a figure and caption from EndNote

Because this is so problematic when working with a thesis, we no longer recommend that people use this feature. Instead we suggest you add an image in your document, and use the figure caption feature in Word to caption it.

Create the final bibliography

For a thesis, you should only do this when you have completed the entire document, and combined all sub-documents together.

Full set of thesis tutorial videos