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EndNote 20 for Windows

Step-by-step guidance on using the most popular functions of EndNote 20 on PC

Intro: Troubleshoot CWYC

This page contains common issues that have arisen for EndNote CWYW, instructions for troubleshooting, and where to obtain further technical support advice.

If you try to troubleshoot and the solutions you try aren't working, you can contact a librarian for EndNote Help to see if we can provide more assistance.

FAQs for using CWYW in Word (i.e. the EndNote toolbar)

 

Q. My in-text citations keep on reverting to their original state when I try to edit or delete them.
How do I permanently make my desired changes?

 

Are you using the Edit & Manage Citations in the EndNote tab?

Always use Edit & Manage Citations in the EndNote tab rather than the editing references directly using the delete key on the keyboard. 

If you just use the backspace or highlight and hit the delete key, the in-text citation will appear again whenever you insert a new reference or update your bibliography.

This will ensure that the changes you make are saved.

 

Q. I forgot to include another in-text citation and want to create an in-text citation of multiple references. 
How can I insert another citation?

 

Place the cursor just prior to the closing parentheses of the first reference and adding the next in-text citation.

Word will then merge these together, so you will have an in-text citation of multiple references.

You can change the order by clicking on Edit & Manage Citations and using the up and down arrows.

 
Q. How do I insert special characters into references?

 

To insert a special character into EndNote copy and paste the character from a Word document.
Alternatively, use the Character Map tool:

  1. Open the Character Map tool by clicking on Start>All programs>Accessories>System Tools>Character Map.

  2. Select the Symbol font, then select the character required, and select Copy

  3. Go to EndNote and paste (Ctrl+V) the character into your open reference. Save and close the reference.

     

Troubleshoot CWYW problems in Word

Instant Formatting should be turned on (in the drop down menu on the right of the toolbar)

  1. Go to File Options Advanced. 
  2. Under the Show Document Content, the box Show field codes instead of their values should be unticked.
  3. Under the Convert Citations section, the option Convert Word Citations to EndNote should be selected. If it isn't, then select Update Citations.

If Word is crashing, deleted items are reappearing, or bibliographies are displaying more than once then you may have residual EndNote field codes in your document.

Residual field codes can occur if you do not delete EndNote references correctly in your Word document. 

To correctly edit/delete references, use Edit & Manage CitationsRemove Citation in the EndNote tab instead of the Delete key.
To remove residual EndNote field codes, 
 firstly make back-up copy of your document, then in Word in the EndNote tab and select Convert Citations & Bibliography > Convert to Unformatted Citations. 

Then, highlight all text (Ctrl+A). To remove any additional hidden field codes click on (Ctrl+6). Press (Ctrl+C) to copy the highlighted text and open a new Word document and press (Ctrl+V) to paste. In your new document, in the EndNote tab, select Update Citations & Bibliography. Your document will be reformatted in your chosen style.

When working on a large Word document (such as a dissertation or thesis) Word can become slow when inserting/editing EndNote citations. You can try the following to speed things up. 

Firstly make backup copy of your document. Then try:

  • Unformat citations in Word in the EndNote tab: Convert Citations & Bibliography Convert to Unformatted Citations
  • Turn Instant Formatting off in Word. In the EndNote tab, check that Instant Formatting is off

References will be unformatted appearing as {author#number}) and no reference list will appear.

New EndNote references will be inserted in this unformatted style but will insert more quickly. Once you have finished working on your document you can reformat it. With your EndNote library open, select your desired reference style, and select Update Citations & Bibliography. Your in-text references will be reformatted and your reference list will be displayed.

EndNote technical support

EndNote has a wide range of support, from their Knowledge Base (Technical FAQs) through to their Technical Support team:

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