Advanced EndNote features
By the end of this part of the module, you will be able to:
- insert footnotes and endnotes in a Word document.
- use a travelling library.
- remove field codes from your documents.
- find more information about EndNote.
Footnotes and endnotes
So far you have used EndNote to create in-text citations. Using EndNote with footnotes or endnotes is a little more complicated. Let’s assume that you want to use one of the special footnoting styles, like Chicago 15th A.
The first step is to make sure that EndNote is active and the Sample_Libary is open. Then launch Word, create a new document and type some random text.
- Click on the EndNote X3 tab.
- Choose Select Another Style from the Style pull-down menu in the Bibliography section of the EndNote X3 ribbon in Word.
- When the Endnote Styles window appears, find Chicago 15th A. The fastest way to do this is to click on Name to sort the styles alphabetically and then scroll down to Chicago 15th A.
- Click on Chicago 15th A and then click OK. This makes Chicago 15th A the style for your document.
- Place your cursor after the text you have written.
- Insert a footnote by clicking on the Reference tab and clicking on the Insert Footnote icon (Word 2007). This will open the footer at the bottom of your page.
- Click on the EndNote X3 tab.
- Click on the Insert Citation icon.
- Find an any reference and click once on the reference to select it.
- Click on the Insert button. EndNote should insert a formatted citation at the bottom of the page in your Word document. It should also create a bibliography at the end of the document.
More information about footnotes
Although your document looks like a normal Word document, it is not. It contains field codes which include most of the data from your EndNote library relating to each of the references which you have cited. This stored data is called the Traveling Library.
If you are collaborating with colleagues who also use EndNote and who also use a recent version of Word which is compatible with EndNote's Cite While You Write function, you can send them your formatted Word document and they can add text and references to it from their own EndNote libraries. They can format the completed document because all data relating to your references are stored in the Traveling Library.
Removing field codes
If you wish to submit a paper for publication, you must first remove all field codes, as these could interfere with the publishing software used to produce the printed version of the journal.
Choose Convert to Plain Text from the Convert Citations and Bibliography pull-down menu on the EndNote X3 ribbon in Word. You will see a warning message, explaining that this will preserve your original document (with EndNote field codes) and create a new, unsaved document (without EndNote field codes). Click on the OK button to continue.
Save the new document under a new name, and send that version for publication.
Keep the original document, as this is the master copy which you will need if you wish to add or remove any references using EndNote, or change to a different output style.
Finding out about EndNote
The EndNote pages elsewhere on the Library site have a range of resources available to assist you to learn more about EndNote.