While you are writing, you may find that some sections of text need to be edited and rearranged to improve the flow. The citations you insert with EndNote are directly linked to your EndNote library and there is a lot of coding underpinning these links. If you copy and paste text containing EndNote formatted citations, you will end up corrupting your library and could potentially lose it. You need to temporarily make those links inactive to edit safely.
Never edit text that includes live EndNote formatted citations. This can corrupt your library and you could lose it.
Never store your document with unformatted citations. Always update citations and bibliography to reinstate the EndNote coding before you save and close your document at the end of an editing session.
It is a good idea to unformat your citations and reformat them periodically as you are working. It's like shutting down your computer and restarting it to fix glitches. This is a way of shutting down your document and restarting it to refresh the connections between your document and your EndNote library.
A printable copy of these instructions: Editing your document safely (PDF)
It is a good idea to work on sections or chapters of a longer work separately. However, there comes a time when they need to be combined. If you copy and paste text containing live EndNote formatted citations, you will end up corrupting your library and your document. need to make those links temporarily inactive to edit safely. The Convert to Unformatted Citations does this so you can edit safely. As an extra precaution, work with copies of the original chapters.
For this example, I am using three chapters. All three are combined before reactivating the EndNote formatting. If you prefer, you can also work one chapter at a time, reformatting the master document after each addition to make sure that it’s worked, then unformatting ready to add the next chapter.
You may need to do further editing to format headings and spaces. If you need to move sections of EndNote formatted text as part of this editing, convert the text to unformatted citations first. Update citations and bibliography after the text is moved to where you want it.
Make at least one back-up copy of your full thesis and store it in a separate location to the original.
Never store your document with unformatted citations. Always update citations and bibliography to reinstate the EndNote coding before you save and close your document at the end of an editing session. If you can't complete the compilation of your thesis in one session, update citations and bibliography of your combined document, and save before closing. When you come back to this, convert the combined document to unformatted citations and continue combing and above.
A printable copy of these instructions: Combining the chapters of your thesis (PDF)
When you use Cite While You Write (CWYW) in Word, the document is formatted with field codes that allow EndNote to format your in-text citations and create your reference list. The Convert to Plain Text command removes this EndNote formatting from your document so that it is no longer actively linked to your EndNote library. This step is necessary before submitting a copy of your work for marking or review or publishing.
NOTE: If you are using a Mac, Convert to Plain Text is under Tools.
IMPORTANT: Convert to Plain Text cannot be undone, so it is important to keep the original document if you decide to make changes, such as including or removing citations using EndNote.
A printable copy of these instructions: Convert your document to Plain Text for submission (PDF)
References in the synced library will have different record numbers to the original library. Record numbers are used to link citations in your document to references in your library. If you are transferring a document between computers to work on it, you will need to update the links between the library and document each time.
NOTE: Please also use this technique if you are using a shared library to collaborate on a document.
Your supervisor or reviewers may want to use track changes when reviewing your work.
Clarivate advises that EndNote versions 9 and later are compatible with Track Changes, however a number of users have reported problems [corrupt documents] when Track Changes are used to edit and provide feedback on draft documents.
N.B. Never remove EndNote Field Codes from your original document!