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EndNote X9 for PC

Editing citations in Word

There are two ways to use the 'Edit & Manage Citation(s)' function:

1. Right-click method from Word

Select the citation you wish to change.

Right-click and then select Edit Citation(s) 

Then select More.

2. Toolbar method from Word

In your document select the citation you want to change by placing the cursor anywhere within it.

Select the EndNote X9 tab from the toolbar ribbon.

Select the Edit & Manage Citation(s) button and make the necessary changes. Save the changes and the citation will be updated.

  1. Choose Citation(s) and click on Edit & Manage Citation(s) on the EndNote X9 toolbar in Word
  2. Make sure the citation you want is highlighted
  3. A new window will open with the details of the highlighted reference. In the lower half of the window choose Pages
  4. Some styles use the Pages field - you can simply enter the number or range into the Pages box
  5. If this doesn't work for your style, then use the Suffix field, but enter the space and punctuation needed, eg: , p. 25
  6. Click OK

  1. Choose Citation(s) and click Edit & Manage Citation(s) on the EndNote X9 toolbar in Word
  2. Make sure the citation you want is highlighted
  3. A new window will open with the details of the highlighted reference. In the lower half of the window choose Prefix or Suffix
  4. In the Prefix field, type your desired phrase including spacing, eg as cited in (include a space at the end)
  5. In the Suffix field, type your desired phrase including spacing & punctuation, eg , table 2
  6. Click OK.

Multiple citations will appear in alphabetical order in text or in footnotes. Some styles may require ancient texts to be listed first, or more important references to be listed first, rather than alphabetically. To change order:

  1. Choose Citation(s) and click on Edit & Manage Citation(s) on the EndNote X9 toolbar in Word
  2. Make sure the citation you want is highlighted
  3. A new window will open with the details of the highlighted reference
  4. In the upper half of the window, use the up and down arrows under each citation to change their order
  5. Click OK.

  1. Choose Citation(s) and click on Edit & Manage Citation(s) on the EndNote X9 toolbar in Word
  2. Make sure the citation you want is highlighted
  3. A new window will open with the details of the highlighted reference. In the lower half of the window choose Formatting and select either Exclude Author or Exclude Year.
  4. Click OK.

  1. Choose Citation(s) and click Edit & Manage Citation(s) on the EndNote X9 toolbar in Word
  2. Make sure the citation you want to delete is highlighted
  3. A new window will open with the details of the highlighted reference
  4. In the upper half of the window click on drop-down arrow next to Edit Reference
  5. Click on Remove Citation
  6. Click OK.

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Watch: CWYW: Editing Citations (Windows)

This is an EndNote Training production published on 12 Jul 2017.  It shows how to edit citations in a Word document on Windows with EndNote X8.

Important to 'Edit & Manage Citations'

Important

EndNote embeds codes within your Word and any stray code can corrupt your document. It is essential that when you make changes to a reference that you use the Edit & Manage Citations function in EndNote.

Don't delete or edit this text directly, there is a risk that stray EndNote code is left behind. This may corrupt your document. 

Field shading

By highlighting your in-text citations and references will prevent you accidentally deleting or editing embedded EndNote codes. To do this open Word and then follow the steps: 

  1. Select File > Options > Advanced.
  2. Scroll down to the Show document content section.
  3. Change the Field shading box to Always and then choose OK to save.

Fields that are connected to EndNote will now appear in grey shading.