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EndNote: Troubleshooting

Troubleshooting Common EndNote Problems

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When you enter an organization as an author, EndNote will think that it is a person. That means that instead of American Heart Association, your citation might say Association, A.H. To make sure EndNote cites correctly, add a comma at the end of the organization name so it looks like this:

Author: National Institutes of Health,

Sometimes the organization name already contains commas like U.S. Department of Health and Human Services, National Institutes of Health. In that case, change the first comma to two commas, and don't put a comma at the end. It will look like this:

Author: U.S. Department of Health and Human Services,, National Institutes of Health

 

A screen shot of a reference in Endnote. The author is National Institutes of Health, and an arrow points at the comma at the end
If you create a Smart Group, EndNote will file your references for you. To make a Smart Group, click on Groups, then Create Smart Group. Enter a name for your group, and set the parameters you want. For example, select "Any Field" and enter in a keyword, or select "Author" and input a specific author's name. EndNote will automatically file current and future references into the new smart group.

A gif showing how to make a smart group. Click on Groups, then Create Smart Group. Label your group with a name, and set the parameters. For example, select all fields and type Lyme Disease. EndNote will automatically file current and future references into the new smart group.

If you're using a style like APA, you may need to add page numbers or exclude an author name in the in-text citation. You can do that through Manage & Edit Citations in the CWYW plug in. To add page numbers, highlight the citation, click Edit & Manage Citations, and then add page number(s) at the bottom of the dialogue box. To exclude author, highlight the citation and click Edit & Manage Citations. Go to the bottom of the dialogue box and change Formatting to Exclude Author. A gif showing how to add page numbers and exclude author names in EndNote's CWYW tab in Word. To add page numbers, highlight the citation, click Edit & Manage Citations, and then add page number(s) at the bottom of the dialogue box. To exclude author, highlight citation, go to the bottom of the dialogue box, and change Formatting to Exclude Author.

 

Sometimes the CWYW toolbar can disappear from Word in both PCs and Macs. If you have a PC and your CWYW tab has disappeared, there are a few steps you can take. First, look to see if the Word add-in is active. In Word, go to File --> Options --> Add-ins. At the bottom of the page, select Manage COM Add-ins, and then click Go. CWYW should be checked. If CWYW is not there at all, check your Program Files. On your computer, go to your C Drive and look for your Program Files or Program Files (x86) folder. There will be a folder for EndNote; in there double click on Configure EndNote. A wizard will walk you through re-installing the plug-in. For screen shots and more details, see this article: EndNote instructions for re-installing CWYW. Have a Mac instead? Try these instructions for Macs. Or if this is all too confusing, feel free to email rsm61@pitt.edu.

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