Dear Community,
for a revise & resubmit I have to convert all in-text citations to endnotes. Is there any mechanism/tool that I can use to convert in-text citations either to footnotes (than I will use the Word option to convert them to endnotes) or directly to endnotes without retying every citation?
Cheers,
Stefan
P.S. I am using EndNote X1 and Word 2007
I have the same problem and despite numerous on-line searches and help, I can’t seem to find the solution. Stefan, did you find one? Can anyone help?
The main question in endnotes vs. numbered bibliography comes down to what number should a reference you cite multiple times have. If you cite a reference two times in the document does it use the same number in the text each time, or does it have a unique number in the text each time it is cited?
If it uses the same number you would not convert to endnotes, you would use a numbered output style. Now if you do need to use endnotes there is no automated way to convert from in-text citations to endnotes/footnotes. At each in-text citation you would need to use Word to create the endnote. Then you would need to cite the reference(s) in the endnote created by Word.
Message Edited by PTravis on 05-27-2009 09:36 AM
Your question is not silly, it is ill-informed. “Science” can indeed include historical investigations and in the area of history, among other scientific disciplines, there are a number of endnotes/bibliographic referencing styles that are frequently used and are considered the norm. One popular one is the Chicago style that comes in two standard forms in endnote. You obviously are not aware or have not used these, one (Type B) is author-date (in text ) style the other (Type A) is notes/bibliography. The type B the in text references appear as footnotes on each page numbered in order of appearance AND appear alphabetically in a bibliography at the end - so the difference is quite obvious. The BIG PROBLEM is that endnote cannot automatically convert Type B to type A which is a real pain, and we have NOT received an answer about this from Thompson because of your “silly question” that has distracted the purpose of the forum!
Hi Peter,
I am sure you are aware that in Chicago type A in-text references are listed as footnotes at the bottom of each page and numbered in order of appearance AND appear in a bibliography at the end of the document in alphabetical order (i.e., not numbered). Do you (OR ANYONE ELSE!!!) have a solution for converting in-text citations to footnotes/endnotes (e.g., for converting Chicago type B to Chicago style Type A), apparently this cannot be done automatically in endnote? Many scientists, particularly in the scientific field of historical investigation, do use Chicago and sometimes need to do this conversion and I think this is what Stephan and the other 777 viewers of this forum are after, it would certainly be worth many many kudos to the one that provides a solution to this!
Message Edited by Sententia on 07-01-2009 01:52 PM
You would need to place the cursor in the text where you need the number to appear. You would then use Word to create the footnote/endnote. Then you would have to cite the reference in the footnote created by Word and delete the old citation in the text.
Ok, so there is NO efficient workaround and ALL references have to INDIVIDUALLY be re-done manually?
Is Thompson considering a conversion between Chicago type A and type B at all? Do you know of any other programs that can handle this?
If you have anything, anything at all, that might help with this I and so many others would be very grateful.
Message Edited by Sententia on 07-02-2009 08:30 PM
The information I received from
Thompson Reuters was (unfortunately) that there is no simple way:
You cannot automatically convert citations to footnotes since Word is used to create the actual footnotes, but you can unformat the document so that your references are in their temporary citation format. You can then use Word to create the footnotes and then cut and paste the temporary citation in the Word made Footnote. The same way you would create footnotes with EndNote normally, except you cut and paste the temporary citation instead of inserting a new one.
Then you just need to format using the correct output style.
This has been laborious but has worked except for one chapter where the endnotes will NOT revert back from unformatted citations. This is a big problem and I’m not sure how to fix it. Any ideas? Any tips? Anything…Anyone?!
Jane Kreis
Hi there,
Actually there is a way to convert In-Text citations to endnotes/footnotes, by employing the following Word Macro. Please note that this Macro was originally written by Shyam Ranganathan, though I’ve improved it a bit… It’s not perfect, so do check the results and make the necessary touch-ups (i.e. in cases of citations directly following quotations), but overall, it does SAVE A LOT OF TIME…
Enjoy 
Miriam
========================
Oh, two more thing I forgot to mention on my original post (with the in-text citation to footnotes/endnotes Macro):
ActiveDocument.Endnotes.Add Range:=Selection.Range, Reference:=""
For Each vField In ActiveDocument.Fields
However, this would result in a superflous endnote attached to the referecnes list, which once deleted, takes the referecnes list away, so that you’d need to reaaply the output style in order to regain the references 
Miriam
Hello,
thank you for posting the Makro-text, it sounds very promising, though I don´t know how to handle makro´s in word 2007. Can anyone explain the procedure to use the makro posted so that a amateur can work with it as well? Is this makro also compatible with the APA5th style or do I have to change something in the text?
Thanks in advance,
Irene
Hi Irene,
As for your second question (i.e. APA 5th): If you’re asking whether the Macro would work for a document ALREADY formatted in APA 5th which you would like to convert to a style using footnotes/endnotes instead of in-text citations (e.g. Chicago A), then the answer is YES! If it’s the other way around, then the macro, unfortunatelly, cannot help.
As for your first question:
After copying the macro to the clipboard (Ctrl+C),without the “=====” lines at the begining and the end, go to Word 2007 and follow these steps:
from the “View” ribbon/tab,click on “Macros”, and then choose “View Macros” from the drop down list/menu.
At the new dialog box/window, click in the Macro Name box, and type something there (doesn’t matter what as longs as it is without spaces)
Click on the “Create” button, at the right hand of the dialog box.
MS-Word launches the VBA ediotr:
On the “New Macro (code)” window, delete the lines stating with “Sub the name you gave on step 2” and Ending with “End Sub”
Paste the Macro (Ctrl + V)
Close the “Visual Basic for Application” editor window → this should return you back to Word.
Click on the Office button (at the top-left hand corner of the screen), and then click on “Word Options” button
At the Left hand of the new window, click on “Customize”
At the Right hand of the screen, from the “choose from commands” box, choose “Macros”
Under that box, you should be able to see now a list of available Macros, one of them should be: “Normal.NewMacros.intext2footnote.” → click it, and then click on the “Add” button (at the middle of the screen/window)
12) Click on the “Modify” button (under the long box to which you’ve added your macro)
13) At the new dialog box that is displayed with lots of icons, choose the icon to be displayed on the button that will launch your macro, and then click “OK”
If all is well, you should be able to see a new button on the Quick Access Toolbar (under the Ribbon) with the icon you’ve just designated. Clicking on this button will run the macro (make sure you do this only once you’ve placed the cursor at the begining of the text.)
Hope this helps…
Miriam
Wow thank you so much for the clear instructions and the macro. It totally worked for me (once I realised that a page break was not the same as a section break…) and saved me hours of work manually converting the references! I am not what one would call an expert user so really helpful to have it broken down stage by stage. Thanks so much.
All of the above was very clear, but unfortunately didn’t work at all. Any idea of what I could be doing wrong.
Hi Phyllis,
Sorry for the long delay in responding to your question…
Chances are that your document has only one section, while the macro’s code is written under the (plausible) assumption that you have at least 2 sections (i.e. the second one for endnotes). If this is not the case (e.g. you use only footnotes), simply create a temporary new section at the end of your document, and then try to run the macro again. Once done, mark the whole endnotes section (CTRL + A when the cursor is within this section), convert it to footnotes (right-click the marked section, and then, simply delete the white space left behind so that you erase the second section created in the beginning of this process.
Hope this would be of help…
Miriam
Peter,
When I get to the point of entering the citation in the footnote space generated by the Word note system, can I cut and past the citation (or longer material) into the footnote space? Or, do I have retype that material? I have a manuscript with scores of endnote/footnotes but all of that material, while separately entered in my manuscript and so would appear in printed format as “Endnotes” appears to my editor’s computer as if were text.
The trouble, as you can probably deduce, is that I did not create those ‘notes’ using the Word auto endnote/footnote application. Instead they were created as separate Word Documents and then I copied and pasted them into each chapter of the manuscript.
I really hope that there’s a saving grace to all this.
Thanks for any help you can think of.
Ken
could sent me screenshots exactly how you do that because i cant find how really works. Im interesting on converting in text citations to footnote only.
Hi Miriam!
I have been working with this macro that you suggested for a while now and can’t figure out why it is not working for me.
Here is what I am trying to accomplish:
https://docs.google.com/document/d/1DufKpBXTCti1Mq6YOu_IFmLTAWV_H9l4J6NqR5I2HwI/edit?hl=en_US
I cannot figure out how to adapt your code to something that will work for our purposes! Can you help? I would rather the notes end up as footnotes than as endnotes, but if I can get the code to work for endnotes, then I can just convert them to footnotes separately.
Let me know ASAP if you think this is possible!
Thanks,
Katie
Technical Support also has some tools to convert in-text citations to footnotes and footnotes to in-text citations. If you contact Technical Support, we can assist with these conversions:
http://www.endnote.com/support/entechform.asp
Jason Berman
Technical Sup Rep RS
Thomson Reuters
Phone: +1 800-336-4474
thomsonreuters.com
Thank you Miriam for your post. Yes, the macro does work.
I am not a techie, but I do pay attention to directions in a very detailed manner. I usually do not give comments online, but I thought I needed to do this because Miriam just saved me a lot of headache and time trying to convert my dissertation manuscript from a format in which I used EndNote X6 to create (with JAMA style), to one which my professor prefers (he prefers the one where you have consecutively numbered citations with MS Word footnotes inserted below each page).
Typically, inserting footnotes (using Word footnote features and citations inserted with EndNote software) is an easy task if you start this process from the beginning. It becomes difficult when you want to convert your document (which could run into hundreds of pages) containing citations and references (initially created using only the EndNote software) back into a document with footnotes and bibliography (that is arranged in alphabetical order).
I found that the macro may not work if you have page breaks and section breaks within your doument and you run the macro without first modifying it like Miriam suggested (i.e., deleting lines 3-6, second to the last line, and replacing line 7 with the suggested code line). However, if you modify the macro, you do not have to remove your already formatted document before running the macro. Also, remember to grant access to the macro by changing the security settings (for Word 2010, the navigation is file>options>trust center>trust center settings>macro settings>enable all macros) (remeber to change this back to the original setting once you’ve successfully run the macro).
The following directions below was exactly what I followed in order to format from Endnote JAMA (without Word footnote) to Chicago 16th A style with Word footnote.
Follow the direction given by Miriam in copying the macro below into Word
run macro
Go to the end of your document. You will find citations having only roman numerals (this was created by the macro) and the original references from your document.
Change the citations having only Roman numerals (i.e., i, ii, iii, iv, etc) into Word endnote (i.e., those containing both the Roman numerals and word-form citations following the roman numerals, by changing the style within the Word document to ‘Chicago 16th A’ (meanwhile, I reformatted the Chicago 16th A style to look like JAMA style within the edit section of EndNote X6).
select (4)(i.e., select all the Word endnotes)
right click on (5) to change the format before converting the Word endnotes to footnotes. Paragraph: align left, body text, indentation: left 0, right 0, special none; Spacing: before 0, after 10pt, line spacing multiple, at 1.15.
select (6)
right click (7) and select convert to change the endnotes to footnotes (You will now have a document that have the in-text citations as footnotes on each page. Towards the end of your document, you will have the bibliography arranged alphabetically and references numbered consecutively).
I hope this helps others in my shoe trying to change the formatting of their document.
Sub intext2footnote()
Dim vLastSectionI, vField, i, J
For Each vField In ActiveDocument.Fields
Selection.GoTo What:=wdGoToField, Which:=wdGoToNext, Count:=1, Name:= _
“ADDIN”
Selection.Find.ClearFormatting
With Selection.Find
.Text = “{ }”
.Replacement.Text = “”
.Forward = True
.Wrap = wdFindContinue
.Format = False
.MatchCase = False
.MatchWholeWord = False
.MatchWildcards = False
.MatchSoundsLike = False
.MatchAllWordForms = False
End With
Selection.MoveRight Unit:=wdCharacter, Count:=1, Extend:=wdExtend
Selection.Cut
With ActiveDocument.Bookmarks
.Add Range:=Selection.Range, Name:=“temp”
.DefaultSorting = wdSortByName
.ShowHidden = False
End With
Selection.MoveRight Unit:=wdCharacter, Count:=1, Extend:=wdExtend
ActiveDocument.Endnotes.Add Range:=Selection.Range, Reference:=""
Selection.Paste
Selection.GoTo What:=wdGoToPage, Which:=wdGoToNext, Name:=“1”
Selection.Find.ClearFormatting
With Selection.Find
.Text = “{ }”
.Replacement.Text = “”
.Forward = True
.Wrap = wdFindContinue
.Format = False
.MatchCase = False
.MatchWholeWord = False
.MatchWildcards = False
.MatchSoundsLike = False
.MatchAllWordForms = False
End With
Selection.GoTo What:=wdGoToBookmark, Name:=“temp”
Selection.Find.ClearFormatting
With Selection.Find
.Text = “{ }”
.Replacement.Text = “”
.Forward = True
.Wrap = wdFindContinue
.Format = False
.MatchCase = False
.MatchWholeWord = False
.MatchWildcards = False
.MatchSoundsLike = False
.MatchAllWordForms = False
End With
Selection.Find.ClearFormatting
With Selection.Find
.Text = “{ }”
.Replacement.Text = “”
.Forward = True
.Wrap = wdFindContinue
.Format = False
.MatchCase = False
.MatchWholeWord = False
.MatchWildcards = False
.MatchSoundsLike = False
.MatchAllWordForms = False
End With
ActiveDocument.Bookmarks(“temp”).Delete
With ActiveDocument.Bookmarks
.DefaultSorting = wdSortByName
.ShowHidden = False
End With
Selection.MoveRight Unit:=wdCharacter, Count:=1
Next vField
End Sub