EndNote X7.4 has problem with Word 2016's Track Changes mode.

I am using EndNote X7.4 and Microsoft Office Word 2016. While writing a document they work perfectly together, but when I’m revising a document and tracking changes, EndNote inserts new citations in the original text. So, when I change “Track changes” view to “Original” I get new citations in the original text. Has anybody encountered similar problem? How can I fix this?

I mean, when I insert a new citation while tracking changes the citation comes as it was introduced before tracking, in the original text. Theoretically, the citations that are inserted after turning the “Track changes”  on should not appear  when the “Track changes” view is “Original”, but in my case when I turn to “original” view, newly added text disappears, but newly added citations still there within the original text. It changes the position of original text lines and I get confused with the revision that I should introduce to the document.  

Thanks to Leanne, now I’m getting a little bit sense of how EndNote works. Probably EndNote doesnt track the changes. Is there any way to turn it on? 

Yes, it’s really strange to have such a problem with EndNote. Mendeley for instance works perfectly with track changes, but since I am using EndNote it is difficult to move to Mendeley. For that I will need to recite all the references in my document using Mendeley. Anyway, now I am thinking about overcoming this problem by either 1) converting EndNote citations to plain text and adding new citations manually or 2) turning off  the track changes option and highlighting the changes manually.  What do you think, which way is less time consuming? 

Best ragards.

Indeed, turning off CWYW would be a nice option for tracking if the position of original text wouldn’t move after updating the citations (And they have to be updated before submitting the revised manuscript back). In this case the main problem is the position of original text. 

Thank you very much dear Leanne for a nice discussion and good suggestions.

Best regards.

Hi Leanne

Two questsions based on what you have said

(1) Please can I get you to explain managing track changes with endnote further in the following example. I am lead author and have used MS Word v2010 and Endnote v7.4 so there are citations and a bibliography. Then my co-author uses track changes and want to delete paras which contain citation. What is the best way to proceed?

  1. Use a non track changes version and go and manually delete the citations which will remove them from the bibliogrpahy if they are only cited once

  2. reject the track changes deletion for the citation and remove then accept in track changes delete the text

  3. something else

(2) If I was gung ho and removed citations with track changes, can I get Endnote to update the bibliogrphay (that is delete the references which have had citations eliminated through track changes)?

Warm regards/gary

Hi Leanne

Much thanks for your answer. I appreciate you are a volunteer. It is a pity that the Endnote Developers haven’t encouraged the volunteers to produce a new book with the knowledge from the forum.

I did try it and got inconsistent results.

So just to check: Are you saying that (1) so long as I am just deleting Endnote will manage the deletions if I update the bibliography (2) it is better not to insert citations during track changes.

Warm regards/gary

Thanks Leanne and thanks also for the samples. Much clearer.

So the good news is that where track changes marks a deletion, endnote will handle it as it should i.e. delete the citation and if it was only in the bibliography because that was the only citation, it will also remove it from the bibliography. There is no need to update the bibliography

The other news about inserting citations means it is better to check whether the citation was inserted via Endnote rather than typed.

I also understand your point about rejecting an inserted citation (which I handt thought of) needs careful attention

Warm regards/gary