Regarding the first authors initials - (K.R. Williams & Guerra, 1998)…I saw a similar problem about a week ago. Most in-text citaitons were formatting correclty, that is without first initials. However one or two included the first initials, even though it was the same autho r- e.g. (Smith, 2008) but also (L.L. Smith, 2007). This was EndNote’s way of distinguishing two different authors, except that the authors were the same person. After looking at the specific record that generated the first initials, I discovered there was a <space> after the authors’s name in the EndNote record. EndNote was reading this as a different author. Once we corrected the offending EndNote records, the manuscript formatted correctly.