These are the procedures we recommend when merging documents to minimize issues. Please note that these steps will produce a single bibliography at the end of the document. See EndNote: Creating chapter bibliographies if you would like to retain chapter bibliographies.
EndNote 20 through EndNote X5:
- Create a blank document where you will place all the chapters.
- Make a backup copy of all the documents you wish to merge.
- Open the documents to be merged in Word.
- Copy the text of the individual documents, but NOT the reference list. It is important that you do not include the reference list as part of what you copy.
- Paste the text from the individual documents into the new blank document.
- Once you have created the merged document:
Windows Word 2010/2013/2016/2019 with EndNote X4 and later or Word 2007 with EndNote X1 and later: Click the EndNote tab and click Update Citations and Bibliography.
Word 2007 with EndNote X and earlier: Go to the Add-Ins tab and choose the "EndNote > Format Bibliography" command.
Word 2003/2004/2008/2011: Go to the Tools Menu and select the "EndNote > Format Bibliography", "EndNote > Bibliography Settings" or "EndNote > Configure Bibliography" command.
macOS Word 2016/2019: Go to the EndNote tab and choose "Update Citations and Bibliography"
This procedure will create a formatted Microsoft Word document with one bibliography at the end.
EndNote X4 and prior:
- Create a blank document where you will place all the chapters.
- Make a backup copy of all the documents you wish to merge.
- Open the documents to be merged and in Word and do the following:
Windows Word 2010/2013/2016 with EndNote X4 and later or Word 2007 with EndNote X1 and later: Go to the EndNote tab and choose the "Convert Citations and Bibliography > Convert to Unformatted Citations" command.
Word 2007 with EndNote X and earlier: Go to the Add-Ins tab and choose the "EndNote > Unformat Citations" command.
Word 2003/2004/2008/2011: Go to the Tools Menu and select the "EndNote > Unformat Citations" or "EndNote > Convert to Unformatted Citations" command.
macOS Word 2016/2019: Go to the EndNote tab and choose "Tools > Convert to Unformatted Citations"
- Press [Ctrl]+A or [Command] + A on the Mac to highlight everything,
- Press [Ctrl]+C or [Command] + C to copy the highlighted text.
- Go to the blank document and click [Ctrl]+V or [Command] + V to paste the text.
Follow steps 3-6 for each of the remaining documents to be merged.
Once you have pasted all the text into the blank document make sure you have all the libraries that contain the references open in EndNote.
In the merged Word document:
Windows Word 2010/2013/2016 with EndNote X4 and later or Word 2007 with EndNote X1 and later: Click the EndNote tab and click Update Citations and Bibliography.
Word 2007 with EndNote X and earlier: Go to the Add-Ins tab and choose the "EndNote > Format Bibliography" command.
Word 2003/2004/2008/2011: Go to the Tools Menu and select the "EndNote > Format Bibliography", "EndNote > Bibliography Settings" or "EndNote > Configure Bibliography" command.
macOS Word 2016/2019: Go to the EndNote tab and choose the "Update Citations and Bibliography"
This procedure will create a formatted Microsoft Word document with one bibliography at the end.
Please note that you may get the "EndNote Select Matching Reference" dialog box when formatting the bibliography. This may be because you have modified the author name or the year in one of the references, or you may be using a different library. Please click EndNote: Select Matching Reference for information on how to resolve this.