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EndNote: Combining multiple Word Documents

Everything about using EndNote and EndNote Web.

Instructions

The purpose is to produce one single Word document with one reference list at the end. Before merging documents, all the references from each Word document must be exported into one EndNote Library. You can use export travelling library to do this.

  1. Open your EndNote library that have all the references from each Word document. Remove duplicates if there are any
  2. Open the first document that you wish to combine with others.
  3. On the EndNote tab, click on the small triangle symbol next to the Convert Citations and Bibliography button. A drop-down menu will appear. Select Convert to Unformatted Citations. The EndNote citations in your text will now appear in curly brackets. Example: {Thompson, 2015  #17}
  4. Repeat 2-3 steps with all the documents that need to be combined.
  5. Copy and paste all the text from each document into a single new Word document. Make any edits to the text you need to at this point (e.g. correct spacing and formatting, move sections of the text around, etc).
  6. On the new Word document, go to EndNote tab and choose Format Bibliography-->Layout to set the output style including font size, reference page title, and spacing.
  7. Click on the Update Citations and Bibliography button 
  8. When EndNote updating the references, you may get Select Matching Reference dialog box  because the author name or the year in one of the references have been modified, or there are multiple matches for a given citation. Click Insert until it's done. 

Note that you should always save a copy of each document before creating a merged document.