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EndNote 20

Formatting Citations & Page Numbers

Excluding an Author or Year

To exclude the name of an Author or the Year of Publication from an in-text citation, or to effect other formatting alternatives, follow the instructions under Add page numbers to a citation above to access the Edit & Manage Citation(s) dialog. Chose the relevant option from the Formatting drop-down and select OK.

Unformatting citations

Your existing references in Microsoft Word can be manually unformatted by using the Convert to Unformatted Citations command under the Convert Citations and Bibliography drop-down in the Bibliography group of the EndNote 20 tab in Microsoft Word. The appearance of your citations will change and you can safely delete them in the text (using Microsoft Office Word tools like Delete, Backspace or Cut). Afterwards, select Update Citations and Bibliography.

Alternately, you may choose to work with citations unformatted the whole time. Advantages of working with unformatted citations include:

  • Ease of deleting and editing citations, with changes only having to be made in Word.

Tip: Prefixes, suffixes and page numbers can be typed inside the unformatted citation in your word processor, as in this example: {see also \Einstein, #2380, p 56}

  • Unformat / update can be executed frequently to check formatting. This process will have to be used when combining chapters at the end of your project to generate a single reference list at the end of your combined chapters.

Adding page numbers to a citation

  1. On the EndNote 20 tab in Word, select Edit & Manage Citation(s).
  2. Select the citation you wish to add page numbers to from the displayed list.
  3. Enter the page number in the Pages field, towards the bottom of the dialogue box.
  4. Select OK.

Important: If the page number does not appear in the citation, add it to the Suffix box instead. Some styles do not have page numbers included in their format. Using the suffix will skirt the problem.

Adding Text to a Reference in the Text

There are special facilities for adding text to citations in the text.
These only apply to Author / Date styles such as the APA 7th ed. Style.
It concerns things like adding a text as also see, but also adding page numbers.

  It is essential not to make these kinds of changes directly in Word, but via the route outlined below.
Changes made directly in Word will disappear when the document is restarted.

In a text arranged according to an Author/Date style you can make changes to in-text citation.
Do that by selecting that reference in the text in Word and then click on 

You will see the following screen:

When you want to add text preceding a reference, then select that specific reference and type after Prefix (at the bottom): also see
You need to type a space after also see. Click on OK.
In the text below "also see " has been added to the first reference that way.

Journal impact factors vary from year to year. Therefore it is more reliable to use impact factors of several years instead if just one year. Research has shown that review articles receive more citations than research articles (also see Moed & Van Leeuwen, 1995). Journals with many review articles can therefore more easily get a high impact factor than journals with many research articles.

Recently a discussion has started about the use of impact factors in research evaluation because the Internet has led to new forms of publication (Moed, 2006; Zhao, 2005).

REFERENCES

Moed, H. F. (2006). New developments in citation analysis and research evaluation. Information Services & Use26(1), 135-137. https://doi.org/10.1007/s00005-009-0001-5

Moed, H. F., & Van Leeuwen, T. N. (1995). Improving the accuracy of Institute for Scientific Information's journal impact factors. Journal of the American Society for Information Science46(6), 461-467. https://doi.org/10.1002/(SICI)1097-4571(199507)46:6<461::AID-ASI5>3.0.CO;2-G

Zhao, D. Z. (2005). Challenges of scholarly publications on the Web to the evaluation of science: A comparison of author visibility on the Web and in print journals. Information Processing & Management41(6), 1403-1418. https://doi.org/10.1016/j.ipm.2005.03.013

This way you can also add page numbers after Pages.
You only type the page number (e.g. 11), not p. and so on. 
In the text below arranged according to the APA 7th style, page numbers have been added to the last two references that way. 
Behind Pages “136” was added and also “1405-1406”.

Journal impact factors vary from year to year. Therefore it is more reliable to use impact factors of several years instead if just one year. Research has shown that review articles receive more citations than research articles (also see Moed & Van Leeuwen, 1995). Journals with many review articles can therefore more easily get a high impact factor than journals with many research articles.

Recently a discussion has started about the use of impact factors in research evaluation because the Internet has led to new forms of publication (Moed, 2006, p. 136; Zhao, 2005, pp. 1405-1406).

REFERENCES

Moed, H. F. (2006). New developments in citation analysis and research evaluation. Information Services & Use26(1), 135-137.

Moed, H. F., & Van Leeuwen, T. N. (1995). Improving the accuracy of Institute for Scientific Information's journal impact factors. Journal of the American Society for Information Science46(6), 461-467. https://doi.org/10.1002/(SICI)1097-4571(199507)46:6<461::AID-ASI5>3.0.CO;2-G

Zhao, D. Z. (2005). Challenges of scholarly publications on the Web to the evaluation of science: A comparison of author visibility on the Web and in print journals. Information Processing & Management41(6), 1403-1418. https://doi.org/10.1016/j.ipm.2005.03.013

Adding page numbers that way does not work for all styles.
If it does not work this way use Suffix to add page numbers.
That way you have to type exactly what you want, for instance “[comma][space]p. 136”.

Names of authors in text

For styles that use Author/Date citations, it may happen that you do not always want the author name(s) together with the year in brackets, but you want to make it part of the text, in sentences such as:

Moed and Van Leeuwen (1995) have shown that……...

This you can also manage via  

We shall do this in the text used earlier:

Research has shown that review articles receive more citations than research articles (Moed & Van Leeuwen, 1995).

We will change the lay out. Here we replace the text above by the sentence below with the same reference originating from EndNote.

Moed and Van Leeuwen (Moed & Van Leeuwen, 1995) have shown that ..... 

From this citation between brackets we omit the names of authors via 

Then click on the button Default 

Choose Exclude Author from the drop down menu, and then click OK.
The text will be like this:

Moed and Van Leeuwen (1995) have shown that .....

Again, you must make such changes as shown in the way above using

If you do this directly in the text, the changes will be lost.