Endnote Select Matching Reference

[Niklas Terki]

Ihave the scan and check boxes unchecked and it still brings up the select matching reference dialog box. Oddly, it always shows a random string selected from my paper- the same phrase, and when it does its thing and closes, my cursor is moved to that spot, which is a further annoyance.

so it is bringing up text in temporay citation delimiters you have chosen? Change the temporary delimiters to a pair of characters not used in your text. Either in endnote, edit preferences options or in edit bibliography menu.

Turn off CWYW? I am not sure when or why it is happening. If it is because you are using the endnote temporary citation delimiters for another purpose, you could change those thru the preferences or thru the format bibliograrphy dialog menus. Format Bibliography is also where you can turn off CWYW (third tab) if that works best for you.

Try to unformat citations and see if some citations do not change. Format again, and see if any will not get formatted (those are your problem citations). If things will not be fixed, unformat the citations, copy all text in the ms, and insert the text in a new Word file. And then format the ms again. This has helped a few times.

When clicking on Title in the suggestion list, the contents of the reference will be replaced. When clicking on ISSN, ISBN or DOI, the contents of the reference will be supplemented. We recommend duplicating a reference before using the Title look up, to prevent any data from being overwritten.

The file uploads as a reference with type Generic. RefWorks attempts to automatically extract as much information as it can from the uploaded file. Edit the reference to correct and complete the information.

Users can import references from any reference management service. You can import directly from Mendeley. For other services, such as Zotero, you can import a file that you have exported from that service.

You can assign references to a folder, or create a new Folder, by selecting the drop-down arrow next to Not in folder. Select if tags should be imported and whether duplicate references should be ignored. Deduplication during import is based on Exact Match for: Author, Title and Year. It is based on the same algorithm as Finding Duplicate References.

You can view a list of your references, a subset of your references, folders of shared references, or deleted references by searching, or by selecting the relevant tab in the Reference Organization area (see RefWorks User Interface). Each reference includes a unique reference ID (Ref ID).

The number of references which appear on the page is displayed at the top of the page. You can change the number of references displayed per page, and switch between view options. Select Customize for Normal and Full views to display the Folders and Tags checkboxes. Clearing the checkboxes hides the folders and tags from the list of references. Pagination on the bottom of the page enables you to move between reference pages.

When viewing a reference with electronic access to partial or full text, you can access it from the Reference Details. This may be access to the text within the library or on an external site, or the uploaded file.

For some references, such as uploaded PDF files and HTML pages, full view of the reference is provided directly in RefWorks. The RefWorks reader enables you to download the document, and for PDF files, it enables you to highlight text passages, and add comments and notes.

When the My Folders tab is expanded, you can drag and drop references to a folder. In addition, you can use this area to add a folder or a subfolder, or rename, delete, or share a folder. You may also Move or Copy the folder to another Project or Find Duplicates in the folder. Subfolders can be up to three levels deep, for example main > sub1 > sub2 > sub3. Some of these actions are available in the folder's action menu.

When configured by your institution, you can add full text to a reference by searching for the reference in your local library catalog. When you find an item you want to add to RefWorks, select Send to > RefWorks on the item page, or download the text and upload it to the reference. To open your library's catalog from within RefWorks, when editing the reference select Full Text Search (your institution may have renamed this link).

Click Find Duplicates. You will be informed that a deduplication request has started and will see a Finding duplicates progress message in left navigation under Duplicates. You are not required to stay on this page or be logged into RefWorks while the process is running. The deduplication time varies based on the number of records and match criteria, and will run in its entirety until it is complete.

If you are searching for duplicates in a shared folder, you will first see the following message, with a choice to abandon or proceed.

If you deleted a reference from any folder or tab other than the Deleted tab, you can restore it. To restore a reference go to the Deleted tab, select the references to restore, and select Undo.

When citing your references in a document, such as Microsoft Word or Google Docs, you can use RefWorks to format one or more of your references for easy insertion into the document. You can insert a single reference or multiple references, and you can insert them inline and/or as a bibliography. You can select an out-of-the-box citation style (RefWorks or CSL style) or create your own style.

It is easy to create references in RefWorks to copy to your document, but it is even easier to add references while working in your document using a RefWorks add-on: In addition, you can manage references in a document using one of these add-ons (delete, re-add, re-style, and so forth).

There are three drop-down lists that help you find styles: Recent Styles, a custom list, and Institutional. You can mark a style as a favorite by selecting the star icon next to the style in a list. The style then appears in the Favorite styles drop-down list, which appears if there is at least one style marked as a favorite. To remove a favorite from the list, clear the star icon. The style is removed from the Favorites list when RefWorks is refreshed.

Bibliography numbering and sorting is limited to 2000 references when using RefWorks citation styles. CSL styles numbering and sorting is limited to 500 references. After the limit is reached, numbering and sorting restarts.

You can share folders of references with specific users and/or (when enabled) all other users at your institution and can view folders of references that are shared with you or your institution. You can view the references that have been shared with you, and in some cases add comments or change the references. If you want to edit or export references that have been shared with you, you must first copy them to your own reference folders.

When a folder is shared with you, you receive an email indicating this. You can view the folder in the Sharing tab in RefWorks. All folders shared with you from a single institution are grouped together.

Occasionally EndNote Cite While You Write Plugin updates do not keep up with new versions of Word. EndNote Online can be used to format your papers until a patch is available. You can also use this technique if you are using Office 365. All that is required is that the document be saved in the .rtf (Rich Text Format).

If you do not see your particular citation style in the list of styles preloaded into EndNote, search the EndNote website for additional styles. Instructions for downloading new styles are included in the link:

With your cursor still in the footnote, click the EndNote toolbar in Word and then the Insert Citation button as usual. (Wherever your cursor is in your document -- the body or the footnote -- is where the citation will appear in the document.)

There may be occasions where you want to copy all of the references used in a Microsoft Word document to an EndNote library. Perhaps you received only the formatted Word document from a colleague, and would like to create EndNote references to use later. Or, you may have a large EndNote library, but want to create a smaller EndNote library with only the subset of references used in your paper.

Note: The Traveling Library does not contain Notes, Abstracts, Figures, or Captions.

To export references from a Word document to an EndNote library:

There is an alternate way to copy references from your Word document to an EndNote library. Open both your Word document and the EndNote library. Then, in EndNote, go to the Tools menu, then the Cite While You Write submenu, and select Import Traveling Library.

The Find Full Text option in EndNote searches the web to see if the PDF full text of a reference in your library is freely available. If it is, EndNote will attach it to the matching reference.

If you edit the preferences in EndNote, you can also find the PDF full text of some CityU Library subscribed publications, e.g. articles. (Only eligible CityU staff and students can access the full text).

Tip: If a PDF document you have imported is missing information from fields, e.g. author, volume, etc, select the Find Reference Update feature to update information in the reference.

The Find Reference Updates feature lets you add additional information, missing fields, and more to a reference. It is especially useful for an e-publication which may not have all the information that is available in the printed version, or for a PDF document that has not imported correctly.

You can toggle the sort order by clicking the same heading again to make it sort in reverse. You can also select additional fields to display by right clicking on any column heading. This can be useful if you are using a particular field for notes or to mark references read/unread.

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