Changing From An In-text Style To A Footnote Style, Or Vice Versa

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Preparing for manual conversion between in-text and footnote styles

While the content of footnote citations in a footnote style can be maintained by EndNote, the actual footnote formatting is a feature of Word.

The best way to manually convert between an in-text style and a footnote style, in either direction, is to convert your in-text EndNote citations to unformatted style. This uses placemarkers in the form of {Smith, 2017 #123} where #123 is the record number in your EndNote library (there may be other formatting for page numbers, multiple citations, and other variations).

In unformatted form, there is no bibliography.

Manually convert between footnotes and in-text citations, or vice versa

• Footnote to in-text
• In-text to footnote

1. In Word, change to the EndNote tab of the Word toolbar ribbon

2. From the Convert Citations and Bibliography drop-down, select Convert to Unformatted Citations

3. For each and every footnote placemarker:

• Cut each footnote placemarker (select and Ctrl+X, Cmd+X on a Mac)
• Find the footnote number in the text
• Paste the placemarker into the text (Ctrl+V, or Cmd+V on a Mac)
• Delete the footnote number in the text

4. When you have moved all your footnote placemarkers into the text, on the EndNote tab in Word, click Update Citations and Bibliography

• Optionally, turn Instant Formatting back on (otherwise, any new references will be added as unformatted placemarkers, and you will have to click Update Citations and Bibliography every time you add new references)

1. In Word, change to the EndNote tab of the Word toolbar ribbon

2. From the Convert Citations and Bibliography drop-down, select Convert to Unformatted Citations

3. For each and every in-text placemarker:

• Cut each citation placemarker (select and Ctrl+X, Cmd+X on a Mac)
• Insert a footnote (References tab in Word, Insert Footnote, Ctrl+Alt+F, or Cmd+Opt+F on a Mac)
• Paste the placemarker into the footnote (Ctrl+V, or Cmd+V on a Mac)

4. When you have moved all your in-text placemarkers into footnotes, on the EndNote tab in Word, click Update Citations and Bibliography

• Optionally, turn Instant Formatting back on (otherwise, any new references will be added as unformatted placemarkers, and you will have to click Update Citations and Bibliography every time you add new references)

Possible automatic conversion between footnote and in-text citations (might not work for all documents)

• Prepare the footnote to in-text macro
• Run the footnote to in-text conversion
• Prepare the in-text to footnote macro
• Run the in-text to footnote conversion

In the desktop version of Word, switch to the View tab in the ribbon bar, and click on the Macros icon to display the dialog box with the current list of macros.

Click the Create button to add a new macro (use Edit if your already have a macro in the NewMacros area), and insert the following text.

Sub foot2inline() Dim oFeets As Footnotes Dim oFoot As Footnote Dim oRange As Range Dim szFootNoteText As String Dim index As Long ' Grabs the collection of FootNotes Set oFeets = ActiveDocument.Footnotes ' Iterates through each footnote For Each oFoot In oFeets index = index + 1 szFootNoteText = oFoot.Range.Text 'Start search from beginning of document Set oRange = ActiveDocument.Range With oRange.Find .Text = "^f" ' Looks for all footnotes .Forward = True .Wrap = wdFindStop .Execute End With ' Delete the footnote oFoot.Delete 'Insert the footnote text oRange.Text = " " & szFootNoteText 'CHANGE COLOR HERE. Color code is below. 'oRange.Font.Color = 6299648 'Disables undo to save memory on very large documents. 'ActiveDocument.UndoClear Next End Sub

Credit: from a 2013 post by Jay Freedman in the Microsoft Office forums

In Word, change to the EndNote tab on the ribbon bar and convert all footnote citations to unformatted:

• Convert Citations and Bibliography > Convert to Unformatted Citations.

Switch to the View tab in the ribbon bar, and click on the Macros icon to view the list of macros available.

• Click once to highlight the foot2inline macro, and click the Run button

If the macro was successful, all the footnote citations should have been converted to in-text citations.

• Finally, in the Endnote tab in Word, select your desired in-text citation style, then click on Update Citations and Bibliography to re-format the citations and generate the reference list.

In the desktop version of Word, switch to the View tab in the ribbon bar, and click on the Macros icon to display the dialog box with the current list of macros.

Click the Create button to add a new macro (use Edit if your already have a macro in the NewMacros area), and insert the following text.

Public Sub ConvertIntextToFootnote() Dim oField As Field Dim sCode As String Dim sSuffix As String Dim sSuffixLeft As String Dim sSuffixRight As String Dim pos1 As Long Dim pos2 As Long 'Loop through all fields in the document For Each oField In ActiveDocument.Fields 'Is the field an Endnote field? If InStr(oField.Code.Text, "EN.CITE") = 0 Then GoTo Bypass: oField.Select 'Modify the Suffix in the field code … text, if one exists sCode = oField.Code.Text 'MsgBox sCode pos1 = InStr(sCode, "") If pos1 > 0 Then 'suffix exists, so extract it sSuffixLeft = Left(sCode, pos1 + 7) 'MsgBox sSuffixLeft pos2 = InStr(sCode, "") sSuffixRight = Right(sCode, Len(sCode) - pos2 + 1) 'MsgBox sSuffixRight sSuffix = Mid(sCode, pos1 + 8, pos2 - (pos1 + 8)) 'MsgBox sSuffix 'If no dash, replace : with p. else with pp. If InStr(sSuffix, "-") > 0 Then sSuffix = Replace(sSuffix, ":", " pp. ") Else sSuffix = Replace(sSuffix, ":", " p. ") End If 'Add a full stop sSuffix = sSuffix + "." 'MsgBox sSuffix 'Now rebuild the code sCode = sSuffixLeft + sSuffix + sSuffixRight 'Set the new code in the field oField.Code.Text = sCode 'MsgBox oField.Code.Text End If 'If author is excluded, show the author If InStr(sCode, "ExcludeAuth=""1""") > 0 Then oField.Code.Text = Replace(sCode, "ExcludeAuth=""1""", "") End If Selection.Cut 'Add temporary bookmark so we can return to the Main Story With ActiveDocument.Bookmarks .Add Range:=Selection.Range, Name:="tempqxtz" .DefaultSorting = wdSortByName .ShowHidden = False End With 'Add the Footnote ActiveDocument.Footnotes.Add Range:=Selection.Range, Reference:="" Selection.Paste 'Return to Main Story Selection.GoTo What:=wdGoToBookmark, Name:="tempqxtz" 'Delete the temporary bookmark ActiveDocument.Bookmarks("tempqxtz").Delete Bypass: Next oField MsgBox "Process Complete", vbOKOnly + vbInformation, "Convert In-text Citations to Footnotes" End Sub

Credit: from a 2014 post by pecksterism101, modified from a 2009 post by mirib1 (Miriam) in the Clarivate EndNote support forums.

• Switch to the View tab in the ribbon bar, and click on the Macros icon to view the list of macros available.

• Click once to highlight the ConvertIntextToFootnote macro, and click the Run button

If the macro was successful, all the in-text citations should have been converted to footnotes.

• Finally, in the Endnote tab in Word, select the desired footnote style, then click on Update Citations and Bibliography to re-format the citations and the reference list in the appropriate style.

• << Previous: Changing your reference list formatting
• Next: Vancouver: changing your in-text numbering format >>

• Last Updated: Nov 13, 2024 3:08 PM
• URL: https://libguides.federation.edu.au/endnotefaqs
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