EndNote Software: Beginner's Guide

Directions for Merging Multiple Documents

  1. Open your EndNote library that have all the references from each Word document. Remove duplicates if there are any.
  2. Open the first Word document that you wish to combine with others.
  3. Select the EndNote tab in Word, in the EndNote menu click on 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: {Iyer, 2020  #15}
  4. Repeat 2-3 steps for all the documents that need to be combined.
  5. Copy and paste all the text from each document into a single new Word document (ideally in the order you prefer).
  6. With new Word document, select the EndNote menu to desired style (e.g. APA 7th)
  7. Now in the Word document, select the EndNote menu and 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.
  9. Save