Need help setting up style template for footnotes with Word X andEndnote 7

E

Edward M. Baum

I¹m setting up a dissertation in Word X and Endnote and need to use
Footnotes (not endnotes). Endnote 7 inserts a styled text in the footnote
according a template (mine is ³Chicago 14A²).

Now, how do I format the footnote and the superscript reference numbers at
the point of insertion and in front of the footnote itself. How can I make
this format universal so that every time I create a footnote the ntoe is
formatted as are the superscript numbers?

Thanks in advance!!!!!

Ed in Dallas
 
D

Daiya Mitchell

I¹m setting up a dissertation in Word X and Endnote and need to use
Footnotes (not endnotes). Endnote 7 inserts a styled text in the footnote
according a template (mine is ³Chicago 14A²).

Now, how do I format the footnote and the superscript reference numbers at
the point of insertion and in front of the footnote itself. How can I make
this format universal so that every time I create a footnote the ntoe is
formatted as are the superscript numbers?

Okay. That's exactly what happens if you don't think about it, so either
you are misunderstanding, or something is going wrong. I can't quite tell
from your post, so I'll just explain.

Terminology issue, first off. EndNote uses "output styles" to determine the
punctuation, etc of the footnote. But it does not insert "styled text" as
Word would understand it. Word uses "style" to mean a collection of
formatting instructions--all footnotes by default are in the Footnote Text
style, and EndNote uses that text style for the formatting of it's output
style.

Did that make sense? That is, even though EndNote generates the actual text
of the footnote, it is still formatted in Footnote Text style as though you
had typed it yourself.

Note also that EndNote does *not* create the footnote for you. You have to
create the footnote in Word yourself (Insert | Footnote, hit OK, after about
three times of that you'll be dying to set up a keyboard shortcut, post back
if you don't know how). On Insert | Footnote, Word puts the number in the
text, puts the number at the bottom of the page, and leaves the cursor there
for you to type the note. Then you put the EndNote field into the
Word-created footnote.

The numbers in both places are formatted by Word in Footnote Reference
style, which is superscript by default. (if yours isn't, say so, we'll tell
you how to fix it).

So. If you want to change how the text of the footnote looks, you need to
Modify the Style in Word (Format | Style, select Footnote Text in left
column, click Modify, check "add to template" but not "automatically
update", use the Format drop down menu to format as desired).

If you want to change how the numbers look, you need to Modify the Style in
Word (same as above except it is called Footnote Reference).

Notes from my experience writing a diss with Word and EndNote, though not
those exact versions.

I do *not* use Instant Formatting, on the principle that EndNote is buggy
and unstable (it is) and I want to give it as little to deal with as
possible. I just insert the raw EndNote fields (in { } brackets, with
@pages# if necessary), and I leave them raw until I need to send the doc to
someone, at which point I format on a copy, send off the copy, and continue
to do all my editing in the version with the raw fields.

For your dissertation, I *strongly* suggest that you set up a dissertation
template. More info on templates, see here:
http://word.mvps.org/FAQs/Customization/CreateATemplatePart1.htm

You should also learn about using styles in Word, if you are writing a
dissertation. Do you know anything about Word's styles? Are you writing
this yourself or just formatting it for someone?
 
E

Edward M. Baum

Daiya,

Thank you so much for the lucid advice! and the time it took to formulate
it. Seems to all make sense now. The Endnote manual didn't discuss footnotes
per se until p. 253, while repeating everything else five times.

I am helping my daughter lay out her PhD dissertation in art history; as an
architect (and academic) myself I thought I could make my way through any
instructional text. Maybe I've been protected all my life by using Macs.

I'll follow your instructions and let you know how it works!

Best regards,


. . . . . . . . . . . . . . . . . . . .

Edward M. Baum, FAIA

Architect

2714 Throckmorton St, # A
Dallas, Texas 75219-3439

T 214-522-0533
F 214-764-2402
m 214-417-7157
e (e-mail address removed)
________________


Ref: BE38208E.1B5C4%[email protected] -- "Daiya Mitchell"
 
D

Daiya Mitchell

Thank you so much for the lucid advice! and the time it took to formulate
it. Seems to all make sense now. The Endnote manual didn't discuss footnotes
per se until p. 253, while repeating everything else five times.
Yes, I distinctly remember having to search for that info in my first
purchase of EndNote 3. They have actually now added some of it to various
output styles, so that it's right in your face-- the Comments and
Limitiatons for the American Historical Review says:

"This style is for the journal American Historical Review. This style
includes both footnotes and bibliography. If you are using MS Word or
WordPerfect, use your word processor to insert a numeric "footnote" in the
body of the paper, and then insert your EndNote temporary citation in the
footnote field "

But the Comment for Chicago 15th A says:
"To add cited pages to your in-text citations and footnotes, include them in
your in-text citation by adding an "@" symbol followed by the pages:"

Maybe all that information should be together, in both of these! (This is
EndNote 8, by the way, which has Chicago 15th instead of 14th, I *strongly*
doubt it makes a difference for your project).
I am helping my daughter lay out her PhD dissertation in art history
Um, it might not be that simple. Good luck. Keep lots of backups and do a
Save As FileName #5 anytime you start to make major changes.

Daiya
 
E

Edward M. Baum

Daiya,

Thanks once again for the sound advice. The Endnote 7 is now chugging along
just fine and my daughter is almost finished cleaning up her footnotes using
Endnote's text and bibliographic capabilities.

Now one more question, and it should be something simple I'm overlooking in
Word X:

When I change formatting using the Format | Style | Modify | Paragraph
dialog box it works great UNTIL I save and close the document. Then, when I
reopen it the recently formatted text has reverted back to its earlier
layout. What must I do to make the new style "remembered"? Does this have to
do with the Templates?

I appreciate your help!

Ed in Dallas

------------




Ref: BE38DE99.1B78B%[email protected] -- "Daiya Mitchell"
 
D

Daiya Mitchell

Thanks once again for the sound advice. The Endnote 7 is now chugging along
just fine and my daughter is almost finished cleaning up her footnotes using
Endnote's text and bibliographic capabilities.

Glad to hear it.
Now one more question, and it should be something simple I'm overlooking in
Word X:

When I change formatting using the Format | Style | Modify | Paragraph
dialog box it works great UNTIL I save and close the document. Then, when I
reopen it the recently formatted text has reverted back to its earlier
layout. What must I do to make the new style "remembered"? Does this have to
do with the Templates?

Kinda. This isn't supposed to happen--the doc should save the changes you
make in it regardless of what the template does. Checking "add to template"
in the Modify dialog should save the changes to the template as well.

However, I can think of one combination that would produce this effect:
1) when you changed the style you did not check "add to template" so that
the template is still using the old definition
Plus
2) in Tools | Templates and Add-ins, the document has the "automatically
update document styles" box checked. This dialog shows what template the
doc is currently based on or attached to, and that checkbox in particular
tells the document to update the styles to match the definitions in the
template. Which in this case is the old definition. So unchecking that box
should fix it, then make the change one last time, and this time "add to
template" as well.

Let me know if that works.

Daiya
 

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