How to Select and Use Citation Management Tools: Troubleshooting

EndNote's Cite-While-You-Write tools not appearing in Word 2016 for Mac

There are several things to try, but this should be fix-able. Check this link from EndNote's Knowledge Base for more information: https://support.clarivate.com/Endnote/s/article/EndNote-X8-Mac-and-EndNote-online-Mac-CWYW-tools-in-Microsoft-Word-2016-Troubleshooting-guide?language=en_US

(If your EndNote tools are not appearing in Word 2016 for PC, try closing all Microsoft programs and reinstalling EndNote.)

DOI numbers not included in EndNote citation from Google Scholar

Citations imported to EndNote from Google Scholar will not include DOI numbers. In many cases, these Google Scholar citations will also exclude abstracts. Clicking on the title of the item in Google Scholar will jump you out to the actual database in which the item is stored. You may have better luck looking for an Export button in this database and trying to get the citation information there instead. Another approach is to go ahead and use Google Scholar, then deploy EndNote's Find Reference Updates feature to try to bring in the missing information. Here's how:

1. Right-click (Mac users may need to control+click) on the item in your EndNote library. (To search for updated references on a batch of items, hold down the shift key and click to highlight, then right-click.)
2. In the menu that pops up, click on Find Reference Updates.
3. EndNote will search out for reference updates. If it finds one, it will open a box titled Review Available Updates.
4. In this box, the updated information will be shown on the left, your current information will be shown on the right.
5. Click Update All Fields or Update Empty Fields, as you prefer then click Save Updates to finish.

Easy instructions for bypassing Zotero "bug"

Zotero’s Insert Citation function, in its default setting after installation, will open a red oval-shaped window from which you can search, tweak and then insert your citation. This function may tend to hang* your system, and appears to be resolved only by forcing the program to quit, thereby creating the potential for lost work. You may want to bypass it entirely by setting Zotero to insert citations from its Classic View instead. While clicking the drop-down arrow in the red Zotero oval will open the classic view, to make Classic View a permanent change (and thereby avoid the bugginess), you will need to set it from the Preferences menu of in Zotero. Here’s how:

1. Go to Zotero.
2. If on a PC, click on Edit >> Preferences. (If on Mac, go to Zotero >> Preferences)
3. This will open the Zotero Preferences pop-up.
4. From here, click on the Cite tab then click on the Word Processors subtab.
5. From here, check the box that reads "Use classic Add Citation dialog" (right)
6. Return to Word.

* While it will appear to hang your system, and solving the problem often involves a forced quit, what actually happens here is that the red oval window will open behind another window, then disable all other windows while it awaits a response. If you can get to this window, you won't have to force quit. The Classic View box does not appear to behave this way, and therefore may save you some time and trouble.

Zotero tools do not appear in Word

If, after installing Zotero, you don’t see your Zotero tools in Word, try closing Word and re-opening. If there are still no tools, close Word and refer to the instructions below:

1. Make sure the Word isn’t running (either actively or in the background).
2. Go to Zotero.
3. If on PC, click on Edit >> Preferences. (If on Mac, go to Zotero >> Preferences)
4. This will open the Zotero Preferences pop-up. From here, click on the Cite tab then click on the Word Processors subtab.
5. From here click either “Install Microsoft Word Add-in” or “Reinstall Microsoft Word Add-in.”
6. Reopen Word and check for the tools

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Zotero tools may appear differently in different versions of Word. The images below show the location and appearance of the Zotero tools you should find in Word 2016 for Windows, Word 2016 for Mac, Word 2013 for Windows, Word 2011 for Mac and Word 2010 for Windows.

  Zotero in Word 365, PC