Scrivener and Endnote: a simple guide

Using Endnote & Scrivener couldn’t be simpler. Here’s  a quick guide to help you out. 

As regular readers will recall, I really love Scrivener. It’s an amazing writing tool which has totally changed the way I write, and how I feel about sitting down to write. I also love EndNote, the citation software my institution allows me to use for free (yay!).

Now, I know how to use EndNote in Word. And I know how to use Scrivener as my alternative to Word. But, can I use EndNote and Scrivener at the same time?

Happily, the answer to that question is YES! I’ve finally got my head around how to do it. With the help of those who commented on my How I Use Scrivener for Academic Writing post, I’ve worked out a strategy that works for me (thank you again for your great comments!).

Here’s my disclaimer: I suspect there’s probably a million other ways of doing it, and they’re probably better than what I’m about to say. But this is my simple guide to getting the two to work together. And doing fun things like getting page numbers to appear on the final Word doc! Sometimes you just want a back to basics, really simple guide – this is what this is.

By the way, I use Windows so my photos reflect that. If you’re using a Mac I suggest you go straight to Jon Hickman’s really useful blog post. In fact, go there whatever you’re doing – it’s a fantastic blog!

1. Have you told Scrivener that you love EndNote too? 

If not, head to Tools > Options

Find Bibliography/Citations Manager. Then click on Choose to find the .exe for EndNote.

2. How do you make EndNote citations appear in Scrivener?

Open up EndNote. Right click on the reference you want, copy it, and paste it into your Scrivener.

Here’s an example. This is one of my favourite descriptions of the research methodology I use, called autoethnography, written in Scrivener.

Endnote2

The description comes from an article by Elizabeth Mackinlay, published in 2015.  You can see that I’ve been to EndNote, right clicked and copied that reference from the reference list and then pasted it into Scrivener. It appears in Scrivener in brackets. The # is the number it has been given in my EndNote reference list.

3. OK, how do I add page numbers? 

To add page numbers, you simply put the @ sign straight after the #number. So, if your quotation comes from p.199 (as mine did) you add @199 after the #number.

Like this:

Endnotepg

When you’re ready to covert your Scrivener to Word, click on the Compile icon. You can then save your lovely piece of writing as .doc, .docx, or .rtf.

Open up that document, and you’ll get something that looks like this:

Endnoteoff

The EndNote link is still there, as it was in Scrivener.

Now all we need to do is hit the EndNote tab at the top, and select Update Citations and Bibliography

updatecitations

And then, the magic happens, and it turns into this:

Endnoteon

I’d selected APA 6th as my referencing style, so Word has now created that here. You can always select a different style, click update, and then it will change to that style.

There are other tips & tricks which I’m experimenting with, but I’ll save those for another day. Hopefully this very simple guide will help you to start using Scrivener & EndNote together. 

15 thoughts on “Scrivener and Endnote: a simple guide

  1. Fatima says:

    the number that endnote assigns the reference, does that number change if you add more references later on after inserting the reference in scrivener?

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  2. Marc Cole says:

    Hi! Thank you for this. Was wondering how your experiments have gone with other tips and tricks for working between EndNote and Scrivener! In particular, I want to be able to put in-text citations in my work in the following way: “Cole (1996) argues that……” (p. 4). What I have been doing is the copy/paste thing you describe here. I then simply delete the last name within the brackets. And, of course, I just manually write in the page number myself. But when I try to convert it into a word document, I wind up with a huge blank space after Cole.

    Anyway, just wondering if you’ve come across this! Thank you for this great and really helpful article! 🙂

    Kind Regards,
    Marc

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  3. Alayna says:

    Thank you for this very helpful post. I would like to know how to insert multiple references. For example, in my current paper I am making a statement which is supported by multiple authors. I would like to cite all of them within one set of parentheses. Would I put both references within the same set of curly brackets?

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  4. Stephen Formosa says:

    You really spared me lot of hassle. I was going through another system which didn’t allow me to have my citations updated.

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  5. Ian Lunt says:

    Thank you Elaine for this great tip; it saved me lots of time. It’s also worth noting that you can also copy (and drag-and-drop) Endnote citations into footnotes in Scrivener.

    This has the advantage that the raw, unformatted, Endnote citations – e.g. {Hiscock, 2014 #6308;Abbott, 2003 #6307} – do not clutter the main text editing window in Scrivener. It also provides a simple way to achieve Chicago (or Vancouver) -style numbered footnotes or endnotes when exported to MSWord.

    However, this approach is not as flexible as the style you have advocated in your excellent blog as citations in footnotes and endnotes can never be automatically re-formatted back to in-text citations (like this: Smith 2004) whereas citations embedded in the main text can be re-formatted in Endnote to any formatting style.

    Nevertheless, it’s a great way to keep a clean, uncluttered editing pane in Scrivener if you know you will only ever need to use footnoted citations.

    P.S. By footnoted citations I mean numbered citations in the main text, like this[1] and this[2], which are often superscripted. These citations link to a short entry in a footnote or endnote – such as “Smith (2004), pp.15” with or without additional notes – and these then link to a full bibliographic entry in the bibliography, such as this: Smith, D.A. (1999) Health advocacy in society. Journal of Social Reforms 14, 15-26.

    Also, I found it more reliable to compile Scrivener documents to RTF file format initially, and to open the RTF file in MS Word and then re-save it as a .docx file, rather than to compile directly to a docx file.

    Thanks again, Ian

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  6. manuelvejarano says:

    Hi, thanks for the tip. One question:
    How do you get Endnote to show you just one of the surnames? For example, I have “John Doe Doe2”, when I copy the reference it shows {Doe Doe2, 2007 # 3} but I want it to just show me {Doe, 2007 # 3 @ 93}

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