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EndNote plug-in for Word compatibility with Indesign

Explorer ,
Apr 04, 2024 Apr 04, 2024

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A project has come across my desk where the EndNote plug-in for Word has been used. When importing the file into Indesign the endnotes are all in-tact but they are not dynamic and they don't have hyperlinks between the entries. ls there anyway to keep that dynamic link or is EndNote functionality just not compatible with Indesign? TIA
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Community Expert ,
Apr 04, 2024 Apr 04, 2024

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What "EndNote plug-in" are you talking about?

 

WORD can handle Endnotes on its own:

RobertTkaczyk_0-1712250822382.png

 

Can you share your WORD and INDD documents?

Doesn't have to be in full - part of it will be sufficient.

And you can share it on priv if you prefer - click my name and you'll have MESSAGE button.

 

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Community Expert ,
Apr 04, 2024 Apr 04, 2024

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There are a number of add-ins that speed creation and organization of end notes, for academic users. My experience with them is that while they streamline the keyboard-to-page/PDF organization and formatting, usually for journal manuscripts or simple book pages, they are less than friendly to any kind of format export or import by any other app, including ID.

 

Unless you can export the Word doc with the end notes in native app format, the odds of a successful ID import are slim. I would try saving the doc as RTF and see what an ID import makes of it.


╟ Word & InDesign to Kindle & EPUB: a Guide to Pro Results (Amazon) ╢

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Community Expert ,
Apr 04, 2024 Apr 04, 2024

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[...]Unless you can export the Word doc with the end notes in native app format, the odds of a successful ID import are slim. I would try saving the doc as RTF and see what an ID import makes of it.


By @James Gifford—NitroPress

 

As long as some kind of markers are in place - piece of cake.

 

I've finished solution to convert automatic and manual Footnotes inserted in WORD using WORD's mechanism - 100% automated:

RobertTkaczyk_1-1712254600131.png

 

 

It turned out, that in some WORD files someone added "markers" manually - so it needs to be cleaned up first:

RobertTkaczyk_0-1712254077322.png

Then, swap ID's auto marker and manual marker, then convert manual to my marker - so the rest of my mechanism can do its job.

But in order to do this - I need to add "preflight" rule that will check if auto is next to manual - and flag problems.

 

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Community Expert ,
Apr 04, 2024 Apr 04, 2024

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Maybe. I have two colleagues who rely on these academic helper tools, which are 100% focused on the researcher/writer/style guide/references linkage end at the expense of nightmarish technical convolutions. I've had to basically rebuild more than one doc from plain text.


╟ Word & InDesign to Kindle & EPUB: a Guide to Pro Results (Amazon) ╢

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Community Expert ,
Apr 04, 2024 Apr 04, 2024

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Maybe. I have two colleagues who rely on these academic helper tools, which are 100% focused on the researcher/writer/style guide/references linkage end at the expense of nightmarish technical convolutions. I've had to basically rebuild more than one doc from plain text.


By @James Gifford—NitroPress

 

Any chance you can share original doc / part?

 

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Explorer ,
Apr 09, 2024 Apr 09, 2024

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Sadly there are no markers in place at all. Is this something that can be put in place after the fact?

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Explorer ,
Apr 09, 2024 Apr 09, 2024

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I have a RTF of the document and it imports in the same way as the .docx document, in that the Endnotes are all static.

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Community Expert ,
Apr 09, 2024 Apr 09, 2024

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So there are no markers/links in the Word document itself? The reference numbers in the text, and the notes themselves, are just "dead" text? Obviously, that's not an InDesign issue (just to be clear) — ID has no magic way to reconnect such elements.

 

The lack will have to be corrected in either the Word doc or after import into ID. Unless the Word original is needed for other work flows, I'd suggest it's better to do all the fixup in InDesign, which will bypass the many faults and glitches that importing end notes can bring. The only process I can see is :

  • Create a first end note so the End Note section exists. Do it at the point of the first actual end note, then cut and paste the text from the first note into it. Obviously, delete any dead-text number in the text.
  • Repeat, inserting a new note at the point of each original, paste over the original content, and clean up.

 

Can't think of any other approach.

 

This is another common fault of the super-duper note-management tools for Word: as a final step, the doc can be "simplified" and "stabilized" by removing all the active linking etc. Fine, if the only goal is print. But...

 

Thought: is there any chance of getting a live version from the original author or source?


╟ Word & InDesign to Kindle & EPUB: a Guide to Pro Results (Amazon) ╢

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Explorer ,
Apr 09, 2024 Apr 09, 2024

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I can't be sure that there are no markers/links in the original Word because I don't have the EndNote plugin but when I open the document in Word, it is just striped out  "dead" text, all the active linking not there.  And I wish that ID had the magic to reconnect such elements! haha

What I was hoping to do is figure out a workflow where the 'Word User' can use the EndNote plugin but when it is passed to me that functionality of the live referencing isn't lost, maybe with an InDesign plugin or somesort of workaround.

I can see how your suggestion could be implemented, but my concern is that it would be too time consuming and prone to errors. It would also be an issue when the endnotes are referenced more than once.  

Do you have experience with working with Word file and the plugin EndNotes. How do you overcome this issue in InDesign?

Thanks

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Community Expert ,
Apr 09, 2024 Apr 09, 2024

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@EricaSholycow 

 

Do you know exact name of this EndNote add-on for WORD?

 

Is it Clarivate's "EndNote™ Cite While You Write™"?

 

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Explorer ,
Apr 09, 2024 Apr 09, 2024

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it's called EndNote 😄

I agree that it's a rather convoluted name

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Community Expert ,
Apr 09, 2024 Apr 09, 2024

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My understanding of these tools is that they create links and the links should be there unless as an end step they have been removed.

 

In any case, InDesign does not support multi note linking, at least not very well. References and notes have to have a one to one correspondence.


╟ Word & InDesign to Kindle & EPUB: a Guide to Pro Results (Amazon) ╢

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Community Expert ,
Apr 09, 2024 Apr 09, 2024

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I have a RTF of the document and it imports in the same way as the .docx document, in that the Endnotes are all static.


By @EricaSholycow

 

Can you at least show us a screenshot?

 

If there are corresponding "markers" - in the text and at the end of the document - it's piece of cake to convert them to "live" Foot/End-notes.

 

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Explorer ,
Apr 09, 2024 Apr 09, 2024

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I appreciate the assistance  and understand it's quite difficult without it, but I can't show a screenshot unfortuantely.

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Community Expert ,
Apr 09, 2024 Apr 09, 2024

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I appreciate the assistance  and understand it's quite difficult without it, but I can't show a screenshot unfortuantely.


By @EricaSholycow

 

You can always blur text around - just show markers and 1-2 characters around - of the main text and their corresponding contents.

 

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Community Expert ,
Apr 09, 2024 Apr 09, 2024

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@EricaSholycow 

 

If you work on a PC - I've already created a dedicated rule for my tool to convert "plain text" to Footnotes - just 4x ready made Tasks to execute:

 

BEFORE:

RobertTkaczyk_2-1712703303739.png

 

AFTER:

RobertTkaczyk_3-1712703311726.png

 

 

And a video - with a different approach - same result:

 

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