Advanced EndNote Workbook - Library

Editing ENDNOTE Styles

Editing an EndNote Style Change how references appear in your document by editing an EndNote style, or selecting a new style. Any style changes need to be done through Endnote. The EndNote style affects all references in a document. It is recommended you work from an example/s of how you want the references to look. The style templates control how the reference will be displayed in the document. The fields of the template are filled with the information entered into the references of the EndNote Library. Output style bibliography template The style of the reference in the bibliography will match the style in the template. Document In this example the Journal is underlined in the template and is therefore underlined in the document You can edit: • Formatting: e.g. bold, italic, underlined, etc. • Citation sections: which fields appear for each reference type and how they relate to each other • Punctuation: e.g. brackets, commas, colons etc.

Selecting a Style to Edit 1. Select the style you want to edit, e.g. Author-Date 2. From the Edit menu, select Output Styles > Edit Author-Date (name of style)

3. Editing options are listed on the left hand side 4. Click on the section you want to change, e.g. Citations, Bibliography

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Editing ENDNOTE Styles

Bibliography Template

Additional Reference Types

Default reference types

Adding a new Reference Type template 1. From the Reference Types drop down menu, select a new Reference Type e.g. Newspaper Article 2. A new blank template for that reference type is added at the bottom of the default list 3. Highlight and copy the contents of the Generic template 4. Paste into the blank template. Fields associated with the new template will automatically be assigned 5. To save changes close the Styles window box. Click Save when prompted

Changing formatting 1. Highlight the part of the template to be changed i.e. journal title 2. Use the formatting icons to change Bold/Italics/Underline 3. To save changes close the Styles window box. Save the changes. You may be asked to make a copy of the existing style. Save the copy to your EndNote Styles folder.

Inserting a new field or EndNote formatting character 

Put the curser where the field (formatting character) is required

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Click on the Insert Field icon Each reference type will display its own set of unique fields. EndNote formatting characters are at the top of the list Double click on required the field (or formatting character) to insert

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EndNote formatting characters

Unique fields

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Editing ENDNOTE Styles

What do the EndNote formatting characters do? EndNote formatting characters help to EndNote to control the format and punctuation of a citation. The name, purpose and creation of the characters are explained on Table 1. The example below uses all the common formatting characters. The use of Forced Separation bars and Link Adjacent Text diamonds are most important as these will remove a space and any linked punctuation/words from a citation when there is no information entered in the EndNote reference.

Table 1: EndNote Special Formatting Characters Symbol • |

Name Space Forced separation

Purpose Makes a space in the citation Divides the citation into sections that are not dependent on other parts of the citation (e.g. issue number and page numbers). These sections may or may not contain any information.

How to create Press space bar Click on Insert Field. Select Forced Separation.

◊

Link Adjacent Text

Click on Insert Field. Select Link Adjacent Text.

^

Singular/ Plural term Separator

Links parts of the citation together to act as a single unit and automatically creates a space A common example is to link punctuation with text e.g. |:◊Pages | If page numbers are not provided in the reference of the EndNote library, associated punctuation will not appear. Provides either singular or plural labels for editor/s or page number/s e.g. |:◊p. ^pp. ◊Pages|. will show as : p. 23. OR : pp. 23-27. in the citation.

`

Accent grave

Sometimes you may need to use text in a template that is also a field name, for example URL. To force EndNote to interpret a word as text enclose it with the accent grave character, eg. `URL`

Click on Insert Field. Select Singular/Plural.

This character is found in the upper left corner of keyboards on the same key as the tilde (~).

Last updated: 19th March 2015, Learning and Teaching Team

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