Format Bibliography Endnote X5 Manual

 

Not all EndNote styles will be correctly configured to meet your publishing requirements - it may be necessary for you to edit a style:

  • Open EndNote
  • Go to Edit > Output Styles > Open Style Manager
  • Select the style you want to edit. You may need to add a style to EndNote (see the Downloading output styles into EndNote box to the left).
  • Click Edit. The style window opens.    

To change how in-text citations appear:

1. Left menu > Citations > choose the aspect you want to change

Example: When using EndNote's APA 6th output style the author's initials will appear in in-text citations for those authors with the same surname but different initials. To prevent this from happening:

                                  

 

  • Open the style window as outlined above.
  • Left menu > Citations > Author Name > untick Use initials only for primary authors with the same name

 

                                       

 

  • Then go Citations > Ambiguous Citations > untick Include the author initials or full name in citation.
  • Close the style window (second X) > Yes to save changes. This will save as APA 6th copy leaving the original style unchanged.
  • Go to Format Bibliography icon  and select APA 6th copy.
  • This should remove author initials from your in-text citations.
  • If you experience problems when trying to save your edited style see the EndNote FAQ: Problems saving styles 

To change how citations appear in your bibliography: 

1. Open the style window as outlined above. Left menu > Bibliography > Templates. View the Bibliography template in the main window.

  • To alter the format - Highlight the text & use Formatting buttons above the In-Text Citations window
  • To alter punctuation - type or delete punctuation as required. 

                               

As well as the above aspects, there are special characters or 'fields' with which EndNote controls how records appear in the bibliography. Place your cursor where you want the character in the template. Go to Insert Field on the right and select the appropriate character:

  • Singular/plural (^ caret symbol) - used if there is different text for singular/plural forms e.g. (Ed.),^(Eds.)
  • Link adjecent text - a non-breaking space (shown as a small grey diamond in the template) used to link adjacent text to a field so text doesn't appear if the field is empty.
  • Forced separation (| pipe symbol)- used to separate punctuation from adjacent fields. e.g. you might want a full stop at the end no matter what fields are empty.
  • Field names as literal text (`back apostrophe symbol)- used if you want text in your records that has already been used as a field name e.g. if you want the word 'year' as well as the field year.
  • To remove a field - Highlight > click Delete on your keyboard.
  • To substitute fields select Bibliography > Field Substitutions and tick the appropriate boxes e.g. the URL field can be inserted for records without a DOI.

2. Don't forget to save your changes as a copy. Test your changes in a test Word document.

3. If you experience problems when trying to save your edited style see the EndNote FAQ: Problems saving styles 

Please come to the Medical Library with your EndNote library & document for further help or contact us by phone / email (see Contact Us on left).  

You are writing a manuscript that contains several chapters. You would like to display a reference list at the end of each chapter but not at the end of the manuscript. The latest EndNote version can help you accomplish this task. You just need to do two things:

From the EndNote Library: modify the style

  1. Go to Edit -->Output Styles --> Open Style Manager and choose the style you are using. For example, APA 6th
  2. Click Edit and then click Sections from the lefthand panel when the style window opens. This allows you to create multiple reference list for a single Word document
  3. Check “Create a bibliography for each section”
  4. Save the style as a modified version of  APA 6th , such as APA 6th Bibliography

On the Word document: insert section break to each chapter and apply the modified style

For Mac Users (Word 2011)

  1. Separate each chapter by going to Insert --> Section Break
  2. Go to Tools --> EndNote --> Configure Bibliography making sure the style is set to the one you just modified, such as APA 6th Bibliography
  3. Word document will automatically update the references and display them after each chapter.

For PC Users (Word 2010)

  1. Separate each chapter by going to Page Layout  --> Break -->Next Page under Section Breaks
  2. Click the EndNote tab on Word
  3. Click the arrow at the right corner of Bibliography 
  4. Configure Bibliography window opens making sure the style is set to the one you just modified, such as APA 6th Bibliography
  5. Word document will automatically update the references and display them after each chapter.

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