Adding New Reference Types
If you have not yet done so, open the Style window for the style you wish to work with. (See Opening the Style Window.)
When a style does not include a template for a specific reference type, such as Report, EndNote uses the style’s Generic template to format that reference type. Although there are times when the Generic format suffices, often it is not sufficient because the other reference types need to be formatted differently. Therefore, you should make specific templates for the different reference types that you will be including in your bibliographies.
To add a new reference type template to a style:
- In the Style window, click the Templates panel under the Bibliography heading.
- Select the name of the desired reference type from the Reference Types drop-down menu . (Reference Types that are already defined appear in the list with checkmarks next to their name.)
An empty new template for that reference type is added at the bottom of the Style window (scroll to the bottom of the Style window if you do not see it).
Defining the Format for the New Reference Type Template
Defining the format for a new template is a process of inserting the necessary fields and punctuation in the correct order. For this example, we want a report to look like this (Author, Title, Report Number. Year, Institution: City.):
We can insert the fields and type the punctuation to create a template for the Report reference type. Use the Insert Field button at the top of the Style window to insert the fields in the correct order. After inserting a field name, type the punctuation and spacing that should follow it. Apply text styles, such as italics for the Title, by selecting the text to change and using the Style toolbar.
The final template for the Report reference type looks like this:
Report
Author,·Title,·Report·Number.·Year,·Institution:·City.
A Faster way to set up a new Reference Type Template
If there is another reference type template that is very close to the one you want to create, copy and paste the contents of that template into the new template you created. EndNote will automatically replace the field names from the original template with the the equivalent fields for the new reference type. Next, proofread the fields to be sure they are correct and change any fields or punctuation, as needed. If needed, delete incorrect fields and use Insert Field to insert any needed fields into the template.