Creating a Subject Bibliography

To create a subject bibliography:

  1. Select a group or perform a search to find the references to include in the subject bibliography. All showing references will be included.
  • Click on the All References group to include all references in the subject bibliography.
  • Click on a Group name to display only the references in a specific group.
  • Perform a search to find a subset of references for your subject bibliography. See The Advanced Search Panel.
  • If none of the methods above work, you may find it easiest to create a custom group to hold the references you want to use for the subject bibliography.
  1. Click in the reference list to make it the active panel.
  2. From the Tools menu, select Subject Bibliography to display a list of EndNote fields by default field name.
  3. Select the field(s) whose contents you wish to use as subject headings.
  • The most common selection is the single Keywords field to create a subject bibliography.
  • You can include any number of fields. If you build the list of headings from more than one field, the subject headings generated from these fields are combined into a single list.
  • If you mix the Year field with other fields, the year will sort before alphabetic subject headings.
  • To quickly select all fields or clear all fields, use the buttons on the right side of the dialog.
  1. Select checkboxes as needed to determine whether an entire field is used as a heading, or whether a field should be split into multiple headings.
  • List each author separately: When checked, this option will list each author name as a separate heading. If not checked, all authors from a single field will appear as a single heading.
  • In other fields, list each entry that is separated by slash, carriage return, or line feed:  When checked, this option separates any nonauthor field into multiple subject headings if a slash, carriage return, or line feed is present.
  • Terms in the Keywords field are always listed as separate headings.
  1. Click OK to display the terms found in the fields you selected.
  2. Select those terms you wish to include as subject headings.
  • To quickly select all terms or clear all terms, use the buttons to the right of the dialog.
  • You may want to select all terms and then deselect the few terms you do not want included.
  1. Click OK to format the subject bibliography on the screen.

    If you want to modify the term selections you just set, to either add or remove terms from the selected field(s), click on the Terms button.

Note: Subject headings print as they appear in your records. No special formatting of author names or keywords, and no journal title substitution is applied.

  1. Click on the Layout button to open the Subject Bibliography Setup dialog. Use the options on the tabs available here to modify the layout and style of your subject bibliography or subject list. See the following sections for information on modifying the tabs shown:
  • The Subject Bibliography References Tab
    • Set options for the bibliography style and reference list sorting.
  • The Subject Bibliography Terms Tab
    • Set options to include subject terms only or subject terms and bibliography entries, subject term counts, and EndNote record numbers/IDs.
    • Set the sort order for the term headings.
    • Add prefix and suffix spacing or tabs for terms. Set text options such as bolding, italics, or underlining for terms, term counts, and record numbers.
  • Subject Bibliography Page Layout Tab
    • Set options for the font, font size, and margins used in the document.
    • Set if page numbers will be included, which number to start with, whether to put page numbers in the header or footer, and page number alignment.
  • The Subject Bibliographies Bibliography Layout Tab
    • Set options to begin or end each reference with extra fields, such as the abstract, notes, research notes, or keywords fields, etc.
    • Set the reference list starting number for numbered styles.

Use the Terms tab to set options specifically for subject headings. For a subject bibliography, it is important to select the Subject Terms and Reference List option to create a subject bibliography with references.

Click OK to save changes and close the Subject Bibliography Setup dialog.

  1. Once your subject bibliography is set up the way you want it, you can do one of these:
  • Display a formatted page view by clicking Print Preview.
  • Print to your printer by clicking the Print button. A Print dialog will appear. Verify settings and click Print.
  • Save a file (Text, RTF, or HTML) by clicking the Save… button. A dialog appears for you to select the location and name the file. Select the file type, name, and location for the file, and then click Save.

Note: In your Web browser, set encoding to Unicode-UTF 8 to appropriately display extended Unicode characters in an exported HTML document.

  1. Close the Subject Bibliography window when you are done viewing it.