Basic Components of a Style
The best way to understand how a style works is to open one up and look at it.
- To create a new style: From the Tools menu, select Output Styles, and then select New Style. For more information on creating a new style, see Creating a New Style.
- To edit a style: From the Tools menu, select Output Styles, and then Open Style Manager. Select the style to edit and click Edit. The most recently used style can also be opened by selecting Output Styles from the Tools menu, and then selecting Edit "[recent style's name]."
The Style Window
After choosing the option to edit an existing style or create a new one, EndNote opens the Style window.
The options for editing a style are listed on the left side of the Style window. The first six items apply to citations, bibliographies, and citations in footnotes. They include:
- About This Style
- Punctuation
- Anonymous Works
- Page Numbers
- Journal Names
- Sections
The other options in the Style window are grouped under one of following four headings.
Citations: The items listed under the Citations heading apply only to citations in the body of the text.
Bibliography: The items listed under the Bibliography heading apply to the bibliography that EndNote creates when you format a paper. These settings are also used with the Export, Print, Copy Formatted Reference, Subject Bibliography, and Preview features.
Footnotes: The items under the Footnotes heading apply to citations that have been inserted into the footnotes or endnotes in a word-processing document. (You must first create the footnotes or endnotes in your word processor, and then insert EndNote citations into them.)
Figures and Tables: The items under Figures and Tables apply to EndNote figures and tables that have been inserted into a Microsoft Word document.
Click the plus/minus button next to one of the headings to expand or collapse the view, or to show or hide the related options. Click on an item under the headings to view the associated panel. You may switch between panels as needed while editing the file. No changes are saved in any of the panels, however, until you select Save or Save As from the style's File menu.
Style Templates
The Citation, Bibliography, and Footnote sections of the style all have a Template panel and other options for fine tuning the style.
The Templates panels are the major component of the styles. They include the field names and punctuation organized in the way EndNote should format the references for that particular style. The templates look like citations or bibliography entries, except that field names are used in place of the actual data. During the formatting process, EndNote replaces the field names with the corresponding information from the references.
For details about working with style templates see Modifying Style Templates.
Other Style Options
Under each heading in the Style window (Citations, Bibliography, and Footnotes) there are a series of options for how to fine-tune the formatted references in citations, bibliographies, or footnotes. Many of these options are repeated for the three sections (such as the settings that determine how author names are treated), because each of these three areas of the document might require a slightly different format. The Figures and Tables section applies specifically to EndNote figures and tables inserted into a Word document.