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


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

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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