Linking Term Lists to Fields

Term lists are associated with fields using the Link Term Lists command from the Tools menu. When a term list is linked to a field, the list can be used to facilitate data entry. EndNote can also keep the term lists current by automatically adding new terms from linked fields. By linking term lists to particular fields, you can use the Auto-Suggestion feature whenever you are entering data into the linked field. Each field can be linked to only one term list. However, you can link the same term list to different fields.

The three predefined term lists (Authors, Journals, and Keywords) are already linked to their corresponding fields. Any new term list that you create is not linked to a field until you set up the links. The links between term lists and fields are specific to each library.

To change these settings or to link a new term list to one or more fields:

  1. Open a library.

  2. From the Tools menu, select Link Term Lists.

  3. Select a library from the list at the top of the dialog.

  4. The names of the available term lists appear next to the field names with which they are linked. You may change the links here as necessary by selecting a different term list from the pop-up lists.

  5. Click OK to save your changes and close the dialog.

These changes will not alter any data that is currently entered in either your references or your term lists. Term lists may be linked to multiple fields.

Note: After linking a term list to one or more fields, you should make sure the list is updated with the data from those fields. Go to the Tools menu, select Define Term Lists, select the list, and click Update List.

To unlink a term list from a field:

  1. With the library open, select Link Term Lists from the Tools menu.

  2. Scroll through the list of fields to find the field that you would like to be unlinked from a list. Select None from the list next to the field name.

  3. Save your changes by clicking OK.

Related Topics

Automatic Updating of Term Lists

Configuring Term Separators (Delimiters)

Copying Terms Between Lists

Copying Terms From Other Sources

Defining Term Lists

Exporting and Printing Term Lists

Important Points About Entering Journal Names

Important Points About Term Lists

Importing Terms Into Term Lists

Inserting Terms into References

Loading Supplied Journal Abbreviations

Manually Updating Term Lists

Modifying Terms

Predefined Term Lists

Using Terms For Searches