There are different ways you can customize the various reference types. If an existing reference type does not contain all of the fields that you need, you can define a new field or rename an existing field. Similarly, if there is a field that you know you will never use, you can delete it from the reference type so that it no longer appears in your references.
Note: Be sure to read about Special Fields before changing any fields.
To add a field to a reference type:
From the EndNote Editmenu, select Preferences, select the Reference Type option in the list of preferences, and click Modify Reference Types to open the Reference Types preference.
Use the drop-down list at the top to find the reference type that you want to change.
Look at the field names listed in the Generic column and find the one with the most similar meaning to the field that you want to add. Make sure that the corresponding cell is blank for the reference type that you are modifying. If it is not blank, then you should use another field.
Click in the blank cell and type the name for the new field.
(Optional) If you want to add the new field to all reference types, click the Apply to All Ref Types button.
Click OK to return to the main Preferences window for Reference Types.
Click OKSave to save your changes.
To rename a field:
From the EndNote Edit menu, select Preferences, select the Reference Type option in the list of preferences, and click Modify Reference Types to open the Reference Types preference.
Use the drop-down list at the top to find the reference type that you want to change.
Within the column for that reference type, find the field name that you want to change, click on it, and type a new name for the field to replace the current name.
(Optional) If you want to change the field for all reference types, click the Apply to All Ref Types button.
Click OK to return to the main Preferences window for Reference Types.
Click OKSave to save your changes.
Styles, filters, and connection files update automatically to use the new name.
To delete a field from a reference type:
From the EndNote Editmenu, select Preferences, select the Reference Type option in the list of preferences, and click Modify Reference Types to open the Reference Types preference.
Use the drop-down list at the top to find the reference type that you want to change.
Find the name of the field you want to delete and select it.
Press the Delete or Backspace key to clear that field name.
(Optional) If you want to delete the field from all reference types, click the Apply to All Ref Types button.
Click OK to return to the main Preferences window for Reference Types.
Click OKSave to save your changes.
The deleted field no longer appears in any references using that reference type. However, if there was any information in the deleted field, it still appears in the reference, but the field is displayed with its Generic name. For example, suppose you remove the Editor field from the Book reference type. Thereafter, when you add new book references to your library, there will be no available field for entering an editor. However, if you edit an old book reference, one in which you had entered an editor’s name, the name will be displayed in the field titled Secondary Author. It is the same Editor field that was used originally, however it is now displayed with its Generic name.
Data in a field is not deleted by deleting a field from a reference type format. To remove all text from a field, use the "Clear Field" option in the Change Field command. You can also move data from one field to another using the Move Field command on the References menu.