Adding New Reference Types

When a style does not include a template for a specific reference type, such as Report, EndNote uses the style’s Generic template to format that reference type. Although there are times when the Generic format suffices, often it is not sufficient because the other reference types need to be formatted differently. Therefore, you should make specific templates for the different reference types that you will be including in your bibliographies.

To add a new reference type template to a style:

  1. From the Edit menu, select Output Styles > Open Style Manager and select the style that you want to modify.

  2. With the style selected, click the Edit button.

  3. In the Style window, click the Templates panel under the Bibliography heading.

  4. Select the name of the desired reference type from the Reference Types popup listdrop-down menu . (Reference Types that are already defined appear in the list with check marks next to their name.)

A new template for that reference type is added at the bottom of the Style window (scroll to the bottom of the Style window if you do not see it).

Defining the Format for the New Reference Type Template

Defining the format for a new template is a process of inserting the necessary fields and punctuation in the correct order. For this example, we want a report to look like this (Author, Title, Report Number, Year, Institution, and City):

Trift,

We can insert the fields and type the punctuation to create a template for the Report reference type. Use the Insert Field button at the top of the Style window to insert the fields in the correct order. After inserting a field name, type the punctuation and spacing that should follow it. Apply text styles, such as italics for the Title, by selecting the text to change and using the Style toolbar.

The final template for the Report reference type looks like this:

Report
Author,·Title,·Report·Number.·Year,·Institution:·City.

Related Topics

Adding and Removing Fields in a Formatted Reference

Additional Style Formatting Options

Bibliography and Footnote Templates

Changing the Punctuation in a Formatted Reference

EndNote Cleans Up

Fonts and Text Styles

Modifying Style Templates

Rules for Working with Style Templates

Special Formatting Characters