Author Names (Bibliography and Footnotes)

Name Format

There is an Author Names panel for bibliographies and footnotes, as well as for citations. Some styles request that author names are formatted differently in all three cases. Be sure that you select the Author Names panel from under the appropriate heading. The author names format for citations is described in Citation Author Names. This topic describes the options that are available for both the footnote and bibliography Author Names panel.

These settings are for choosing how author names should look— for example, whether the first or last name should come first, whether there should be a comma after the last name, and how the names should be capitalized.

First Author/Other Authors: Using the list for First Author and Other Authors, you can have the first author appear differently from the other authors in a reference. From these lists, select the example that shows the name in the order that you want in the reference.

Capitalization: Specify how author names should appear.

As Is (as entered in the reference)
Normal (first letter of each name is capitalized)
ALL UPPERCASE
Small Caps (these may or may not be supported by your word processor)

If you apply a capitalization option to author names, but have a specific name that you do not want changed, you can use the Change Case preference to leave that name as entered. See Change Case Preferences.

Capitalize only the author's last name: This option allows you to format the author's last name in all uppercase. For example: JONES, Edward

Initials: Select from the available options in the list to specify how the initials should appear in the formatted references. Click the Initials list to choose how the authors’ first and middle names should be formatted. If you have not entered the full first names and you select the Full Names option, EndNote uses the names as you have entered them into the reference. Select Last Only to show just the last name, with no first or middle initials.

Note: Initials entered into an EndNote reference must be separated by a period or a space (such as M.J. Stein or M J Stein). Two letters together (such as MJ Stein) will not be interpreted as two initials, but instead as a two-letter first name.

Name Format - Short Form

There is an Author Names panel for displaying footnotes in short form.

First Author/Other Authors: Using the list for First Author and Other Authors, you can have the first author appear differently from the other authors in a footnote. From these lists, select the example that shows the name in the order that you want in the footnote.

Jane Smith
Smith, Jane
Smith Jane

Capitalization: Specify how author names should appear. For example:

As Is
Normal
All Uppercase
Small Caps

Initials: Select from the available options in the list to specify how the initials should appear in the formatted footnote. For example:

Full Name
Last Name Only
A. B.
A.B.
A B
AB

When you are finished defining your short form Author Name footnote styles:

From the File menu, select Save As.
Give your updated settings a name (for example, "My Chicago 15th Authors"), and then click Save.