Creating an Author Date Style

A new style need only contain a Citation template and a Generic Bibliography template for it to produce citations and bibliographies for any paper. The Citation template applies to all in-text citations, and the Generic bibliography template applies to all reference types that do not have templates of their own in the style. The Generic template should be considered a default template, and you should add additional templates for the standard reference types which you use. If you define a specific template for any reference types, they are formatted according to that template, and not the Generic format.

To create style templates:

  1. To create a bibliographic style, go to the EndNoteEdit menu to select Output Style, and then select New Style, and a new Untitled Style window appears.

  2. Click the Templates panel under the Citations heading to specify the format of the in-text citations.

    Our style uses the author name and the year in the citation. They are surrounded by parentheses and separated by a comma.

  3. With the cursor in the Citation Template, type an open parenthesis, click the Insert Field button and select Author from the list of available fields, type a comma, select Year from the Insert Field list and then type the closing parenthesis.

    Next, define the Generic format which serves as the default template for reference types that do not have their own template. We know that books should be formatted like this, so we can set up the Generic template to accommodate that format:

Jones, VR,

  1. Click the Templates option under the Bibliography heading, then click in the "Generic" section of that Templates panel.

  2. Select Author from the Insert Field list to add the Author field to the style template. (You can also type "Author" but it is safer to select the field name from the list.) Type a period and a space. And continue inserting fields and punctuation until you have created a template that mimics the format of the reference (where "· indicates a space):

Author.·(Year).·Title.·Place·Published,·Publisher.

  1. In this style, the title must be italicized, so double-click the word Title to select it, then from the Edit menu, select Style and Italic.

  2. Save the new style by selecting Save from the File menu. In the dialog that appears, type "Practice Style" as the name of this style and click Save. This will save the style and add it as an option in the Output Styles submenu of the Edit menu.

Test the Style

Open your library and select Show Preview from the bottom of the Library window. Select different references in your library to see how they format. You will probably see that the books look good, but journal articles do not display enough information. You will need to return to the style and create a template to format journal articles. To do so:

Create a New Template for Journals

In the Templates panel under the Bibliography heading, select Journal Article from the Reference Type list. This will create a new section for a Journal Article template. Insert the fields and punctuation to create a template as shown below:

Author·(Year).

Save the style by selecting Save from the File menu. Return to the Library window, and check the preview to see how journal article references are formatted.

Finishing the Style

Continue testing how other reference types format, and include additional reference type templates as necessary. See Modifying Style Templates for specifics about creating and modifying style templates.

Look at how the author names are formatted, and change the necessary settings. You should also take a close look at pages, title capitalization, the sort order of the references, and various other options provided in the Style window. These are described in Additional Style Formatting Options.