Field Substitutions (Bibliography and Footnotes)

The Field Substitutions panels under the Bibliography and Footnotes headings allow you to substitute another field in the bibliography and footnotes of a reference if one of the following fields is empty.

• DOI

• PMCID

• Volume and Pages

You can also specify which field to use when the editor and translator are the same. The editor and translator option is available for all styles.

The values that currently populate the fields on the Field Substitutions panels are default values. You can choose to activate field substitutions by selecting the check box. For example, if you select the "If the DOI field is empty, use" check box, EndNote uses the URL if the DOI field is empty in the bibliography and footnotes of a reference; otherwise, EndNote displays the DOI information.

You can also select another field from the Insert Field list if you do not want to use the default value.

To substitute field values in a bibliography and/or footnote:

1. Open the Style Manager by selecting Output Styles from the Edit menu, and then selecting Open Style Manager.

2. Select the style that you would like to edit, and then click the Edit button.

3. After the Style window opens, select Field Substitutions from under the Bibliography or Footnotes heading.

4. Activate field substitution by selecting the check box of each field. The current substitute (default) value displays if the field is empty.
   
   Alternatively, you can select another field from the Insert Field list.

5. From the File menu, select Save As. In the dialog that appears, enter a new name for this modified style, and then click Save.

Examples

• You are citing a prepress article that has a DOI number but not volume or page information. The guidelines indicate that the DOI should be included in a reference for the prepress articles. The output style that you select tells EndNote to use the DOI if the Volume and Pages fields are empty; otherwise, EndNote displays volume and page information.

• You are citing a PubMed article, but it has not yet been assigned a PMCID. The record does have a NIHMSID. The guidelines indicate that the NIHMSID should be used as a substitution. The output style that you select tells EndNote to use the NIHMSID if the PMCID field is empty; otherwise, EndNote displays the PMCID information.