Categories

This feature allows you to add subject categories to your Microsoft Word documents that are associated with specific reference types. When EndNote creates the bibliography in Word, it organizes your citations based on how you have set up the categories in the output style.

Creating a Reference Type Category Style Template

1. From the EditEndNote X7 menu, select Output Styles, and then select the Open Style Manager command.

2. Select a style from the EndNote Styles dialog.

3. From the Style window, select the Categories option from under the Bibliography section to open a blank style template.

4. Add categories (subheadings) to the text box in the template. Enter a unique name to identify each category.
   
   You can align your categories to the left or center the text. You can also use various styles such as bold, italics, and underline to make your categories stand out.

5. Under each category, insert one or more reference types. You can insert as many reference types as you like. However, insert a specific reference only once--there is no need to insert the Journal reference type under multiple categories.

6. Continue to create categories and insert reference types until you have an idea of how EndNote will format and organize the references in the bibliography.

7. From the File menu, select the Save command.

8. Click Yes when the Save Changes dialog appears.

9. From the Save As dialog (based on which browser your are using), enter a unique name to identify your new output style. For example: My APA 6th Style.

10. Click Save and then close the Style Manager.

Select Your Output Style in Microsoft Word

1. Open your Microsoft Word document.

2. Select the EndNote X7 tab.

3. From the Style menu, select the output style that contains the text categories and reference types defined in the Style Manager.

4. Insert the needed citations in your Word document.

5. When you are finished writing your paper, go to the end of the document to review the bibliography.

EndNote creates a bibliography and inserts the selected references under the appropriate categories based on the reference type. At this point, you can modify and edit the bibliography. For example, you can:

• Rename a category
• Delete a category
• Move references (using copy and paste) from one category to another

Important Points About Categories and Reference Types

• Insert one or more reference types under each bibliography category.

• Enter a unique name to identify each category that you create.

• Organize categories in the template based on how you want the categories to appear in the bibliography.

• Insert only one reference type per line.

• Insert a reference type only once per output style. For example, there is no need to insert the Journal reference type under several categories.

• Apply text styles only to categories--not to reference types. EndNote treats a reference type as plain text (not as a reference) in the bibliography if you apply any text style to it.

• Insert only those reference types in a category that you need. EndNote will place undefined reference types into a Generic category.