Use the Reference Types preferences panel to customize your settings for the fields (such as Author, Year, and Title) and reference types (such as Journal Article or Book) that are used by EndNote. Any changes that you make in this panel apply to all of the libraries that open on the computer.
To access these settings, go to the EndNote X7Edit menu, select Preferences, and then click Reference Types in the list of preferences.
When you create a new reference in your EndNote library (by selecting New from the References menu), the new reference is set up for a journal article by default. If you would rather have new references automatically appear as books, patents, or some other reference type, change the "Default Reference Type" setting:
Click the Default Reference Type list and choose from one of the available reference types.
If you need a reference type that is not in the list, you will need to create a reference type for it and define it yourself (see Customizing Reference Types).
If you need to modify any of EndNote’s fields or reference types, click the Modify Reference Types button. This opens the EndNote Reference Types preference where you can add, delete, and rename EndNote’s reference types and fields.
See Customizing Reference Types for more information about reference types and how to customize them.
See Find and Replace for information about changing a reference type.
You can use the Export and Import buttons to share a customized reference type table with another EndNote user. See Sharing Your Reference Type Table for step-by-step instructions.
Note: Replacing another user's RefTypeTable.xml file overwrites all changes to his/her current Reference Types table.