Configure Categories Dialog (Microsoft Word)

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 the category and the associated reference type.

The left panel consists of two sections: References and Uncategorized References

All References in Bibliography: This section displays all the references that you have cited in your paper. The following fields appear at the top of the right panel for each reference.

• Author
• Year
• Title (of publication)
• Reference Type
• Category (name of the category that you defined under the Category Headings section)

The panel below this section displays detailed information about the reference. For example, Reference Type, Author, Year, Title, and more.

Uncategorized References: This section displays each citation that has not been assigned to a category. Use the drag-and-drop method to assign an unassigned citation to a category.

Category Headings

This section displays all the categories that you have defined for this particular paper. You create categories by clicking the Category Headings (+) button to display a blank text field. Enter a unique name to identify each category. For example:

Category Headings

- Journals

- Books

- Conference Proceedings

Creating Bibliography Categories in Microsoft Word

You can create your bibliography categories when you first begin writing a paper or at anytime during a writing project.

1. Open your Microsoft Word document.

2. Select the EndNote X7 tab.

3. Select the Categorize References from the EndNote ribbon to open the Configure Categories dialog.

4. Create your categories by clicking the Category Headings (+) button to display a blank text field below the Category Headings section.

5. Enter a unique category name. For example, enter Journals as a category if you want all your cited journal articles to appear under this category.

6. Continue creating categories. For example, create one for Books, Conference Proceedings, Electronic Media, and other reference types.

7. Using the drag-and-drop method, drag a specific reference to the appropriate category under the Category Headings section.

8. Continue this process until all references are assigned a particular category.

9. Check the "Not Yet Assigned to a Category" section to ensure that all references have been assigned to a category.

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 a category, or move references (using drag-and-drop) from one category to another.

Important Points About Categories and Reference Types

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

• Enter a unique name to identify each category that you want to create in the current document.

• Use the drag-and-drop one or more reference types from the All References list to the appropriate bibliography category.

• Go to the "Not Yet Assigned to a Category" section to see if any references have not been assigned to a category.

• If you delete a reference from a particular category, the reference is only removed from the category. The citation remains in your document and the reference goes back to the Uncategorized References section.

• EndNote maintains all references in the All References list. You may move a reference to any predefined category.