Bibliographies EndNote creates a bibliography automatically, as you insert citations into a Word document. The bibliography is usually placed at the end of the document, although some variation is possible. The bibliography is updated while you work on the document and library (provided you have Instant Formatting turned on). Bibliography Options Set in the Output Style There are a number of options in the output style which affect the way the bibliography is presented. These can be changed, by editing the output style. Sorting Order for Bibliography Items The output style controls the order in which items will be sorted in the bibliography. This appears as Sort Order in the Bibliography group of the Style Editor. Setting the Bibliography Sort Order 1 IT Learning Centre
Capitalisation Options for Titles Title Capitali zation, found under Bibliography in the Style Editor, controls the way that journal/book titles are capitalised. As long as the raw data entered in the library is capitalised consistently, this is a convenient way of setting lower case/capitals in each document separately. Setting Capitalisation in the Bibliography Field Substitutions in a Bibliography If you usually give the DOI or PMCID number in a citation or bibliography, it may be useful to specify which alternative field should be used if this field is empty. Field Substitutions for Bibliography IT Learning Centre 2
Exercise 1: Bibliography options set in the output style Now look at this exercise (page 5). Bibliography Options Set in a Document Some aspects of the bibliography can be set in the document, and these are choices that you may want to change if you write a number of different documents for different audiences. The dialog launcher is found in the bottom right corner of the Bibliography group on the EndNote ribbon tab (when using Windows). Mac users choose Bibliography Configure Bibliography to see this dialog. dialog launcher Configure Bibliography Dialog in Word The first tab (Format Bibliography) offers a route to changing the output style applied to the current document. The Layout tab offers options for the bibliography itself. Here you can change the font and size used for the bibliography entries and enter a title to appear at the top of the bibliography. Settings made here will be retained with the bibliography in this document, whereas any edits or changes made directly to the bibliography are likely to be over-ruled when the document is re-formatted. Citations as Hyperlinks It may be useful to have the in-text citations act as hyperlinks: then the person reading the document can click (or CTRL+click) a citation in the body of a document and jump to the related item in the bibliography. 3 IT Learning Centre
Even if this behaviour will not be appropriate in the final copy of the document, it can be useful while the document is being drafted. These hyperlinks usually also appear in PDFs made from the document, depending on the tool used to create the PDF. This behaviour is specified in the Format Bibliography tab of the Bibliography dialog, with or without underlining. Layout Options for the Bibliography Exercise 2: Bibliography options set in a document Now look at this exercise (page 6). IT Learning Centre 4
Exercises Note: You can download the files mentioned here in the course pack for the course Referencing: EndNote - Designing citations and bibliographies. Visit the ITLC Portfolio at http://portfolio.it.ox.ac.uk and search using terms such as endnote designing citations course pack. Exercise 1 Bibliography options set in the output style Change the way that titles are capitalised in the bibliography Change the sort order for items in the bibliography Examine other formats that can be set in the output style Task 1 Work in Sample Tech Paper 2.docx in Word, and the labwork.enl library in EndNote Task 2 Apply the output style Harvard to the document This style is used for in-text citations, so any effect on citations in footnotes is incidental Task 3 In EndNote, create a copy of the style Harvard Save it as 01Harvard Copy Task 4 Ensure that the first word of each title of papers, books etc has a capital letter but the rest is given in lower case Task 5 Change the bibliography sort order to be the order that citations appear in the paper Task 6 Change the shape of bibliography paragraphs to have a straight left edge In the Bibliography group, choose Title Capitalization Choose Sentence style capitalization In the Bibliography group, choose Sort Order Choose Order of appearance In the Bibliography group, choose Layout Set the Hanging Indent (at the bottom right of the dialog) to None 5 IT Learning Centre
Task 7 Specify that the URL should be given if the DOI is not present In the Bibliography group, choose Field Substitutions Check the box for If the DOI field is empty Confirm that the box to use contains some leading punctuation and the fieldname URL Task 8 Make further changes to the output style if you wish Task 9 Save the changes to the output style Apply the output style 01Harvard Copy Examine the effect on your document Exercise 2 Bibliography options set in a document Set up a title for the bibliography Change the font for the bibliography items Control the spacing within and between bibliography items Use hyperlinks between citations and the bibliography Task 1 Continue work in the Sample Tech Paper2.docx and the labwork.enl library Task 2 Display the Layout tab of the Format Bibliography dialog In Word, display the Format Bibliography dialog: On the EndNote tab of the ribbon, find the Bibliography group the dialog launcher Choose Bibliography Configure Bibliography Choose the Layout tab of the dialog Task 3 Change the font and font size for the bibliography Use the Font drop-down to set Trebuchet font for the bibliography entries Use the Size drop-down to set 8pt for the bibliography entries IT Learning Centre 6
Task 4 Give a title for the bibliography: References Cited Make the bibliography title larger and bold Task 5 Set 1.5 lines of spacing after each bibliography entry Task 6 Set up hyperlinks between citations and bibliography Task 7 Point to a citation in the body text Use the hyperlink to jump to the corresponding item in the bibliography Task 8 Save the document Still on the Layout tab, in the Bibliography title box, type References Cited Select (highlight) the words References Cited inside the Bibliography Title box and change the font format settings to 16 point and bold these settings will apply to the title of the bibliography Step 3 and examine the effect on the bibliography at the end of your document Display the Configure Bibliography dialog again Leave the Line Spacing at Single Change the Space After to 1.5 lines Step 3 and examine the effect on the bibliography at the end of your document Display the Configure Bibliography dialog again, and the Format Bibliography tab Ensure that the checkbox Link in-text citations is checked document and examine the effect on the Point the mouse pointer to a citation in the body text CTRL+click (Windows) or click (Mac) The hyperlink takes you to the corresponding item in the bibliography 7 IT Learning Centre