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Gorgas Memorial Library Frequently Asked Questions

How can I get EndNote for my computer workstation?
A: WRAIR/NMRC researchers and staff may submit a ticket to USAMITC requesting download of the most recent licensed version of EndNote bibliographic management software on his/her individual computer workstation.

How can I download or edit an EndNote Output Style?
A: In the USAMITC installation of the EndNote client, you should receive all the styles available via EndNote. The EndNote styles collection contains more than 5,000 bibliographic styles for a variety of disciplines. However, if you do not see the style you need, check the styles section of the EndNote website at globe4.gif.

If you find the journal style you need, request that USAMITC download the file and save it to the Program/EndNote/Styles folder on your C: drive.

If you cannot find the output style you need from the EndNote website, you can alter an existing style to conform to your needs.
  • From the Edit menu, choose Output Styles and select Open Style Manager.
  • In the Style Manager, change the setting in the information panel (on the right- hand side) from Style Info to Style Preview. The preview of the selected style should now be displayed.
  • Scroll through the list of available styles to see if you can find one that is similar to what you need.
  • Once you have found a similar style, select it, and click the Edit button. The Style window opens.
  • Choose Save As from the File menu, give this copy of the style a new name that corresponds to the name of the journal you want to use it for, and click Save. This will also keep the original style unchanged, in the event that you need to use it later.
  • The new Style window remains open for you to edit as you need.
There are many elements of the style that may be edited. For detailed information on specifics of editing styles refer to the EndNote Manual (via the Help button). As an example, you can edit the citations in the text from superscript numbers "1" to "author-year type". Click on Templates under the Citation heading to see the Citation panel. This template tells EndNote how to format the in-text citations. (The bibliography number corresponds to a numbered reference in a bibliography.) An author-year type of style would display as “(Author, Year)” in the citation template. You may change the template by deleting unwanted field names or punctuation, retyping the punctuation you want, and inserting new fields with the Insert Field button.

How can I create an annotated bibliography?
A: To create a bibliography that includes abstracts, you can use the Annotated style included with EndNote. The Annotated style is based on the Author-Date style, and creates an alphabetical listing of the references (by author), with the abstract appended to each reference. You can modify any other style to include the Notes or Abstract field as well.

For this example, we modify the Numbered style to include the Abstract field.

From the Edit menu, choose Output Styles and select Open Style Manager.

Choose a style from the list in the Style Manager window, and click the Edit button. The Style window opens.

Choose Layout from the options under the Bibliography heading and click in the text box under the "End each reference with" heading. Text or fields inserted into this section appear at the end of each reference in the bibliography.

To insert the abstracts on a new line after each reference: choose ¶ End of Paragraph from the Insert Field list, and then choose Abstract from the same list.

From the File menu, choose Save As and give the style a new name, but keep the ".ENS" extension.

This annotated version of the style will appear in the Output Styles submenu of the Edit menu (and in the styles menu on the Main toolbar). If you format a paper, print, or export references using this style, the abstracts are included in the bibliography.

(Note) This information provided from the EndNote Help feature from within EndNote.

How can I change the sort order of a style? I have to use the AMA style, but I want the bibliography to be in alphabetical order, not placement order.
A: The "Bibliography Sort Order" section determines how the bibliography should be sorted. Common options are listed, and you may also configure a custom sort order.
  • Order of Appearance--References are listed in the order in which they are cited in the paper.
  • Author + Title--References are sorted by the Author field. References with identical authors are sorted by title.
  • Author + Year + Title--References are sorted by the Author field, then references with identical authors are sorted by year. References with identical authors and years are then sorted by title.
  • First Author + Year + Other Authors--References are sorted by just the first author, then references with identical primary authors are sorted by year. References with identical primary authors and years are then sorted based on the other authors in the reference.
  • First Author + # of Authors + Year--References are sorted by just the first author, then by the number of authors in the reference. For references with the same primary author and the same number of authors, they are then sorted chronologically based on the Year field.
  • Other--A custom sort order is applied to the references in the bibliography. Sort Edited Works After Original Works By Same Author
Some styles request that if the same person is the author for a book and the editor for an edited book, the original works by that author are sorted first, and then the edited works follow. This is an exception to the sorting rules that can be applied to the other sort options provided.

Note: When sorting by Author field, EndNote sorts based on all information in the Author field, including all author names (not just the first author) and initials.

Custom Sorting

To sort references or multiple citations differently from the options in the "Citation Sort Order" or "Bibliography Sort Order" sections, select the option for Other and choose from the lists any combination of up to five fields in ascending or descending order.

This window is identical to the one that appears when you choose Sort References from the References menu. You do not need to use all five options. The button at the right of each box controls the direction of the sort, either ascending or descending order. Clicking these boxes toggles the sort order between ascending and descending order.

Once you have set up your sorting strategy, click OK to return to the main Sort Order panel for the style. The Other button will now display your custom sorting instructions.

(This information provided from the EndNote Help feature from within EndNote).

How can I get more training on EndNote?
A: Visit the Training Resources page of the Gorgas Memorial Library website which provides links to training on the basic EndNote and Word Cite While You Write features. If you are still having problems after you have familiarized yourself with these features, please see library staff and we will be happy to help you.

Also, keep your eyes peeled for for announcements from the Gorgas Memorial Library regarding upcoming in-house training by EndNote experts.

Last Modified Date: 09-September-2016

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