Organising your bibliography by different categories or types

If you have referenced a variety of different types of primary and secondary materials in your research you may wish to divide your bibliography into sections, for example you may wish to group interviews separately from books and journals.

You can achieve this quite easily by editing your chosen bibliographic style to sort by category terms. Before doing this you need to prepare the style for editing using the instruction below for steps 1-3 which only apply if you are accessing Endnote on a School networked PC
If you have Endnote installed on your own PC or laptop then you can edit the style immediately-skip to stage 4|

1. Create a Styles folder
2. Preparing your style for editing
3. Redirect Endnote to your new Styles folder
4. Editing the output style
5. Adding your category terms
6. Working in Word

1. Create a styles folder

• Navigate to your H space (Documents) and open up your Endnote X4 folder
• Choose File/New to create a new folder called Styles in your Endnote X4 Folder 

2. Downloading or locating your style

To be able to edit styles you can either download them from the Endnote website, copy them from Central Server, Server W to your H:space or save them from Endnote.  The instructions for each method are described below:

• Go to www.endnote.com/support and select the output styles option under the Download heading on the left hand side of the page
• Search for the style you require and click download.  This will download to your downloads folder in your H:Space (Documents)
• Enter this folder, right click and copy the style
• Go to your EndnoteX4 styles folder, right click and paste the style into the folder

                                                                              or

• Navigate to W-Library-Endnote X101-Styles and select your style e.g. APA 5th.ens. Copy and paste this to your new Styles folder in your H space

                                                                               or

• In Endnote apply your usual style to your library. Then choose Edit-Output styles-Edit "name of style" and your style will open.
• Do not edit the style at this stage. Choose File-Save As to save your style to your new Styles folder in your H space

Because of a change to how files are accessed on campus for EndNote X4, you must use the styles in the X101 folder, but these can be copied to your X4 folder 

3.  Redirect Endnote to your styles folder

Endnote defaults to H/Endnote/Styles, so you must redirect it to the styles folder in your Endnote X4 folder

1. In Endnote choose Edit/Preferences/Folder Locations
2. Click on the Select Folder button next to the Styles Folder option and navigate to where you have saved your style.
3. The file path should now read e.g. H\EndnoteX4\Styles
4. Click on Apply and OK
5. Use the 'Select Another Style' option to choose your style

4. Editing the output style

In Endnote apply your chosen style to your Library and then select
Edit-Output Styles-open Style manager
to open your style for editing.
The bibliographic template will open.

The left hand panel allows you to navigate through your style

1. Choose Bibliography-Sort Order.
2. The default is usually Author + Year + Title
3. Choose the Other button. The Sort option table will appear.
4. Using the drop down arrow add the following fields in this order-adding one field per box
   
   o Label
   o Author
   o Year
   o Title
    
5. Choose File/Save as to save your style. You may wish to rename it to distinguish it from the original style e.g. APA5th bibsort.ens
6. Close the style by clicking on the small x in the top right hand corner.

5. Adding your category terms

We have selected the label field to add your terms for sorting. You now need to add your terms to this field so that Endnote can sort your bibliography accordingly.

You may wish to choose e.g.
1. Interviews
2. Secondary materials

You should be familiar with how to change which Endnote fields are displayed|  and how to apply global changes| in order to add category terms to your Library.

Make sure that only those references you wish to change are visible

You may have already pre-selected your references by using the Groups feature to group e.g. all primary materials together-just follow the process below from stage 5

1. Use the Edit/Preferences/Display Fields to sort your references e.g. by reference type so that you can clearly see which category terms need to be added to each reference type.
2. Sort your Library by your chosen display columns in order to select references for the first category term e.g. by reference type so you can see which items are primary or secondary sources
3. Select the first category of references e.g. primary source materials
4. Use the References/Show selected option so that just those references requiring your first category term are visible
5. Choose Edit/Preferences/Change and Move fields
6. In the Change Fields tab choose Label then 'Replace whole field with'
7. Add your first category term e.g. 1. Interviews This text will now be applied to all selected references
8. Use References/show all references to see all references in your Library
9. Repeat the process from stage 3 to select and display those references requiring your second category term e.g. 2. Secondary materials

If you are unsure about this process then make a copy of your library and use this.

6. Working in Word

1. Add your in-text citations as usual.
2. Endnote will automatically generate the bibliography as usual, but if you look through the references you will see that the bibliography is sorted by category
3. When you have completed your document you can add some carriage returns and appropriate category headings between each section of your bibliography.
4. The headings you have chosen in Endnote e.g. 1. Interviews do not actually appear in Word, but they help you navigate clearly in Endnote