Bibliography layout and sort order

[sheriam]

Hi,

I’m using EndNote X4 and have some questions regarding the bibliography.

FIrst: I need to put all the references in the following order:

Primary Texts

Secondary Texts

Within the secondary texts, seperate the internet sources from all other types and then order everything alphabetically.

Now, I have no idea how to accomplish that since a) the references are not marked as ‘primary/secondary’ nor ‘internet’, the internet sources contain a variety of types (journals, magazines,…) and even some of the primary texts are sometimes from internet sources, which then of course shall still be listet as primary sources, not internet sources.

b) even without all teh problems in a), I’d still have no clues how to influence output order^^

Second: I need the layout to fit the rest of my text, font-type, font-size and borderwise, plus have a hanging indent in all but the first lines of each entry. The title “bibliography” however has to be formatted as Title1 so my automated table of contents will include it. So far I somehow managed to change the title, but of course it changed the formatting of the entire fiels. So now every single reference ends up in the table of contents *argh* and I have no clue how I even did that^^

So …help? Please?

Thanks all, Sheri

[crazygecko]

Maybe a combination of: 1) using groups (to separate/categorize the two types of text-sources - primary and secondary), and 2) using “sections” to generate the bibliography for the two groups (i.e., primary, secondary). The process would go something like the following:

Refer to Image1 for steps 1 and 2:

Step 1. Categorize the EndNote library references by separating them into two groups. You can either: 1) select all the primary references then create a custom group, or 2) create the group first then start adding the references.( Image 1 shows two groups, one named “Primary” and the second named “Secondary” - with the corresponding references added to each group.)

Step 2. To generate a separate bibliography for each group of references (i.e., Primary, Secondary), the output style’s “Sections” option should be changed to: Create a bibliography for each section. Close the style to save the changes. Note that the changes will be saved as a “Copy” so adjust EndNote and MS Word to use the output style “Copy”.

Refer to Image2 for Steps 3 and 4:

Step 3. In a new blank MS Word doc, type the title (Bibliography) then insert a section break. Press the enter key to go to the next line, type “Primary Sources” (or Primary Texts). Press the enter key to insert a blank line then insert a section break. Now type the second section (this example uses “Secondary Sources”), press the enter key to insert a blank line.

Step 4. Return to EndNote and click to select the “Primary” group. Now select all of the corresponding references, return to MS Word and inset the citations to generate the bibliography. Return to EndNote, click to select the “Secondary” group then select the corresponding references. Return to EndNote in inset the citations and generate the bibliography. Once done, remove the EndNote field codes by clicking the "Convert Citations and Bibliography’ option and selecting: Convert to Plain Text.

Refer to Image3 for Step 5:



Step 5. Finish modifying the document (e.g., delete the in-text citations, change spacing) then copy and paste the document into the main document (or append the bibliography to the main document). 

[sheriam]

Wow, I’ll have to take my time and sort through this, but it sounds very promising

Thank you so much for taking your time! You most probably saved me quite some time.

What I don’t understand so far is, why I should delete the in-text citations (your step 5).

I need them. I guess its because they generate their own bibliography, but can’t I just

repress that?

Thanks, Sheri

[leanne]

When you inserted your bibliography and assigned a header to it, that was probably the last paragraph in your document.  The subsequent bibliography when generated, adopted that “header” style and thus ended up in your table of contents.  You need to add another paragraph after the Bibliography and make sure it is normal (you can even try applying the formating that you want the bibliography to adopt). 

 

Settings that will be applied to the bibliograpy include the hanging indent (in the layout tab of the Format bibliography menu) and in the output style, Bibliography, Layout section, hanging indent can be chosen at the lower right hand corner.  For many more details, you can look at this sticky noted thread. 

 

sheriam wrote:

Hi,

I’m using EndNote X4 and have some questions regarding the bibliography.

 

<deleted bit CrazyGecko responded to so eloquently!)

 

Second: I need the layout to fit the rest of my text, font-type, font-size and borderwise, plus have a hanging indent in all but the first lines of each entry. The title “bibliography” however has to be formatted as Title1 so my automated table of contents will include it. So far I somehow managed to change the title, but of course it changed the formatting of the entire fiels. So now every single reference ends up in the table of contents *argh* and I have no clue how I even did that^^

 

So …help? Please?

 

Thanks all, Sheri

 

 

[crazygecko]

@sheriam wrote:

 

What I don’t understand so far is, why I should delete the in-text citations (your step 5).

I need them. I guess its because they generate their own bibliography, but can’t I just

repress that?

 

To clarify, generating the bibliography page is done as a new and separate document apart from the main document/research paper. If the bibliography is, as is the custom, generated at the end of the main document, the output style’s in-text citation template will display the citations on the bibliography page along with the list of references. Suppressing the in-text citations on the bibliography page could be done by deleting the output style’s in-text citation template. While that would suppress the in-text citations on the bibliography page it would also suppress the in-text citations throughout the entire research paper.

So to retain the in-text citations in the research paper the workaround is to generate the bibliography as a new and separate document apart from the main document (as noted in Step 3). “Step 5” describes deleting the in-text citations from the “separate” bibliography page after it’s converted to a text document to remove the EndNote field codes.  Then it’s just a matter of copying and pasting this separate bibliography page onto the main research paper.

 

Also an alternative to the “outline” method is to individually select and mark headings/sub-headings in MS Word [SHIFT+ALT+O] to generate the table of contents or lists (e.g., figures, tables). This method takes a bit more time but allows for greater control and lessens the likelihood of problems such that Leanne noted in her posting.