Different In-text-citation styles for different reference types

EndNote EndNote How To
1

Is it possible to specify different in-text-citation styles for different reference types?

I would like to change the template of the in-text citation style of some of the references (not for all, but within the same word document). In general I have to use something like /Name Year/, but for several special documents I have to give /DocNumber/ instead. I could use the label field for that document number, but it is not possible to use the label field only for a selected type of references (e.g. a user defined reference type).

In the bibliography, the references have to appear like this (with the citation given in front of the reference)

Normal reference type:

/Name 2010/     Name, A.: This is the title of the first document. 2010.

User defined reference type:

/DocNumber/    Name, B.: This is the title of the second document. DocNumber. 2011.

2

No, there is no Ref type specific way to treat citations in endnote.

but if the “author” and Year fields are empty, you could use a seldom used or custom field for the Doc number (need to check all ref types for other uses of that generic field) in the citation template.  I guess your year would need to be housed in another field as well.  

the citation template would look something like (|generic fieldname holding DocNum|Author,| Year|) so when DocNum is there and Author, Year is not, you should get the (DocNum) and for all other citations the (Author, Year)

How are multiple authors handled though in the below bibliography.  It is hard to have just first author AND multiple authors showing in the bibliography, as there is only one “author setting” available.   

/DocNumber/    Author: This is the title of the second document. DocNumber. alternate-YEAR (so it avoids putting a year in the citation itself.)

3

In general, this solution works fine. but another problem came up: the sorting in the bibliography.

I need a solution which takes the author name AND the docNumber into account to sort the bibliography, but on the same sort level

The output should be something like this in the bibliography:

/Adam 2010/   Adam, M.: This is the title of first paper with author name. 2010.

/ADCA0123/    This is the title of the first document without author name but with a special document number, which is also used for in-text citation.

/Brown 2011/  Brown, N.: This is the title of the second paper with author name. 2011.

/DOC0001/     This is the title of the second document without author name but with a special document number, which is also used for in-text citation.

I know, that I can adjust the sort order

Edit > Output Styles > Edit “whatever style”

in the tree Bibligraphy > Sort Order > Other

There I can define the first (Author) and than a second field (custom field) , but this will lead to something like this:

/ADCA0123/    This is the title of the first document without author name but with a special document number, which is also used for in-text citation.

/DOC0001/     This is the title of the second document without author name but with a special document number, which is also used for in-text citation.

/Adam 2010/   Adam, M.: This is the title of first paper with author name. 2010.

/Brown 2011/  Brown, N.: This is the title of the second paper with author name. 2011.

I would need something to define the Author AND my custom field docNumber to be handled on the same sort level.

Actually, I’m missing the “in-text citation” as the sort option in this dialog, which would solve the problem.

4

Sorry.  For complicated citations and sorting like you describe, I think you need to find a coder, as this is a bibliographic software product, which - while quite powerful- is unlikely to ever incorporate this level of flexibility at the request of a single user.

But you can put the request into suggestions for the developers to consider in future product releases.  But I wouldn’t hold your breath. (although I don’t work for the software provider, so I could be wrong!).    

5

@stellarator wrote:

 

…I need a solution which takes the author name AND the docNumber into account to sort the bibliography, but on the same sort level… I would need something to define the Author AND my custom field docNumber to be handled on the same sort level.

 

 

Unfortunately, EndNote currently doesn’t permit simultaneous sorting of two or more fields. However, there is a manual workaround which involves: 1) creating a custom field which will be used to hold both the author name and document number; 2) copying the author name and document number into the custom field; 3) editing the custom field to retain the first author name while removing subsequent author names; and 4) editing the output style’s bibliography “Sort Order” to sort by the: Custom field + Year + Title. (Note: the Title field may not be needed depending upon your output style and style guidelines.)