Short form of Title -- Bug in X4?

I just started demo-ing X4 from X3 and noticed immediately (without changing anything in my styles) that the short form of the the titles don’t show up in X4. Nothing is there, just the author name. Is this a bug? Has anyone else seen this? Was working fine in X3, so I can only attribute it to X4. thanks

Just a couple of questions:

  1. What is your operating system? (Also, do you notice if there’s an X3 folder in the programs section of your hard drive in addition to one for X4?)

  2. Did you recheck your output style to confirm the short tile field still appears in the template?  If it’s missi]ng then maybe you’re using the wrong file.  (Modifications to the style file need to be saved and the default  save setting adds the word “Copy” to the file name  [i.e., APA 6th  **Copy**] - so if you don’t switch to the renamed style, you’ll see the “old” style instead [i.e., APA 6th].)

  3. Did you modify the reference type templates while using X3, exported the .xml file then imported it into X4?  (If the short title field was moved/modified in the reference type template, you’ll need to save the modifications to an .xml file then use this file.)

  1. What is your operating system? (Also, do you notice if there’s an X3 folder in the programs section of your hard drive in addition to one for X4?)

osx 10.6.4

not sure programs section applies here? If you mean Applications, then no, that’s trashed.

  1. Did you recheck your output style to confirm the short tile field still appears in the template?  If it’s missi]ng then maybe you’re using the wrong file.  (Modifications to the style file need to be saved and the default  save setting adds the word “Copy” to the file name  [i.e., APA 6th  **Copy**] - so if you don’t switch to the renamed style, you’ll see the “old” style instead [i.e., APA 6th].)

This is the Long form:

Author. “Title,”| in Secondary Author, ed.^eds.| In Multiple Authors ,| Secondary Title.| Tertiary Title.| Number of Volumes vols.| Translated by Translator.| Place Published: Publisher,| Year.| vol. Volume:| Pages| (= Original Publication)

Short form:

Author. “Title.”

  1. Did you modify the reference type templates while using X3, exported the .xml file then imported it into X4?  (If the short title field was moved/modified in the reference type template, you’ll need to save the modifications to an .xml file then use this file.)

Other templates are displaying correctly for this style (but not short titles). And short titles display correctly in other styles, but not this style, which is very puzzling. This style is one I’ve more or less created myself to my own specs.

Thanks for the info.  Could you provide:

  1. The modified style file (.ens);

  2. A screenshot of the reference corresponding style’s reference type template (see attached example).

Screen shot is not complete: doesn’t reach all the way down, but it covers the essential categories


–Heidelberg.ens (65.5 KB)

Thank you for the screenshot and output file.  Could I ask for further clarification - do you mean you want to be able to list two different bibliography formats: a “long form” and a “short form”.  Or are you using the “long form” for the bibliography list and the “short form” for in-text citation purposes?  

Long form for first occurrence in footnote; short form thereafter. And Long in Bib.

The Ref Type you showed seems to be modified to include the text “if B=not cited”.  Since that doesn’t match a Reference type template in the style you attached, it would revert to the “generic” and “generic - short form” in the footnotes.  The generic short form only shows Author and not Author “Title.”  hence it won’t work for that reference type as you expect it to? 

This function is working exactly as designed in EndNote X4. Note that this has changed from previous versions of EndNote where one was not able to define a specific Short Form templates for citations in footnotes. With X4 this is now possible. These settings are controlled on the Footnotes “Templates” and “Repeated Citations” panels of the Output Style Editor in EndNote - see the attached screen shots.

Using the attached “–Heidelberg.ens” Output Style, I am seeing exactly what is asked for - “Long form in the first footnote, short form in all subsequent footnotes, Long form in the bibliography.” - see the attached screen shot.

Jason Rollins, the EndNote team


But only if there is a short form defined for the reference type in question, right?

Yes - Leanne is absolutely right. In EndNote X4, you must first define a Short Form footnote template [for each Reference Type] if you plan to use this function. For major styles like “Chicago 15th” we have done this already. For customized styles and/or reference types, you will need to do this.

Jason Rollins, the EndNote team

I thought I had all this specified in my Style Sheet for Heidelberg. Please see attached .jpg

Here’s my problem. What I am getting is the following:

The original was inspired by a fragment of a wall painting from Herculaneum (Ercolano) found in 1739 and featuring a young music-playing couple, as was discovered only in 1985 (de Vos. “La Musa Polimnia di Cortona: una pittura pseudoantica commissionata da Marcello Venuti,” in Barocchi and Gallo, eds. L’Accademia etrusca. [Florence] and Milan: Regione Toscana and Electa, 1985. 69-72; here: 71-72). On Guerra and La Musa, see de Vos. “La Musa Polimnia di Cortona: una pittura pseudoantica commissionata da Marcello Venuti.”. 

So the short form is working, sort of. But the problem is that my entry for de Vos specifies the following short title:

La Musa Polimnia di Cortona

So my short title is a longer short form than I asked for. I can’t understand how this results, and I need the shorter form (for reasons of space).

Here is the record:


I think there may be some confusion as to exactly what “Title” means in the context of the Templates in the EndNote Output Style Editor. In this case putting “Title” in as part of your template for the Short Form of the footnote tells EndNote to display the complete contents of the “Title” field. So, you have specified:

“Author-Year-Title” as your Short Form template - this means that EndNote should display the contents of the Author, Year,and Title field for the selected reference in the subsequent footnotes.

If the Title field of your Reference contains the text:

“La Musa Polimnia di Cortona: una pittura pseudoantica commissionata da Marcello Venuti.”

Then EndNote will display all of it - this is by design and working correctly in EndNote X4.

If instead you want the Short Form to display: Author, year and just “La Musa Polimnia di Cortona”, I recommend that you put this text “La Musa Polimnia di Cortona” into a separate field (Custom 3 for example) and then customize the Short Form template to display the following fields “Author-Year-Custom 3”. Keep in mind that this will then apply to the Short Form of all other Journal Articles for your selected Output Style.

I hope this helps.

Jason Rollins, the EndNote team

Beginning to see the light, but not quite the logic: What is the point, then, of “short title” in the Bibliographic record in that case? [My short title there reads “La Musa Polimnia di Cortona” but it is having no effect.] Is there no way to instruct the Footnotes Style sheet to adopt the “short title” information entered in the Bib. record as its “short form” information for Footnotes?  That’s the obvious solution, to get the Footnotes style to talk to the Bib. Records in a meaningful way. I must be missing something. 

To enter short titles ad hoc for every short title in a ms. (La musa, etc. is just one of many examples) would be hugely wasteful. Going back and editing them after formatting defeats the purpose of automated formatting.

As for - “Is there no way to instruct the Footnotes Style sheet to adopt the “short title” information entered in the Bib. Record as its “short form” information for Footnotes?” - yes - of course there is. Just set-up your short form template to use the “Short Title” field if you already have this populated separately in your EndNote Record. When I mentioned a “Custom” field above, this was just an example, using the “Short Title” field works too.

So your Short Form template should look like:

Author-Year-“Short Title”

Jason Rollins, the EndNote team

Ah, brilliant. Why didn’t I think of this? That’s all I needed. Many thanks, Jason.

I’m afraid this is only a partial solution. I am still experiencing problems in using the short form in footnotes. 

Here is the problem: I want to use the short title only to disambiguate a citation, such as when there is more than one cited work of an author; e.g.: Smith, “First art.,” p.10; Smith “Second art.,” p. 20. 

Whereas, for all other cases I want the short form without any -long or short- title; e.g.: Johnson, p. 30.

Yet, if I do what is suggested as “solution” here, all repeated citations appear with the short title, which I don’t want at all. 

So, I have to revive the question in this thread: How can we use short titles in footnotes to *only* disambiguate a citation?