Answered By: Martin Wolf
Last Updated: Oct 19, 2017     Views: 1208

You can edit how EndNote displays your formatted references in Word documents. You can alter the display of in-text citations, or bibliography lists, or both.

To do so, follow these instructions.

  1. In EndNote, got to Edit > Output Styles and then click next to the style you wish to edit (you will need to click "OpenStyle Manager" if the style you want to edit isn't immediately available). In the case below, I will be selecting the Harvard Style.
  2. The list of options will then disappear. Now repeat the same steps as above - go to Edit > Output styles, only this time you will be able to click Edit "STYLE X" (in this case, Style X is Harvard).
  3. You will now be presented with a dialogue box from which you can choose to edit many different elements on the output style. In this example, I am altering the number of author names that appear in an in-text citation.
  4. Once you have made all the changes you want, close the dialogue box by click the X in the top right hand corner. You will be asked if you want to save your changes. Click Yes, and give the style a suitable name.

Comments (4)

  1. I tried to modify the endnote APA 6th edition following the steps listed above, but was not able to save the changes I made so that I can adopt the modified style. What am I supposed to do?
    by mary on Aug 14, 2018.
  2. My first instinct would be to check that the initial modification you made following the instructions has been saved. The new modified version you created won't be immediately viewable in the list of major citations styles.

    By default, when you edit a style based on these instructions, when you click the X to close the dialogue box it will ask you to save a copy and will append the word "copy" to the style name (so in this case it would appear as "APA 6th Copy"); if you gave the style a different name, all the better - that should make it easier to find.

    The way to check that this has saved is to go to Edit > Output Style > Open Style Manager, and then go through the list to find the version you saved.

    If you literally weren't given the option to save the style with a different name at the point that you closed the dialogue box after making your first modifications to the APA style you may want in the first instance to try uninstalling then re-installing EndNote (if using you're own machine).
    by Martin Wolf on Aug 14, 2018.
  3. Thank you Martin for your comment on the issue of my inability to save and adopt a modified reference style in endnote, but the problem is yet to be resolved.
    After editing and clicking the save button, the dialogue remains open, thus the changes made remain ineffective.
    Does this problem need uninstalling and reinstalling endnote?
    by Mary on Aug 20, 2018.
  4. I haven't been able to replicate the problem on my system, though I did notice when editing my "APA 6th Copy" that when I re-opened it to edit again EndNote was by default opening the original "APA 6th style"; however, the dialogue box is definitely closing after I save my changes.

    It may be worth your while re-installing if possible, but if you'd rather not, or if you do and still get the same problem, would you be happy for me to pass your contact details to a colleague for further advice? Plus if you're local to Liverpool you can arrange to come to the library to show us the problem.
    by Martin Wolf on Aug 20, 2018.

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