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RefWorks: In-Depth Help: EndNote Table Output Equivalent

If you want to learn how to use RefWorks on your own, this guide has all the info you need.

EndNote 2008 Instructions

This method is a result of a specifc output from EndNote records which have user added content in the Custom Fields and are processed through a custom "bibliography." This output is then quickly manipulated in your word processing program to turn it into full table form.

The table option is a custom Refworks Bibliography style.
A good table may take a little planning.

Labeling Reference Types (do once)

1.       In Edit menu, à Preferences….
2.       Reference Types à Modify Reference Types
3.       Select type of reference wanted in chart.
4.       Change “Custom 1”, “Custom 2”,  to new names
         Repeat steps as necessary for each reference type needed in chart.
5.       Click OK to exit Reference Types window & OK again to exit preferences window.

Creating Output Style (do once)
1.       In Edit menu à Output Styles à New Style….
2.       In  Bibliography section à Templates.
3.       Using Reference Types button, select the types of references for Chart (same ones identified above).
4.       Insert Field àselect Author, type a space and an open-parenthesis [ (]. 
         Click Insert Field button and select Year.  
Type in a close-parenthesis [ ) ] and a period [ . ].
5.       Type @ symbol, then use Insert Field button to select next field to include as second column of the chart.
6.       Repeat step 5 for additional columns
7.       Repeat steps 3 – 6 for each reference wanted in chart.
8.       Finally, click Author Names under Bibliography section and select Last Names Only from Initials menu.
9.       When closing this window, there is a prompt for naming & saving this new style.  Label it Chart.

Adding Content (do as necessary)
Already completed: A. Reference types are altered, & B.  Style created.
1.       Open reference wanted in chart.
2.       Scroll and fill to custom fields as desired (suggestion: use N/A for blank text)

Producing Chart (repeat as necessary)
 Select Chart from styles menu. If you do not see Chart, investigate Select Another Style… 
         A new window will open.
2.       Select all references wanted in chart then use Edit à Copy Formatted.
3.       Go to Microsoft Word document and Paste.
4.       Select à Select All
à Table à Convert Text to Table….
5.       In pop up, Separate Text at à Otherà type @ symbol. Click Ok. 
Table should appear.

Directions modified from personal communication of Eric Frierson, 2008.