Some researchers need to divide the bibliography at the end of their document into different sections. For example, you may need to list unpublished sources separately from published sources. Or you may need to list works written by an author separately from works about that author.

If you wish to divide your bibliography into categories, you must enter a category term in a suitable field of each of your references. For example, you might use the Label field for this purpose. You must also edit the output style so that it sorts the bibliography according to the category terms.

1. Editing the Output Style

Open the output style for editing. Go to Bibliography|SortOrder.

Check the button labelled Other. Then select the fields on which to sort. The first field must be the one that contains your category term (in this example we are using the Label field). After that, you will probably sort by Author, then Title or Year.

The style edit window should now look something like this:

Close the style edit window and save the changes when prompted.

2. Inserting the Category Terms

Now decide on the categories which you wish to use, and assign a number to each, to determine the order in which the categories will appear in the bibliography, e.g.

1. Primary Sources
2. Secondary Literature

If you are adding the category as you enter each reference, it is advisable to set up a term list linked to the field which you are using for the categories. Store the list of categories in the term list. This will ensure that the category terms are always entered consistently, which will avoid errors when EndNote sorts the bibliography.

For more information on working with term lists, see the Help Screens in EndNote or the EndNote manual.

When you are entering a reference and reach the field where you specify the category, press Ctrl+1 to open the term list. Double click on the appropriate category from the term list and EndNote will insert it in your reference.

Alternatively, you can add a category to multiple references simultaneously by using EndNote's Change Field command. Open the library and highlight all references which belong to a particular category. Then click on References on the menu bar and click Show Selected References to display only those references.

Now click on References on the menu bar and click Change and Move Fields. When the dialog box opens, make sure that the Change Fields tab is selected. Use the drop-down menu to select the appropriate field. Click the radio button for Replace Whole Field With, and type the required text in the box (for example, 2. Secondary Literature). The dialog box should look something like this:

Now click on the OK button and EndNote will insert the term in the appropriate field of all the selected references.

3. Generating the Bibliography

When EndNote generates the bibliography at the end of your document, the references will appear as a single list. If you examine this list carefully, you should find that it is grouped according to the categories. When doing the final editing of your document (after removing the EndNote field codes), insert some blank lines between each category and add an appropriate heading to each group.