Endnote Bibliography Sort Order

You'll need to adjust the "Citation Sort Order" in the output style file so the Author field is the "lead" field.  Did you also want the bibliography to be listed in alphabetical order by Author name as well?  If so, you'll also need to adjust the "Bibliography Sort Order" setting as well.


The procedure goes like this:


1. Go to the EndNote toolbar, select EDIT, OUTPUT STYLES, EDIT [name of your style]. This will cause the style's dialog box to be displayed onscreen.


2. In left column, locate "Bibliography" then click on the "Sort Order" heading. (see image1). The Author+Year+Title selection indicates the sort order for the bibliography.  If you prefer a different option, select that instead.


3. In the left column now locate "Citations" then click on the "Sort Order" heading (see image2).  The "Same as bibliography" selection means that the sort order will be Author first, followed by Year.


4. Close the Style window when done. You will be prompted to save the changes which will make another copy of the file with the word "Copy" added to the name. So you'll need to change both EndNote and MS Word to use this file instead.


This can happen for a number of reasons, including:

1)  Your EndNote Library may have duplicate references that have both been cited in your Word document.  (Use the "remove duplicates" function in your EndNote library before inserting citations into your manuscript to avoid this problem.  However, this feature is not foolproof, since citations brought in from different sources may have slight differences in authors' names and initials, or in the way the journal title is abbreviated.  You may also need to visually scan your EndNote reference list for duplicates.)

2)  You may have deleted or backspaced over your citation numerals, which confuses the EndNote program because the numbers are gone but the EndNote coding may remain behind the scenes.  Always highlight the citation and use the "Edit & Manage Citation(s)" toolbar function to remove citations, or "Convert to unformatted citations" before making changes (find this under the "Convert Citations & Bibliography" pull-down menu within the EndNote tab in Word).

If you need to move a citation, it is best to remove it properly first, cut and paste the document text to the new location, then re-insert the citation.  Alternatively, you can cut and paste a block of text with its embedded citation as long as you are in "unformatted citations" mode within your Word document .

3)  You may have tables or figures that have citations within them, which can confuse the EndNote software.

4)  The Word document may have comments or tracked changes that are interfering with the citation numbering.  Sometimes accepting all suggested changes can fix this problem.

Because each problem may be different, it is not possible to offer the "one right answer" here.  Please feel free to contact us for assistance at 713-792-2282 or RML-Help@mdanderson.org.


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