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Microsoft Word and EndNote

Categorise your references

You can split your references into categories, for example, to show primary sources in a separate list from secondary sources.

Watch our video on categorising your bibliography to learn more:

To categorise your references:

  1. Open your Microsoft Word document with the citations already inserted into it.
  2. Click “Categorise References” button on the EndNote toolbar and then click on “Configure Categories”.
    A window appears showing you the list of the references in the document. On the left-hand side you will see the category headings.
  3. Right click on any of the category headings to rename them
  4. Click on the + button beside “Category Headings” on the top left-hand side to add extra categories.
  5. Click on “All References” in Bibliography to see your references.
  6. Click and drag each reference to the correct category.
  7. Click “OK” to see your reference list.

Your references will appear in the sections you put them in.

Any reference not assigned a category will appear at the bottom of the bibliography under the heading “Uncategorised References”

To give them a category, go back to the “Categorise References” list and place them in a category.

You can re-name a category, delete a category, or move references between categories.