4. Click the Modify Reference Types button.
5. Click the drop-down box for Reference Type and scroll down to the type titled Unused.
6. Replace the "Unused" heading with Tobacco Document as shown below.
7. Fill in the fields as follows, being sure to line up each one with the corresponding field in the Generic column.

8. Use the vertical scroll bar to move down. Continue filling in the fields as shown.

9. Click OK to finish editing the Reference Type. Optional: At this point, you may select Tobacco Document as your Default Reference Type (highlight it in the pull-down menu of the Preferences page).

10. Click OK to save.

To set up the Tobacco Document style quickly and easily:

1. In EndNote, go to Edit > Preferences and click on "Folder Locations". The correct location for user-created Filter, Style and Connection Folders should be in your My Documents folder: "C:\Documents and Settings\Your Account\My Documents\EndNote\Filters"

If it is not already pointing to your My Documents directory, you should click on the "EndNote Defaults" button and click "OK".

1. Download the Tobacco Documents EndNote filter (tca.enf) using Firefox as your browser (if using IE, please make sure you right click on the link and "Save Target As", then rename the file with the .enf suffix).
2. Save the file (called "tca.enf") to your Desktop.
3. Double-click on the "tca.enf" file to open it in EndNote
4. Choose File > Save As... to have EndNote save the filter into the Filters folder in your My Documents folders.
5. Choose Edit > Import Filters > Open Filter Manager

6. Scroll down to "tca" and check the adjacent box.

3. Choose File > Save As and name the file.
4. Open EndNote.
5. Open a new library or choose an existing library into which you want to import the records. Choose Import from the File menu.

6. EndNote will open an Import dialog box. Check that Import Option indicates TCA.

7. Click Choose File and navigate to the folder in which you saved your file. Select the file and click Open or double-click on the file name.
8. The name of your file will now appear next to the Choose File button on the Import dialog box.
9. Click Import.
10. EndNote should now import your records into the library you specified.

Indexing information (title, author, date, etc.) in the Legacy Tobacco Documents Library was created by various tobacco companies and is inconsistent. The tobacco documents filter will import the bibliographic information into EndNote but cannot correct any inconsistencies. Data imported using the filter should always be reviewed.
 

• To add output fields:
  Fields such as Bates Number, Estimated Date/Notes, Page Count and Access Date are downloaded but are not visible in the bibliographic reference unless you specifically include them in the Tobacco Document Reference Type. To add or delete a field in the bibliographic reference, you must add or delete it in the Tobacco Document style format under Reference Types.
  For example, to add Bates Numbers to the references, go to Edit, Output Styles, Open Style Manager. Double click on Vancouver style and choose Templates under Bibliography. Choose the Tobacco Document template. Here is where you may add fields such as Bates Range by typing it into the reference. See example below.

  Note: The mark which looks like a single quote is actually a strophe (found on most keyboards at the left end of the numerical row, on the same key as the ~ tilde). Including the strophe, as in `Bates No.` Bates Range pictured below, tells EndNote to print the text included within the two strophes. In the Bates Ranges example, EndNote references will appear in references as follows: Bates No. 2025036921/6925.

  

  You may also delete a field from the reference by deleting its field name from the template.
  For further assistance consult Help within your EndNote application.

• To normalize capitalization of document titles:
  Go to Edit, Output Styles, Edit "Vancouver". On the left side under Bibliographies, click Title Capitalization and choose "Headline Style" or "Sentence style", depending on your preference.



• To ensure that Corporate Authors do not appear in the format "Agency, Environmental Protection," edit the Vancouver output file as follows:
  Go to Edit, Output Styles, Edit �Vancouver�. On the left side under Bibliographies, click Editor Name. Set the fields as shown below:
  
  
• To prevent specific terms (such as DNA, OSHA, EPA, etc.) from being converted to mixed- or lowercase:
  Go to Preferences, Change Case. Type terms into the list box, clicking Add after each one. Click OK when finished. *Please note: EndNote automatically converts the Author field to "headline" mode so this action will not apply to the Author field.
• To maintain the correct Bates Numbers format:
  Go to Edit, Output Styles, Edit "Vancouver". On the left hand menu click Page Numbers and choose Do Not Change Page Numbers. In the Tobacco Document reference type, the field Pages is used to hold the Bates Numbers of the documents and this will tell EndNote not to reformat or abbreviate the field.

• To change Library Window display:
  Certain fields (such as Pages or Source) do not automatically show up in the Library window. By default, EndNote shows only the Author, Year, Title, and URL fields, but you may display other fields, change the order of the fields displayed, or change the names used for the column headings in the Library window. Note: This does not change the actual bibliographic citation format. To customize the display, go to Edit, Preferences, Display Fields.

• Corporate Author vs. Source:
  The Corporate Author field refers to the corporate body chiefly responsible for producing or authoring the document while Source field refers to the collection from which the document came.