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Use Groups to stay organized

To keep your EndNote library organized, you can use Groups (folders) to manage your references.

Customized group

The simplest group to create is a customized group. You can drag and drop references into the customized group.

1. In EndNote, select Groups > Create Group.

2. Give your new group a name.

3. Select references from your Library and drag and drop them into the new folder you have created.


Note: References that do not belong to a group will remain in the Unfiled group.

The last citations to be added to EndNote will go into the Recently Added group. When you log out of EndNote this folder will be emptied automatically.

Smart groups

With a customized group, you have to add the references manually but with a smart group EndNote adds the references automatically to a group. You can set up a search strategy and when a citation appears in your Library that matches your search, it will be transferred to the smart group.

1. In EndNote, select Groups > Create Smart Group.

Create a search strategy

1. In the Smart Group search box, add the search strategy to locate relevant citations for the smart group.

2. Give the Smart Group a name.

3. Click on Create.


Note: Smart groups, combination groups and group sets cannot be successfully synced to EndNote Online.

Create From Groups

You can create further groups by combining or excluding references from the groups you have created already to from a new group. You need to specify in a search box which groups you want to work with.

1. Select Groups > Create From Groups.

Creating a new group from your current list of groups

1. Select from your list of customized or smart groups. You can select up to 10 groups.

2. Use And, Or, Not to include or exclude customized and/or smart groups in the combined group set.

3. Give the new group a name. Select Create. The new group will appear on the left side of the EndNote screen.



Note: Smart groups, combination groups and group sets cannot be successfully synced into EndNote Online.

In addition to creating groups, you can keep your references organized by using Group Sets. These act like headings under which you can place relevant groups.

1. To create a group set, select Groups > Create Group Set.

2. The new group set will appear on left side of screen. You can give it a name, e.g. Conference paper.


3. You can drag and drop the customized and smart groups under the new Group Set you have created.



Caution: If you delete a group set the groups under the set will also be deleted. The references from the group however will NOT be deleted from your EndNote Library.

Note: Smart groups, combination groups and group sets cannot be successfully synced into EndNote Online. new Group Set you have created.

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Search your library of references

You can use the Quick Search box at the top of your EndNote Library to locate references. Or, for complex searches, click on Show Search Panel to display multiple search boxes.

Click on the heading of each column, e.g. author, title, year, journal to change the order of the display of the records.


Update references in your library

The Find References Update feature lets you add additional information, missing fields, and more to a reference. It is especially useful for an e-publication which may not have all the information that is available in the printed version, or for a PDF document that has not imported correctly.

  1. Click on a relevant reference(s) in your library.
  2. Select References > Find Reference Update.
  3. The updated reference is available on the left with the updated information highlighted in blue.You can choose to Update Empty Fields or Update All Fields of My Reference.


Note: If you select Update All Fields any information you have added into your reference e.g. Notes will be overwritten.

Remove duplicates

To find duplicate records in your EndNote Library, click on References --> Find Duplicates.

EndNote will display all duplicate records. For each duplicate record you have the option to review the records and decide which one to keep and which one to send to Trash.