EndNote works more reliably if you create one 'master' library of references and use the Groups feature to keep your references organized.
The simplest group to create is a custom group. You can drag and drop references into the custom 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.
With a custom 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 form a new group. You need to specify in a search box which groups you want to work with.
Creating a new group from your current list of groups
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 custom 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.
You can use the Search Library box at the top of your EndNote Library to locate references. Or, for complex searches, click on Layout button to select Show Search 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.
The Find References Updates 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.
Note: If you select Update All Fields any information you have added into your reference e.g. Notes will be overwritten.
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.
Sync between the EndNote Desktop and EndNote Online to ensure that the references you have just added are available on both versions. In the Desktop, click on the sync button on the toolbar. To learn more, please visit here.
Back up your EndNote library regularly. If you have a small library of records (one hundred or less) you can use the Save as option under the File menu. If you have a large library with PDF attachments it is better to use the Compressed Library option also available under the File menu.
To create a Compressed Library
Note: To restore the compressed Library, locate the .enlx file and double click on it.
Unlike its earlier versions, EndNote X9 allows you to share specific custom groups from EndNote desktop. Please note that smart groups , combination groups and group sets cannot be shared.
For sharing features of EndNote Online, please click here.
Note: Attachments are not shared when sharing groups.
With EndNote X9, you can share your entire library with Read & Write or Read Only permission.
Tip: Keep track of changes made to the shared library by viewing the Activity Feed.
|You should not share an EndNote Library that has PDF copies of articles with someone who is not a CityU staff member or student due to copyright reasons.|
Open Shared Library
Select Open Shared Library from the File menu to open the library that has been shared with you.