EndNote

Smart groups

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.

Create a search strategy

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

2. Give the Smart Group a name.

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

4. Click on Create.

Note: Smart groups, combination groups and group sets cannot be 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

1. Select Groups > Create From Groups.
   
   
2. Select from your list of custom or smart groups.
3. Use And, Or, Not to include or exclude custom and/or smart groups in the combined group set.
4. 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 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.

Share groups

EndNote 20 allows you to share specific custom groups from EndNote desktop. Please note that smart groups, combination groups and group sets cannot be shared.

Note: You can also use share groups feature in EndNote Online.

Steps:

1. Right-click the custom group you wish to share and select Share Group... from the menu.
2. Enter the email addresses of those with whom you wish to share your group into the Invite More People box. If more than one email address, separate them by commas.
3. Choose the option of permission for sharing the group - Read & Write or Read Only.
4. Click Invite.

Note: Attachments are not shared when sharing a group.

The Find Reference 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.

1. Click on a relevant reference(s) in your library.
2. Select References > Find Reference Updates.
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.

To remove duplicate records in your EndNote library, click on Library > 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.

Open Shared Library

Select Open Shared Library from the File menu to open the library that has been shared with you.

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 Compress Library option also available under the File menu.

To create a Compress Library (.enlx)

1. Click on File > Compress Library (.enlx).
2. Select options. For example: Create, With File Attachments and All References in Library.
3. Click on Next to save it.

Note: To restore the compress Library, locate the .enlx file    and double click on it.