How do I create Groups in EndNote and use them to manage my references?

Answered By: Diarmuid Kennedy
Last Updated: Jul 03, 2024     Views: 10

Groups make it easy to break a large library into subsets for later viewing. A group points to a subset of references that already exist in the library. (They work a bit like folders in Windows).

By default, EndNote will organize references within the following areas:

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All References displays everything in the library.
Recently Added allows you to see the latest references added.
Unfiled show references that are not part of a group.
Trash holds references that have been removed from the library, but not permanently discarded.

For the purposes of this guide, we will look at setting up basic Groups.  More sophisticated Group setups are explained in the EndNote Manual.

Basic Groups are created by going to the Groups menu and selecting Create Group:

You can create as many Groups as you need in this way, and they will appear under My Group (in bold) on the left hand panel:

To move references into a group select them (either by using Control+C and clicking the references you want, using SHIFT+DOWN ARROW etc.).  Once selected, go to the Groups menu and select the Add References To option.  This will let you send the selected references to the selected Group:

Please note, the same reference can be in two or more Groups at the same time.



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