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EndNote: a beginner's guide

An introduction to EndNote Desktop for new users. Learn how to create a Library, add and modify references, use EndNote with Microsoft Word, add groups, add full-text PDFs, and back-up your EndNote Desktop library. Also includes EndNote Online.

Groups

Groups make it easy to break a large EndNote Desktop library into sub-categories. A group creates a ‘folder’ of references that already exist within your library. When you create a group and populate it with references, you are not moving them from All References; you are simply creating copies of them.

There are two types of groups you can create: a basic group and a smart group. You can also create group sets to group together any of your basic or smart groups.

 

1. Create a new basic group

Right-click on My Groups > Create Group, or from the toolbar menu Groups > Create Group. Name your group whatever you like (e.g. a topic you are researching). Drag-and-drop some references from All References into your new group.

A basic group is identified with this icon .

 

2. Create a new smart group

Right-click on My Groups > Create Smart Groups, or from the toolbar menu Groups > Create Smart Group. Name your group whatever you like (e.g. a topic you are researching). Press the Author drop-down list, scroll up and select Any Field. In the text box, type a word that commonly appears in your references (e.g. in title, author or abstract). Press the Create button.

This creates a group that will automatically add existing and new future references if they have your chosen word in any field within the reference, e.g. title, author, abstract, keywords, etc.

A smart group is identified with this icon .

 

3. Create a Group Set

Group sets allow you to group together any of the groups (basic or smart groups) you create. It is great for sub-topics. For example, a group set could be called 'Contemporary health issues' which could contain the skin cancer and coronavirus groups in the examples above.

Right-click on My Groups > Create Group Set, or from the toolbar menu Groups > Create Group Set. Name your group set whatever you like. You can drag-and-drop any existing group into your new group set, and/or create new groups in this new group set.

A group set name is identified with a down or right arrow icon.

 

Video: In action: EndNote 20 (Windows) custom groups

Video produced and kindly shared by EndNote Training. Although this video is currently only available in the context of Windows, the principles are the same for Mac computers and can easily be applied to MacOS.

 

Video: In action: EndNote 20 (Windows) group sets

Video produced and kindly shared by EndNote Training. Although this video is currently only available in the context of Windows, the principles are the same for Mac computers and can easily be applied to MacOS.