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EndNote

This CSIRO specific guide has information on managing your references using EndNote.

Groups

Groups are a subset of references that already exist in the library:

  • By default, the library has permanent groups and temporary groups
  • You can create custom groups and smart groups to organise references into specific categories
  • You can also create group sets to group together any of your custom groups or smart groups

Additional information: Definitions and notes about groups.

Types of groups

Permanent Groups cannot be removed or renamed. These include:  

  • All References - displays every reference in the library
  • Unfiled - displays those references that are not part of a custom group (and, optionally, smart groups)
  • Trash -  is a holding place for references you have removed from the library but have not yet permanently discarded by emptying the Trash

        EndNote Desktop library, permanent groups, All references group, Recently added group, unfiled group, trash

 

Temporary Groups include:

  • Copied References - shows the last set of references retrieved in online search mode and copied to the library
  • Duplicate References - shows the most recent find duplicates results
  • Imported References  - shows the last set of references imported into the library
  • Online search - shows the most recent search library results

        EndNote Desktop library, temporary groups, Online search

  • Find Full Text shows the most recent find full text results

        EndNote Desktop temporary groups, Find full text
These groups may be replaced as you use commands in EndNote, and are always deleted when you close a library (only the groups are deleted; the references remain in the library).

You can create a custom group for different topics, projects or authors.

Watch this video (1 min) or follow the steps below:

 

Creating a custom group

  1. In your EndNote 20 Library, go to the Groups menu > Create Group
    .EndNote Desktop Library, creating a custom group, groups menu, selecting create group
  2. Name the group.
    EndNote Desktop library, naming your custom group
  3. To copy a reference into the custom group, select the required reference, then drag-and-drop it into the new group.EndNote Desktop library, drag and drop references into custom group, adding references to a custom group
  4. Your custom groups are listed alphabetically and they are identified by this icon EndNote Desktop library, custom group icon

Smart groups allow you to build a search strategy. 

References in your library that meet the search criteria are automatically copied into the smart group.

These groups are dynamically updated as references are added, deleted or edited in the library.

Watch this video (1 min 6 sec) or follow the steps below:

 

Create a Smart Group:

  1. Go to the Groups menu > Create Smart Group.
    EndNote Desktop library, creating a smart group, groups menu, selecting Create Smart Group
  2. Enter the smart group name and your search criteria, then click Create.EndNote Desktop Library, creating a smart group, naming your smart group, entering your search criteria
  3. Your smart groups are are listed alphabetically, and they are denoted by this symbol EndNote Desktop library, Smart Group icon 

 

 

You can create a group set to group together any of your custom groups or smart groups.

Creating a group set

  1. Go to Groups menu > Create Group Set.
    EndNote Desktop library, Creating a group set, groups menu, selecting create group set
  2. Name the group set.
    EndNote Desktop library, naming your group set
  3. Drag and drop existing custom groups or smart groups onto the group set.
    EndNote desktop library, drag and drop existing custom groups and smart groups into a group set
  4. Group sets can be collapsed and expanded.
    EndNote Desktop library, expanding a group set, collapsing a group set

 

Managing your groups

  1. Select the reference from within the group.

    2.  

  2. Go to Groups menu > Remove References from Group.

1. Click on the reference to select it.

2. Drag-and-drop the selected reference in to the Trash folder.

3. The reference is now deleted from the library, and from any custom groups/smart groups you have added it to.

 

Click on the group to select it, then go to the Groups menu > delete group.

 

1. Click on the group/group set to select it.

2. Right click on the group/ group set, then select Rename Group/ Rename Group Set. 

 

3. Rename your Group or Group Set.