EndNote : Organising references

Groups

• You can use groups to organise your references in a way that makes sense to you
• Taking the time to set up Groups and Group Sets will make locating references and working with your library easier in the long term

To create a group you can choose Group > Create Group from the top menu...

or right click on My Groups on the left hand side and select Create Group

 

Group Sets

• You can create as many Groups as you like and arrange them under different headings or Group Sets
• A Group Set is created from the same locations as a Group
• Groups can be dragged and dropped into different Group Sets much like a folder system. An example of multiple Group Sets and Groups is shown below
• You can also drag and drop selected references into different groups
• You can delete references from groups, they will still remain in All References

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You may end up with hundreds if not thousands of references in your EndNote Library. You can easily search your references and PDFs using the Simple or Advanced Search tool at the top of the EndNote library.

• You can search any of the fields available in EndNote, Author, Year, Title etc
• You can search in the body of attached PDFs for words
• You can also search the text of the sticky notes that you have attached to PDFs as highlighted in the example above
• You can click on Simple Search if you don't want to have the Advanced Search boxes in view all of the time

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• Select the reference or references that you want to delete
• Right click on the selection
• Choose Move References to Trash
   

• As a type of safety net, EndNote will not immediately delete the references. they are moved to a Trash folder on the left hand side
• References moved to Trash will remain available until you delete the contents of your Trash folder or you close EndNote
• To completely delete the references right click on the Trash folder and choose Empty Trash
   

The references moved to the Trash folder can be restored to your EndNote library

• Click on Trash folder
• Highlight the references you want to restore
• From the References menu, choose Restore to Library

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The EndNote Library has a few options for customisation, here are some:

Preview the Reference
On the very bottom right hand side click the little up button to preview the reference as it would appear in your document

Change the Reference Style
From the dropdown menu you can change the referencing style and to view more styles choose Select Another Style which will open up the Style Manager box where you can view all 500 immediately available styles. More information on Referencing/ Ouput Styles.

Quick Editing the reference
Anytime you create a new reference and especially if you bring references in from databases it is recommended that you check how they look in the Summary / Reference preview pane. If something needs to be changed then you can do this using the Edit tab remembering to choose Save to apply the changes.

 

Changing the panel size
The size of the panels can be changed by using the mouse to drag the sides to make them bigger/smaller. The summary panel on the right can be closed and reopened anytime by double clicking on a reference. The left hand panel cannot be closed.

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