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Endnote 21

EndNote Groups

You can organize your references into Group Sets and Groups

Create as many groups as you want. References can go in more than one group. When you start with EndNote , you have one group "All references", which is a catch-all group. When you import references from databases, they will go into this group, From there you can drag and drop them into one or more of your custom groups.

Group Sets allow you to cluster a number of groups into topic or any other arrangement you need.  Groups and group sets can be deleted or added to at any time. You can move a group into a different group set.

Organization should always be done in a way that makes sense to you. A common strategy is to make a group for each topic that you search for. Once you start writing your paper, make a separate group  set and groups for the references you actually use, so that you can easily find them. You might also make groups by assignment or by course code.

To create a new custom group, simply right click on the Custom Groups area and type your new group name in the box that appears.

SMART GROUPS are additional advanced options. Use the Help button in Endnote to find more information on this option.

You can change or delete groups at any time. Deleting a group does not remove references from your master "All references" group.

Finding and sorting

Sort entries with the TABS at the top of each column. You can use any of these tabs to sort with this function. Author and Title tab sorts are particularly useful to quickly find a reference.

Search your library or group with the SEARCH panel at top of screen

  • The search panel will toggle on or off as required
  • Highlight the whole library or the group you want to search clicking on it on the Groups pane
  • The same panel is used for Online search of remote databases, but is activated with the Spyglass icon
  • This is a very powerful search function as it can be adjusted to search any word or word combination in any indexed field, or any word or combination in attached PDFs or PDF notes.

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