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UCL LIBRARY SERVICES

EndNote

Guide to using EndNote reference management software

Using Groups

References can be organised into ‘Groups’, which can also be arranged into 'Group Sets', which are displayed in the left EndNote Library pane.

To create a Group or Group Set:

  • Go to the Groups menu, or right click on any of the groups / group sets in the left pane, e.g. My Groups, and select Create Group Set or Create Group.
  • Give your Group set / Group a name.
  • Click and drag references into the group, using the Ctrl key to select more than one, or select references and go to the Groups menu, then select Add references to.

If you remove a reference from a group it will remain in your library and can be found in All References. You can put a reference in more than one Group, which will not duplicate the reference.

To see which Group a reference is in, go to the References menu, and select ‘reference summary’.

Some temporary Groups are automatically created when you carry out certain functions in EndNote:

  • Duplicate References: This Group shows the results when you search for duplicates in your library.
  • Imported References: This Group shows the last set of references imported into the library and is replaced each time you import a new set of references.
  • Find Full Text Group Set: When you use the Find Full Text command to find the full text of a reference, a Find Full Text Group Set appears, containing several temporary Groups. They include Searching, Found PDF, Found URL and Not Found.

You can open Groups in new tabs to easily move between them. Select a group, right-click and Open in new tab.

Smart groups

A smart group is dynamically populated with references that fulfill your specified search criteria as you add references to and edit references in the library. To create a Smart Group, select Create Smart Group from the Groups menu.
Give your smart group a name and fill in the criteria you want for the group by using the drop down menu to select an appropriate field or fields, e.g fill in an author name in the Author field to add all papers by a specific author to that group. 
You can also pick the Keywords field from in the dropdown menu if you want to add tags to the keywords field to create a Smart Group that includes all references that have that particular tag.

Sharing Groups

Groups can be shared with other EndNote users if you are also using EndNote Online. You will also be able to see any Groups which have been shared with you by others. See sharing a library for more information.