Tags are customisable labels for organising your references as an alternative to or in conjunction with using Groups. They are a new feature for EndNote 21.
You can add tags to references and customise the colour and name of the tags. You can add multiple tags to a reference and anyone who you share your library with can view a tag.
7 colours are available for your library tags, which appear next to the title of the article in the central pane. Hover over the coloured tag for a reference to see the names of the tags. You can have more than one tag with the same colour.
Tags are not currently visible in EndNote Web or EndNote Online Classic.
To create a tag:
- From the Tags menu, select Create Tag, or click on the + sign next to My Tags in the left hand pane.
- Create a name for your tag and select a colour, then click on Create tag. The tag appears under 'My Tags' in the left hand pane.
To assign tags to references:
- Select the reference(s) you wish to tag, using the Ctrl key to select more than one, and drag onto the appropriate tag in the left hand menu. Alternatively, right click on the selected reference(s) in the central pane and select Manage Tags. For a single reference, you can also scroll to the bottom of the reference information in the 'Summary' tab in the right hand pane and click on Manage Tags.
- Select from existing tags, or click on Create tag to create and assign a new tag.
Removing tags from a reference:
There are several alternative ways to remove a tag from a reference:
- Click on the tag in the left hand pane to display references with that tag. Select the references for which you wish to remove the tag and press the delete key. The reference will not be deleted from your library.
- Right click on the reference in the central pane and select Manage Tags. Click on the cross X beside a current tag to remove a tag.
- Scroll to the bottom of the reference information in the 'Summary' tab in the right hand pane and click on click on the cross X beside the tag you wish to remove.
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