How do I organize or group EndNote references?

How do I organize or group EndNote references?

References can be classified and organized by using the Groups feature. 

Create a groups

  1. Click on Groups on the top menu bar.
  2. Select Create Group from the drop-down menu.This will open a box in the Groups pane.
  3. Type a name for the group then click outside of the box

Add a reference to a group

  1. Select All References in the Groups pane.
  2. Highlight the selected reference in the library window.
  3. Click Groups on the top menu bar.
  4. Click Add References To from the drop-down menu, and then select the name of the group

Alternate methods for adding a reference to a group

  • Right-click on the reference, select Add References To from the drop down menu and select the group
  • Drag-and-drop the reference into the group in the Groups Pane

More about groups

  • ‚ÄčRemoving a reference from a custom group does not delete it from the library. It removes the reference from the group subset, but the reference still exists in the library.
  • For more sophisticated grouping you can organize your groups into group sets or smart groups. Refer to Help in your EndNote library for further information.


Last Updated: Jan 18, 2017