EndNote for Desktop

Instructions for getting started with EndNote X7 for desktop.

Groups

EndNote offers a number of ways to stay organized. This video by EndNote demonstrates how to use groups to sort the references in your library.

Adding Groups

1. In EndNote, go to the Groups menu

2. Select the type of group you want to create

Adding References to Groups

  • Select the reference you want to add, then drag and drop them into the group
  • Select the reference you want to add, right click, click Add References to, then select the group

 

From The Experts

More about Group Sets

- In your library, My Groups is a default Group Set. 

  • If you don't create new Group Sets, all Custom and Smart Groups will be added under My Groups
  • You can rename this default Group Set by right clicking on it then selecting Rename Group Set

- You can move Custom Groups and Smart Groups to any Group Set at any time

More About Smart Groups

- Smart Groups are a great way to quickly and automatically sort by any criteria you can think of

  • "Contains" is more broad and will find more references than "Is"
  • The "Greater Than" and "Lesser Than" criteria are a great way to sort references published in a certain time period

- Use the small plus sign button to the right to add more criteria

- Smart Group criteria can be edited at any time by right clicking on the group and clicking Edit Group

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