EndNote desktop: organising your references

Introduction

EndNote recommends you only have one reference library. This means that you will quickly build up a long list of references which you will need to organise to find what you need.

Organising your references using groups

A great feature of EndNote is Groups and Smart Groups. Groups essentially lets you organise your references into categories. You may choose to do this by assignment or unit or even general subject area. You can use a combination of Groups and Smart groups to get the most out of EndNote.

Groups

  • Groups are great for categorising your references into topic names, assignments, or chapters. They work similarly to a folder on a computer, i.e. you can drag things in and out of them to update them manually.
  • This type of Group is best used for things like assignments or specific projects your working on and it can also be shared with other EndNote users, making it ideal for group projects.

Watch this short video to find out how you can create a Group:

Video tutorial on how to create groups in your EndNote desktop library.

Smart groups

  • Smart groups are dynamic and once setup they will update without further work from you. When you create a smart group, you will define the criteria or parameters for what should be added and so it will update automatically.
  • Smart groups are most effective for gathering topics and themes in your references as it essentially brings together references you have that match the criteria you setup.

Watch this short video to find out how you can create a smart group:

Video tutorial of how to create Smart Groups in your EndNote desktop library.

^ Back to top

Removing duplicate references

It’s easy to build up a number of duplicate references especially when you have been using your EndNote library for a long time. So its a good idea to check for duplicates and remove them periodically. This is a quick process in EndNote desktop.

Watch this short video to find out how to remove duplicate entries within your library:

Video tutorial of how to remove duplicate entries in your EndNote desktop library.

^ Back to top

Summary

In this post we have covered three ways to keep your EndNote library organised. Further support for referencing and EndNote can be found below.

Further support

^ Back to top

Specialist Library Support

University of Manchester Library’s Specialist library…

Medium is an open platform where 170 million readers come to find insightful and dynamic thinking. Here, expert and undiscovered voices alike dive into the heart of any topic and bring new ideas to the surface. Learn more

Follow the writers, publications, and topics that matter to you, and you’ll see them on your homepage and in your inbox. Explore

If you have a story to tell, knowledge to share, or a perspective to offer — welcome home. It’s easy and free to post your thinking on any topic. Write on Medium

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store