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EndNote Desktop: Organising references on a Mac

This guide will introduce you to features of the referencing software, EndNote, and the resources and support available.

Organise references into groups

You can organise references in your Library by creating Groups. The default Group is All References.

There are different types of Groups you can create in EndNote.

You can create Groups manually.

  1. Go to My Groups, right click the mouse and select Create Group.
  2. Type the name of the New Group and press Enter to create it..
  3. The new Group will appear under 'My Groups'.

Image of a newly created group on a Mac

    3. Then drag-and-drop references into this group OR right-click the mouse over a highlighted reference and     choose Add Reference To.

 

Or create Smart Groups using search criteria you set. Any references currently in your Library, or any future references that match the criteria will automatically be moved to these groups.

  1. Go to My Groups, right click the mouse and select Create Smart Group.
  2. Type the name of the New Smart Group and set the search criteria you want.
  3. Select Create.

Image of creating a Smart Group on a Mac

4. References that match the criteria will appear in the Smart Group.

Image of references in a Smart Group on a Mac

You can also create Group Sets and Combination Groups to further organise your Groups.

A Group Set creates a header under which individual Groups can sit.

 'Create from Group' allows you to combine Groups together, and will show the references which they have in common.

These options can be found under the Groups menu.

Image of Group Set and Combination Group on Windows

Note: Deleting a reference from a created group does not delete it from your Library. It will remain in your All References group until you move it into and then permanently delete it from the Image of the Trash Can on a Mac .  References can be included in more than one Group.