LibGuides: EndNote Desktop: Organize References

Manage Your Reference Library in EndNote Desktop

EndNote

Several functions can help you manage your Library content in EndNote Desktop once you have collected some references, including:

Finding Duplicates (and selecting which to keep)
Creating Groups (folders)
Creating Group Sets (of related folders)
Creating Smart Groups (based upon search terms)
Creating Combination Groups (of content common to more than one Group)

Find & Remove Duplicate Records

Using the Find Duplicates Function
EndNote Desktop can locate duplicate records to help you clean up your reference library. A side-by-side comparison window facilitates the process of deciding which record to retain.

Groups in Navigation Panel

Organize in Groups & Group Sets

Creating Groups & Group Sets
References can be organized into Groups, and Groups can be gathered into Group Sets.

Automate Organization with Smart Groups

Creating a Smart Group
A Smart Group is a folder that automatically collects references from the EndNote library that match specified search criteria.

Combine Groups to Manage Reference Sets

Creating a Combination Group
A Combination Group creates a new group from other Groups (i.e., custom groups and/or smart groups) to combine or filter sets of references.

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EndNote Desktop Training

The EndNote Training website provides training materials on EndNote Desktop, including training videos, getting started guides, quick reference and user guides, and a training calendar.

http://endnote.com/training