Organize references

Group references

The references can be organized into custom groups. You can have up to 5,000 groups in one EndNote library.

Create group

1. From the top menu: Groups > Create Group
2. Name the Group
3. Select the reference(s) you want to include in a group
4. From the top menu: Groups > Add references to… > select the appropriate group (or select the references and drag and drop them into the group)

Create Group Set

1. From the top menu: Groups > Create Group Set
2. Name the Group Set
3. You can drag and drop existing groups into the set, or create new ones under it by right-clicking on the group set and Create Group

Create Smart Group

Smart groups are based on criteria you set. References in the library will automatically be added to the smart group if they match these criteria.

1. From the top menu: Groups > Create Smart Group
2. Name the Smart Group
3. Select search fields (Any Field is the most generel field): e.g. Title: zika AND Any Field: pregnancy
4. Create

References in your library which match these criteria will be added to the Smart Group

Combine groups

1. From the top menu: Groups > Create From Groups…
2. Name the combined Group
3. Choose which groups you want to combine and how to combine them (with AND, OR and NOT operators)

Delete Group

1. From the top menu: Groups > Delete Group
2. The references from the deleted group will still remain in the library (All References).

Find Reference Updates

Check to see if more or newer information is available about the references.

1. Select the relevant references
2. From the top menu: References > Find Reference Updates
3. EndNote will look for information online
4. Choose Update All Fields or Update Empty Fields for each or all selected references
5. Save Updates

Duplicates

1. Select All References in the group pane to view all the references in the library.
2. From the top menu: Library > Find Duplicates
3. You will get a dialog box where you can compare the duplicates and choose which one you want to keep. The fields that may be different in the two references are highlighted so that you can easily copy over information before removing the one reference.

If you have a large number of duplicates and do not want to go through this process for all the references, you can select Cancel in the dialog box and then delete all the selected duplicates in the Duplicate References group.

If you delete a duplicate from EndNote, which you have used in Word, you must insert the correct reference in Word.

Add full text

Add full text and file attachments to EndNote. See also settings for Find Full Text og PDF Handling

Download full text

1. Select the references you want to find full text for
2. Click the Search the Web for full text documents for the selected references button in the menu above the references
3. Available PDFs will be added to the EndNote library and stored in the corresponding data folder

Check if full text is available

If you cannot access the full text with the Find Full Text feature, you can check access via the OpenURL Link.

1. Select the references you want to find full text for
2. Right-click on the selected reference > OpenURL Link
3. The reference opens in Oria.
   • If full text is available you can use the link to the supplier
   • If full text is not available you can log on to Oria to order

File Attachments

This is an alternative to importing PDF files or Find Full Text. This feature also allows you to add other types of files such as Word, Power Point and Excel. You can find the attached file in the Summary tab and the Edit tab in the File Attachments field. You can opened the from there or view, annotate and highlight in a PDF via the PDF tab. You can attach multiple attachments to the same reference.

1. Select the reference
2. In the View panel, select Attach File
3. Find the file
4. Click Open

If asked to save the change, confirm with Yes.