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EndNote Tips

A basic guide for installing, navigating and using EndNote X5, EndNote X6, and EndNote X7. Note: If you share EndNote online folders with colleagues, sharing can be done on EndNote online as usual.

EndNote Window - X2

The EndNote Window
with Three Panes
Groups Pane    Reference Pane    Tab Pane

EndNote Window

Groups Pane - shows the reference groupings available.

  • All References is a permanent group, containing all of the references in the Library.
      
  • Imported References is a temporary group containing only the most recently imported references.  The references are overwritten as new references are imported and emptied upon closing the Library.
      
  • Trash is a temporary group containing only the deleted references and is emptied upon closing the Library.
      
  • Custom Groups are groups created to hold references on a specific topic.  References must be manually added.
       
    • To create a custom group, go to Groups on the top bar and select Create Group.
    • Name the group when prompted.
    • Highlight references in the Reference Pane that you want to add to a custom group.
    • Drag and drop those references in the custom group.
        
  • Smart Groups are used to store references matching a particular search strategy.  When any references are added to the Library that match the criteria of the Smart Group, they are automatically added to the appropriate Smart Group.
        
    • To create a Smart Group, go to Groups on the top bar and selct Create Smart Group.
    • Enter your search terms.
    • Name the group so you can remember what you are saving.
        
  • Online Search Groups contain the results of the most recent search done through EndNote for each database listed.

References Pane displays all of the references in a highlight group or the references just imported from a search.

Tabs Pane displays either a preview of the highlighted reference in the Reference Pane, or search criteria for searching from within EndNote.