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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 Library Window - X7 - Macintosh

EndNote X7 Macintosh Screen

Groups Pane - displays all of the various groupings of references available.  There are several types of groups, some permanent, some temporary. and some user created.

  • Permanent Groups
    • All References contains all of the references in the Library.
    • Unfiled contains all of the references that are not assigned to a group.
    • Trash contains deleted references that have not yet been permanently deleted.
  • Temporary Groups include
    • Search Results from an internal search of all references in your Library and
    • Imported References that appears after you import some references from a database search.
  • User Created
    • Group Sets by subject under My Groups above can contain both Custom Groups and Smart Groups.
             (To create a Group Set, go to Groups-->Create Group Set and give it a name.)
    • 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 select Create Smart Group.
      • Enter your search terms.
      • Name the group so you can remember what you are saving.
    • Combination Groups (new to X4) can be created from Groups, Smart Groups, and Custom Groups, but not Group Sets.
      • To create a Combination Group, go to Groups on the top bar and select Create from Groups.
      • When the "Create from Groups" dialog box appears, type a name for this Combination Group.
      • Under "Include References" heading, select up to 10 Groups, Smart Groups, and/or Custom Groups to use as search criteria.
      • Be sure to set the operators, AND, OR, NOT to combine the groups you want.  The OR operator is most useful for combining groups.
    • Online Search Groups contain the results of the most recent search done from inside EndNote for each database listed.

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

Three Additional Sections of the Screen Display

1) A window with the highlighted Reference displayed, field by field, where you can edit the reference;

2) A Preview of the highlighted reference in your chosen style;

3) The attached PDF under the Attached PDF's Tab; in version X5,  X6, and X7, search, highlight, and annotate PDF files that are attached to the reference.

Search Panel - at the top of the Window in EndNote X6/X7 - Use the Open Search Pane Chevron to the right of the Search box to see more search options.

1) Provides the search criteria for searching from within EndNote or the search criteria for searching other databases such as the Library Catalog.

Sync Button - at the left allows you to synchronize your EndNote X7 or X6 with your EndNote Web Library.