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EndNote Guide / APA Referencing Guide

This guide provides comprehensive instructions on the installation and use of the reference management software EndNote.

Using Groups

EndNote allows you to organise your references into Groups, so you will not need to create separate libraries for subsets of references. Groups appear in the left panel, and can be renamed or deleted. They can also be further organised in Group Sets.

The same reference can be added to several different groups, and references deleted from a group always remain available in All References.

Creating a custom group

Use the group feature to organise references by paper, research topic or assignment etc.

To create a group right click on My Groups in the left panel → Select Create group → Name your group.

Adding references to a group

Highlight the selected reference and drag and drop it from All References in to the relevant group in the left panel.

Opening a group in a new tab

To open a group in a new tab within your EndNote Library 1. Right click on the group → 2. Select Open in New Tab.

Video credited to EndNote Training.

EndNote Training. (2021, August 25). In action: EndNote 20 (Windows) library tabs [Video]. YouTube. https://www.youtube.com/watch?v=hAwVK3zlb7k 

Removing a reference from a group

1. Select the group in the left panel.

2. From the group's list of references highlight the reference to be deleted.

3. Right click, select Remove references from group.

4. A pop-up window will appear, click Yes.

Please note: The reference will be deleted from the group but will still be accessible from the All References section of EndNote.

Deleting a group

To delete a group right click on the relevant group → Select Delete Group

 

Creating a Group Set

If you have multiple groups in your Library, organise these groups by theme or topic using the Group Set function.

To create a group set: 1. Right click on My Groups in the left-hand panel → 2. Select Create Group Set → 3. Name your group set → 4. Drag and drop the relevant groups in to the new group set.