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SOM EndNote: Creating and Sharing Groups

This guide will help you set up and use EndNote Desktop and EndNote Web (Web of Science).

About Groups

Groups is a function that allows you to create folders within your EndNote library.

Some important points about Groups for EndNote Web users:

  • The reference you're moving into a group is only a copy of the original reference; but if you delete the reference from your group, it will also delete the original reference from the main EndNote library.
  • You can add a reference to a particular group only once, but you can add that reference to any number of groups.
  • Deleting a reference from a library also deletes it from all groups in that library. The reference no longer exists.

EndNote Desktop

Creating a Group

  1. Open a library using EndNote Desktop
  2. Click Groups and select Create Group
  3. Name the new group by typing into the box that appears under My Groups on the toolbar on the left
  4. Hit the Enter key on your keyboard

Adding References to a Group

Note: When adding references to a group, only a copy of the original reference is being added. You are not moving the reference from All My References to a specific group.

  1. Open a library using EndNote Desktop
  2. Click and drag a reference into a group

                                OR

  1. Open a library using EndNote Desktop
  2. Highlight the reference you want to add to a group
  3. Right click on your mouse
  4. Click Add References To and select a group

 

Removing References from a Group

  1. Open a library using EndNote Desktop
  2. Click on the group you want to edit
  3. Highlight the reference(s) you want to remove
  4. Hit the Delete key on your keyboard
  5. The reference will be removed from the group but not from your library
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EndNote Web

Creating a Group

  1. Login to EndNote Web
  2. Click the Organize tab
  3. Click Manage My Groups
  4. Click the New Group button
  5. When prompted, type in a name for the group
  6. Click the Ok button

Adding References to a Group

Note: When adding references to a group, only a copy of the original reference is being added. You are not moving the reference from All My References to a specific group.

  1. Login to EndNote Web
  2. Click the My References tab
  3. Click the All My References link located on the toolbar on the left
  4. Select the references you want to add by clicking on the white boxes located to the left of each reference
  5. Click on the Add to Group dropdown menu
  6. Select a group
  7. The reference will be added to the selected group. There will be no final confirmation message.

Removing References from a Group

  1. Login to EndNote Web
  2. Click on the My References tab
  3. Click on a desired group
  4. Select the references you want to delete by clicking on the white boxes located to the left of each reference
  5. Click the Remove from Group button.
    Note: Do NOT click on the Delete button. It will remove the reference from your whole library.
  6. After reading the confirmation message, click the Ok button.
  7. The reference will be removed from the selected group. There will be no final confirmation message.

Sharing a Group

Note: You are only able to share groups using EndNote Web.

  1. Login to EndNote Web
  2. Click the Organize tab
  3. Click Manage My Groups
  4. Locate the group you want to share and click the Manage Sharing button
  5. Click Start sharing this group. A pop-up window should appear.
  6. Enter in the e-mail addresses of the people you want to share the group with. Each e-mail address should be on a separate line. Make sure that the e-mail address you're using is the same e-mail address the recipient uses to login to EndNote Web.
  7. Select a permission level (Read only or Read & Write)
  8. Click the Apply button
  9. Click Close window
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