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EndNote Online

Tips on using EndNote Online to manage your references

How does EndNote Online group references automatically?

When you add references to your EndNote Online library, they are added automatically to 'the All my references' list and to the 'Unfiled' group. 

You can move entries from the 'Unfiled' group and organise them to suit your needs. For example, you can create a separate group for each assignment. 

How do I create my own groups?

In your EndNote Online library,

  1. Select the 'My references' tab.  This automatically displays your entire library - the 'All my references' group.
  2. Select the 'Unfiled' group,
  3. Select the checkbox next to the references you want to group, or select the 'Page' option if you want to move all the references on the page to the same custom group,
  4. From the menu options at the top of the display, select the 'Add to Group' dropdown,
  5. Select 'new group'.
  6. Create a new group then confirm.

The next time you select the 'Add to Group' dropdown, the groups you have created will be displayed in the dropdown.

I'm working on a group project. Can EndNote Online help us to share references?

You can share your EndNote Online groups with others if you are working on collaborative projects.

In EndNote Online,

  1. Select 'Organise' from the menu bar then 'Manage My Groups'. 

  2. Select the relevant group.

  3. A pop-up window will appear. Add the email address for each collaborator.  Ensure this is the email address linked to each person's EndNote Online account.

  4. Choose the appropriate permissions -  'Read only' or 'Read and write'.

  5. Select 'Apply' to confirm.. 

The 'shared' logo will appear next to the shared group in your list of groups. 

Your fellow collaborators will see the shared group the next time they log into EndNote Online, under the heading “Groups Shared by Others”.

I no longer need a group I've created. Can I delete it?

You can delete a group at any time without losing access to the references themselves as they are still listed under 'All My References'.

  1. Select 'Organize' then 'Manage My Groups'.
  2. Select the relevant group.
  3. Select 'Remove Group'.