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EndNote Basic: Organize

Using Endnote Basic, a free resource, to manage your citations

Creating a New Group

Creating a New Group (Folder)

  1. Under the References tab, check any citations that you wish to move into a new group.
  2. On the Add to group drop-down list, select New group (ensure that browser is set to allow popups from www.myendnoteweb.com).
  3. Screenshot of Endnote Basic on how to create a new group in reference list.

  4. Type a name for the new group and click OK

Screenshot of Endnote Basic and naming a new group

 

Find Duplicates

Find Duplicates

You can check your library for duplicates at any time by clicking Organize tab, then clicking Find Duplicates in the secondary navigation. Any reference identified as a duplicate will have a yellow background. You can quickly check the 'Duplicates' checkbox to check all references with the yellow background to delete those references, move them or copy them to your Quick List.

When using Find Duplicates, EndNote online compares references based on the following fields:

  •     Author
  •     Year
  •     Title
  •     Reference Type

<http://www.myendnoteweb.com/help/en_us/ENW/hs_duplicates.htm>

Moving Citations to Different Groups

Moving citations to different groups

  1. Under the References tab, locate the panel on the left side of the screen containing your group names. Click on the folder containing the citation(s) to be moved.
  2. Check all citations that you wish to move into a different group.
  3. On the Add to group drop-down list, select the title of the destination folderScreenshot of Endnote Basic and moving citations into different groups.

Sharing Groups with Other User Accounts

Sharing Groups with Other User Accounts

  1. Under the Organize tab, click Manage My Groups.
  2. Under the Share column on the table, mark the first group that you want to share.
  3. On the same group, click Manage Sharing.
  4. Screenshot of Endnote Basic on Sharing Groups with Other User Accounts

  5. Click Start sharing this group.
  6. Screenshot of Endnote Basic on Sharing Groups with Other User Accounts.

  7. In the text box, type the email addresses of the users that will be sharing your group.
  8. Set the reading and writing permissions and then click Apply.

Screenshot of Endnote Basic on Sharing Groups with Other User Accounts