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EndNote 20 - a bibliographical management and documentation tool: Organizing References

Managing References

Search References

  1. For a simple search, type keywords in the Quick Search box at the top of the EndNote Library.
  2. Click “Advanced Search” to perform an advanced search.

Edit References

  1. Double-click to select a reference.
  2. View the "Summary" to check if the reference information is correct.
  3. Click “Edit” to edit the reference.

Remove Duplicates

  1. Select “Library" > "Find Duplicates”
  2. Duplicates will be shown
  3. Click “Keep This Record” for the version you would like to keep
  4. To perform action in bulk, click “Cancel” to review all highlighted duplicates

 

  Note: By default, duplicates result is based on Author, Year, Title and Reference Type. To change this setting, please go to “Edit" > "Preferences" > "Duplicates”.

Backup References

  1. Select “File" > "Save a Copy”
  2. EndNote will export a .enl file with a data folder

 

Grouping References

Custom Groups

  1. Select “Groups" > "Create Group”.
  2. Name your group.
  3. Select reference(s) in your library and drag them to the group.

Create Group Sets

  1. Select “Groups" > "Create Group Set”.
  2. Name the Group Set.
  3. Drag the groups you would like to add under the new Group Set.

Combination Groups - Create a new group from different groups

  1. Select "Groups" > "Create from Groups”.
  2. Selects groups from your library.
  3. Name your group and use “And, Or, Not” to apply your setting.
  4. Click “Create”.

Smart Groups
– Create a new group by setting up search criteria

  1. Select “Groups" > "Create Smart Group”.
  2. Set your criteria/ filter/ setting.
  3. References that match the setting will be automatically added to the smart group.