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EndNote Online: Organise & share references

EndNote Online

3.1 Create groups

EndNote Online allows you to organise your references into groups. By default EndNote Online places references into the Unfiled group.

 

 

To create a new group:

  1. Click the Organize tab, which will display the Manage My Groups page
  2. Click the New group button in the My groups table
  3. Enter a name in the text box provided
  4. Click the OK button.

3.2 Add references to groups

 

  1. Select the My References tab
  2. Tick the boxes next to the references you want to add to the group
  3. Choose the group name from the Add to group... menu.

 

 

You can place a reference in multiple groups. To see which group(s) a given reference is currently in, click on the folder icon below the reference.

 

3.3 Share a group

EndNote Online allows you to share your reference groups with other EndNote Online users. 

 

 

  1. Click on the Organize tab and choose the Manage My Groups page
  2. Tick the Share box for the group you want to share then click Manage Sharing
  3. Click on Start sharing this group
  4. Enter the email addresses of the people you want to share the group with. Use the email address they are using for their EndNote Online account
  5. Choose Read Only or Read & Write access to your group
  6. Click on Apply to start sharing the group
  7. Shared groups will appear under My References with the Shared groups icon beside them. They will appear under Groups Shared by Others for the EndNote Online user you are sharing them with.

 

Please note that attachments (e.g. PDFs) are not included when sharing.


 

 

  • Read Only allows those you share with to use your references in Word documents, copy your references to their own library, and view the data for your references.
  • Read & Write access allows users to do all of the above as well as make changes to your references, add new references to the group, and delete references from the group.

 

3.4 Find duplicate references

  1. Click on the Find Duplicates link under the Organize tab
  2. References are compared by the Author, Year, Title and Reference Field types
  3. References identified as duplicates will be ticked
  4. Click on Delete to remove duplicates.