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EndNote Web: Organize your citations

The basics of using EndNote Web to manage and save citations and references.

EndNote Web Links

EndNote Web Groups

In EndNote Web, you can organize your citations into "groups". You can create as many groups as you want, and citations can go in more than one group. When you start with EndNote Web, you have one group "Unfiled", which is a catch-all group. In some cases, when you import citations from databases, those citations will go into Unfiled, so it's a good idea to check it regularly for new citations that you want to organize more specifically.

Organization should always be done in a way that makes sense to you. A common strategy is to make a group for each topic that you search for. Once you start writing your paper, make a separate group for the citations you actually use, so that you can easily find them. You might also make groups by assignment or by class. You can always change your mind, too.

Sharing Groups

Groups of citations can be shared with anyone who has an EndNote Web account.

  1. On the Organize tab, choose Manage Groups.
  2. In the Groups list, click the Manage Sharing link for the group you want to share.
  3. Click the Start Sharing link.
  4. Add the email addresses of the people you wish to share with. These should be the email addresses they use for their EndNote Web accounts.
  5. The 'Read Only' choice (default) means that the people you share with will be able to view your citations and copy them to their own EndNote Web accounts, but not edit, change, delete, or add anything in your group. The 'Read & Write' will allow the others to edit the group, and the citations in it, as if it were their own. Only the original owner can control sharing, however.
  6. Click the Apply button to share the group. Shared groups appear at the bottom of the group list on the main page of EndNote Web. (Note: There are no emails announcing the sharing. If you use an email which does not have an associated account, the email owner does NOT get an invitation. Be sure to check with or inform members of shared groups to be sure they have gotten access.)