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EndNote Basic (formerly Endnote Web): Managing & Sharing References

Creating Groups

You can create personal groups on the Manage My Groups page in order to organize your citations in EndNote Web.

To create a 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 textbox provided.
  4. Click the OK button.

Note: References that have not been saved to a group are stored in Unfiled. Unchecking all groups will move a reference to Unfiled.

Editing References

To edit a reference:

  1. Click the reference's Title link from any list view.
  2. Click in the field you wish to edit.
  3. To save the edit, click or tab outside that field. You can revert your change by clicking the Revert Reference button.
  4. Repeat for each field you would like to edit.
  5. To save or edit the reference's group associations, update the checkboxes next to the existing groups or add a new one.


Sharing References

You can share group references with  EndNote Basic.

Important Points about sharing groups:

  • You can share groups with EndNote Basic users at any institution.
  • You can share groups with individuals who have not yet created their EndNote Basic account. The group will automatically appear after they've registered and logged in.
  • Groups shared to you do not count against your 500 personal limit.
  • You can give Read only access to some users and Read & Write access to other users for the same group.
  • If more than one person is editing the same reference simultaneously, the person who saves last will submit the final edits.
  • Users with Read & Write access can edit reference data and remove the reference from the shared group. They cannot delete the reference from the owner's library.
  • References in shared groups can be searched.
  • References in shared groups cannot be copied to your Quick List.
  • Shared groups are available to generate a Bibliography or an export file.
  • File attachments cannot be shared among users in a group.

Quick Bibliography

Quick Bibliography

Generate a Bibliography from References

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