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Using EndNote

This guide highlights the unique features of EndNote, both Desktop and Basic,

EndNote Groups

You can add an extra level of organization to your EndNote library by creating custom groups.  These groups can also be shared with other EndNote online users to help facilitate research.

Creating and Organizing Groups

The first thing you will need to do is create a group.  By default, all new references you save are sorted into the Unfiled group.  To create additional groups, you need to:

  • Select the references that you want to group together. 
  • Click on Add to group from the drop-down menu and select New group.
  • Name the new group and click OK.

Please note that you can place a reference in multiple groups. Click the folder icon below the reference to see group association.

Sharing References

Having the ability to share references with other can be helpful.  In EndNote, you can share your gropes of references with other EndNote users.  Please note that any individual you share your group with must have an EndNote online account to view references, and you must use their account email address.  To share your groups with other this, please follow these steps:

  • Go to the Manage My Groups link under the Organize tab.
  • Click the Manage Sharing button next to the group you’d like to share.
  • Enter the email addresses of the people with whom you’d like to share.
  • Choose whether to give your colleagues Read only access or Read & Write access. Read-only access allows designated users to view references, use them in Word documents, or copy them to their library.  Read & Write access allows the designated user to do everything as read-only access and editing, adding, or deleting references.
  • Click Apply.