Groups act as folders to organize your citations within EndNote. You can create groups for a particular paper/project, or for a particular aspect of that project. When you create a bibliography, it uses every citation in a chosen group. You may put a single citation in multiple groups. Groups can also be shared with others so you can collaborate using the same set of citations.

Creating Groups

To create a new group:

  1. Hover over Organize and select Manage My Groups.Select Manage My Groups
  2. Click the New Group button.
  3. Enter a descriptive name for your group.
  4. Click OK.

Your group will now show up on the left hand navigation of the My References tab.

Adding Content to Groups

By default, citations added to EndNote without selecting a particular Group will be added to the [Unfiled] group. 

To add one or more citation to a group:

  1. Check the box in front of the citation(s) you want to add to the group.
  2. Use the Add to group... dropdown to select the group you want to add your citation(s) to. You may also select New Group from this dropdown to create a new group.

Once added to a group, citations will be removed from the [Unfiled] group.

Citations may be added to more than one group. 

To remove a citation from a group, select the checkbox in front of the citation, and select the Remove from Group button. The Delete button will delete citations from your EndNote account, by adding them to the Trash group, until you Empty the trash.

Sharing Groups

To share citations with group members, you will want to share your group.

  1. Go to Organize and select Manage My Groups.
  2. Click the Manage Sharing button next to the group you want to share.
  3. Click Start sharing this group.
  4. Enter the email address(es) your group members use to log-in to their EndNote account, putting each email on a new line.
    1. The Read only option will allow group members to see the citations in your group, and use them in a paper.
    2. The Read & Write option will allow group members to also add, edit, and delete citations from the group.
  5. Click Apply.

Your group members will now see the group under the Groups Shared by Others heading at the bottom of the left panel on the My References tab.