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EndNote x7 (Desktop/Client Versions): Edit & Organize

EndNote enables you to move seamlessly through your research process with flexible tools, organizing and sharing your research, creating your bibliography and writing your paper.

Organizing via Groups

Citations can be arranged according to groups based on user preferences (searches, topics, disciplines, etc.). To create a group, click on Groups in the menu, and then choose "Create Group". Users can then name their respective groups and then click and drag selected citations to the desired group.

Smart Groups are a way to automatically filter citations into particular groups. After clicking "Create Smart Group", select the filter to apply to the citations. Citations will automatically be transferred based on those filters upon import.

The following tutorial outlines the process for creating both types of groups.

Updating Citations

Editing citations is an easy process. It is similar to manually creating a citation (see the Add References at the top), although there is an option to search for updates to existing citations. With an open citation, click the Blue arrow captioned Find Reference Updates. If an update is available, the user can then select the available updates to selected fields (in blue) and incorporate them into the citation to be used.