EndNote Desktop

This tutorial will walk you through using the latest desktop version of EndNote.

Groups - organize references into Groups

  • Groups
    Create a group for any topic you want, then easily drag and drop references from your library into the group. The same reference can appear in multiple groups and is not duplicated when you do this.
  • Group Set: Create a group set to organize multiple related groups. For example, you may make a group set for Bats and create sub-groups for Chiroptera and Echolocation underneath the main group set.
  • Smart Groups
    Define a search parameter and give this group a name. Your existing references that match the parameters will automatically show up in the group. We call this a Smart Group. Your Smart Groups will instantly update as you add more references to your library that fit your Smart Group’s parameters.
  • Combined Groups
    From the Groups drop down menu, select Create From Groups. Pick at least two groups and select your Boolean operator of choice. Give this group a name and you’ve created a Combined Group. This group is also a smart group and will update as your component groups change.

Watch Smart or Combination Groups (Youtube Video)

Find full text

Make sure your preferences are configured to find full text.

  1.     Click the Find Full Text icon at the top of your library.
  2.     Enter your University of Utah uNID and password to authenticate
  3.     You can monitor attachment progress in the My Library panel, under Find Full Text.
  4.     The full text PDF article is now attached to the EndNote record. In addition, EndNote automatically creates a copy of the article and places it in the data folder. The data folder is associated with the Library of the same name and is essential for the proper operation of the EndNote program. DO NOT place items directly into the data folder. All items should be attached via the EndNote record. Based on where you saved your Library you should see an .enl file and .data folder with the same name.

Attach files to a reference

When Find Full Text does not find and attach the PDF to the citation, you can manually attach the PDF (or any file) to the File Attachments field in an EndNote citation.

You can attach almost any type of file and up to 45 different files to a single reference including images, figures, and PDFs.

  • Save files to your computer
  • When the citation is is your library, drag and drop the file onto your selected citation.  The file appears in the File Attachments field.
  • Or  open selected citation by clicking on it in your library to open it,
    • Right-click in File Attachments field to add file(s)..



Find and remove duplicate entries