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Introduction to EndNote

A beginners guide to EndNote Desktop.

Make annotations

An easy way to track your research is by annotating your references and PDF collected in EndNote. These annotations are searchable and can be easily retrieved on EndNote. You can do this by adding your own notes or keywords to individual references.


If there are PDF attached, you can also highlight and annotate text in the PDF as well. 

Once completed, you may click the Save button (on the top right corner of the screen) to save your changes and small x to close the PDF. 

Create a Group

A group is a sub-category of references that is in your existing EndNote library. Groups can help classify a large library into sub-categories and arrange these references in a form that is meaningful to you. 

To create a group, in EndNote:

1. Click Groups menu and then Create Group.

2. You may give a name for the newly created Group. 

3. Highlight the references you wish to add to the Group.

4. You can drag and drop any references from All References or groups between group sets (on the left panel) to your new Group.

Alternatively, you can also use Add References To from the Groups menu as shown below.

5. Here is how it looks like after adding references to the new Group.

Create a Smart Group

You can use Smart Group to automatically organise references based on field values or search criteria that you have defined. 

1. To create a Smart Group, display all the references that you would like to search or click All References.

2. Click Create Smart Group from the Groups menu.

3. You can rename your Smart Group and define the search that you would like EndNote to perform as you add references to your library.

4. All current references as well as newly-added references containing 'cognitive' and 'intelligence' will be associated with this Smart Group.