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EndNote: Manage your library

A guide to using EndNote X9 & X8 with some help for X7 & X6

How to manage your EndNote library

Managing your EndNote library

It is recommended practice to use only one EndNote library to store all your references and files to avoid confusion when adding citations to Word. EndNote provides several features to help you order and manage a large library:

1. Groups - this feature allows you to group references together (e.g. when writing a paper or chapter) without interfering with their original placement in your library. Smart Groups will automatically place retrieved references in a group based on set criteria.

2. Saving, sorting and searching your EndNote library - see how to save a back-up copy of your library so you can work elsewhere and email your library to your colleagues. Learn how to sort your library, set preferences, update online references and search for references in your library.