EndNote Online: A Beginner's Guide

This page informs you how to manage records and how to share a group (folder) with other EndNote users

EndNote Basic allows you to create groups (folders) so you may file references by subject, project, etc. On the My Reference tabs there groups appear on the left side. There are two ways (A and B) to create groups.

A. Once you have references in EndNote Basic

1. Select My References tab
   
2. Check the box next to any reference(s)
   
3. Select the "Add to group" drop-down menu
   
4. Select New Group and name it.
   Note: This process (except step 4) also work to move references into existing groups
   

B. Organize

1. Select the Organize tab >> Manage My Groups
   
2. Select the New Group button at bottom of box.
   
3. Name the group
   

 
NOTE: If you do not file a record into a Group it will stay in the Unfiled group.  This can get messy.

EndNote Basic allows you to share a group (folder) with another EndNote user(s).

Select the Organize tab >> Manage My Groups

1. Check the box next to the group you want to share
   
2. Select the Manage Sharing button
   
3. Select Start sharing this group
   
4. Input email address of other EndNote user(s)
   
5. Decide if you want the other users to have Read only or Read & Write privileges to this group*
   
6. Select Apply button
   

*Many times you want Read & Write privileges so each user may add and edit records.