Skip to Main Content

EndNote Basic: Creating Groups

Learn how to use EndNote Basic to manage your references.

About This Page

If you do not specify a group, all of your references will go into [Unfiled].  You may want to organize your references into groups by topic, project, or class.  The information on this page shows you how to create and manage groups.

Creating Groups

1.    Go to the My References tab and click on [Unfiled] in the left sidebar (under All My References).

2.    Check the boxes to select the references you want to move into a group.

3.    Click on Add to group . . . and select New group from the drop-down list.


4.   In the pop-up box, enter a name for your new group and click on OK.

5.   Your selected references will move out of the [Unfiled] group and into your new group.


Viewing Group Membership

A reference may be added to multiple groups.  View a reference's group membership by clicking on its blue folder icon.

Removing References from a Group

To remove a reference from a group, click on the group, then select the reference(s) you would like to remove.  Click on the Remove from Group button.  If the reference is not currently included in any of your other groups, it will move to the [Unfiled] group.


Be sure NOT to click on the Delete button (unless you truly wish to delete the reference entirely).  The Delete button doesn't just remove the reference from the current group; it removes it from ALL of your groups and puts it in the Trash.

Renaming or Deleting a Group

To rename or delete a group, click on Organize tab, then on Manage My Groups.

When you delete a group, any references in the group will be moved to your [Unfiled] references (unless they are still filed in another group).