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EndNote Online/Basic: Managing Sources

Staying Organized

Staying organized with EndNote is going to help you keep track of your information and also help you use it. By organizing folders you can keep your difference research topics separated from one another and find the source you are looking for much more easily. It can also help you keep group research sorted. 

Making an EndNote Folder

1. Hover over "Organize" and click on "Manage My Groups

2. Click on the "New Group" button

  • A pop-up window should appear that asks you to name your new folder
    • Click "okay"
    • You can share these folders by clicking the "Manage Sharing" button and typing in emails
    • ONLY USE OGLETHORPE EMAILS, ONLY WORKS IF THEY ALSO HAVE ENDNOTE SET UP--AND ONCE ADDED SIMPLY OPEN/REFRESH ENDNOTE AND THE FOLDER WILL APPEAR

3. Back at the homepage you should see the folder under "My Groups"

Using Folders to Find Sources Again

1. After you have sources to EndNote (see Collect References tab) they will come up as unfiled sources

  • To find them, you can go to the Unfiled folder on the left-hand side of the page
    • Note: sometimes you will have to refresh the page for your sources to appear
  • Select the sources you want to move by clicking on the box to the left
    • Near the top of the page there is a drop-down menu that says "Add to group"
    • Click the drop-down and select he folder you want to move the sources into

2. To find the sources again you can click on the full-text find icon under the article title

  • This will take you to either the article itself or the article record on a database with options to find the full-text

3. To view a specific folder click on the title of the folder located on the left-side of the page under "My References"

Using Folders in EndNote