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Groups are subset of references that already exist in the library.
- Groups work like tags. You can have the same reference in multiple groups.
- Group sets are like categories to organise groups.
- Deleting a reference from a group does not delete it from the library.
- Deleting a reference from a library also deletes it from all groups. The reference no longer exists.
- Smart Groups are built with search strategies and update when new references are added to the library.
- Create a maximum of 5,000 Custom and Smart Groups (combined) and up to 5,000 Group Sets.
Groups in EndNote
This video is clipped to show the section on groups
EndNote 20 - Removing Duplicates
Duplicates can cause problems in documents such as references appear twice in your reference list.
To search for and delete duplicates:
- Go to the Library menu and select Find Duplicates
- A list of duplicate records will be generated.
- Duplicate records will be displayed side by side for you to compare and select which record to keep.
- You can edit records in the Duplicates window to add information from one record to another if desirable.
- Select records to keep by clicking Keep this Record above the preferred record.
EndNote 20 - Bulk Change Records
Use the Change/Move/Copy tool to add, delete or change the information in a field across multiple records at once.
This can be useful to add information to a group of references you have just imported with details such as the Name of Database, Access Date or search strategy.
It can also be a quick way to change the case in all the titles in your references - for example changing all titles to Sentence case (as required by APA, Harvard and AMA referencing). *Remember that you will need to change any proper nouns such as place names back to Title case.
To access this tool:
- Go to the group of records in which you want to add the information - e.g. Imported References
- Go to Library > Change/Move/Copy Fields
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