I need to create groups in my EndNote library for a document that has already been EndNoted, currently as multiple files, some with as many as 100 pages of references. I’ve googled and searched forums and the users guide but cannot find any way to do this. I can do it manually, dragging the records over one by as I find them in the lists but had hoped to be able to just create a group from the references lists I’ve already made. Is this possible? I’m using EndNote 9X.
When you open a word document and update the references, you should get a corresponding “group” under “All References” in the left area of the Endnote program. You should be able to create a group and select all and drag to the new group in Endnote. sometimes I need to convert to unformatted and reformat or add a new record to the document to get it to update and show the paper and records cited. This is the view in Endnote21, but it should be similar in X9.
Hi Leanne, thank you for your response. The library I am using is a shared library. When I have the EndNoted file open and the shared library open and update the references, it does not show any new groups related to my document. All I can see are groups others have created and one that I made when I was inserting multiple citations in the same sentence.
To make a group in your library, it needs to be from records in your library. I don’t believe they can be from a shared library.
You can export the citations used in the paper (I do this to a temporary library) and then import the temporary library into your own library, (with omit duplicates). And then update the citations and bibliography or adding a new citation. Then they should show up as a new group. Even when I just added a new citation to an existing paper, the group showed up, but it only includes those citations that were in my own library, not those that were in the “traveling library” which would include the shared library citations. I use the option to use the Accession number in the Temporary Citation in preferences, and not the “record number” so that there is a more seamless handling of records from multiple libraries.
OK thank you. It looks like it won’t work for what I’m trying to do as the library is shared online and not mine. The ultimate goal of this effort is identify all the sources that have been cited for which I need to save the attached PDF files and then download those files in batches for a legal record. Organizing the records by group seemed the most logical way to do that and if I could have automated that process using the already created chapter and appendix files, all the better.
But if you have the endnoted word documents, just create a new library and export each chapter’s citations (they should be in the “travelling library” and a part of the file, to the library and add a keyword (global edit) which can be used to group them by chapter? or all together? It is a pretty quick process.
That wouldn’t result in duplicate records in the master shared library?
You shouldn’t import them into the master shared library. You should import them (with discard duplicates on) to your personal library.
OK. In my case this will not work as I expect the list of cited documents to be possibly as many as 2000, and my hard drive will start giving me ‘running out of disk space’ errors if I download that many source documents from the records.
Jen