Skip to main content
It looks like you're using Internet Explorer 11 or older. This website works best with modern browsers such as the latest versions of Chrome, Firefox, Safari, and Edge. If you continue with this browser, you may see unexpected results.

EndNote: Advanced & Systematic Review

Guidance and support material for using EndNote referencing software.

Advanced Guides

Click play and either watch the whole training session or use the Playlist to go directly to a topic e.g. tagging and custom lists, duplicates etc.

EndNote Advanced Features

There are a variety of ways to manage references for research projects and systematic review and EndNote has many features which may assist with whichever you use. One of EndNote's greatest strengths is its ability to handle very large numbers of references.

If you are new to EndNote, take a look at the guides and information on our EndNote Getting Started page. Once you have got the hang of it, explore the advanced features here which can help to improve your workflow and organisation including:

  • Removing Duplicates.
  • Customising your EndNote display to help you scan essential reference details quickly.
  • Customising fields for screening criteria, reviewers comments etc.
  • Smart groups to filter references by different criteria e.g. exclude from study, assess full text etc.
  • Share your library with colleagues and partners

If you don't find what you need in our guides, use the EndNote help pages or try some of the guides from other universities listed on the right of this page.

Help with EndNote

Check the guides on this EndNote help page. Check the tabs at the top for more information.

If you can't find what you need contact

Journal Titles

Merging Chapters or Moving Sections of Text

The steps in this document should help you to avoid citations and references becoming corrupted or other issues with your  document when you join move sections around, merge documents etc.