Tags
Like groups and group sets, reference tags (usually just called "tags") are a way of organizing an EndNote library but are distinct from the groups features, even though they are listed in the Groups panel.
For example, you may wish to organize your groups and group sets by topic but prefer to organize your tags by action (such as reading priority for a paper), purpose (such as for a project), or class (such as required reading for a class). These are just examples of how tags can be used. The organization system you build with groups, group sets, and tags is totally up to you.
Think of it this way. You assign references to a group or group set, or EndNote assigns them to a smart or combined group based on search criteria. So references within the group structure are like references within a filing structure, with headings and subheadings, with the freedom to "file" the same reference under multiple headings. Tags are more like sticky notes that can be stuck on top of a document on your desk to attract your attention to that document―in EndNote drawing your attention to specific references with a small colored "tag" (
) in the reference list. So, when you tag a reference, you are marking it to make it visible and easy to find, but you are not "filing" it in a hierarchical structure as with groups and group sets. This makes tags ideal for assigning priorities, actions to be taken regarding the reference, or anything else you want to make visible in the reference list that falls outside of the "filing system" of groups. Tags add a new flexibility to organization in EndNote.
An EndNote library can contain up to 5,000 tags, which can be assigned up to seven colors. The My Tags group can be expanded to show a list of tags or collapsed to hide the list using the buttons shown below.
Expand the My Tags group by clicking the expand arrow.
Collapse the My Tags group by clicking the collapse arrow.
When a reference has been tagged in EndNote, a small, colored tag mark () will appear at the end of the title in the reference list. If multiple tags are assigned to the same reference, the tag mark (
) will show multiple colors.
Tags will be Synced when the library is Synced and will appear in EndNote on the desktop and EndNote Web.