Library Guides: EndNote 21: Creating Groups

Creating Groups

Create Groups, Group Sets, and Smart Groups in EndNote to organize your references without creating multiple libraries.

Group
- Organize your references by different topics to help you better keep track of your references
  - drag and drop citations into group folders
  - citations can be placed in more than 1 group
Group sets
- Organize your numerous groups into sets
Smart Groups
- Automatically add references to a group with specific criteria

Create a Group

On the EndNote toolbar, select Groups > Create Group.
Enter a Name for the group.
Click on All References to view the references in your library.
Highlight references you wish to add to the Group (use the Ctrl key to select multiple references).
Select Groups > Add References to > Group name. (or drag and drop references into the group)

Create Group Sets to organize your numerous groups

On the EndNote toolbar, select Groups > Create Group Set
Enter a Name for the Group Set.
To create new groups under the Group Set: right click on the Group Set, select Create Group and enter a name.
To add existing groups to the Group Set: left click on a group and drag to the Group Set.

Create Smart Groups to automatically add references to a group with specific criteria

On the EndNote toolbar, select Groups > Create Smart Group
A search box will appear. Enter a Name for the Smart Group
Enter criteria for your search using the drop-down menus and text boxes.
Click Create.
A new Group will appear under Smart Groups in the left panel.
Smart Groups are designated by a light bulb/magnifying glass icon
Every new reference added to your library that meets the set criteria will automatically be added to the Smart Group.

Note: Smart groups will not be updated through EndNote Web sync.

Here are a few EN20 videos about groups: