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Create Groups

In EndNote, "groups" are folders into which you can organize your references.

  • You can create custom groups into which you can manually drag and drop references.
  • Groups will appear on the left hand panel.
  • Groups can be renamed or deleted.
  • You can have the same reference in multiple groups.
  • Group sets are like categories to organize groups. Groups can be moved from one Group Set to another (drag and drop).
  • 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.

You can create groups as you wish, in order to organize your references. You might wish to make groups for each chapter of your dissertation or thesis, or for different assignments you are working on.

Short video (1 min) on how to create groups in EndNote

If you make custom groups and/or smart groups to help you organize your references, before long you might end up with a large number of groups. To help you organize your groups you can create group sets.

Short video (30 sec) on how to create group sets in EndNote

Smart groups are built with search strategies, for example, works by a particular author or matching some subject keywords. Smart groups are dynamically updated as you add references to and edit references in the library (that meet your smart group criteria).

Short video (1 min) on how to create smart groups in EndNote