EndNote X9

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

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

Create Group Sets to organize your numerous groups

1. On the EndNote toolbar, select Groups > Create Group Set
2. Enter a Name for the Group Set.
3. To create new groups under the Group Set: right click on the Group Set, select Create Group and enter a name.
4. 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

1. On the EndNote toolbar, select Groups > Create Smart Group
2. A search box will appear. Enter a Name for the Smart Group
3. Enter criteria for your search using the drop-down menus and text boxes.
4. Click Create.
5. A new Group will appear under Smart Groups in the left panel.
6. Smart Groups are designated by a light bulb/magnifying glass icon 
7. 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 is a short video by EndNote on creating groups and sharing your library:

• A single reference can be in multiple groups
• Groups will appear on the left panel under My Library
• Groups can be renamed or deleted
• Groups can be moved from one Group Set to another (drag & drop)
• Up to 5,000 Custom Groups in a single library
• Up to 5,000 Group Sets per library