Create Groups, Group Sets, and Smart Groups in EndNote to organize your references without creating multiple libraries.
- 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 is a short video by EndNote on creating groups and sharing your library: