Research Guides: EndNote (Desktop): Groups

Hints and Tips Topics

Simple Step-By-Step

Adding Groups

1. In EndNote, go to the Groups menu

2. Select the type of group you want to create

Adding References to Groups

Select the reference you want to add, then drag and drop them into the group
Select the reference you want to add, right click, click Add References to, then select the group

Group Sets

Groups make it easy to break up a library into subsets of references that already exist in the library. You can further organize your references by storing multiple groups in group sets.

Custom Groups

The video-only tutorial below demonstrates how to create a custom group within existing group set. Keep in mind that a new custom group does NOT have be a part of a group set.

Smart Groups

Smart groups are built with search strategies that you create. References are dynamically added to smart groups if they match the criteria of a search strategy.

From The Experts

More about Group Sets

- In your library, My Groups is a default Group Set.

If you don't create new Group Sets, all Custom and Smart Groups will be added under My Groups
You can rename this default Group Set by right clicking on it then selecting Rename Group Set

- You can move Custom Groups and Smart Groups to any Group Set at any time

More About Smart Groups

- Smart Groups are a great way to quickly and automatically sort by any criteria you can think of

"Contains" is more broad and will find more references than "Is"
The "Greater Than" and "Lesser Than" criteria are a great way to sort references published in a certain time period

- Use the small plus sign button to the right to add more criteria

- Smart Group criteria can be edited at any time by right clicking on the group and clicking Edit Group