Skip to Main Content

EndNote (Desktop): Groups

Use this guide to get started using the desktop version of EndNote.

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