Creating Groups and Group Sets
Creating groups allows you to divide your library into subsets according to tasks you might be working on or themes in your research. EndNote also offers group sets, where multiple groups can clustered under a single heading.
Creating a Group
- Go to Groups > Create Group
- Give a name to the group
Creating a Group Set
- Go to Groups > Create Group Set, a new group set will appear under My Groups
- Give a name to the new Group Set
- You can now add groups beneath the group set
- You can also drag and drop Groups between different Group Sets
Adding references to a Group
- To add a reference or references to a group, select them and then either drag them to the group or right-click on the selected references and choose Add References To.
Moving and deleting Groups and Group Sets
- Groups can be moved from one group set to another by click-dragging to a new location.
- You can also delete a group or a group set by right-clicking and choosing Delete. Deleting groups and group sets will not result in references being lost from your EndNote Library.
Smart Groups
Smart Groups assign new references to a group as soon as they are created, according to criteria you select.
To create a Smart Group:
- Go to Groups > Create Smart Group
- Give a name to the Smart Group, and add search terms - they could be things like Author>Is, Title>Contains, Year>Is greater than or equal to, etc.
- Click Create
Using Tags
EndNote 21 allows you to assign colour-coded tags to your references. This is similar to assigning a reference to a group, though one crucial difference is that a tagged reference is easier to spot when you look at it in All Refences, as the tag is clearly displayed by the title. Tags are also clearly visible in edit mode.
Creating a Tag
- On any given reference, choose Manage Tags:
- When you do this, you'll be able to assign an existing tag, or create a new one:
- Your tagged items can then be seen under the My Tags menu area on the left of screen:
