Creating Groups and Group Sets
Creating groups allows you to break a large library into subsets according to various tasks you might be working on, or themes in your research. EndNote allows only two levels of hierarchy when it comes to groups: Groups and Group Sets. A group set allows for multiple groups to be 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 into 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.
Creating a Smart Group
EndNote adds new references to Smart Groups automatically, according to criteria that you choose.
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
