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EndNote for researchers: Groups

Groups in EndNote

It is highly recommended that you use a single library for all your references. Within the library, Groups provide an easy way of organising related references (e.g. according to themes, or in relation to individual papers or chapters that you are creating). 

Creating and using groups

screenshot of example groups in EndNote

You can create a group in two ways:

  • From the Groups menu, select Create Group. A text box appears in the left of the screen, under My Groups. Enter a name for the group and press Enter.

OR

  • Select one or more references. Click GroupsAdd References ToCreate Custom Group. Enter a name for the group in the text box and press Enter.

You can add references to a group in two ways:

  • Select the references to add to a group. Click Groups ► Add References To, then select the group.
  • Select the references to add to a group. Drag and drop the selected references onto a group.
  • Note. If the reference is already in the group, it won’t be added again.

Removing references from a group

  1. Select the reference(s) to be deleted from within the group.
  2. Either:
    1. Hit the ‘Delete’ key

OR

  1. Click GroupsRemove References from Group

Note. Neither method will remove the reference(s) from the
All References group.

 

Deleting a group

To delete a group first select it, then click GroupsDelete Group. As deletion cannot be undone, a warning message appears. However, the references will remain in All References (the main library).

Smart groups and group sets

From the Groups menu you can also:

  • create Smart Groups, which automatically file references according to your pre-set criteria.
  • arrange groups in Group Sets, as shown in the image above, in which a group set (e.g. Journal articles, in screenshot above) is like a drawer of a filing cabinet, and the groups beneath (e.g. chocolate and cognition) are the folders in that drawer.
  • See EndNote’s help file for more information

 

Important!

  • Note that groups are not like folders. If you drag a reference into one or more groups, it does not remove it from All References.
  • Groups are like windows onto the main list of All References, enabling you to see and work with a limited subset of references.
  • An individual reference can be added to as many groups as necessary.
  • Editing the reference in All References will also change it in any groups, and editing a reference in a group will also change it in All References and any other groups.