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This is the "Creating groups" page of the "EndNote X7 for Macs" guide.
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EndNote X7 for Macs   Tags: endnote  

Last Updated: Aug 21, 2017 URL: http://une.au.libguides.com/endnotemac Print Guide RSS Updates

Creating groups Print Page
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Grouping

EndNote is able to create groups which allow you to organise your references into subsets without the need to create separate EndNote libraries.

Groups can be renamed or deleted. They can also be moved into different group sets by dragging and dropping. References can be deleted from a group but they will always remain available in All References. The same reference can be added to several different groups.

Creating a Group Set

From the Groups menu choose Create Group Set, or you can right click on My Groups and select Create Group Set. Rename the new group set which will appear in My Library.

Adding a Group to your Group Set

  1. Select the Group Set in which you would like your new Group.
  2. In the Groups menu, select Create Group. Name your group as desired.

You can create several groups under a group set.

Adding References to a group

  1. Select the required references, go to the Groups menu and select Add References To and then choose the required group.
  2. Drag and drop the references to a group.

Smart Groups

When new references are added to the library, they are scanned by smart groups. If the references fit the search criteria they are automatically added to that group.

To create a Smart Group, highlight the Group Set in which you would like your smart group to be placed and select Create Smart Group from the Groups menu. A search box will appear. Enter a name for your smart group, then enter your search term(s) (it is useful to give your smart group the same name as your search term). Click Create. Your new smart group will appear under the Group Set with the retrieved references.

To edit the search terms for the Smart Group, highlight the group and select Edit Group from the groups menu. Smart groups can be distinguished from other groups by the triple circle icon Smart Group icon next to the Group name.

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