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Tags: English, General

04. Groups

Creating Groups, Group Sets and Smart Groups

So, now you have a library wherein you can store all your references. However, if you like order, you may want to file different kinds of references in different folders within the basic library folder. In EndNote, these folders are called Groups. If you have many Groups you may want to sort them under different headings in order to have a more structured overview of all your different Groups. These headings are called Group Sets. Sometimes you may also want to automatize the process of adding references to specific Groups. In EndNote, you can do this by creating Smart Groups. Below I will go through these types of groups.

Groups

By creating a Group you are really just creating a folder where you can put all the references that you want to be collected together.

  • You can create a new group from the EndNote menu Groups and choose Create Group. You can also right-click on the default Group Set (always named My Groups until changed) in the left panel of your opened library and choose Create Group.
  • Next, choose a name for you Group (default name is always New Group). You can always delete or rename a particular group by right-clicking on it (or, use the EndNote menu option as described above).

Group Sets

If you want to collect different Groups under different headings you can create Group Sets. And under each new Group Set you can then create Groups to which you can add references.

  • You can create a new Group Set from the EndNote menu Groups and choose Create Group Set. You can also right-click on the default Group Set (always named My Groups until changed) in the left panel of your opened library and choose Create Group Set.
  • Next, choose a name for you Group Set (default name is always New Group Set). You can always delete or rename a particular Group Set by right-clicking on it (or, use the EndNote menu option as described above).

Smart Groups

  • Smart groups are built with search strategies and are dynamically updated as you add references to the library. Display All References and then choose Create Smart Group from the Groups menu or right click on any of the Group Sets to bring up the Groups options:

  • Enter search criteria in the search dialog box (example):

  • Pick a name for the Smart Group and click on Create. The Smart Group will not only search among All References, it will dynamically search among all the references that you import into EndNote.