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EndNote 20 (desktop)

Tags: English, General

Organizing references

Groups

You can organize your references into 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.

  1. From the EndNote menu Groups choose Create Group,
  2. Or on the left navigation pane, mouse over the My Groups set and right click on My Groups and then choose Create Group.
  3. The default name for a group is New Group. You can rename a group by right clicking on the group and choosing Rename Group.
  4. Now you can drag selected references into the your group(s).

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

You can organize your groups into group sets. This is a way to collect your different groups under headings of your chosing.

  1. From menu Groups choose Create Group Set,
  2. Or on the left navigation pane, mouse over My Groups set.
  3. Right click on My Groups and then choose Create Group Set.
  4. The default name for the group set is New Group Set. You can rename the group set by right clicking on the group set and choosing Rename Group Set.
  5. You can now drag your group(s) into the group set(s) in order to organize your references.

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.

  1. Display All References
  2. Choose Create Smart Group from the Groups menu or right click on any of the Group Sets to bring up the Groups options.
  3. Enter search criteria in the search dialog box.
  4. Pick a name for the Smart Group and click on Create.

smart group for EndNote