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EndNote: Information and User Guides

Creating Groups within your EndNote Library

Groups are very important and useful - they are used instead of creating multiple EndNote Libraries.

Use the Groups menu at the top of your EndNote Library to create groups for your references.

  • Selecting Create Group will add a folder under the My Groups heading

  • Your My Groups heading can be re-named

  • Choose Create Group Set to create another heading - useful when different projects, assignments or search topics need to be defined

The creation of a Smart Group is based on a search strategy and will allow references with predetermined characteristics (such as the same author, year or key word) to automatically appear in that particular smart group. This can make both filing and finding certain references very quick and easy, as any reference meeting the criteria will immediately appear in the appropriate smart group.

EndNote Groups

This clips demonstrates creating Smart and Combination Groups using EndNote Version X5.