EndNote: how to create a group?

You can create groups in EndNote to structure your citations. There are three different groups:

  • a Group: you can add citations manually
  • a Smart Group: citations are added automatically
  • a Group Set: a cluster of (Smart) Groups

 

Group

If you want to create a group to which you can add citations by hand, follow these steps:

  • Open EndNote: Athena > EndNote
  • Groups > Create Group
  • The Group will appear in the left-hand column. Name the Group you just created
  • Drag citations in the Group

 

Smart Group

If you want to create a group that will automatically add references, follow these steps:

  • Open EndNote: Athena > EndNote
  • Groups > Create Smart Group
  • Enter the search query of articles for this Smart Group, e.g. author = Jane Smith
  • Name the Smart Group
  • Create

screenshot of the rules of a Smart group

 

Group Set

If you want to put certain (Smart) Groups together in a Group Set, follow these steps:

  • Open EndNote: Athena > EndNote
  • Groups > Create Group Set
  • A folder will appear in the left-hand column: name it and drag (Smart) Groups into the Group Set

 

Temporary groups

There are also temporary groups in EndNote, such as those created during the citation import process. These groups will be automatically removed when you close EndNote. However, 'All References,' 'Unfiled,' 'Trash,' as well as 'Group Sets,' 'Groups,' and 'Smart Groups' are permanent.

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Last modified Jan. 19, 2024, 10:41 a.m.