Organising references into groups

Groups are used to organise references into specific categories or subsets. You can organise references according to theories, authors, or overarching themes, for example.

In addition to the groups automatically generated by EndNote (e.g., All references, Unfiled and Trash), you can create the following groups:  

  • Custom groups - groups you create manually by dragging references into the group.
  • Smart groups - groups based on search criteria. For example, you can create a smart group based on the search: keyword = cognition and year is greater than or equal to 2000. EndNote will create a new group with references that meet that criteria and any references you subsequently add to EndNote meeting that criteria will be moved into that group.
  • Combination groups - groups created from existing custom and smart groups.

You can also create group sets to further organise your library. They can contain any combination of custom groups, smart groups and combination groups.

Smart and combination groups by Clarivate Analytics (YouTube).