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EndNote (Desktop Version): Organize Library

Organize Your Library

EndNote offers a variety of ways to organize your references:

You can also create 4 different types of groups to organize your references by topic or certain criteria. (See the box below this one for details.)

Types of Groups

EndNote Groups are a way of breaking a large library into subsets. There are four types of groups:

  1. Custom Groups - Created by highlighting individual records and manually adding them to a group.
  2. Group Sets - You can put several different Custom Groups into group sets. In this case, the Custom Groups would be like sub-groups within each Group Set.
  3. Smart Groups  - Based on a search strategy that will automatically populate the group as you add new citations that match the parameters you have set for the group. 
  4. Groups Created from Other Groups (combination groups) - A special type of smart group based on a search strategy combining the contents of other Custom Groups or Smart Groups.

You can watch the short tutorial below to learn how to create custom groups, smart groups, and group sets.

Important Points about Groups:

  • You can have a maximum of 5,000 Custom Groups in a single library.
  • You can have a maximum of 5,000 Group Sets per library.
  • You can add a single reference to multiple groups. Deleting a reference from a Custom Group does not delete it from the library. It removes  the reference from the group subset, but the reference still exists in the library.
  • Deleting a reference from a library also deletes it from all groups in that library.
  • You can drag references from one library directly into a group in another open library. The references are copied to the second library and into the target group.

Video: Creating Groups in EndNote

Watch this 3-minute tutorial to learn how to create Custom Groups, Smart Groups, and Group Sets.

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