Skip to main content

EndNote (Desktop Version): Create Groups

Groups and Group Sets

Groups are used to organize references in the EndNote library.

They point to a subset of references that already exist in the library.

There are several types of groups:

Group sets are used to organize groups in the EndNote library.

When you click on a group or group set, the name is highlighted and the reference list is updated to reflect the references found in that group or group set.

Permanent Group

Permanent groups are automatically generated by the program and may not be changed.

  • All References – all references in the library
  • Unfiled – references that do not belong to a group
  • Trash – references that have been removed from the library

undefined

Temporary Group

Temporary groups are automatically generated by the program as commands are executed and may not be changed.

  • Copied References – last set of references retrieved in online search mode and copied to the library
  • Duplicate References – most recent find duplicates results
  • Imported References – last set of references imported into the library
  • Search Results – most recent search library results

undefined

  • Online Search – most recent online search results

undefined

  • Find Full Text – most recent find full text results

undefined

The contents of the temporary groups are replaced each time the commands are executed and the groups are deleted when the library is closed.

Recently Added Group

Recently added group is built into each library and allows the user to see the latest references added.

  • Recently Added Group – icon is clock with number of references

undefined

The recently added group may be customized to show references added in the last 24 hours, last 7 days, last 14 days, or last 30 days by right or control clicking on the group name and selecting the option.

undefined

Custom Group

Custom groups are manually created by the user to organize references in the library.

  • Custom Group – icon is folder with group name and number of references

undefined

The maximum number of custom and smart groups is 5,000 per library.

Smart Group

Smart groups are dynamically updated by applying search criteria to each reference as it is added or edited in the library.

  • Smart Group – icon is gear with group name and number of references

undefined

The maximum number of custom and smart groups is 5,000 per library.

Combination Group

Combination groups are dynamically updated by combining existing groups using the Boolean operators AND, OR, and NOT.

  • Combination Group – icon is logic circles with group name and number of references

undefined

Group Set

Group sets are manually created by the user to organize groups in the library.

  • Group Set – heading above custom, smart, and combination groups

undefined

The maximum number of group sets is 5,000 per library.

© UAB Libraries ι University of Alabama at Birmingham ι About Us ιContact Us ι Disclaimer