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EndNote (Desktop Version): Group Sets

Group Set

Group sets are manually created by the user to organize custom, smart, and combination groups in the library.

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

My Groups is a default group set created by EndNote. It may be renamed or deleted if it is not the last group set in the library.

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Rename / Delete Group Set

Group sets may be renamed or deleted by displaying the groups menu or right or control clicking on the name.

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OR

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Important: When a group set is deleted, all of the groups within the group set are deleted. The references remain in the library.

Expand / Collapse Group Set

Group sets may be expanded or collapsed by clicking the plus or minus icon.

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OR

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When a group set is collapsed, the number reflects the total number of references found in all groups in the set.

Move Group Set

Group sets may be moved by dragging and dropping them in the groups panel.

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Creating a Group Set

1. In EndNote, go to Groups > Create Group Set.

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2. On the left, enter a name for the group set. Click anywhere outside of the box to save the new group set.

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3. Drag and drop existing groups onto the group set.

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Create a new group in the group set. To do this, right click on the group set name (Health Promotion) and select Create Group (or Create Smart Group or Create from Groups) from the menu. Give the new group a name.

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1. In EndNote, go to Groups > Create Group Set.

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2. On the left, enter a name for the group set. Click anywhere outside of the box to save the new group set.

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3. Drag and drop existing groups onto the group set.

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OR

Create a new group in the group set. To do this, control click on the group set name (Health Promotion) and select Create Group (or Create Smart Group or Create from Groups) from the menu. Give the new group a name.

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