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EndNote 20 for Windows

The Galter Library's guide to EndNote 20 for Windows

Groups

Groups make it easy to break a large library into subsets for later viewing. A group simply points to a subset of references that already exist in the library.

Some groups are automatically generated (All References, Trash, Copied References, Imported References and Search Results) and some are manually-created (Custom, Smart). This section is concerned with manually-created Custom Groups.

  • Custom Groups are manually created by the user to help organize the library; you can drag-and-drop to copy individual references into a custom group. Custom Groups are listed alphabetically (click the Groups header to toggle between ascending and descending order).

Creating a Custom Group

You have two options for creating a custom group. You can select references and then add them to a new group, or you can create an empty group and then add references to it.

Create a group in one of these ways:

  • From the Groups menu, choose Create Group.
  • Right click in the My Groups pane of the Library window to display a contextual menu and select Create Group.
  • Select references in a reference list, then go to the Groups menu and choose Add References To > Create Group.

Enter a group name that is anywhere from 1 to 255 characters in length. There are no restrictions on the characters you can use in a group name. It is possible to give two different groups the same name.

You are limited to 5000 custom and smart groups per library. Once you reach that limit, you must delete a group before you can add a new one.

To add references to a group:

  • First, select the references you want to add to the group. You can select several references at a time using the CTRL and/or SHIFT keys.
  • Add the references to a group. You have several methods available: 
    • Drag and drop the selected references onto an existing custom group name in the left pane of the Library window (similar to creating a playlist in iTunes).
    • From the Groups menu, select Add References To and then select either the name of an existing custom group or Create Custom Group.
    • Right click on the reference list to display a contextual menu, select Add References To, and then select either the name of an existing custom group or Create Custom Group.

Click the name of the group in the My Groups pane to see the references that appear in that group.

You can remove references from any of your custom groups or online search groups. The references will still be in your library and appear under All References, they just will not appear in that particular custom group. If you remove/delete references from your All References and and those references also appear in groups, they will be removed from the groups as well.

For more on Custom Groups search the EndNote Help section from within the EndNote program.

The following videos demonstrate how to use Groups in EndNote.

Smart Groups

Smart Groups use search criteria to dynamically update groups as existing references are edited or new references are added to the library.  You can create a maximum of 500 Custom Groups and Smart Groups (combined) in a single library. For more on Smart Groups, see the EndNote Help section from within the EndNote program or the video below.

Group Sets

Group Sets are groups of Groups. You can create a maximum of 5,000 Group Sets in a single library.