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