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, Unfiled, Trash, Recently Added, Copied References, Imported References and Search Results) and some are manually-created (Custom, Smart). This section is concerned with manually-created Custom Groups.
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 500 custom and smart groups per library. Once you reach that limit, you must delete a group before you can add a new one.
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.
For more on Custom Groups search the EndNote Help section from within the EndNote program.
The following video demonstrates how to create Custom Groups in Endnote 20 for Windows. The steps are the same in Endnote 21 for iOS.
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.
Endnote 21's new tagging feature can be used as an alternative organization system to groups or to further classify citations within a group.
Option 1: Drag & drop (allows you to tag multiple references at once)
Option 2: Right-click (tag one reference at a time)