EndNote

Creating and Using Different Types of Groups

Groups allow you to save citations into categories. You can create basic groups, smart groups, and group sets from the Groups menu. 

Once you've created and named a group, you can add citations to it by dragging and dropping them. 

Smart Groups

These let you import citations into groups based on predefined terms. Any citation you add with that term will automatically be added to that group. 

1. Choose Groups - Create Smart Group

2. Name the Smart Group and add the criteria for sorting citations such as specific keywords, words in titles, authors, date, etc. 

Group Sets

Group sets let you collect related groups under one header.