EndNote: how do you make a group?

You can make groups in EndNote to structure your citations. There are three different groups:

  • a Group: you can add citations manually
  • a Smart Group: citations are added automatically
  • a Group Set: a cluster of (Smart) groups

Group

If you want to make a group to which you can add citations by hand, follow these steps:

  • Open EndNote: Athena > EndNote
  • Groups > Create Group
  • Name the folder you just created
  • Drag citations in the group

Smart Group

If you want to make a group that will automatically add references, follow these steps:

  • Open EndNote: Athena > EndNote
  • Groups > Create Smart Group
  • Enter the search query of articles for this Smart Group, e.g. author = Jane Smith
  • Name the Smart Group
  • Save

screenshot of the rules of a Smart group

Group Set

If you want to put certain (Smart) Groups together in a Group Set, follow these steps:

  • Open EndNote: Athena > EndNote
  • Groups > Create Group Set
  • A folder will appear in the lefthand column: name it and drag (Smart) Groups into the Group Set

More tips

Translated tip


Last modified Aug. 1, 2019, 11:02 a.m.