EndNote: how to create a group?

You can create 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 create a group to which you can add citations by hand, follow these steps:

  • Open EndNote: Athena > EndNote
  • Groups > Create Group
  • The Group will appear in the left-hand column. Name the Group you just created
  • Drag citations in the Group

 

Smart Group

If you want to create 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
  • Create

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 left-hand column: name it and drag (Smart) Groups into the Group Set

 

 

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Last modified June 16, 2022, 11:50 a.m.