EndNote X9

In larger libraries, such as those used for multiple projects or for thesis writing, you can create groups, sets of groups, and smart groups to easily identify subsets of references.

Create New Group

1. From the main menu, click Groups  Create Group.
2. Name the new Group.
3. Use the search panel to identify the references you want to include in the Group, then drag and drop them into the Group.

Because references are copied, not moved, to groups you create:

Once you begin to add references to groups, a folder called Unfiled appears in the left-hand sidebar. This helps you to keep track of references not yet added to a group.

• you can add the same reference to more than one group
• deleting a reference from a group deletes it only from the group, not from the library
• deleting a reference from the library (All References) also deletes it from any group(s)

Create Group Set

1. Right-click on My Groups, and choose Create Group Set.

   

2. You can drag existing groups into the new set, or create new groups within it. Just right-click on the name of your group set, and select Create Group.

Create Smart Groups

Smart Groups are groups which will automatically populate themselves from the records you bring into your library.

1. Right-click on My Groups, and choose Create Smart Group.
2. At the pop-up, name the Smart Group, and tell it what you want it to look out for.
3. When you click Create, the group will appear complete with the references it has found in your library which match your criteria.

   

   When creating Smart Groups, EndNote will do what you tell it, which may not be what you want. For example, if you are following an author:
   • check that you have entered all the ways their name may be represented
   • if theirs is a common name, you may want to add other details, e.g. affiliation