Skip to main content
Murdoch Home Page

EndNote: Groups

Guide to using EndNote at Murdoch University

Organising references using groups

EndNote allows to organise your references into Groups, so you will not need to create separate libraries for subsets of references.  Groups appear on the left panel under My Library, and can be renamed or deleted. They can also further organisedd in Group Sets and moved between Group Sets.

The same reference can be added to several different groups, and references deleted from a group will always remain available in All References.

Group types

Custom Groups can be used to manually group references

  • Select Groups > Create Group.
  • Enter a name for the group.
  • Click on All References to view the references in your library. Highlight references you wish to add to the Group (use the Ctrl key to select multiple references).
  • Select Groups > Add References to > Group name.

Group Sets allow you to organise your numerous groups:

  • Select Groups > Create Group Set OR right click on My Groups > Create Group Set.
  • Enter a name for the Group Set.
  • To create new groups under the Group Set: right click on the Group Set, select Create Group and enter a name.
  • To add existing groups to the Group Set: left click on a group and drag to the Group Set.

Smart Groups will automatically add references to a group with specific criteria:

  • Select Groups > Create Smart Group.
  • A search box will appear. Enter a name in the Smart Group Name box.
  • Enter criteria for your search using the drop-down menus and text boxes.
  • Click Create.
  • A new Group will appear under Smart Groups in the left panel.
  • Smart Groups are denoted by a light bulb/magnifying glass icon
  • Every new reference added to your library will automatically be added to the Smart Group if it meets the criteria you set.
Loading

Video - EndNote groups

Video produced and kindly shared by EndNote Training.

Acknowledgements

This guide has been based, with permission, on the guide created by the King Edward Memorial Hospital Library.