EndNote

Creating groups and group sets (Windows and Mac)

As references are added to an EndNote Library, they appear in the default Unfiled group in the Groups panel. Creating customised EndNote Groups organises the references into subsets. This overcomes the need to create separate EndNote libraries. In general, it is best to only keep one EndNote library on your computer. There are exceptions to this, such as when conducting a systematic review, when a new library just for the review should be created.

To organise a large library, you can use groups. Groups can be renamed or deleted. They can also be moved into different group sets by dragging and dropping. The same reference can be added to several different groups (this does not create duplicate records in the EndNote library). References deleted from a Group always remain in the EndNote library in the folder All References.

Creating a group set

A group set helps organise related groups within an EndNote library. You can create several groups under a group set.

1. From the Groups menu choose Create Group Set
2. OR Right click on My Groups > select Create Group Set.
3. Assign a name to the Group Set.

Adding groups to your group set

There are two methods to create a Group:

1. Right click on the Group set > select Create Group > Name Group (OR)
2. Go to the Groups menu > select Create Group. Name Group.

Adding references to a group

There are three methods to add references to a Group:

Method One

1. Select the required EndNote references
2. Go the Groups menu > select Add References To and
3. Select the required group.

Method Two

1. Right click the selected EndNote reference
2.  Add References To > Select the required group.

Method Three

1. Drag and drop the selected EndNote references to a relevant group.