Groups make it easy to break a large library into subsets for later viewing. A group simply points to a subset of references that already exist in the library. A single reference can exist in multiple groups.

1. In EndNote, go to the ‘Groups’ menu and select ‘Create Group’.

2. Your new group will appear on the right pane of your EndNote library.

3. Drag-and-drop to copy individual references into a group. Click on group name to view references in that group.

Smart Groups use search criteria to dynamically update groups as existing references are edited or new references are added to the library. To create a Smart Group: go to the Groups menu, choose Create Smart Group, and enter desired criteria.

Group Sets allows you to bundle your groups together to keep organized.

To create a group set: go to the Groups menu, choose Create Group Set. Drag Groups under Group Set to create hierarchical structure.