EndNote21 Desktop: 5. Organize References Into Groups

Groups, Group Sets, and Smart Groups

The panel in the left column of the library window displays all the Groups and Group Sets in your library. The Groups called All References, Unfiled, and Trash are built into your library and cannot be changed. Additionally, if you use the Find Full Text feature, EndNote will automatically create a Group Set with 3 Groups titled Found PDF, Found URL, and Not Found. Any time you use Find Full Text for a citation, EndNote will automatically add the citation to one of those 3 Groups. 

Note that when you add a citation to a Group, EndNote makes a copy of that citation that is linked with the "root" citation in your library. Removing a citation from a Group will not delete the citation from your library.

Groups are subsets, or folders, used to categorize and organize references. You can also share groups with collaborate with EndNote. Groups can be organized into Group Sets. 

To create a Group or Group Set, select Groups from the menu bar.  Select Create Group or Create Group Set. 

Groups

Group Sets

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Smart Groups

When you create a Smart Group, EndNote will automatically add citations into the group if they fit the parameters you have specified. 

Adding References to a Group

1. In the library window, select the references that you wish to move. 
2. You can then drag the references to the Group, or right-click Add References To from the list of options that appear.  Select the Group to which you wish to add your references.
3. The number of references in the selected Group will update, indicating that the new references have been added.

Removing References from a Group

1. In the library window, select the references that you wish to remove.
2. Remove the references by right-clicking and selecting Remove References From Group, or selecting Groups > Remove References From Group from the menu bar.
3. The references will be removed from the Group.  They will not be deleted from your library.

Deleting References from a Library

1. In the library window, select the references that you wish to delete.
2. You can then delete the references by right-clicking and selecting Move References to Trash, or by selecting References > Move References to Trash from the menu bar.
3. The Trash Group contains references that you have deleted from your library.  To permanently delete the references  from your library, you can select References > Empty Trash from the menu bar, or  click on the Trash Group in the Groups panel, then right click on your mouse and select Empty Trash
4. If you do not actively Empty Trash, you will be prompted to do so when you close the EndNote library.