EndNote @ Levy Library: Using Groups

EndNote Groups allow you to organize your library into subsets. There are three types of Groups: 

Groups - created by highlighting individual records and manually adding them to a group; 

Smart Groups - based on a search strategy that will automatically populate the group as citations matching the parameters are added to the library; 

From Groups - a special type of smart group based on a search strategy combining the contents of other Groups or Smart Groups.

After creating a few Groups, you may want to create "Group Sets" to further organize your library. Group Sets are basically groups of Groups. These allow you to add a hierarchical structure to your library. You can think of a Group Set as a filing cabinet that contains file folders. 

All groups are created from the "Groups" tab on the toolbar. 

Step 1 of 2: Creating your Group.

• To create a group, select "Groups" from the groups menu at the top of the toolbar and "Create Group".

Step 2 of 2: Naming and saving your Group.

• On the left hand side under "My Groups", enter a name for your Group. Click anywhere outside of the box to save the new Group.

Step 1: Go to your references.

• Click "All References" in the top left of the EndNote program.

Step 2: Select and drag/drop the references to your group.

• Click and highlight the citation(s) in the main list that you want to move, and drag them to a Group on the left.

Alternatively, you can also go to the "Groups" at the top of the tool bar and "Add References To". Select the name of the Group you want to move the highlighted references to or Create a new Custom Group.