Fostering Friendships - Enhancing Social Bonds in the Classroom
Creating groups and smart groups to manage references
1. Creating Groups to Manage References
Groups can be used to organize references into smaller lists, much like folders can be used to organize
various documents on a computer.
1. To create a new Group, go to Groups - Create Group and name the group (e.g., Introduction)
2. Drag and drop references into the new group or right click on a reference and select ‘Add References
To’ and select the group you created.
**Note: When you add references to a group they are still available in the master list of references in the
All References section. References can be added to more than one group.
Creating Smart Groups
Smart Groups are groups that only include references that match predefined criteria, such as citations that
have a keyword in a title or abstract or those by a particular author.
1. To create a new Smart Group, go to Groups – Create Smart Group
2. Name the new Smart Group and select the criteria that EndNote will search each reference for inclusion
in the Smart Group. EndNote will find all of the citations that match your criteria and automatically add
them to the Smart Group for you. Click Create.
**The Smart Group will be updated with any new matching references every time you add additional
references to your EndNote Library.
