This is the "Groups" page of the "Endnote: Getting Started" guide.
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Endnote: Getting Started  

Last Updated: Oct 12, 2016 URL: http://guides.lib.ucdavis.edu/endnote Print Guide RSS UpdatesEmail Alerts

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Endnote Help

Help using Endnote Groups:

Within Endnote, choose:
  HELP --> Search For Help On:
  groups

 

General Endnote Help:

Endnote Online User Guides
    
(for both Windows & Mac)
      Endnote X6
      Endnote X7


Endnote Videos
    
short (2-7 minute) how to videos

      

    Endnote: Database Instructions

    See below for the specific instructions needed to export citation data from the various article databases. 

    Windows Instructions 
         (aka Filters & Connection Files)

    Macintosh Instructions
         (aka Filters & Connection Files)

        

      Groups

      Using Groups in Endnote

      Endnote recommends you keep all of your references in a single library and use Groups to manage them. 
           Types of groups available in Endnote, are listed below. 
           Groups that can be created by the user are highlighted in yellow.


      Groups are displayed in the Groups Panel (far left).  A Group is simply a subset of references that already exist in your library.  Some are generated automatically (either permanently or temporarily) by Endnote.  

       Permanent Groups:      Automatically generated, cannot be removed. 

      •        All References:    displays every reference in the library
      •        Unfiled:              references not part of a custom group (and, optionally, smart groups).
      •        Trash:                references removed from the library, will be permanently deleted when trash is emptied


      Temporary Groups:    Automatically generated by Endnote; may be replaced as you use commands. 
                                       Temporary groups are always deleted when you close a library, but the references remain
                                       in your library and are not deleted. 

      •        Copied References 
      •        Duplicate References 
      •        Imported References 
      •        Search Results  
      •        Find Full Text  


      Custom Groups   

      • Manually created by the user to help organize your library; you can drag-and-drop to copy individual references into a custom group.
      • Are listed alphabetically (click the My Library header to toggle between ascending and descending order).


      Smart Groups    

      • Specify search criteria for group membership.
        • e.g., published in journal xx, or year yy, title or abstract contains a given word, authored by, etc. 
      • Smart groups is dynamically updated as existing references are edited or new references are added to the library.


      Combination Groups   

      • Use combination groups to better organize your EndNote references.
      • Combine groups and use AND, OR, and NOT to create new, useful smart group sets.
      • Save references in groups and then save sets of groups in group sets.
      • You can collect both custom groups and smart groups within the same combination group set.


      Online Search Groups
       

      • Created when you search databases from within Endnote 
        (generally not recommended, few databases are available, with limited options)

       Groups Image from: http://www.bristol.ac.uk/it-services/applications/endnote/endnote-desktop/get-started/groups.html

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