In this guide:
Because it is recommended that you maintain a single library for all of your references, you need a way to note which references are for which projects/grants/classes, so you can locate them. There are three ways to organize your references:
Adding unique code or keyword to all references for a given project: This can be done automatically. When records have been imported into EndNote, only the imported records will be visible in the library window. (The other references are hidden.)
This can be done for other references as well. Using commands in the References menu, hide the references that should not get the keyword/code. Then follow the steps listed above.
The Groups feature allows you to organize your references by different topics to help you better keep track of your references. With groups, your references will be included in your main library as well as the group you assign them to. EN provides two default groups, however, you are able to generate up to 500 custom and smart groups.
See also: EndNote Groups
There are a few ways to create a new custom group:
Another way to create a group and add references:
References can also be added to an existing custom group by selecting the references from your library which you want to add and dragging them to the group folder.
Using the Smart Groups feature: Smart groups are built using search strategies (finding authors, abstract words, note field words, etc). Smart groups are automatically updated with any references matching the search strategies as one adds and edits references. For more information on Smart Groups, consult the Help feature within EndNote (F1 on your keyboard will bring up the Help screen).
Keep in mind that a reference can only go into a group once; however one reference may be in multiple groups. Deleting a reference from a group will not delete it from your entire library; however, deleting a reference from a Smart Group will be permanently removed from the entire library. [Moving citations from a Smart Group into a regular group folder will place them more securely in your EndNote Library]. Deleting any citation from your main library will delete it from all of the groups it is in.
Custom and smart groups can be combined under a single group by using AND, OR, and NOT logic. First, save references in custom and smart groups, then save these sets of groups as a combined group set. To create a combination group:
From the Groups menu, choose Create from Groups to display the Create from Groups dialog.
There is a limited of 500 custom and smart groups per library. Once that limit is reached, a group must be deleted before a new one can be added.
Note: A combination group set cannot include group sets.