Creating and Managing Groups in EndNote 21
Organizing your references into groups can help you manage and categorize them more effectively. EndNote 21 allows you to create both standard groups and smart groups with specific criteria.
Steps to Create a New Group
-
Click on "Groups" in the Menu Bar: Open EndNote 21 and navigate to the "Groups" menu at the top of the screen.
-
Select "Create a Group": From the dropdown menu, click on "Create a Group."
-
Rename the Group: A new group will appear under “My Groups” on the left side of your screen. By default, it will be named "New Group." Right-click on the group name or select the group and choose the option to rename it. Enter your preferred name for the group.
Creating a Smart Group
-
Click on "Groups" in the Menu Bar: Open EndNote 21 and go to the "Groups" menu at the top of the screen.
-
Select "Create Smart Group": From the dropdown menu, choose "Create Smart Group."
-
Define Criteria: Set specific criteria for the smart group, such as keywords, authors, or publication dates. This will automatically include references that match the criteria in the smart group.
-
Name the Smart Group: Give your smart group a meaningful name and click "Create." The smart group will dynamically update with references that meet the specified criteria.
By using groups and smart groups, you can better organize and manage your references in EndNote 21.
Screenshots
