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EndNote 21 Basic course

4.6 Groups & Tags


In EndNote you can organise the references in Groups. This will structure your library.
It is also possible to create smart groups to which references that meet certain criteria are automatically assigned.

You can create a Group as follows: Open an EndNote library and click on Groups at the top of the screen.

On the left of the screen a window appears in which you can type the name of the new group.

This is also where you can find the new group.
References can be placed in this group by selecting references and clicking Add References to under Groups. 
Then choose the group you want to place the references in.
You can also choose the method of 'drag and drop' to add the references to a group.
Your groups are visible on the left side of the screen. 

Smart Groups are groups in which records are automatically added based on a search.
Smart Groups are created as follows:
Go to Groups (at the top of the screen) and choose Create Smart Group.
Name the group and state the search terms which must occur in the reference and click Create.
On the left you see the smart group and this one is filled with references which meet the criteria.

Below you see a screenshot with 2 Smart Groups with names and content. 



Tags are customisable labels which allow you to organise your references. You can add tags to references and customise the color and name of the tags. You can add multiple tags to a reference.