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Creating smart groups of references

Smart Groups use search criteria to dynamically update groups as existing references are edited or new references are added to the library. Once a smart group is created it works in the background, automatically adding new references that match the smart group's criteria.

To create a smart group:

  • Right click on My Groups in the Groups Panel, then select Create Smart Group. The Smart Group Window will appear.

  • Name the group in the Smart Group Name box
  1. Enter the terms you want to identify for inclusion in your smart group, and select the field/s within which EndNote will search for the terms

  2. Choose the appropriate Boolean Operator (AND, OR, NOT), then click Create.

View a Demonstration

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