Skip to Main Content
Libraries and Learning Skills

EndNote X9

Organising your references into Groups

Once you have added a number of references to your EndNote library you may wish to organise them, for example by different topics, or by material that you want to use for different assignments. In EndNote this can be done using the Groups menu.

The two main options are:

  • Create a Group - a single, stand-alone group
  • Create a Group Set - a set of sub-groups within the main group

Create a Group

To create a single, stand-alone group:

  • In EndNote click on Groups from the top menu
  • Click on Create Group
  • Give your group a title
  • Your new group will now appear in the left hand column of the main page

Adding a reference to a Group

To add a reference from your EndNote library to a group:

  • Click on All References to show everything that is held in your EndNote library
  • Click on the reference you wish to add to a group 
  • Next you can either right-click on the reference OR click on Groups from the top menu
  • Then select Add References To from the drop-down menu and then click on the group you want to add your reference to

Please note: you are only placing a copy of the reference into the group - All References is the 'masterlist' and will always contain every reference that you have added to EndNote.

 

Create a Group Set

To create a group along with a set of sub-groups:

  • In EndNote click on Groups from the top menu
  • Click on Create Group Set
  • Add a title for the overall group
  • This will now appear in the left hand column of the main EndNote homepage
    • Next, click on this 'main' group that you have created, then click on Groups from the top menu again
    • Click on Create Group
    • Add a title for your sub-group

Repeat as necessary to create the number of sub-groups that you require