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Database 11: How do Groups work in EndNote?

Answer:
Groups make it easy to break a large library into subsets for later viewing. A group simply points to a subset of references that already exist in the library.


Important Points about Groups

  • In EndNote X1/X2, you can create a maximum of 500 custom groups in a single library.
  • You can add a reference to a particular group only once (based on the unique record number). A single reference will never appear more than once in a particular group. However, you can add that reference to any number of groups.
  • Deleting a reference from a custom group does not delete it from the library. It removes the reference from the group subset, but the reference still exists in the library.
  • Deleting a reference from a library also deletes it from all groups in that library. The reference no longer exists. You cannot delete a reference from the library while displaying a custom group. Highlight the reference, go to the All References view, and then delete the reference.
  • When you are viewing a group of references with selected (highlighted) references, and then switch to viewing All References, the same set of references are selected in the All References view until you deselect them.
  • You can drag references from one library directly into a group in another open library. The references are copied to the second library and into the target group.
  • EndNote X2 introduced the concept of Smart groups. These are built with search strategies. Smart groups are dynamically updated as you add references to and edit references in the library.


This page was last modified on: June 15, 2008

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