Once you have entered a significant number of references into your library, you may find it helpful to assign them to a subject specific group. This is a much better option than setting up separate libraries for each topic. To set up a group, click on Groups on the top menu bar and select Create Group from the drop-down menu.

This will open a box under My Groups in the Groups pane on the left-hand side of the library window, where you can type a name for the group.

Adding a Reference to a Group

To add a reference to a group, make sure that you have selected All References in the Groups pane. Highlight the selected reference in the library window. Click on Groups on the top menu bar, click on Add References To from the drop-down menu, and then select the name of the group.

More about Groups

Alternative ways to add a reference to a group:

• right-click on the reference, select Add References To from the drop down menu and select the group
• drag-and-drop the reference into the group in the Groups Pane.

You can have up to 5000 groups in your library.

Removing 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.

You can set up smart groups. Smart groups have an inbuilt search query enabling automatic update whenever new references are entered or edited.

When you delete a reference from a smart group, EndNote also deletes the record from the All References group, with no warning.

For more sophisticated grouping you can organise your groups into group sets. Refer to the Endnote X5 Help Guide for further information.