Smart Groups are groups that are automatically populated by EndNote based on your pre-determined criteria. You can set your own criteria for how references are sorted into Smart Groups, such as by date, author, keyword, and more.
To create a Smart Group:
Click on the Groups menu.
Select Create Smart Group.
A dialog box will appear.
Enter a name for the Group
Use the dropdowns in the dialogue box to enter your criteria, then click Create.
The new Smart Group will be added to your Groups panel.