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EndNote 20

Create a Smart Group

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:

  1. Click on the Groups menu.
  2. Select Create Smart Group.
  3. A dialog box will appear.
  4. Enter a name for the Group
  5. 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. 

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