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.