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EndNote 20

Create a Smart Group

Smart Groups are built with the application of search strategies. Smart Groups are dynamically updated as you add references to, and edit references in your EndNote 20 library. You can create group sets to further organise your Smart Groups and Custom Groups.

To create a Smart Group:

  1. Display the set of references that you would like to search. This would typically be All References.
  2. Select Create Smart Group from the Groups menu. A search dialog box will appear.
  3. Enter a name for the Group, then your search strategy, and then select Create.

The Smart Group search dialog works the same as the regular search dialog. The new Smart Group will be added to the next Group set after the one being searched. If you are searching all references, it will be in the top-most custom Group set. You can drag-and-drop the new smart Group to any custom Group set.

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