Work smarter with EndNote Smart Groups

The citation manager EndNote allows you to create libraries for literature that is relevant to your research projects and interests. References can be sorted into user-created groups based on topic, project, author, etc. To do this, users manually assign references from the main list (“All References”) into one of the groups they created. You can automate this process by creating Smart Groups.

Smart Groups are normal groups with the addition of criteria that a reference must meet in order to be auto-sorted into the group. These criteria are set by generating a list of search terms that EndNote will look for in each reference in the library. If a reference is a fit, it is auto-added to the respective Smart Group. You can use multiple Smart Groups, and if a reference is a fit in multiple groups, it will be added to each group for which it meets the criteria.


EndNote Smart Group Fields
EndNote Smart Group Set Up








Setting up Smart Groups will streamline your library organization based on topic area or project. They are incredibly helpful when uploading multiple references from searches in databases like PubMed, Embase or Web of Science.

It is recommended that you create the groups at the beginning of your project. While creating the groups at the start of a project is best practice, any references in your library will automatically be added to Smart Groups once they are created. In other words, so long as a reference is in your library, it is eligible to be sorted into a Smart Group. For more information about Smart Groups and other features in EndNote, please see the following training guide from Clarivate Analytics:

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