Groups are subsets of references saved for easy retrieval. The left panel of the Library window lists several group sets that include various types of groups: automatic groups, custom groups, smart groups, Online Search groups, and Find Full Text groups. Each is described below.
A new library may display only the permanent All References, Unfiled, and Trash groups. To display a group of references in the Reference List panel, click the group name.
Note: If you find that not all groups are available, see The Library Window Display Modes.
Group sets are indicated by group set headings in the Groups panel. Some group sets are permanent and cannot be removed. These include Online Search and Find Full Text, which are described below. A new library begins with one group set: My Groups. You can rename it at any time. You can also create any number of additional custom group sets. Group sets can contain any combination of custom groups and smart groups, as described below.
Expand or collapse the list of groups under a group set heading by clicking the triangle iconplus (+) or minus (-) button. Click and drag a group set heading to move the group set to a new location.
For more information about group sets, see Using Group Sets.
Automatic groups include both permanent and temporary groups and are listed at the top of the Groups panel in the Library window. They cannot be changed.
All References: This displays all of the references in the current library. If you highlight a subset of references in this group and then display only those selected references, the name of the group changes to Showing References. The status line along the bottom of the window will always tell you how may references you are viewing plus the total number of references in the library.
Sync Status: This is not really a group. The Sync Status button allows you to open the Sync Stats dialog to review information about the EndNote library that you selected to synchronize with your EndNote online library. The dialog tells you the number of references and the number of file and figure attachments that EndNote updated during the last Sync process. A "Copy text to clipboard" button allows you to copy the text to a clipboard, and then paste the text in a text file.
Sync Conflicts Group: This group contains all of the references for which EndNote has identified a conflict between an EndNote reference and EndNote online reference.
Unfiled: This group contains those references that are not part of a custom group (and optionally not part of a smart group). Right-click Unfiled to display a context sensitive menu and toggle the setting "Exclude Smart Groups in Unfiled/Include Smart Groups in Unfiled".
Trash: This group contains the references you have removed from the library by selecting Move References to Trash from the References menu. While the references are officially no longer in your library (they will not appear in any other group or reference list, they are not included in your reference count, and they cannot be searched or cited), they are not completely deleted until you go to the References menu and select Empty Trash. Until you select Empty Trash, you can still drag references from the Trash group back to your active library.
Copied References: This temporary group displays the last group of references that were retrieved in Online Search Mode and then copied into your permanent library with the References > Copy References To command.
Duplicate References: This temporary group displays the results of duplicate detection in your library. You can run duplicate detection with the References > Detect Duplicates command. See Finding Duplicate References.
Imported References: This temporary group displays the last set of references imported into the library with the File > Import command. See General Importing Instructions.
Search Results: This temporary group displays the most recent search results. Each time you run another search on the library, this group is replaced. See Searching for References.
Find Full Text groups are also automatic and temporary, but they appear under a Find Full Text group set, described below.
Note: When you close a library, all temporary groups are deleted. Only the groups are deleted; the references are still in the library!
Custom groups, smart groups, and combination groups are user defined. You can create up to 5,000 user-defined groups and organize them in group sets.
You can easily drag and drop individual references or lists of selected references to and from custom groups. Custom groups are updated only when you specifically add or remove references.
Smart groups are dynamically updated by applying search criteria to each reference as it is added or updated.
Combination groups include custom groups and smart groups.
For more detailed information about saving references in groups, and saving those groups in group sets, see About Groups.
The Online Search section in the Groups panel lists your "favorite" connection files for online searching. When you click on one of these connection file names, the Search panel becomes active and you are connected to the selected online service in order to begin searching. For more information about online searching, see How to Search an Online Database.
The Find Full Text group set lists temporary groups that appear when you select Find Full Text from the References menu. The groups remain for the current session, but disappear when you close the library.
Searching...: This group displays the current set of references for which EndNote is attempting to find either the full text file of each referenced work or at least a URL to the referenced work. When the full text search is completed, this group is deleted. Those references to which full text or a URL was added are displayed in a Found PDF group or a Found URL group.
Found PDF: This group displays the set of references for which EndNote inserted the PDF file of the referenced work as an attachment. These references display a paper clip icon in the File Attachments column of the reference list. If a URL is also found, it is added to the reference, but the reference is not included in the Found URL group.
Found URL: This group displays the set of references for which EndNote inserted a URL to the referenced work.
Not Found: This group displays the set of references for which EndNote could not identify a full text PDF file or a URL. These are only from the set of references searched with the Find Full Text command during this session of the EndNote library.
For more information about Find Full Text, see Finding Full Text for a Reference and How to Find and Retrieve Full Text.