Groups make it easy to break a large library into subsets for later viewing. A group points to a subset of references that already exist in the library.
You can further organize your references by storing multiple groups in group sets.
There are several types of groups that make it easy to organize your references in EndNote. The first section of groups are automatically generated, and include both permanent groups and temporary groups.
Permanent Groups include All References, Unfiled, and Trash. These are groups that you cannot remove or rename. All References displays every reference in the library. Unfiled displays those references that are not part of a custom group (and, optionally, smart groups). Trash is a holding place for references you have removed from the library but have not yet permanently discarded by emptying the Trash.
Temporary Groups include Copied References, Duplicate References, Imported References, Search Results, and several Full Text groups. These temporary groups may be replaced as you use commands in EndNote, and are always deleted when you close a library. (Only the groups are deleted; the references remain in the library.)
Recently Added Group is built into each X8 library (shared, unshared, syncing and unsyncing) which allows users to see the latest references added. The group is handled on a library by library basis and is not built into global preferences so that it can be set to display the last 24 hours in one library and last 30 days in another.
Custom Groups are manually created by the user to help organize the library; you can drag-and-drop to copy individual references into a custom group. Custom Groups are listed alphabetically (click the My Library header to toggle between ascending and descending order).
Smart Groups use search criteria to dynamically update groups as existing references are edited or new references are added to the library.
Combination: Use combination groups to better organize your EndNote references. Combine groups and use AND, OR, and NOT to create new, useful smart groups. Save references in groups and then save sets of groups in group sets. You can collect both custom groups and smart groups within the same combination group set.
Online Search groups allow you to easily initiate a search of a favorite online database and quickly view the latest download.
Find Full Text groups are temporary, and appear only when you use the Find Full Text command.
When you click on a group name, the name is highlighted and the reference list is updated to reflect the references found in that group.
Group sets are indicated by group set headings in the Groups panel. Each set may list a number of groups. Some group sets are permanent and cannot be removed:
Online Search
For information about online searching, see How to Search an Online Database.
Find Full Text
For information about Find Full Text, see Finding Full Text for a Reference.
You can also create any number of group sets. Group sets can contain any combination of custom groups, smart groups, and combination groups. See Using Group Sets
Expand or collapse the list under a group set heading by clicking the triangle plus (+) or minus (-) icon. When a set is collapsed, the number next to the group set heading reflects the total number of references found in all groups in the set.
Please also see Displaying or Hiding Groups and Important Points about Groups.