Creating a Combination Group

Combine custom and smart groups under a single group to better organize your EndNote references. Use AND, OR, and NOT logic to create new, useful combined group sets. Save references in custom and smart groups, and then save these sets of groups as a combined group set.

To create a combination group:

1. From the Groups panel, select Create from Groups to display the Create from Groups dialog.

2. Enter a name for the combination group.

3. In the fields under the Include References heading, select up to 10 custom and/or smart groups to use as your search criteria.

4. Use AND, OR, NOT to include or exclude custom and/or smart groups in your combined group set.

5. You can also use the Add (+) and Remove (-) buttons to manage which groups you want to include in and/or remove from your combined group set

You are limited to 5,000 custom and smart groups per library. Once you reach that limit, you must delete a group before you can add a new one.

Note: You cannot include group sets in a combination group.

Editing a Combination Group

To edit a combination group:

1. Select the group that you want to edit.

2. From the Groups panel, select Edit Group to display the Create from Groups dialog.

3. Enter a new name for the group (optional).

4. Use AND, OR, and NOT to include or exclude custom and/or smart groups in your combined group set (optional).

You can also use the Add (+) and Remove (-) buttons to manage which groups you want to include in and/or remove from your combined group set.

Deleting a Combination Group

To delete a combination group:

1. Select the group that you want to delete.

2. From the Groups menu, select Delete Group to display a dialog.

3. Click Delete to remove the combined group set from the Group panel.