Creating a Custom Group

You have options for creating a custom group. You can select references and then add them to a new group or you can create an empty group and then add references to it.

A group name can be up to 255 characters in length, but shorter names will show better in the Groups panel. There are no restrictions on the characters you can use in a group name. Although it is possible to give two different groups the same name, this may cause some confusion if you work in EndNote online because no group sets appear online to organize custom groups under.

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

Create an Empty Custom Group from the Groups Menu

1. Select the group set you want to create the new group under. If you do not select a group set, the new group will be created under the top level My Groups heading.
2. Select Create Group from the Groups menu.
3. Give the new group a name and press Enter.
4. Add references to the new group. See Adding References to a Custom Group.

Create an Empty Custom Group under a Group Set

1. Right-click on a group set.
2. Select Create Group from the list.
3. Give the new group a name and press Enter.
4. Add references to the new group. See Adding References to a Custom Group.

Create a Custom Group from a Selected Set of References

1. Select references in the Reference List. If the references are selected from a group set, the new group will be added to that group set, if they are selected from All References, the new group will be added to the first group set in the library.
2. From the Groups menu select Add References To > Create Custom Group.
3. A new custom group with the name New Group will appear.
4. Right-click on the new group and select Rename Group from the list.
5. Enter the new name and press Enter.
6. Drag the new group to the group set you want it in.