The Groups, Group Sets, and Tags Panel

The left panel of the Library window displays the groups group sets, and reference tags available in your library and is generally referred to as the Groups panel.

To display a group of references in the Reference List panel, click the group, group set, or tag name.

Types of Groups in EndNote

There are several types of groups to organize your references in EndNote. The first section of groups are automatically generated, and include both permanent groups and temporary groups.

Automatically Generated Groups

Permanent Groups include the All References, Sync Status, Unfiled, and Trash groups. These are groups that will always appear in your library, which you cannot remove or rename.

All References displays every reference in the library.
Sync Status is not really a group. The Sync Status button allows you to open the Sync Status dialog to review information about the EndNote library that you selected to synchronize with your EndNote account.
Unfiled displays those references that are not part of a custom group (and, optionally, of a smart group).
Trash is a holding place for references you have removed from the library but have not yet permanently discarded.

Temporary Groups include the Retractions, Sync Conflicts, Copied References, Duplicate References, Imported References, and Recently Added groups. These are groups that will sometimes appear in your library, which you cannot remove or rename. 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.)

Retractions displays articles in the library which have been retracted. It works with Retraction Watch to check for new retractions and provide information on the reason for the retraction.
Sync Conflicts contains all of the references for which EndNote has identified a conflict between an EndNote reference and an EndNote Web/online reference.
Copied References contains the references last copied to your library using the References > Copy References To command.
Imported References contains the references last imported using the File > Import command.
Recently Added is built into each library (shared, unshared, syncing and unsyncing). This group 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. Right-Click on this group to set the "recent" time period you prefer to see references for: the last 24 hours, 7 days, 14 days, or 30 days.

Manually Created Groups

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.

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 updated only when you specifically add or remove references. Custom Groups are listed alphabetically.
Smart Groups use search criteria to dynamically update groups as existing references are edited or new references are added to the library.
Combination Groups allow you to better organize your EndNote references. Combine groups and use AND, OR, and NOT to create new, useful smart groups based on other 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.

Group Sets

Group sets are indicated by group set headings in the Groups panel. Some group sets are automatic and cannot be removed or renamed. These include Find Full Text, Groups Shared by Others, Online Search, and more. A new library begins with one group set you can rename: My Groups. Group sets can contain any combination of custom groups and smart groups, as described below.

Expand a group set by clicking the expand arrow.

Collapse a group set by clicking the collapse arrow.

Click and drag a group set heading to move the group set to a new location.

For more information about group sets, see Group Sets.

Find Full Text

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 the full text file of each referenced work. When the full text search is completed, this group is deleted. Those references for which the full text was found are displayed in a Found PDF 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 references that EndNote was unable to download the full text for, but for which it found a link that appears to allow access to a copy of the PDF. That link is added to the URL field of the reference.
Not Found: This group displays the set of references for which EndNote could not identify a full text PDF file. These are only from the set of references searched with the Find Full Text command during this session of working in 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.

Groups Shared by Others

Groups that others have shared with you through EndNote online will appear here. See Sharing Groups for iniformation on sharing groups, see About Shared Libraries for information on sharing entire libraries.

Online Search

The Online Search group set in the Groups panel lists your "favorite" connection files for online searching. When you click on one of these connection file names, The Advanced Search Panel becomes active and you are connected to the selected online service in order to begin searching. You can add or remove connection files from this group using The Connection Manager. For more information about online searching, see How to Search an Online Database.

Tags in EndNote

Tags, like groups, are used to organize an EndNote library. See the Tags section for information on creating and using tags in EndNote.

The Groups Panel Search Field

An EndNote library can have up to 5,000 groups, 5,000 group sets, and 5,000 tags. Use the Search for Groups field at the bottom of the Groups Panel to find groups, group sets, or tags within the larger set. The Search for Groups field will search for the name of any custom group, smart group, combination group, group set, or tag that matches the search term. Search terms need not be whole words; any text string can be entered, even if it is text within a longer word.