Groups let you organize references without creating multiple libraries. A reference can be in several groups, and removing it from a group does not delete it from your library.
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Custom Groups: add references manually.
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Group Sets: organize several groups together.
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Smart Groups: automatically add references that meet specific criteria.
All groups appear on the left under My Groups.
1. Custom Groups – manually group references
- Go to the top menu: Groups > Create Group
- Give the group a name
- Click All References to see your library
- Select the references you want to add (Ctrl+click for multiple, Shift+click for a range)
- Go to Groups > Add References to > [group name]
2. Group Sets – organize many groups
- Go to Groups > Create Group Set or right-click My Groups > Create Group Set
- Give the Group Set a name
- To create new groups inside it: right-click the Group Set > Create Group > enter a name
- To add existing groups: drag a group into the Group Set
3. Smart Groups – automatically add references
- Go to Groups > Create Smart Group
- Enter a name for the Smart Group
- Set criteria using the drop-down menus and text boxes
- Click Create
- The new Smart Group appears under Smart Groups (lightbulb/magnifying glass icon)
- New references that meet the criteria are automatically added to the Smart Group
