How do I create, edit, or view a group?
Last updated on September 02, 2025
This page allows a Consortium or an Account Administrator to create a new Group in a given Account.
There are two main reasons for setting up Groups:
- ScienceDirect and Scopus settings such as document delivery, links to other platforms, and additional application preferences can be specified for each group, allowing you to customize how end users in different parts of your organization experience and use Scopus and ScienceDirect, and thus meet their individual needs better.
- ScienceDirect and Scopus usage reports - available in COUNTER-Compliant and Non-COUNTER format - can be broken down by group, allowing you to evaluate ScienceDirect and Scopus usage per organizational unit. This can be used to make better informed decisions about information needs in different parts of your organization, and to allocate cost to departments according to usage patterns.
By setting up Groups, you can:
- Display a link from Scopus to the interlibrary loan page of the central library for all Groups, except for the hospital department that uses an international document delivery provider.
- Display a link from Scopus to a first author search in PubMed only for the medical department.
- Display a specific library banner for a department.
- Allow credit card purchasing on ScienceDirect for researchers in the research lab only, and not for other employees in other locations.
- View ScienceDirect draw-down usage per department to allocate the associated cost accordingly.
Note: The Create New Group feature is available only at the Account level if you are an Account or a Consortium Administrator. If you are a Group Administrator, you can only edit your Group.
You can create a group in the Admin Tool.
How
Select a topic below to see more instructions:
- Log in to the Admin Tool and click ‘Group Name’.
- In Group Name, enter the name for the Group.
- If the Group is to have a Parent Account association, complete the Membership Dates fields for the Group to Parent Account association.
- In ‘Begin’, enter the start date of a Group's association to a Parent Account.
- In ‘End’, enter the end date of a Group's association to a Parent Account.
- If the User Profile is to be associated with a Group, complete the 'Default Dates' fields for the User Profile to Group association.
- In ‘Begin’, enter the start date of a User Profile's association to a Group.
- In ‘End’, enter the end date of a User Profile's association to a Group.
Note: Default Dates for User Profiles are dates to be applied to newly created User Profiles for a Group. If the Default Dates are left blank, then a user for a Group will not have date restrictions except for those applied at the Group or Account level.
- Click ‘Save’ to create the new Group.
You can edit Group lists of other Groups associated with your Account. Click a Group name to access the Edit Group page.
The Edit Group page does not appear for Group level Administrators viewing at the Account level.
Note:
If the Account has a Group with expired Membership Dates, the Group's name appears with an exclamation point (!) beside the title.
By clicking on a group name on the homepage, you can see the following information:
Group details:
Group Name: The name of the Group.
Account Name: The name of the Account to which the Group is associated.
Membership Dates:
Parent Account - Membership Dates: The start and end date of the Group's association to a Parent Account.
Default Dates for User Profile: The start and end date of a User Profile's association to a Group.
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