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EndNote

Share and Collaborate

Share a group from your EndNote desktop library 

It is possible to share a group of references instead of a whole library.

*Your EndNote desktop library must be synced to your EndNote Online library to use this function.

  1. Open your EndNote desktop library.
  2. Highlight the group that you want to share from the Groups panel. Right click on the name of that group to open an options menu
  3. Click on Share Group
  4. The Sharing Group window will pop up. Add email addresses for those you wish to share your group with in the Invite More People box. They will need an EndNote Online account as well.
  5. Add an optional message to the email invitation to share that group.
  6. Select the permission level to allow either Read Only or Read & Write access to the group of references you are sharing.
  7. Click Invite.

*This video shows the process from a previous version of EndNote, but the steps remain the same.

 

Shared Groups and Cite While You Write (CWYW) in MS Word

  1. Log into your EndNote Online account in a web browser of your choice. 
  2. Select the Organize menu at the top and then select Other groups. 
  3. For every group, you want to use in CWYW, place a check in the Use for Cite While You Write.
    • Note this is never turned on by default. 

User-added image

  1. Open the Word document > EndNote 20 menu > Insert Citation > in the pop-up window, select Shared Groups from the Search drop down

 

 

Share an EndNote Library

It is possible to share an entire EndNote Library. If you share your library, please be aware that:

  • Anyone you have shared your library with has full editing rights. Anything you can do to your library, they can do to your library.
  • You need to have an EndNote Online account
  • Many libraries can be shared with you.
  • You can only share your one online library with others.
  • Your shared library and synced library are the same library. If you try to sync a second library to your account, the first library will be overwritten and you will lose it.

Features:

  • You can share with 99 others
  • You can limit the sharing to an individual group
  • You can see any edits that are made to the library using the Activity Feed icon
  • You can choose the level of permission for sharing the library – either Read Only / Locked, or Read & Write

How to share a library:

  1. Sync your library to EndNote Online
  2. Open EndNote on your Desktop or laptop computer.
  3. Open the File menu and select Share
  4. Type your colleagues' email addresses into the Invite More People box with commas between them.
  5. Select the level of permission (you can change access permission in the Sharing window at a later date if you need to)
    • Read and Write gives your colleagues the same level of access as yourself
    • Read Only / Locked means that they cannot edit your library
  6. Add a message in the box provided if you wish.
  7. Click Invite
  8. Click Close

 

How to stop sharing a library:

You can stop sharing your library with an individual or group.

  1. Open EndNote on your Desktop or laptop computer.
  2. Open the File menu and select Share
  3. Select the identity of the person you want to stop sharing with from the Sharing with list. It might be a name or an email address.
  4. Click the Settings wheel beside this name.
  5. Click Remove.
  6. Click Close.

 

If someone shares an EndNote library or group with you, you'll need to accept the invitation before you can see it.

  1. Open the email invitation to Share.
  2. Click Accept.
  3. Open EndNote.
  4. Open the File menu and select Open shared library.
  5. Select the email address of the person who shared library.
  6. Click Open.

*Shared groups will appear in Groups Shared by Others in the left panel of your EndNote library.