Sharing and Collaborating with EndNote
EndNote can be a great tool for sharing references with colleagues, research groups and for national and international collaboration.
- Sharing is allowing others to access and copy your references, but not to edit them.
- Collaborating is allowing others to access, use, edit and remove references.
To share or collaborate using EndNote, you and all your colleagues will need:
- EndNote installed onto your computer
- an EndNote Web account (note: unless you are sharing or collaborating with your whole library - in this case, you will need EndNote Web but your colleagues won't)
- an email account
How it works:
- You can share with anyone using EndNote
- Share your entire EndNote library, including references, PDFs, and annotations, or just specific groups
- You can assign read-only or read-and-write access to different users
- Everyone can add to, annotate and use the library at the same time
- Review the activity of the changes your collaborators are making
- There’s no charge for sharing, no library size limit and no charge for unlimited cloud storage
Syncing instructions
- Open the EndNote library designated as your EndNote Sync library
- Click Library > Sync
- Select Sign Up to create a new EndNote Web account or sync with an existing EndNote online account by inputting your login credentials
- By default, every 15 minutes, EndNote 21 will check your library for changes to send or receive.
- Click Sync Status to confirm that all reference details synchronize between your desktop library and EndNote Web account.
- To sync on a secondary computer, create a blank EndNote library by choosing File > New. Click Library > Sync to input your EndNote Web account credentials and perform your initial sync to copy down all existing library information.
After configuring Sync, open your designated Sync library and click File > Share to set up your Library Sharing team.
