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EndNote

A step by step guide on how to use EndNote

Sharing your library

EndNote libraries cannot be shared on cloud services such as OneDrive, iCloud or in shared networked folders as they can corrupt over time.

You can set up a sharing team to grant access to your designated synced library and effortlessly collaborate with up to 1000 co-authors and colleagues. This is not restricted to people within Imperial College London, but they will need to have an EndNote online account. Before you can share a library, you must ensure it is fully synced with your EndNote online library.

You can only share one library. The library that you share will also be the library that you can access online at my.endnote.com or on your iPad using the EndNote for iPad app. There is no limit to the number of libraries that can be shared with you by others.

If you are the person who shared the library, you have access to this library on your desktop, online, or on your iPad. If you have been invited to access someone else’s library, you can do that using EndNote desktop.

  • Click on the File menu then select Share. You may need to log in with your EndNote Online details.
  • Enter the email addresses of the people who you would like to share your library with. You can choose whether to give them Read & Write access or Read Only access. Click Invite.
  • Those you have invited to share your library will receive an email invitation and will need to log in to their own EndNote Online accounts to begin sharing. Once invites have been sent, you can monitor their acceptance by revisiting the share settings under the File menu and Share.
  • You can remove invites or send email reminders for invites from this screen by clicking on the cog for the relevant person.
  • You should receive an email inviting you to access the shared library.
  • You will be taken to a website and asked to sign into your EndNote Online account.
  • Sync your library, if necessary.
  • Open the shared library in EndNote Desktop by going to the File menu and selecting Open shared library. You can then select which shared EndNote library you want to open.
  • Click on Sync status just above your All references group.
  • Click on the drop-down arrow next to the bell (notification) icon (if viewing on a desktop this is found at the far right corner). The activities are shown in this feed, with the most recent appearing first.

Once a library has been successfully shared, everyone one will be able to see an 'activity feed'. All members of the group can monitor changes which any other group member makes to the library e.g. addition of new references to the library or annotations to PDFs stored in the library.

To begin sharing groups, the library should be synced with the EndNote online account. Once done, follow the steps below:

The process is similar to sharing libraries:

  • Select the Group you wish to share.
  • Go to the Groups menu, then select Share Group.
  • Alternatively, with a Group selected, right-click and select Share Group.

If you are only sharing a Group, the people you share your Group with will not see file attachments.