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EndNote: 2. EndNote Online & collaboration

A guide to using EndNote X9 & X8 with some help for X7 & X6

  There are 2 ways you can share your references using EndNote Online:

  1. You can choose to share your complete EndNote Online library with an unlimited number of colleagues. This allows them to access your library from EndNote desktop (not EndNote Online) and everyone can add to or use the library simultaneously. See the short video under EndNote Online & Library sharing below.
  2. You can choose to share only a group of references. This only allows your colleagues to access the references from EndNote Online not EndNote desktop and does not give them access to the rest of your EndNote Online library. See Creating & sharing groups with EndNote Online below. Also see the video on EndNote Online & Word for ways of collaborating on papers.

For information on how to collaborate using EndNote desktop see EndNote & collaboration.

Note: Copyright and licensing restrictions may apply to the sharing of published material. Therefore, the Library strongly advises that you :

  • only send your EndNote library with attachments to colleagues from the same institution or to colleagues who have access to the same databases.
  • send your EndNote library without attachments to colleagues from other institutions that do not subscribe to the same databases.

Creating & sharing groups with EndNote Online

Use the groups function in EndNote Online to organise your library.

1. To create a group:

  • Logon to your EndNote Online account.
  • Click on the Organize tab > Manage My Groups > New Group.
  • A script window should appear > enter a name > OK.
  • Your new group should appear in the My Groups column.

2. To add references to a group:

  • Go to My References > select the reference(s).
  • From the Add to group drop down menu choose your group.
  • If you have just transferred references from EndNote desktop click on Unfiled in the left column to select your references.

3. To share a group:

  • Go to Organize > Manage My Groups.
  • Tick the Share box next to the group you want to share > Manage Sharing > Start sharing this group.
  • Enter the email addresses of the EndNote Online users with whom you wish to share your group.
  • Choose Read Only or Read & Write > Apply.
  • Your shared group will appear under My References with a shared icon.

 4. To rename a group:

  • Click the Organize tab > Manage Groups.
  • Click Rename next to the group you want to rename > enter a new name > OK.

5. To delete a group:

  • Click the Organize tab > Manage Groups.
  • Click Delete next to the group you want to delete > OK.

EndNote Online Help

EndNote Online Help : A comprehensive guide to EndNote Online by Thompson Reuters

For problem solving go to:

EndNote Online FAQs

 

EndNote Online & Library Sharing

Video length: 4 minutes 15 seconds

Video length: 3 minutes 2 seconds.

 

EndNote Online & Word

Video length: 2 minutes 38 seconds.  

Note: If you have downloaded EndNote software on your desktop you are not using EndNote basic (which is just the online version).