EndNote: Sharing Libraries

Before you create shared groups...

To be able to create shared groups to share your references with other EndNote users, you will need to have created a free personal online account on EndNote.com. Click on "EndNote online login" at the very top right corner. Click on "Register" to create an account if you don't have one already.

Next, connecting your online account to your desktop EndNote...

To make sure that your desktop EndNote is synced and connected to your online account so that you can share groups, follow the directions below:

1. Click on EndNote X9 next to File, Edit, etc., and select Preferences.
2. Click Sync from the list of options.
3. Enter your username and password for your online EndNote account that you created.
4. Click Save.You should now be connected.

Note: As an added bonus, syncing your desktop library with your online EndNote account creates an online backup of your library. You can click Sync (sort of spiral icon button) on the main EndNote library tools bar to sync your desktop and online libraries. Whichever one was edited last will be the changes that get reflected in the other library once you click Sync.

Sharing References with Other EndNote Users

We recommend sharing a Group folder with other EndNote users instead of exporting and emailing EndNote Library files. If your computer has too many EndNote Library files saved to it, there is a chance that Cite While You Write will not work correctly.

Creating a shared group folder:

1. Create a new group and title it something that will remind you that it will be a shared group.
2. Drag all the references that you'd like to share to that group.
3. Right click on the group folder name.
4. Select "Share Group..."
5. You might be asked to sign in with your online EndNote username and password if you are not already logged in.
6. At the top bar, enter the email(s) of those you'd like to share the group with. You'll be able to edit access and add or remove people from this same place. The emails you entered will receive an invite from EndNote. They must accept the invitation in the email and then the shared group will appear in their EndNote list of groups too.

Note: If you gave someone editing access to the shared group, then they can delete references in the shared group and they will no longer appear. But even though they can delete something from the shared group and you can't see the reference there anymore, they cannot delete that reference from your overall "All References" folder library.

Note: If they add a reference to the shared group that you like, drag the reference to your "All References" folder to permanently keep it in your library, just in case that reference gets deleted from the shared group by someone else.

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