EndNote Desktop

This tutorial will walk you through using the latest desktop version of EndNote.

Share your Library with other EndNote Desktop (directions for X20 and X21 are the same)

How it works:

  • You can share one library - whichever is synced with EndNote Online/Web.
  • You can share with up to 1000 users using EndNote 21 (20 limited sharing to 200 people.)
  • Activity feed of who is making changes.
  • Share your entire EndNote library, including references, PDFs, and annotations.
  • Control permissions of who can add to, annotate and use the library – at the same time.
  • There’s no charge for sharing, no library size limit and no charge for unlimited cloud storage.
  • Requires syncing your EndNote Library with your EndNote Online account.

How to Share an EndNote Library:

  • Open your synced library
  • File --> Share
  • In the "Sharing" dialog box, enter the email address (or addresses separated by commas) of the people that you would like to invite in the email box
  • For each invitee, use the dropdown box to select the desired access level: Read & Write or Read Only
  • Enter an optional message to be sent to the above email address
  • Click on the Invite button
  • Now the user will get the invite to their email address and they will need to accept it.

Open a Shared EndNote Library

  • Accept the shared library, by clicking "Accept" in the invite e-mail.
  • Open EndNote
  • File --> Open Shared Library

EndNote Support

Sharing EndNote Groups with other EndNote Online Users (directions for X20 and X21 are the same)

How it works:

  • You can share multiple groups
  • You can share with up to 100 users with EndNote Online/Web accounts.
  • Shared groups appear in EndNote desktop libraries under "Libraries Shared by Others", but when clicked open in EndNote Online/Web.
  • Shared groups do not share attachments, such as article PDFs
  • Control "read" or "read and write" privileges.
  • Requires syncing your EndNote Library with your EndNote Online account.

How to Share Groups:

  • Open your synced library
  • Initiate group sharing by right-clicking a group or from the ‘Group’ Menu and select ‘Share Group’ option
  • After selecting one of these options, you will get a ‘Sharing Group’ dialog
  • Enter the email address (or addresses separated by commas) of the people that you would like to invite in the email box
  • For each invitee, use the dropdown box to select the desired access level: Read & Write or Read Only
  • Enter an optional message to be sent to the above email address
  • Click on the Invite button
  • Now the user will get the invite to their email address and they will need to accept it.

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