Sharing references allow you to work effectively with your collaborators in a group project. You can share your EndNote library with your collaborators so that all parties can add, edit or remove references at the same time. You can also share references from a particular Group in your EndNote library.
The table below summarizes 4 ways to share your references in EndNote. If you don't need to update the references with your collaborators simultaneously, you may consider sharing your references with a traveling library or a compress library which are less complicated when comparing to share the entire library and a group of references.
4 ways that user A |
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Share the Entire Library |
Share a Group of References |
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What will be shared? |
- References - Groups - PDFs |
References in a selected group |
References inserted |
-References -Groups -With/without PDFs |
Can collaborators edit references at the same time? |
Yes, if "Read & Write" permission is selected. |
Yes, if "Read & Write" permission is selected. |
No |
No |
Do collaborators need to have EndNote online account? |
Yes |
Yes |
No |
No |
Do check if you have the right to share full-text articles with other researchers, in particular for non-PolyU users. Remember, EndNote does not prevent you from sharing content, but this does not mean that you have the permission and the right to distribute the full-text of these articles.
You can share your entire EndNote library (including references, PDFs, and annotations) with up to 400 EndNote desktop users with unlimited cloud storage. Members can add to, annotate and use the library at the same time. |
Steps to share your EndNote library:
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You can learn more about sharing an EndNote library from the official video for EndNote 20, which share the same steps as EndNote 21 below:
The member you have invited will receive an email. He/she needs to accept the invitation to access the shared library. To open the shared library, the steps are as below:
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You can learn more about opening a shared library from the official video for EndNote 20, which share the same steps as EndNote 21 below:
Please note that users will not be able to share groups of references or access the shared groups from EndNote 21 Web. However, you can still share a specific group of references with other EndNote Online Classic (formerly named EndNote Web) users. Steps are as below:
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You can learn more about sharing a group of references from the official video for EndNote 20, which share the same steps as EndNote 21 below:
The member you invited will receive an email and he/she needs to accept the invitation. Then, he/she will see the shared group(s) under Groups Shared by Others after synchronization. This is actually a quick link to access the shared group via his/her EndNote Web account. He/she can then add those shared references to his/her own desktop library with steps below:
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Before you sync, please note that:
For more details, please refer to Clarivate’s FAQ here.
You can check the Sync Status to trace who altered the shared library. Steps are as below:
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You can learn more about reviewing Sync Status from the official video for EndNote 20, which share the same steps as EndNote 21 below: