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EndNote 20 for Windows

Step-by-step guidance on using the most popular functions of EndNote 20 on PC

Share your EndNote Online References

To share your EN Online References to one or more users:

  1. Select Manage My Groups on the Organize tab in EndNote online.

     

  2. Mark the Share box for the group you want to share. You will see an icon with two people appear to the left of any shared group.

     

  3. Select the Manage Sharing button for your shared group to begin sharing it with others.

     

  4. Select Start Sharing This Group link.

     

  5.  Add the email address(es) for those you want to share the group with, with each email address on a separate line. This must be the email address they are using for their own EndNote online/basic account. You cannot share a group with somebody who is not using EndNote online/basic.

     

  6. Select the access rights you want to give this person.

a.       Read Only access will allow them to view your references, copy your references into their own EndNote online library, or use your references in Microsoft Word, but it will not allow them to edit your references.

b.      Read & Write access will allow them to view your references, copy your references into their own EndNote online library, or use your references in Microsoft Word, and it will also allow them to edit your references, add new references, and delete your references. Changes made to your references by others with Read & Write access will also be synchronized back to your EndNote desktop library if you are synchronizing your libraries.

7.       ​​Select the Apply button to save the options, then the Close window  link.

Instructions adapted from EndNote.com (n.d.)

This EndNote Training (2014) video tutorial shows you how to share a group of references with other EndNote users on EndNote Online. Although it was demonstrated on EndNote X7, the steps are still applicable to EndNote X8 and X9. This is EndNote Training's latest short video on this topic.