How to use EndNote 21, 20 and X9 Desktop for Windows and Mac, EndNote Online (Web) and EndNote for iPad and iPhone, advanced tools, output (referencing) styles, syncing, sharing and collaboration, common issues and troubleshooting.
Sync the library you wish to share with your EndNote Online account. The library must be fully synced before you start sharing it.
To start your share, go to File > Share.
Screenshot of EndNote 20 for Windows File menu option and Sharing window by Clarivate. Click for larger versions.
Invite members of your group.
Enter the email addresses of those you wish to invite. You can invite people at any time. This window also allows you to remind people who haven’t accepted an invitation or remove people from sharing the library.
Set the type of access people will have to the shared library. You can select read-write or read-only.
People who are invited receive an email with a link to accept the invitation. The link will take them to a page where they can sign in with their EndNote Online credentials or sign up for an account.
A message will appear confirming that the shared library is then available.
Access a shared library
The group members can then access the shared library by going to EndNote and to File > Open Shared Library. A list of the libraries that been shared with that group member will appear.
Screenshot of EndNote 20 for Windows File menu option by Clarivate. Click image for a larger version.
Select the library to be used and a local copy will be opened.
All (EndNote X8 and above) users will be able to view the activity feed for the shared library in the Sync Status group.
Screenshot of EndNote 20 for Windows Sync option by Clarivate. Click image for a larger version.