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EndNote X9

Sharing Options

Notes on Sharing 

The Sharing feature is enabled by EndNote Sync. EndNote Sync synchronizes the desktop application to EndNote's online site. Using the Sync feature provides immediate and real-time access to libraries and groups. Libraries can be shared with up to 100 EndNote users (using X7.2 or later versions). Custom groups can be shared with up to 1000 EndNote users. 

  • The sharing feature requires an EndNote Online account and Sync set-up (in Preferences)
  • The library owner can grant sharee's Read Only or Read & Write access and stop sharing anytime
  • Sharing via the sync method is recommended as an alternative to sharing a library/group by saving it to a shared drive
    • Libraries need a constant stream of data; saving to shared drives can corrupt libraries and/or create performance issues. It also limits library access to one user at a time.

Share a Library or Group

Share a Library

EndNote Sync allows for sharing one library; users can identify the library by configuring their Sync preferences.

How-to

Click on a step to view a screenshot.

  1. Tools menu > Sync
  2. File menu > Share…
  3. Invite field: Enter email addresses
  4. Permission field: Select permission level 
  5. Invite buttonClose button
Points & Help

Share a Group

EndNote Sync allows for sharing Groups. A Custom Group is a subset or references created by the user. Group Sets and Smart Groups cannot be shared. 

How-to

Click on a step to view a screenshot.

  1. Tools menu > Sync
  2. Right-click on Group > Share Group…
  3. Invite field: Enter email addresses
  4. Permission field: Select permission level
  5. Invite button > Close button 
Points & Help

Share a Library via Email

Users can save a complete library to a compressed file and send it to another EndNote user (using X or later versions). EndNote libraries larger than 4 gigabytes or 65,535 files cannot be compressed using the instructions outlined here.

How-to

Click on a step to view a screenshot.

  1. File menu > Compressed Library (.enlx)…
  2. Select Create & Email
  3. Share with or without file attachments
  4. Select all references, selected references, or a Group of references
  5. Next button
  6. Rename the file and select a location for saving
  7. Outlook message > Enter email address > Send button
Points & Help

Share a Library With a Non-EndNote User

EndNote can generate a .RIS file of references for import into other citation managers, like Zotero and Mendeley.

How-to

Click on a step to view a screenshot.

  1. File menu > Export...
  2. Select a location for saving and name the file
  3. Save as type field: Text File (*.txt)
  4. Output style field: RefMan (RIS) Export 
  5. Check the Export Selected References if sharing particular references
  6. Save button 
  7. Share the file via email