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endnote: sync & share citations

this guide provides information on how to set-up and use endnote.

sharing citations

 

  • share the citation with yourself. - sync en desktop to en online so you can access your citations away from your desktop via the cloud.
  • share citations with others- share a group with people on your research team. you let them see the citations only, or have the ability add and make changes to the citation list as well. 

note: you lose group sets in en web. you have access to all your groups, but they are listed alphabetically.  there may be a way to change this, i haven't found it yet. 

sync to endnote web to access citations on the go

in order to share citations with research partners,  you will need to sync your endnote library (endnote desktop) to your endnote online.

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these are the step to enable the sync:

in endnote 21, from the main library window,

  1. click the sync configuration button and click on the sync now button to open endnote login dialog.
  2. click the sign-up button to begin the registration and activation process.
    1. if you already have an endnote online account, you will be prompted to link the endnote desktop license to the existing account …
    2. if you do not have an endnote online account, you will be prompted to create one that will then sync ….
  3. … in both of the aforementioned cases (a or b), follow the online instructions.
  4. click on "save" and "ok."

 

  • for macs:  alternately, go to the edit menu (or endnote menu on the macos) and select preferences/settings".
  1. click sync preferences
  2. click the enable sync button to go to the endnote online login dialog.
  3. click the sign-up button to begin the registration and activation process.
    1. if you already have an endnote online account, you will be prompted to link the endnote desktop license to the existing account …
    2. if you do not have an endnote online account, you will be prompted to create one that will then sync ….
  4. … in both of the aforementioned cases (a or b), follow the online instructions.
  5. click on "save" and "ok".

successfully sync

if you successfully sync your endnote library (endnote desktop) with your endnote online account, the folders will match even if the order isn't the same. 

 

endnote library:                                     endnote web:

share citations with a research team

 

  1. navigate to organize
  2. select manage my groups.
  3. find the group you want to share and click manage sharing.
  4. click "starting sharing this group" to open the pop-up window
  5. in the pop-up window, enter the emails of the people with whom you want to share the group (aka file of citations).
  6. chose the permissions you want them to have (i.e. read-only or edit) 
  7. apply