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EndNote 21

Ways to Collaborate

Method of Sharing Pros Cons Require EndNote account?
Compressed Library
  • Can send any segment of the library with or without PDFs
  • Easy way to integrate someone else’s citations into your library
  • Collaborators cannot see changes to the library
No
Traveling Library
  • Integrated into the Word document
  • Anyone on the team can extract the library
  • Only the citations present in the Word document
  • May be duplicates if different collaborators added the same citation from their individual libraries
No
Sharing a Group
  • Can share a subset of your library where changes made by collaborators are viewable by all
  • Can write collaboratively in Word
  • Options for how much access other individual members have
  • Can only view in EndNote online
  • Cannot view PDFs or other attachments
  • Members with read/write access can modify group records with no versioning available
Yes
Sharing a Library
  • All references, PDFs, and PDF annotations are viewable to entire group
  • Have options for how much access other individual members have
  • Can only view in EndNote Online
  • Have to share your entire library
  • Members with read/write access can delete/edit all materials with no version history available
Yes

Creating a Dummy Account

(This method is not recommended except for those with advanced EndNote skills)

  • Allows all participants to keep their own individual library synced
  • Complicated set up
  • Requires knowledge of user operating system user accounts, how EndNote files and syncing work, and generally high-level computer skills
Yes

 

Compressed Library

A compressed library can send a copy of your Library to a collaborator. We recommend using a compressed library for scenarios where one person has a list of references that will not be changed and wants to share these references with others. If you make a compressed library .enlx file and then change your library, those changes will not be reflected in the compressed library .enlx file.

To create a compressed library

  • Select File (Windows) or EndNote 21 (Mac)
  • Select Compress Library (.enlx)
  • Choose your settings (for example, do you want to send the compressed library with PDFs, or just citation information?)
  • Save your .enlx file
  • Send the .enlx file to collaborators

To import a compressed library

  • Select File (Windows) or EndNote 21 (Mac)
  • Select Import, then File
  • On Windows, change the Import Option to EndNote library
  • On Windows, select Choose
  • Locate and select the .enlx file

Traveling Library

A traveling library can share the references cited in a single document. We recommend using a traveling library for scenarios where collaborators are working on a single Word document and want to export the references out of that document and into their library. 

To export a traveling library

  • In Word, select the EndNote 21 tab
  • Select Export to EndNote
  • Select Export Traveling Library
  • Decide whether you want to export to an existing or new EndNote library. We recommend exporting to an existing library. 
  • Select OK

Sharing a Group/Library

Sharing a group, or sharing a library, can share the references in one person's library to a group. We recommend using a shared group or a shared library for scenarios where collaborators with their own EndNote libraries work together, the citations may be changed or updated, and each collaborator wants to keep their library separate. 

To share a group or a library, all collaborators must have EndNote accounts.

Sharing a Group

  • Right click on the group
  • Select Share Group
  • Under Invite More People, enter the emails associated with the EndNote accounts
  • Decide whether or not you want to give collaborators the ability to edit (Read & Write) or just view (Read Only)
  • Select Invite

Your collaborators must check their email and accept the invitation within a week. If they do not accept the invitation within a week, you will need to send it again. Once they accept the invitation, they can view the group online. 

Sharing a Library

  • Select File (Windows) or EndNote 21 (Mac)
  • Select Share
  • Under Invite More People, enter the emails associated with the EndNote accounts
  • Decide whether or not you want to give collaborators the ability to edit (Read & Write) or just view (Read Only)
  • Select Invite

Your collaborators must check their email and accept the invitation within a week. If they do not accept the invitation within a week, you will need to send it again. Once they accept the invitation, they can view the group online. 

Creating a Dummy Account

If you'd like to create a dummy account, please get in touch with Strauss Library by filling out our AskUs form. This method is only recommended if all users are comfortable with operating system user accounts, understand how EndNote syncing works, and generally have high-level computer skills.

Collaborative Online Writing

Google Doc

EndNote 21 integrates with Google Docs, allowing for citing functionality. To use this feature:

  1. Ensure you have EndNote 21 and a Google Account.
  2. Install the EndNote Cite While You Write add-on in Google Docs via the Google Workspace Marketplace.
  3. Sign into your Google account and allow Cite While You Write to access your account.
  4. Open EndNote Cite While You Write Extension in Google Docs.

OneDrive/Dropbox/Sharepoint/etc.

If you are editing a shared document saved in OneDrive, Dropbox, Sharepoint, etc., the best way to add citations is to download the document into the Word desktop app, make the citations, and then re-save the document to the cloud.

  • If your collaborators see citations with squiggle brackets, ie {Doe 2020 #123}, that means that the citations are unformatted. Try turning on Instant Formatting in Word.