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This guide covers everything you need to know about getting started with EndNote.

Sync and Share

The ability to collaborate with fellow researchers quickly and efficiently - whether they are across campus, the country, or the world - is one of the critical requirements of digital scholarship in the 21st century.

While EndNote libraries cannot be stored on the cloud, this does not mean you cannot access your EndNote Library from multiple devices. EndNote Online allows you to sync your library to the Cloud so that you can access, make changes, and add references from any device. 

EndNote also allows you to share your library or a group within your library with your supervisor, or your research collaborators through EndNote Online or by sharing your Library directly via email. 

Sync and Share

To access your library from multiple devices, you will need to sync it to EndNote Online. 

  1. First, go to EndNote Online, and register an account if you have not already.
  2. In your local EndNote library, click on the Library tab, and select Sync.
  3. Enter your EndNote Online account credentials.
  4. You will be asked if you want to merge your libraries. Syncing your library will combine it with any other EndNote library on your computer. Make sure that you are okay with this before going ahead. 
  5. All of the references and groups in your library will be uploaded to EndNote Online. 
  6. To access these references from another device, open a new EndNote Library from that device and sync following the above steps. This will download your references to the new device, allowing you to work with your library from there. 

Share your Library

There are two ways to share your EndNote Library or a group, your supervisor, or research collaborators. 

You can share your EndNote desktop library by selecting Share from the File menu:

  1. Enter the email address of the user/s you wish to share your library with.
  2. Set their permissions ("Read & Write" or "Read Only").
  3. Add an optional message to accompany the invite > click Invite Close.

Note: Since sharing relies on EndNote's synchronisation ability, all users accessing the library must have an EndNote Online account. 

You can share a local copy of your library by going to File and selecting Compress Library. Select Create an Email option and select whether you wish to send your entire library or just a group. 

Note: Due to copyright restrictions, if you are sharing your library outside the ANU, make sure you do not share any full-text PDFs. 


Access a Library shared with you

If you intend to accept an email invitation to join someone else’s library:

  1. In the File menu, select Sync and follow the instructions to log in or set up a new account. Alternatively, select the Sync button on the EndNote Library Window toolbar.
  2. When connected, select File and then Open Shared Library.

You can now add references to, and annotate, items in the library, even if others are using it at the same time.

If you wish to collaborate on an EndNote Library, such as with a research group, it is recommended to create a new, separate library specifically for the project, rather than sharing your own library with your colleagues. This will allow all collaborators equal access to the Library.

To set up a collaborative EndNote Library:

  1. Create a new email address for the project that everyone has the password/login for. A gmail or other free account is fine.
  2. Register that email address with EndNote Online, ensuring everyone has the ability to log into this account.
  3. Each researcher should then create a new, empty EndNote library and Sync it to the collaborative EndNote Online account.
  4. Make sure you do not accidentally sync your existing library. During the project, it is not recommended that you work on your own EndNote library from the same device that you are working on the group library wit.
  5. If you have already synced EndNote to your own Online account, go to Troubleshooting and FAQs for instructions on how to unlink them under "My Sync is broken".
  6. All researchers should now be able to access, add and edit references in the joint library. Make sure everyone syncs the library at the beginning and end of each session to make sure all changes are uploaded to EndNote online.

Note: Remember that it is a breach of copyright and licensing agreements to share full text PDFs with researchers outside of the ANU.

Page Contact: ANU Library Communication Team