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EndNote referencing software

How to use EndNote 21, 20 and X9 Desktop for Windows and Mac, EndNote Online (Web) and EndNote for iPad and iPhone, thesis and publications writing, advanced tools, output (referencing) styles, syncing, sharing and collaboration, common issues and trouble

Using Sync

  • Syncing can be used for backup, for collaboration or for accessing your library from two different computers
  • The Sync function uses EndNote OnlineClassic (versions 20 earlier) or EndNote Web (EndNote 21)
  • You need to first create an account with EndNote Online Classic or EndNote Web before you can use Sync
  • Sync works with only one library and only one EndNote online account.
  • Your sync library can be shared with up to 100 other EndNote users (version X7.2 or later) or up to 1000 users (EndNote 21)
  • Before syncing for the first time, create a backup using Compress Library.

Sync to multiple devices

Reset (breaking) the sync

To sync to a different library, you need to reset or break the sync.

How to reset the sync

Share your library

  • You can share library with up to 100 other users (versions 7.2 to EndNote 20) or 1000 users (EndNote 21).
  • All users must have EndNote online accounts.

To share a library:

  1. Sync the library you wish to share with your EndNote online account. The library must be fully synced before you start sharing it.
  2. To start your share, go to File > Share.

Screenshot showing File menu with Share option in Windows     Screenshot of Sharing window

Screenshot of EndNote 20 for Windows File menu option and Sharing window by Clarivate. Click for larger versions.

  1. Invite members of your group.
  2. 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.
  3. Set the type of access people will have to the shared library. You can select read-write or read-only.
  4. 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.
  5. A message will appear confirming that the shared library is then available.

Access a shared library

  1. 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 the File menu with the Open Shared Library option

Screenshot of EndNote 20 for Windows File menu option by Clarivate. Click image for a larger version.

  1. Select the library to be used and a local copy will be opened.
  2. 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 Sync Status group

Screenshot of EndNote 20 for Windows Sync option by Clarivate. Click image for a larger version.