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EndNote 20

This guide provides basic information on using EndNote Desktop (citation management tool)
Share your Library 

EndNote Desktop allows you to share your library with other EndNote users.  
You can share your entire EndNote library, including references, PDFs, and annotations, or just specific groups.
You can decide whether to give your colleagues Read & Write or Read Only permission.
Before sharing your library it is advisable to back-up your library.

There are several ways to share your EndNote Library: 

EndNote Online is a web-based reference citation manager tool. 

To share your library using EndNote Online you need:

  • Create an EndNote Online account. If you do not have an account, click here to Register. 
  • Synchronize your EndNote desktop with EndNote Online. Click here for instruction on how to sync your library
  • Open your EndNote Desktop library
    • From the File menu, select Share
    • Enter the email addresses of the EndNote Desktop users you want to share the library with
    • Select the level of permission: Read and Write OR Read Only
    • Click Invite

Watch the following videos for instruction on how to share a library or a group with another EndNote user. 

 

If sharing using EndNote Online isn't an option for you, it's possible to share a library using EndNote's Compressed Libraries function.

To compress your library

  • Open Your EndNote Library
  • Go to the File menu ► Compressed Library (.enlx)
  • Choose the appropriate options: 1. Create; 2. With File Attachments; 3. All References in Library
  • Click Next ► Navigate to the folder where you want to save your compressed library (e.g. One Drive)
  • Press Save 
  • Share the library by email, USB, or share a link to the library stored on One Drive.

Watch this video for instruction on how to compress your library

To Restore a Compressed Library 

  • Locate the Compressed library with the extension (.enlx). Notice the library now has an .enl file extension indicating that it has been uncompressed. You can also find the .data file in the same folder where your library is stored. 
  • Right click on the folder to extract your EndNote library

Notes and Recommendations

  • Make sure that the Endnote Library .ENL file & associated .DATA folder are always stored together
  • Your Compressed Library may be stored in the Cloud (e.g. One Drive) then restored to your desktop once needed.
  • Please remember that your Active EndNote Library can Not be stored on the cloud as it can become corrupted

 

A Traveling Library is created when citations are added to a Microsoft Word document using an EndNote Library.

A Travel Library allows you to collaborate with others on the same document without having to share the whole EndNote library.

The references can be exported from the document itself into an existing or a new Endnote Library:

  • Open the Word Document 
  • Go to EndNote tab ►Tools menu
  • Select Export to EndNote ► Export Traveling Library 
  • On the the Traveling Library dialog select, either:
    • An existing EndNote Library
    • A New EndNote Library 
              

There is an alternative way of exporting a Traveling Library

  • Open both the Word Document and your EndNote Library 
  • Go to the Tools menu  Cite While You Write ► Import Traveling Library

Notes and Recommendations:

  • Export records to a new EndNote library.
  • Do not unformate the document if you do not have the original references in your library.
  • The Traveling Library is useful for limited editing and does not contain Notes, Abstracts, Figures, or Captions.