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EndNote @ Pitt: Organize & Share

Learn how to use EndNote Desktop and EndNote Online for their most common functions.

Creating Groups in EndNote Online

Create a group to collect references together by subject or by project.

Creating Groups in EndNote Online:

  1. Click the Organize tab which will display the Manage My Groups page.
  2. Click the New Group button in the My Groups table.
  3. Enter a name in the textbox provided.
  4. Click the OK button.

Share Your Groups

EndNote Online allows you to share collections of references with collaborators. After you organize your references into groups, you can give collaborators read/write or read only access to any of the groups through the Manage My Groups function under the Organize tab. Full details for EndNote Online can be found on the Managing Shared Groups page of the help guide.

Groups & Sharing in EndNote Desktop

Use the Groups menu or the Group section in your library to:

  • Create Groups - references that you select
  • Create Smart Groups - references that EndNote can select for you from your references
  • Create From Groups - a new group based on references in existing groups

You can share individual references with colleagues in EndNote Desktop by choosing the mail icon to share a PDF or right-clicking the reference and selecting E-mail reference.

Tips for Sharing Groups from EndNote Online

 

  • You can share groups with EndNote Online users at any institution.
  • You can share groups with individuals who have not yet created their EndNote Online account. The group will automatically appear after they've registered and logged in.
  • Groups shared to you do not count against your 500 personal group limit.
  • You can give Read only access to some users and Read & Write access to other users for the same group.
  • If more than one person is editing the same reference simultaneously, the person who saves last will submit the final edits.
  • Users with Read & Write access can edit reference data and remove the reference from the shared group. They cannot delete the reference from the owner's library.
  • References in shared groups can be searched.
  • References in shared groups cannot be copied to your Quick List.
  • Shared groups are available to generate a Bibliography or an export file.
  • File attachments cannot be shared among users in a group.

Library Sharing

In addition to sharing and collaborating in EndNote Online, you can share full desktop libraries through the Library Sharing feature. With Library Sharing you can:

  • Share an EndNote Library, including references, PDFs, and annotations, with up to 100 collaborators.
  • View a library activity feed
  • Collaborators do not need to be Pitt affiliates.
  • Collaborators can work within the shared library at the same time.
  • The shared library MUST be synced with your EndNote web account.

To use Library Sharing:

  • Go to File>Share and enter the email addresses of your collaborators.