EndNote Online is the Web version of EndNote desktop, with similar but restricted functionality.
Using EndNote Online you can:
The full range of EndNote features is therefore available using EndNote desktop in conjunction with EndNote Online. Note that you can sync only one library at any one time.
The accompanying tabs on this page detail how the two versions work together. The first step is registration and synchronisation.
Before starting synchronisation, be sure to create a backup of your library. (Note you can synchronise only one library.)
The larger the library and the more attachments there are, the longer the synchronisation will take. A progress bar in the bottom right of the screen indicates how it is proceeding.
After synchronisation, a change to any synchronised library will be reflected in copies of that library. For example, if you delete references from your desktop library they will also be deleted from your online library. Similarly if you make a change in your online library first, the desktop library will be updated accordingly.
You can open your EndNote Online library from the EndNote desktop toolbar by clicking Help > EndNote online
Suppose you have EndNote desktop version on your office computer, which contains a library, e.g. Office.enl, that you have synchronized with EndNote Online. You want to be able to work at home, using the full functionality of EndNote desktop, on a document that you created using Office library.
To do this it is first necessary to create a duplicate of the Office library on your home computer.
The process is described fully in EndNote Sync, using the X9 interface (Clarivate EndNote Training video, 2:31 mins)
It is possible to share your EndNote 20.1 (or later) desktop library with up to 200 other EndNote users (EndNote 20, and X9 permit sharing with up 100 users). This feature is potentially useful for work teams within Monash who are working on specific projects.
To share a library you, and all colleagues you share a library with will need:
Your entire library, including file attachments can be shared (please see below about limitations to sharing outside Monash).
You can only share one library with others, however multiple libraries can be shared with you.
Access to someone else's library is only available from your desktop.
Anyone you have shared your library with can add to, annotate and use the library at the same time.
Access to your library is controlled by you from your desktop. An individual's access can be removed at any time.
The syncing process between a desktop library and Endnote Online is used to share a desktop library.
See EndNote 20 (Windows) library sharing (Clarivate EndNote training video, 1:02 mins)
The overall process is described fully in Configuring Library Sharing in EndNote Desktop, using the X9 interface. (Clarivate EndNote Training video, 3:30 mins)
A number of factors may impact on the way you choose to share an EndNote library.
If you have more than one library and use EndNote online you may wish to consider the following scenario for collaborating with colleagues.
If you are working collaboratively with non-Monash colleagues it is recommended that sharing occur via an EndNote Online library by using the group sharing function instead (see the next tab). In this way there are no concerns about copyright infringements because pdf attachments cannot be shared. Links to documents are able to be shared.
For further information on collaboration using EndNote, and a comparison of the various options, consult the Little EndNote How-To Book (PDF, 10.1MB), Chapter 7.
It is possible to share a group of references with others, perhaps those with whom you are collaborating.
Any individual you share your group with must have an EndNote Online account and email address. Access to a desktop version of EndNote is not required and you can nominate if colleagues are to have 'read only' access or 'read & write' access. Note: Sharing of file attachments is not permitted, however links to documents/articles can be shared.
The process is described, with accompanying videos, in EndNote: Sharing Groups using EndNote 20 and X9 desktop version .
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