Shared Groups

In addition to sharing a whole library, EndNote X9 offers users the option to share a group of references with up to 100 other EndNote online users.

Group sharing provides entire teams with immediate and real time access to an EndNote group. A group is a selected  set of references from an EndNote library. Group sharing is recommended as an alternative to saving a library or group on a shared drive, or emailing a compressed copy around to collaborators.

To begin sharing:

1. Initiating group sharing from the desktop can be done from one of two places: by right-clicking a group or from the Group Menu and selecting Share Group
2. After selecting one of these options, the user is presented with the Share dialog.

The share dialog allows you to do the following:

• Invite people to have access to your Shared Group
• Re-send (remind) invitations
• Change access level for colleagues invited to share your group
• Remove colleagues from your shared group

Inviting people to your shared group:

1. Open your synced library
2. Click on the button
3. If you are not logged into EndNote online, you will be prompted to log in
4. The Share dialog will open
5. Enter the email address (or addresses separated by commas) of the people that you would like to invite in the email box
6. For each invitee, use the dropdown box to select the desired access level: Read & Write or Read Only
7. Enter an optional message to be sent to the above email address
8. Click on the Invite button

A user who does not have X9 will be able to access the shared group by logging onto EndNote online

For an X9 user in the Groups pane in their library, a Groups Shared by group set  will appear in the user's synced library. When that is clicked, it opens the group in EndNote online.

For more information, see:

Custom Groups