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EndNote: Sharing and Exporting

Sharing

Share your desktop library with up to 100 other people using the Share Library function. All collaborators must be using the latest version of EndNote. Sharing the Desktop library also includes sharing the attachments. If sharing the Endnote Online library – only the references will be shared – not the attachments.

Caution: Your collaborators have full access to your library, and any changes made are permanent.

To  share your library:

  1. Sync your library
  2. Click File > Share
  3. In the Invite More People box, enter the email addresses of your collaborators’ accounts.
  4. Choose either Read & Write access or Read Only access and add a message (optional).
  5. Click Invite
  6. Click Close

To share a group:

  1. Click into the group you wish to share so those references are displayed.
  2. Right-click on the group name in the left-hand pane.
  3. Click Share group.
  4. Enter the email address into the Invite More People box. Select what permission you want and add a message (optional).
  5. Click invite.

The person will receive this invitation through their email. If they use the desktop version of EndNote, your shared group will be in the left-hand pane under Groups Shared by Others.

A travelling library refers to the citations within a Word document that hasn’t been converted to plain text. If this document is shared, it is possible to import these references into your EndNote library.

To add the travelling library to your EndNote library:

  1. Open the Word document with the library and EndNote
  2. Go to EndNote
  3. Select Tools > Cite While You Write > Import Travelling Library

Exporting for Covidence

This section assumes you have run the database searches for your systematic review and exported the results into Endnote. Please note also, Covidence will only work with Endnote or Zotero reference management software. At UC Endnote is supported.

Importing citations into Covidence from Endnote:

  1. Open the Endnote Library
  2. Make sure that all references you wish to import into Covidence are selected.
  3. Under the File menu, select “Export”
  4. Save this file as an XML file (NOT a Text file) – make sure that the “Export selected references” check box is ticked.
  5. Open Covidence and go to your project
  6. On the “Review Summary” page, under “Import references” select “Import”
  7. Import into “Screen”
  8. Choose the XML file you saved and then select “Import”
  9. The Import will begin and any duplicates will be removed
  10. More information about importing here: https://support.covidence.org/help/study-imports

Covidence has an in-depth Knowledge base that answers most frequently asked questions. To access the Knowledge base:

  1. Sign in to Covidence
  2. Click on the question mark, located at the right of your name:
  3. Click on View the Knowledge base.

EndNote Training Calendar and Material