Using EndNote for Collaboration: EndNote Basic (aka EndNote Web)

A previous post outlined a simple way to share references using EndNote’s “traveling library” features. However, EndNote Basic (previously known as EndNote Web) offers more sophisticate features for sharing references with colleagues.

Just to remind you, there are now two versions of EndNote, desktop EndNote and Endnote Basic.  The latter is a separate application from the desktop version. It’s free, and was formerly known as Endnote Web. EndNote Basic is essentially a web-based stripped down version providing users with the ability to store 50,000 references, 2GB of file storage, 21 bibliographic styles, 5 online search connectors, and 9 import filters.

With EndNote Basic it is possible to create groups which you can share with others.  Groups can be created on the basis of either read or read/write.

  1. Select the Organize tab from the top of the screen, and then click on Manage My Groups: endnotebasicshare4
  2. You’ll notice there is a column with options for sharing. Check the box next to Share and then click the Manage Sharing button: endnotebasicshare1
  3. Groups can be shared with anyone that has an EndNote Basic account.  You can allow people to view your citations, or you can allow them full access to the group using the Read & Write option.  Be aware that if you allow someone Read & Write access, they can add, delete, and modify the citations in that group. You can modify or turn off sharing at any time. endnotebasicshare3
  4. When the other person logs in they’ll see the shared groups: endnotebasicshare2







View this short online tutorial to learn more.

Note however that whilst references can be shared within a group, PDF attachments cannot be shared due to licensing restrictions.


About David

David is the Education & Information Consultant, Basic Sciences
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