Citation Management

• EndNote Desktop does not allow for sharing of libraries/groups or collaborating with colleagues; it must be done by syncing through EndNote Online. Only one (1) desktop library can be synced to EndNote Online. Shared groups appear in EndNote 20 desktop simply as links back to EndNote Online.
• Office 2021 (desktop version of Word) can only connect to either EndNote Desktop or EndNote Online, but not both at the same time using the Cite While You Write (CWYW) plugin.
• Microsoft 365’s Word (cloud-based in SharePoint) is not compatible with EndNote CWYW at all, therefore documents must be opened in the Word desktop application to make edits in the document.
• Documents formatted with EndNote cannot safely be stored in cloud-based storage.
• Co-editing Word documents that are formatted with EndNote CWYW that are living outside of a shared folder or drive (e.g. SharePoint, GoogleDocs, DropBox) can corrupt the document.

• Create ONE (1) single library within your EndNote Desktop
  • .enl + .data  (library + data folder, on either Windows or Macs)
  • .enpl (packaged library, only available on Macs)
  • Use Groups and Group Sets to organize references
• Sync your single EndNote library to EndNote Online
• Create shared groups either in EndNote Desktop or EndNote Online and sync.
  • Invite collaborators to the shared group from within EndNote Online.
• Use the desktop application of Microsoft Word to add and edit EndNote citations to the Word document.Store Word documents in cloud-based storage like SharePoint, OneDrive, and DropBox as “unformatted” citations.
  • This allows for multiple people to edit the document without corruption and without the need to constantly email versions back and forth.
• Do not use Track Changes in Word with EndNote, it must be turned off (not visible) in order to format documents properly without errors.

In 2007, EndNote released EndNote Web, a web-based version of EndNote that was integrated in ISI Web of Knowledge (today known as Web of Science).

EndNote Web later became EndNote Basic (there are two versions) and EndNote Online.

• EndNote Basic is a web-based reference manager that allows for up to a maximum of 50,000 references and 2GB of attachments. There are two different versions of EndNote Basic.
  • A free web-based only version of EndNote with limited functionality (21 citation styles and a limited number of filters and connection files). It requires no additional purchases, subscriptions, or licenses.
  • An upgraded version of EndNote Basic that is available to individuals who have institutional subscriptions to Web of Science. This version of EndNote Basic has thousands of citation styles and hundreds of filters and connection files.
• EndNote Online is the cloud-based portion of the licensed EndNote Desktop. This online version of the desktop library can contain an unlimited number of references and attachments.
  • EndNote Online can only sync to ONE (1) EndNote Desktop Library, and from there users can share references and collaborate with others.
  • EndNote Online syncs with EndNote desktop versions: X8, X9 and 20