Endnote (ENG): Collaborate and Share

There are two options to collaborate and share credentials:
1. Create an additional library
There are no charges for sharing the Library, there is no limit to the size of the Library and there are no charges for the unlimited storage space in the cloud. Once you set this up, you can add, annotate and access the Library even if others are doing the same thing at the same time in the same Library.
Whether you want to share your existing Library with 400 colleagues, or work with a team to build an entirely new Library, it's easy to get started.
1a. Open your most important "master" library in EndNote.
1b. Go to File -> Share. Enter your colleague’s EndNote Online account (email address)
1c. Choose the appropriate permissions: Read Only or Read & Write.

How can you join a Library that someone wants to share with you?
After you accept the invitation, follow these three simple steps:
1. Create an EndNote account (if you haven't already) and link it to your desktop version of EndNote 20.
2. In the Preferences menu, select Sync. Follow the instructions to log in or set up a new account.
3. Once linked, select File -> Open Shared Library. To go back to your own Library, go to "Open Recent" or "Open Library" via "File".  

Who can I share my Library with?
With anyone who has EndNote 20, anywhere in the world. Sharing your EndNote library is not limited to people within the same firewall or organization.

How many libraries can I share?
You can share one Library from your Mac or Windows desktop. The library you share will also be the Library you can access through myendnoteweb.com or on your iPad (requires EndNote for iPad app). There is no limit to the number of Libraries others can share with you.

Can I access the shared Library from any location?
If you are the one who shared the Library with others, you can access that Library from your desktop, online, and on your iPad. If you have been invited to access someone else's Library, you can only access the Library from your desktop.

2. Create a group/folder 
There is a difference between sharing a group yourself and receiving an invitation to join a group. If you yourself share an EndNote group with others, it is accessible in both your EndNote desktop version and EndNote online. If you receive an invitation, this group can only be accessed through EndNote Online. 

One advantage is that the Groups feature in EndNote desktop allows you to organize your library without resorting to creating multiple libraries. References can belong to different groups or be removed from a group while always remaining available in your EndNote library. Groups can be renamed or deleted. Multiple groups can be merged into one new group. Group sets can be formed. All groups appear in the left pane under My Groups. 
How does it work?

2a. Create a group in order to group references manually     

• In the top menu bar: Select Groups -> Create Group 
• Enter a name for the group
• Click "All references" to view the references in your library. Highlight references you want to add to the group (use Ctrl+click to select multiple references). Use Shift+click to select a group of references)  
• Drag the references to the appropriate group by clicking on one of the titles and holding down the mouse button OR click Groups -> Add references to -> Group name

2b.  Share your group with others now

• Click with your right mouse button on the name of the group
• Click on "Share Group"
• At the top (under "Find people"), enter the name of the person you want to share your references with. Is the right person not listed? Then go to Invite More People" and enter their email address. 
• Specify what rights the person may have (under Permission). 
•  Add any text (at the bottom) 
• Click "Invite" (the other person will now receive an invitation by email)

Important: If your colleagues have been assigned shared group(s), they should log into the EndNote Online environment and check the following items:
Organize -> Other’s Groups:

• Show
• Use for Cite While You Write

Below are the instructional videos for creating a group and a library