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Summary
If the person who originally shared an EndNote library is leaving the organisation, the simplest handover is to transfer control of the existing EndNote Online account rather than migrating the library to a new account. This is done by changing the account email address and password in EndNote Online/Web, then re-syncing from EndNote Desktop using a blank library so the new owner becomes the sharer.
Benefits
- Avoids re-uploading the library to a different account.
- Preserves the existing shared library relationship with current sharees.
- Minimises disruption for other users who already have access.
Quick resolution
- Transfer the EndNote Online/Web account
- Sign in to EndNote Online/Web using the existing sharer’s account.
- Go to "Options".
- Change the "Email Address" to the new account holder’s email.
- Change the password and share it securely with the new account holder.
- Complete the handover in EndNote Desktop
- On the new account holder’s computer, open EndNote Desktop.
- Create a new blank library.
- Set up "Sync" using the transferred EndNote Online/Web credentials.
- When prompted, select "Merge".
- After the merge completes, the shared library information is downloaded, and the new account holder becomes the sharer for that library.
Important notes
- It is always a good idea to use a functional e-mail address rather than a personal one (easier for future changes of account owner).
- One sync user per account per machine: EndNote supports only a single user synchronising per user account on a machine.
- Choose the new account holder carefully: ideally, it is a user who does not need to synchronise their own collection or has not already created a sync account on that machine.
- This approach transfers the existing online account. It does not migrate content into a different existing account that already has its own synced library.