EndNote

EndNote allows you to synchronize the references in your EndNote library with the references in your EndNote Web (free version is known as EndNote Basic) library.

• EndNote is the desktop version of EndNote

• EndNote Online (Basic) is the online version of EndNote desktop.

The Sync process automatically synchronizes both sets of references that reside in groups so that an exact match exists in both EndNote and EndNote Web.

The setup process for syncing is always done from the desktop version of EndNote. The data in EndNote and EndNote  Online are synchronized in both applications when you run Sync. You will have identical groups and references when Sync completes processing. This includes all data changes to references (including file attachments) during the Sync process so that each library matches the other. For example, if you add or remove references and/or PDF files in EndNote, then those changes are updated in EndNote Web and vice-versa.

Sync Preferences allow you to set your preferences so that:

• You do not have to enter your e-mail address and password each time you synchronize your references between EndNote and EndNote Online.

• You can update your EndNote library with your EndNote Online library whenever you open or close your default EndNote library.

• You can have EndNote syncing automatically in the background (or manually if you prefer).

• EndNote X7 and X8 can sync as you work.

To access Sync Preference, go to the Edit menu, select Preferences... (for Mac users select the EndNote menu | Preferences) - then click Sync in the list of preferences.

• Sync works with only one library and one EndNote Online account. 
• Sync includes groups and group associations but does not include group sets, smart groups, and groups within combination groups. The individual groups within these will be displayed alphabetically.
• Sync will put groups where a group set cannot be identified in an Unfiled Groups set. Drag and drop the group to the appropriate group in the desktop library.
• You can select any EndNote library that you created with EndNote, version 8.0 or above to synchronize with your EndNote Web library.
• You cannot synchronize an EndNote library with your EndNote Online library when you are in Online Only mode.
• You can always cancel a Sync process that is currently in progress. However, EndNote processes all information that has gone through the Sync process up to the cancellation point. If there are conflicts between references in EndNote and EndNote Web, then a Sync Conflicts folder appears in the Groups panel listing all record conflicts.
• You can change an EndNote library in Sync Preferences - see the document listed below.
• Once your library is Synced, it's possible to share it with others - see instructions below for Sharing your library.

This Page has been modified with permission from the Curtin University Libguide 2013.