The EndNote Sync feature creates and uses an account with EndNote Web, a simplified online version of EndNote.
It has two main advantages:
Having your library synced with an EndNote Web account also enables the option of sharing one or more of your groups with colleagues (research teams, postgraduates and supervisors, researchers and research assistants or administrative staff).
However, sharing groups will require some training or familiarity in the use of EndNote Web, not covered in this section.
In the Preferences dialog:
If you do not already have an EndNote Web account, click the Sign Up button.
If you do have an EndNote Web account, you can enter your login details to sync with your existing account (references from your desktop and web libraries will be merged).
If you are signing up for the first time:
Enter your email (twice, to check for spelling errors), and click the Submit button.
Fill in all fields on the next page that are marked with a red asterisk (if you wish, enter the university address instead of your personal address). Scroll to th end and click the I Agree button.
Click the OK button to close the Preferences dialog.
You may briefly see an Authorizing progress bar on your screen.
To sync for the first time, click the Sync button (recommended) or select Sync on the Tools menu.
You will be asked if you want to create a backup of your EndNote library.
For the sake of your valuable research data, the Library recommends you select Yes.
Select a folder and filename for your backup.
If you add the date in reverse order (year month day) to the start of your filename, you can quickly sort backup files by filename in the future.
The first sync may take considerable time, particularly if you have a lot of references with PDF (or other) attachments. Later sync sessions will only make incremental changes and will usually be faster.
You can check the progress of your sync by clicking on Sync Status.
Eventually your sync is complete (note: the sync report window did not update, we clicked on Sync Status again later).
If you want to sync another computer to the same EndNote Library, create a new empty library (File menu, New), set up the same account (Edit menu, Preferences, Sync tab, click the Enable Sync button and put in the same email address and password you used previously), OK, then OK again.
Note: new references in either the web version of the library or the the desktop version will be merged during a sync operation.
While EndNote will automatically sync periodically1, whenever you wish to sync manually2, click the blue Sync button near the top of the EndNote window.
1unless you un-tick the Sync Automatically checkbox in Preferences
2for example, once on your work computer at the end of the day, then again immediately as soon as you open up EndNote on your home computer