EndNote desktop: self-paced learning

In the Preferences dialog:

• select Sync
• Click the Enable Sync button

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 the end and click the I Agree button.

Once you have completed the process, click on Done 

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 Library button.

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.

1. If you want to sync another computer to the same EndNote Library, first follow the instructions above for syncing the first computer with an online account.
2. On the second computer, create a new empty library (File menu, New).
3. As above, set up the same account:
   1. Edit menu, Preferences
   2. Sync tab, click the Enable Sync button
   3. Put in the same email address and password you used previously to create the account (do not register again)
   4. click OK, then OK again
4. You can now use the Library menu and the Sync button to sync the online content with this new empty library, which will download all the online references.