The EndNote Sync feature creates and uses an account with EndNote Web, a simplified online version of EndNote.
It has two main advantages:
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 the 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 should see a progress bar in the bottom right corner of the EndNote window. Otherwise, you can check the progress of your sync by clicking on Sync Status.
Eventually your sync is complete (note: the sync report window does not update, you have to click on Sync Status again later).
After this, any time you click the Sync button on either computer, any new local changes on that computer will be uploaded, and any new changes found online will be downloaded.
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 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