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EndNote Tips

A basic guide for installing, navigating and using EndNote X5, EndNote X6, and EndNote X7. Note: If you share EndNote online folders with colleagues, sharing can be done on EndNote online as usual.

What does EndNote Online do?


What does EndNote online do? 

  • Collect references
  • Organize references
  • Create a formatted bibliography
  • Collaborate with colleagues and students (EndNote online folders can be shared with others using EndNote online as before.)
  • Synchronize EndNote online with a local EndNote library (EndNote X6 and X7 only)

URL for EndNote Online

Two ways to create an EndNote Online Account.

When to Use EndNote Online

Use EndNote online when

You just want to save a relatively few references for a paper and create a bibliography using those references in a style of your choice.

  • There are other things you can do with an EndNote Web online account such as creating groups by topic or by references for a paper, sharing your references with another, attaching pdf files, and more.     

You are using a public computer. 

  • Save references to the EndNote program on public computer and transfer your references to EndNote Web.
  • Import references directly into EndNote Online.
  • Place all references on EndNote Online that you want to transfer (EndNote X5) into Folders or synchronize (EndNote X6-X7).
  • When back at your computer, transfer references to your local EndNote X5 Library or synchronize your EndNote Web Library with your EndNote X6-X7 local library.

You are collaborating with one or more people on a project.

  • Save references to EndNote online
  • Place them into folders
  • "Share" that folder with one or more team members using the email address for each.
  • Folders in EndNote online can be shared with other EndNote online users as before.

You want to synchronize your EndNote X6 or X7 Library on one or more computers.

  • Written instructions from EndNote X6 ans X7 Help
    • Sync includes groups and group associations but does not include group sets, smart groups, and groups within combination groups. These will be added in a later release.

    • 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 online library.

    • You can change an EndNote library in Sync Preferences at any time. The Sync process begins automatically when you click OK.

    • All file attachments that you transferred in an earlier version of EndNote are replaced with the actual file attachments.

    • Sync works with only one library and one EndNote online account.

    • Transfer and Sync used together with mixed versions can result in duplicates. Use Find Duplicates when this occurs to remove duplicates

    • Sync will identify transferred references as duplicates. Use Find Duplicates when this occurs.

    • Sync includes references that have been moved to the Trash group. If you have references that were moved to Trash in the desktop version, those references will be moved to Trash group in the online version.

    • You cannot synchronize an EndNote library with your EndNote online library when you are in Online Only mode.

  • Watch the video from EndNote for more detailed instructions provided in the EndNote Online Sync tab.

You want to find a journal to which to submit an article for publication.

Connecting EndNote Program to EndNote Online

When first using the EndNote program, create a username and password to connect to EndNote Online.

  • Username:
  • Password:   22aabbcc$
    • Requirements
      • 8 or more characters long;
      • contain at least one number;
      • contain at least one letter; and
      • contain at least one special character
        • Dollar sign ( $ )
        • Percent sign ( % )
        • Underscore ( _ )
        • Ampersand ( & )
        • and other special characters ( #, *, etc.)
  • A password cannot match any of the previous four passwords.


Create your Username and Password from within Web of Science

  • When in Web of Science, click EndNote near top of screen
  • Register and create your username and password (password requirements listed above)

EndNote Online (Web) Training