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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 Web do?

EndNote Logo

  • Synchronize EndNote online with a local EndNote X6 library.  Note:  Synchronizing EndNote online with a local EndNote Library only works with an EndNote X6 or EndNote X7 local library.

  • For EndNote X5 and earlier, you can transfer citations to and from your local EndNote library and EndNote online.

EndNote Sync X7.1 and Later

Synchronizing EndNote Online with Local EndNote X6 Libraries

You may also go directly to You Tube to view these instructions about Synchronizing EndNote Desktop and Web Libraries-Revised.

Tips when Using EndNote X6 or EndNote X7 Online Sync

First, watch the video from EndNote for detailed instructions provided in the box above.

EndNote Web Sync can ONLY be used with EndNote X7 or EndNote X6.  However, Libraries created from EndNote 8 and above can be synchronized with EndNote Web.

EndNote Web will not synchronize when you are in the Online Only search mode.

Transfer from EndNote X5 and before and Sync from EndNote X7 or EndNote X6 used together with mixed versions can result in duplicates. Use Find Duplicates when this occurs to remove duplicates.  To avoid this, be sure you are using EndNote X7 or EndNote X6 on any computer where you want to synchronize your local library with your EndNote Web Library.

Steps BEFORE you sychronize

1.  If you have any references already in EndNote online, remove duplicates, place all in groups, and empty the trash.

2.  Select the Local EndNote Library that you want to sync with EndNote online, remove duplicates, file all references in Groups, and empty trash.

3.  You can only synchronize one EndNote Library with one EndNote online account at one time.

4.  Set up your Sync Preferences in Edit-->Preferences-->Sync.  See Setting Up EndNote online under the Setting Up EndNote Tab.

5.  When ready, click the sync button located on the toolbar.

6a.  OR set up EndNote X7 to synchronize automatically.  Go to Edit-->Preferences-->Sync

Sync Automatically

6b.  OR set up EndNote X6 to synchronize automatically at a pre-selected time.  Go to Edit-->Preferences-->Sync

EndNote X6 Sync Automatically

7.  If you have any duplicates, it is faster and more efficient to remove duplicates from your local EndNote Library.

8.  Synchronizing EndNote Libraries on more than one computer. 

Once the first libray is synchronized to EncNote online, on the second computer, create a new, blank, EndNote Library.

Press the Sync Button on the toolbar.  The new library will be a duplicate of the EndNote Online Library.

NOTE:  References are retrieved FIRST from EndNote Online and transferred into your local EndNote Library before any changes in the local library are sent to EndNote Web.