Syncing EndNote Desktop and EndNote Online
Once you have created an Endnote Online account, you can easily synchronize it with the Endnote desktop library installed on your computer.
When you first synchronize Endnote and Endnote Online, you will be prompted to create a compressed backup copy of your library. It is highly recommended that you do this to safeguard against any potential issues with the synchronization process.
To Set Up Synchronization:
- Open EndNote Desktop on your device. Under Edit, click Preferences > Sync.
- Input your EndNote online information.
To Sync Online with Desktop:
- Select Sync from the Library menu (EndNote 20).
- Click Yes to agree to sync.
- Wait for the synchronization to complete. The duration may vary depending on the size of your library. EndNote will copy all references between the desktop and online libraries during the first synchronization. If references exist in both libraries, duplicates may occur — these can be removed later.
Notes on Sync:
- Custom Groups: These, including file attachments, will sync to EndNote Online. However, group sets, smart groups, and combination groups will not sync. Groups from EndNote Online will appear in the Unfiled group set in your desktop library.
- Group Naming: Ensure that groups in your desktop and web libraries do not share the same names to avoid confusion after synchronization. If duplicates occur, you can merge them. If the web group has sharing options enabled, keep them on. After syncing, select the relevant group in the Unfiled group set and move references from the desktop group to this group. The original group will be empty and can be deleted. You can then move the merged group into the appropriate group set.
If a conflict arises, the term "Sync Conflict" will appear in the desktop Groups panel. This occurs when a reference is edited in either the desktop or web libraries during synchronization, and EndNote cannot determine which version to keep. To resolve conflicts, select the group to open the Resolve Sync Conflicts dialog and address the issues.
After the initial synchronization, you can set the Sync preferences by going to Edit > Preferences > Sync.
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