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EndNote Web: EndNote Sync

Overview of the Sync Process

EndNote allows you to synchronize the references in your EndNote library with the references in your EndNote Web library.

  • EndNote is the desktop version of EndNote

  • EndNote Web is the Web version of EndNote desktop.

The Sync process automatically synchronizes both sets of references that reside in groups so that an exact match exists in both EndNote and EndNote Web.

The Sync process is always initiated from EndNote. The data in EndNote and EndNote Web are synchronized in both applications when you run Sync. You will have identical groups and references when Sync completes processing. This includes all data changes to references (including file attachments) during the Sync process so that each library matches the other. For example, if you add or remove references and/or PDF files in EndNote, then those changes are updated in EndNote Web and vice-versa.

Sync Preferences

Sync Preferences allow you to set your preferences so that:

  • You do not have to enter your e-mail address and password each time you synchronize your references between EndNote and EndNote Web.

  • You can update your EndNote library with your EndNote Web library whenever you open or close your default EndNote library.

  • You can have EndNote automatically begin the Sync process every 15, 30, or 60 minutes (or manually if you prefer).

To access Sync Preference, go to the Edit menu, select Preferences... then click Sync in the list of preferences.

Important points to know about the Sync Process

  • Sync works with only one library and one EndNote Web account. 
  • 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 Web library.
  • You can change an EndNote library in Sync Preferences at any time.
  • You cannot synchronize an EndNote library with your EndNote Web library when you are in Online Only mode.
  • You can always cancel a Sync process that is currently in progress. However, EndNote processes all information that has gone through the Sync process up to the cancellation point. If there are conflicts between references in EndNote and EndNote Web, then a Sync Conflicts folder appears in the Groups panel listing all record conflicts.