This dialog saves subscription credentials and sync settings to automate the process of synchronizing your EndNote library with your EndNote online library.
Sync Preferences allow you to set your preferences so that:
You only have to enter your e-mail address and password once in Sync Preferences and not each time you manually synchronize your references between EndNote desktop and EndNote online.
You can have EndNote automatically begin the Sync process every 15 minutes (background processing) by selecting the Sync Automatically check box.
You must first register and have an active EndNote online account to initiate the Sync process. Registration is fast and easy and activates your two-year EndNote online account. When completed, EndNote automatically proceeds with the Sync process and updates your new EndNote online library to match the groups in your EndNote library.
To access Sync Preferences, go to the EndNote Edit menu, select Preferences, and then click Sync in the list of preferences.
Your purchase of EndNote entitles you to a two-year free subscription to EndNote online—our online version of EndNote desktop.
I Already Have an EndNote Online Account
Click the Enable Sync button to go to an EndNote online login dialog.
Enter your e-mail address.
Enter your EndNote online password.
Press OK.
Since you already have an EndNote online account, EndNote populates the fields on the Sync Preferences page with the e-mail address and password that you entered on the EndNote login dialog. Later you can change the data in these fields if you ever change your e-mail address or password.
I Do Not Have an EndNote Online Account
If you do not have an EndNote online account, then you must create one. Registration is fast and easy and activates your two-year EndNote online account when completed.
Click the Enable Sync button to go to an EndNote login dialog.
Click the Sign Up button to go to a User Registration dialog.
Enter your personal information in the required fields on the next User Registration form. For example, enter your name, a password, a title, and fill in the remaining fields.
Once you create your EndNote online account, EndNote desktop populates the fields on the Sync Preferences page with your e-mail address and password that you entered during registration. Later you can change the data in these fields if you ever change your e-mail address or password.
Note: We recommend that you create a compressed library backup the first time that you initiate the Sync process. See Saving a Compressed Copy of a Library for more information.
See The Library Window for information on how to initiate the Sync process from the library toolbar.
Once you register and activate your EndNote online account, you can edit the fields in the EndNote Account Credentials panel.
Enter your e-mail address. EndNote uses your e-mail address to verify your identification.
Enter your EndNote online password.
EndNote uses these credentials to access your EndNote online library. Once you save this information, you will not have to enter it again. EndNote saves the information until the next time you access Sync Preferences and decide to make changes.
This field contains the name of the EndNote desktop library that you have synchronized with your EndNote online library. You cannot edit this field.
If this field is blank when you first access Sync Preferences, EndNote will populate the field with the path and file name of the currently opened EndNote library after you run Sync.
Note: You can always change the name of the library in this field by opening another library from the EndNote window. Click the Sync button to complete the process. The name of the opened library will appear in this field.
Note: This field is not active until you register and create an EndNote online account.
The Sync process works automatically in the background (every 15 minutes) when you select this check box.
When you close EndNote, the system prompts you to Sync your EndNote desktop library with your EndNote online library.
EndNote Defaults / Revert Panel
See EndNote Preferences for a description of the EndNote Defaults and Revert Panel buttons.