EndNote allows you to synchronize your entire desktop library with EndNote online and the iPad app.
The Sync process automatically synchronizes both sets of references that reside in the desktop and online so that your library in EndNote desktop and EndNote online are an exact match.
The Sync process is always initiated from EndNote. The data in EndNote and EndNote online are synchronized in both applications when you run Sync. You will have identical groups and references when Sync completes processing.
The Sync process 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 online and vice-versa.
The Sync process includes updates and additions to groups in both libraries. For example, if you create and add references to a new group in EndNote, then you will see this group in EndNote online the next time you run the Sync process.
Sync Preferences allow you to set your preferences so that:
To access Sync Preference, go to the EndNote Edit menu, select Preferences, and then click Sync in the list of preferences.
Sync includes an unlimited number of references in your library and an unlimited amount of storage for file attachments and figures.
Sync works with only one library and only one EndNote online account.
Your sync library can be shared with up to 100 other EndNote users on version X7.2 or later
Syncing with EndNote online includes groups, group sets, and group associations but does not include smart groups and combination groups. These will be added in a later release.
Sync your references in EndNote group sets (including group sets, smart groups, and combination groups) between one desktop and another desktop on various platforms.
After the Sync process completes, EndNote identifies each group that has Sharing enabled in EndNote online with a shared group icon. A shared group is a group in which your colleagues can access and see them in their Groups Shared by Others section.
Sync will put groups, when a group set cannot be identified, in an Unfiled Groups set. Drag and drop the group to the appropriate group set 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.
Transfer and Sync used together with mixed versions can result in duplicates. Use Find Duplicates when this occurs to remove duplicates
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 Web version.
You cannot synchronize an EndNote desktop library with your EndNote online library when you are in Online Only mode.
If you have a ResearcherID account, then your "My Publications" list and Publication Lists 1 and 2 will be displayed in Unfiled Groups. You can create a ResearcherID group set in the desktop library and drag and drop those groups into it.
EndNote automatically prompts you to Sync your EndNote desktop library with your EndNote online library when you close your default EndNote library.
All file attachments that you transferred in version X5 or earlier are replaced with the actual file attachments.
All library records transferred in EndNote versions X2 to X5 are compatible with the Sync process.