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EndNote extras: Sync with EndNote Online

EndNote extras

Syncing with EndNote Online

EndNote Online is a web-based application which complements the EndNote desktop software. Users can synchronise (sync) their EndNote desktop library with EndNote Online so references are available in both applications. It is a useful way to access your library when working away from your main computer.
 

Web of Science Sign In drop down menuTo begin using EndNote Online you will first need to set up an account.
 

  1. From the Library website select the Databases link and click on the Web of Science database
  2. Login to Web of Science using your Curtin ID and OASIS password
  3. Click on Sign In in the top toolbar and select Register from the drop down menu
  4. Follow the prompts to create a Web of Science account
  5. Once registered, click on the EndNote link in the top toolbar of Web of Science to access your EndNote Online library

 

If you have an existing Web of Science account, use these details to Sign In then select EndNote in the top toolbar to access.

 

 

Web of Science will send you a confirmation email when setting up your account. If you do not receive it, check the junk / spam folder in your email.

 

Important information about syncing

 

  • Before you sync for the first time, empty your Trash and ensure that you backup your EndNote library. Even if you sync your EndNote desktop library with EndNote Online, you should still regularly backup your EndNote desktop library. 
  • Sync only works with one EndNote desktop library and EndNote Online account at the same time. Both your desktop library and the online library must have exactly the same name.
  • Syncing EndNote desktop with EndNote Online will include all groups and group associations but group sets, smart groups and combination groups will not be displayed in EndNote Online. If you would like all groups from the same group set to be displayed together in your EndNote Online library, you will need to give each group in the group set the same prefix.

           EndNote desktop and EndNote online groups shown side by side. The group set name is included as a prefix in the group name so they will display together in EndNote Online.

  • The sync process includes ALL changes to references in either library. For example, if you delete a reference in either the desktop or online library and then sync, the reference will be deleted from BOTH libraries. 
  • The first time you sync your library on another computer you should open a new, empty EndNote desktop library, give it the same name as your EndNote Online library and then sync. This will transfer all your references from your EndNote Online library into your EndNote desktop library.

Set your preferences

EndNote Preferences window with Sync option selectedTo allow EndNote desktop and Online to sync:      
                                     

  1. In EndNote desktop, go to Edit (Windows) or EndNote (Mac) and click on Preferences
  2. Select Sync
  3. Click the Enable Sync button
  4. Enter the email address and password for your EndNote Online account
  5. Click on the OK or Save button
  6. You may be prompted to enter your name, address and other details to complete the integration of your online and desktop accounts
  7. You can tick the Sync Automatically checkbox to have Endnote automatically run the Sync process in the background every 15mins

Sync your EndNote Online and desktop libraries

The sync process is always initiated from EndNote desktop. Once you have set your preferences you simply need to click the Sync Library button in EndNote desktop.
 

EndNote toolbar with Sync icon circled

Troubleshoot Syncing issues

If you experience issues with Sync, ensure that you:

  • Empty your Trash before syncing
  • Only sync with one EndNote desktop library

If you are syncing on a different computer for the first time, open a new, empty EndNote desktop library and then sync to download all your references from EndNote Online.