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EndNote - Basic (Online) & Desktop

This guide contains information on the citation management tool EndNote. Content references both the Basic (Online/Free) version and the Desktop (Paid) version.

Link Your EndNote Library to Your EndNote Online Account

Your EndNote purchase entitles you to a two-year free subscription to EndNote online and the option to synchronize the references (including files and figures) in your EndNote library with the references in your EndNote online library without having to export and import files.

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 custom groups in your EndNote library.

♦ I Do Not Have an EndNote Online Account

  1. Click the Sync button in the Library toolbar to go to an EndNote online login dialog.
  2. Click the Sign Up button on the EndNote online login dialog to go to a User Registration dialog.
  3. Enter your e-mail address in the User Registration dialog. Retype your e-mail address, and then click the Continue button.
  4. 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.
  5. Click the I Agree button to complete the registration process and to begin synchronizing your EndNote online library with your EndNote desktop library.

Once you create your EndNote online account, EndNote 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 at anytime if you change your e-mail address or password.

♦ I Already Have an EndNote online Account

  1. Click the Sync button in the Library toolbar to go to an EndNote online login dialog.
  2. Enter your e-mail address.
  3. Enter your EndNote online password.
  4. Press OK to initiate the Sync process.

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 online login dialog. Later you can change the data in these fields if you ever change your e-mail address or password.

♦ Sync Preferences

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.

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

♦ Accessing EndNote Online

To access your EndNote online account, go to https://www.myendnoteweb.com/EndNoteWeb.html and click the EndNote online login in the left-hand column.

Share Your EndNote Online Library

  1. To share references in EndNote Web, click on the Organize tab, and select Manage My Groups.
  2. Then choose which group you'd like to share by clicking on the Manage Sharing button.
  3. Click the Start sharing this group link.

 

NOTE:  Attachments ARE NOT shared.