EndNote Desktop

This tutorial will walk you through using the latest desktop version of EndNote.

Using the New EndNote Web

EndNote 21 comes with access to a new EndNote web (http://web.endnote.com) The new EndNote Web interface more closely reflects EndNote Desktop. The default display is a list of references, with organizational options on the left-most pane.

  1. To add new references, click the "+" icon on the upper left of the reference pane. You have options to enter the reference manually, lookup references by DOI, or import references from files.
  2. To add references to groups, select the reference(s) by checking the box and click on the file folder icon with a left pointing arrow (#2 on the screenshot).
    1. To create a group, click on the "+" icon in the left-most, organizational pane.
  3. To export references, select the reference(s) and click on the file folder icon with an upward pointing arrow (#3 on the screenshot).
  4. To remove references from a group, open the group, select the reference(s) and click on the file folder icon with an "x" (#4 on the screenshot).
  5. To delete references, open the group, select the reference(s) and click on the trash can icon.
  6. You can change the fields displayed on the reference pane by clicking the "columns" menu on the right-hand side of the screen and selecting or deselecting fields.
  7. Clicking anywhere on a reference will open the editing pane on the right-hand side of the screen. In the editing pane you can see a summary, edit the reference, and add attachments:

EndNote Sync

See Using Sync (from EndNote Support)

There are two methods for setting up an EndNote online account.

  • In EndNote, from the main Library window, click the Sync button that appears in the toolbar to open an EndNote online Login dialog. Click the Sign Up button to begin the registration and activation process. Follow the online instructions.
  • In EndNote, go to the Edit menu (or EndNote menu on the Mac) and select Preferences > Sync Preferences. Click the Enable Sync button to go to the EndNote online Login dialog. Click the Sign Up button to begin the registration and activation process. Follow the online instructions.

NOTE: 
- Please do not move or rename your EndNote library files after they are synchronized, as this will break the link to the Sync target library.
- Sync is designed to work with only one library on a given computer. Attempting to sync multiple libraries will merge references of both EndNote libraries. 

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Benefits of syncing to EndNote Web


  • Sync allows you to access your EndNote Library anywhere online.
  • EndNote Desktop 21 comes with access to a new version of EndNote Web. Old versions of EndNote Desktop (20, X9) will sync with the old EndNote Web. For instructions using EndNote Web see, the EndNote Basic guide.
  • Sync is required for sharing a library (X7.2 or later) among desktop users since sharing relies on EndNote's sync services.

Please note: 

You can sync only one EndNote Library.  If you have questions, please contact us.

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