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EndNote: 1. Getting started with EndNote Online

A guide to using EndNote X9 & X8 with some help for X7 & X6

EndNote Online

About EndNote online

The web version of EndNote can be used to create bibliographies, manage references, share libraries collaboratively and insert citations in a Word document using Cite While You Write. It can be used as a stand alone library or as a way of transferring references from EndNote desktop. You need to register for a new online account each time you update your version EndNote desktop.

Advantages of EndNote Online:

  • Use your citations from any computer even if it doesn't have EndNote desktop installed.
  • Share references with other EndNote Online users anywhere in the world.
  • You can syncronize EndNote X8 & EndNote Online (see tab above) so that an exact match, including file attachments, exists.
  • Endnote X8 allows unlimited uploads of file attachments (same as desktop).

Disadvantages of EndNote Online when compared with EndNote desktop:  

  • You can't use term lists for journal abbreviations.
  • You can't edit styles and filters.
  • Storage limit of 50, 000 records.

Compatibility:

Check system requirements for EndNote Online

Note: It is no longer possible to activate an EndNote Online or Web account using EndNote X6 or X5 - you need to download EndNote X8 if you wish to use EndNote Online.                

Synchronizing EndNote and EndNote Online

EndNote X7 and above allows you to synchronize one desktop library with your EndNote Online library so that an exact match exists in both libraries. You must register & have an active EndNote Online account to initiate the Sync process:

1. Open the EndNote desktop library you want to syncronize with EndNote Online.

2. Save a back-up copy of this library as a Compressed Library (in case of problems during the sync process).

3. Register EndNote X9 with EndNote Online (even if you have an existing EndNote Web account) for your free 2 year subscription:

  • EndNote > Tools > Sync OR Click  (top toolbar)
  • A User Registration box will appear. Click Sign Up
  • Enter your email address > retype it > click Submit.
  • Enter your personal information in the required fields > click I Agree

Note:

  • The library currently open in EndNote X9 desktop will become your default library for the Sync process. If you subsequently initiate the Sync process with a different library open in EndNote this will merge with the default library.
  • You can not initiate the Sync process in Online mode.

EndNote will populate the fields on the Sync page with your email address, password & the EndNote desktop library currently open (you can change this if necessary). Ensure Sync Automatically is ticked  so that the Sync process begins every 15 minutes. 

 

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EndNote Online & Word

Video length: 2 minutes 38 seconds.  

Note: If you have downloaded EndNote software on your desktop you are not using EndNote basic (which is just the online version).                             

EndNote Online Help

EndNote Online Help : A comprehensive guide to EndNote Online by Thompson Reuters

For problem solving go to:

EndNote Online FAQs