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EndNote

A comprehensive guide to the reference management software EndNote.

Moving between computers

Method 1. Using a compressed Library

  • Save a compressed Library to a cloud location.
  • Give it a name that indicates it is a backup and a date.
  • Do not open your compressed library in a cloud location. Move your compressed library to the local hard drive before opening it.
  • Open and rename the library to the original name on the local drive.

Method 2. Using EndNote Web

  • Sync your library to EndNote Web.
  • Open EndNote on another computer and sync with EndNote Web to download the records.
  • Note that Group sets and Smart Groups will not sync to the EndNote Web library, therefore reference record numbers may change during the syncing process.
Word and EndNote Library on a different computer
  • Open EndNote and sync with your EndNote Web to download records.
  • Open the Word document you are working on from the local drive.
  • Click Update Citations and Bibliography in the EndNote ribbon. This will ensure the citation record numbers will match the record numbers in your original EndNote Library.
  • If you add new references to this EndNote library, remember to save a compressed backup copy, then sync with EndNote Web to upload the records.
  • When you return to the original location or another computer, sync your EndNote library with EndNote Web and Update Citations and Bibliography in your document.