Merging Libraries through Sync

If you sync a new EndNote library to an EndNote Web/online account that contains references in it, the references will be merged together into a single library, and the last library you synced to your EndNote account will become the library you use for syncing from that time on. The advantage of this method of merging libraries is that all the references, group sets, and groups from both libraries will be included in the merged library. The disadvantage is that references that exist in both original libraries will be duplicated.

Steps to merge two libraries together using Sync:

1. If you have previously synced a library, close that library in EndNote, then proceed to step 3.
2. If you have not previously synced a library, open the library you do not want to use for your final synced library in EndNote and follow the instructions in The Sync Feature to sync the library to your EndNote account. After syncing, close that library.
3. (Optional) To identify which references were in each original library, before syncing you might find it helpful to create a custom group containing all the references in each library and labeling it with something like "All from [original library name]." The groups would need to be created before syncing any libraries, with all the references in a given library added to that group.
4. Open the library you want to merge with the previously synced library. Please note this will be the library that you will sync in the future.
5. Select Sync Status in the Groups panel. A message will be displayed saying, "You already have a synced library. If you choose to sync this library, it will be merged with your existing synced library..."
6. Click the Sync Now button. A warning will appear saying, "Warning: You are about to sync or share a library that is different than the last library you synced. This will merge the libraries. Do you wish to proceed?" If you wish to merge the libraries, click the Yes button.
7. You will be asked if you want to create a backup of the library. We suggest clicking Yes to create a backup before syncing. If you chose Yes to make a backup, save the backup and the sync process will begin; if you chose No, the sync process will begin immediately.

When the sync has finished, you will see all the references, group sets, and groups that appeared in both original EndNote libraries. Be sure to use this library in the future for syncing.

Note: If you had previously set another library as a favorite to open when starting EndNote, you may wish to make your merged library the favorite instead. You can find instructions for this in Choosing a Library to Open.