Wednesday, April 23, 2008

How do I go about moving records from an old version of EndNote (even early versions of EndNote 8) into RefWorks?

In EndNote:

  1. Open the EndNote library of interest

  2. Use the "Edit" menu to select "Output Styles" and then "Open Style Manager"

  3. Wait -- the "Style Manager" takes awhile to open

  4. In the "EndNote Styles" box, place a check mark in the box in front of the "RefMan (RIS) export" style

  5. Close the "EndNote Styles" box.

  6. Use the "Edit" menu to select "Output Styles" and select "RefMan (RIS) Export."

  7. A check mark will appear in front of the style.

  8. Select the references you wish to export. If you want to export all references, you can use the "Edit" menu to "Select All."

  9. Use the "File" menu to select "Export."

  10. A "Save As" dialog box will appear. Choose a "Save In" location that you will remember. Give the file a name you will remember. The "Save as Type" drop-down should have chosen "Text File (*.txt)" by default -- retain this selection.


In RefWorks:


  1. Log into your RefWorks account.

  2. Use the "References" menu to select "Import"

  3. Use the "Import Filter/Data Source" drop-down menu to select "RIS Format"

  4. Use the "Database" menu to select "Endnote Windows" or "EndNote MacIntosh" as appropriate.

  5. Click the "Browse" button. A "Choose File" dialog box will appear.

  6. Select the file you exported from EndNote.

  7. Click on the "Import" button.

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