Tuesday, June 3, 2008

How do I move my RefWorks references into EndNote

The following is based on my knowledge of EndNote 8. Please, do let me know if you find that the process is not identical in your version of EndNote.

There are three parts to this process. You must first export a RIS format file from RefWorks. You must then edit the RIS format file you've saved. Finally, you will have to import the edited file into EndNote.

A. Export a RIS format file

If you are exporting from a RefShare folder:
1. Go to the Refshare folder
2. Select the references you wish to export. You can export several references from a single page, a whole page, or the whole list. To export a whole page, click the "Page" radiobutton above the "Add to My List" and "Export" buttons. To export the whole list of references, click the "adjacent "All in list" radiobutton.
3. Click on the Export button. The "Export" page will appear.
4. On the "Export" page, click the "Bibliographic Software (EndNote,Reference Manager,ProCite)" radiobutton
5. Make sure pop-up blockers are disabled.
6. Hit the "Export to a text file" button at the bottom of the page.
7. The records will appear in RIS format in a new window. Use the browser "File" menu to "Save As" the file type should be set on "Text File (*.txt)". If it isn't, select "Text File (*.txt)", name the file, click the "Save" button and proceed to part "B". below

If you are exporting directly from your Refworks account
1. Log into your RefWorks account
2. Use the "References" menu to select "Export"
3. For "References to include," select the references you wish to export ("all references," references from a specific folder, etc.)
4. For "Export format," select " Bibliographic Software (EndNote,Reference Manager,ProCite)
5. Click the "Export to Text File" button
6. A "please wait" message will appear.
7. A new webpage containing "RIS Format" references will either open on its own or you may have to click a link to open the new page. I've pasted an example of a RIS format reference below.
TY - JOUR
ID - 298
T1 - Long-term campaign. Nursing: the power to make a difference
Y1 - 2007
Y2 - 07
VL - 23
IS - 4
SP - 18
KW - Career Choice*
KW - Persuasive Communication*
KW - Marketing/*methods
KW - Nurses/*supply & distribution
KW - Education, Nursing
KW - Focus Groups
KW - Humans
KW - North Carolina
AB - Although many recruiting campaigns focus on quick results, an effort by the North Carolina Center for Nursing is taking a decidedly long-term approach. Posters are directed at middle school students and even elementary-grade kids.
N1 - Language: English. Date Created: 20070907. Date Completed: 20071003. Update Code: 20071207. Publication Type: Journal Article. Journal ID: 101279978. Publication Model: Print. Cited Medium: Print
A3 - Anonymous
SN - 1931-9592
JF - Profiles In Healthcare Communications
JA - Profiles Healthc Commun
UR - https://library1.unmc.edu/login?url=http://search.ebscohost.com/login.aspx?direct=true&db=cmedm&AN=17821932&loginpage=login.asp&site=ehost-live
M1 - Journal Article
ER -

8. Use the internet browser's "File" menu to select "Save as." A "Save web page" dialog box will appear.
9. In the "Save web page" dialog box, choose a "Save in" location that you will be able to find, give your file a name you will remember, choose the "Text File (*.txt)" option from the "Save as type" drop-down menu, and click the "Save" button.


B. Edit the RIS format file you've saved

1. Open the saved file from part A.
2. If the file is large, I would recommend copying the entire contents of the file and pasting the copied contents into a Word document for editing. Why? "Replace all" edits as described in steps 3 and 4 of these instructions can stall out in programs like Word Pad or Notepad. If you do choose to do the editing in Word, when the editing process is complete, use Word's "File" menu to select "Save as" and then you will have to choose "Plain text (*.txt) from the "Save as type" drop-down menu before saving the edited file.
3. Use the "Edit" menu to select "Replace." Then have the program find

AB -

(there are two spaces between the B and the hyphen)
and replace it with

N2 -

(there are two spaces between the 2 and the hyphen)
Wait for the replacement process to complete. This step will insure that the abstract is placed in the abstract field in EndNote.
4. Use the "Edit" menu to select "Replace." Then have the program find

EP -

(there are two spaces between the P and the hyphen)
and replace it with

-

Wait for the replacement process to complete.
This step should result in the insertion of a hyphen and then the end page number after the start page number in the EndNote "pages" field.
5. Save the edited file.

C. Import the edited file into EndNote
1. Open the EndNote library you to which you wish to add your EndNote references. **If you haven't already imported journal abbreviation lists into your EndNote Library, you should do this before bringing any refrences into your Library.** (at least this was an important step in setting up libraries in EndNote 8 and earlier. It involved using the "Tools" menu to "Open Term Lists" and selecting "Journals." Please see your manual for further info this and any other steps you should take before importing references.)
2. Use the EndNote "File" menu to select "import."
3. When the "Import" dialog box appears, use the "Choose File " button to locate the revised file saved in step B.5. above.
4. Use the "Import Option" drop-down menu to select "Other filters." The "Choose an Import Filter" box should appear eventually. Scroll down to find and highlight "RefMan RIS." Hit the "Choose" button. The "RefMan RIS" filter should now be chosen in your "Import" dialog box and will appear among the short list of filters in the "Import dialog box's "Choose an Import Filter" drop-down menu in the future.
5. Leave the other settings on their defaults ("Import all" and "No translation")
6. Click the "Import" button.
7. A list of the newly imported references will appear. To see these as part of the entire list of references in your library, you will have to use the EndNote "References" menu to "Show all references."

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