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EndNote

Migrating from RefWorks to EndNote

CityU Library will end its subscription to RefWorks on August 31, 2019. This will give you time to migrate your references from your RefWorks library into EndNote. 

Export RefWorks records to EndNote

You can export RefWorks references in RIS file format and open them in your EndNote Library.

Note: Your folders in RefWorks cannot be transferred into your EndNote library. If you want to retain the folders you will need to create groups (folders) in EndNote and import the RefWorks references into these groups (see below).

 

Migrating all references (No RefWorks folders are retained)

Have your EndNote Library open.

1. Open your ProQuest RefWorks Library

2. Click the All Documents tab (left of page) to display all your references and check the box, Select all.

 

3. Click on the Share icon on the menu bar and select Export references

4. Select RIS format and click Export

5. To transfer references to EndNote:

  • For Chrome: Click on the downloaded file and select Open.
  • For IE: Click on Open
  • For Firefox: Select Open with > Others > EndNote X8
  • For Mac:

a. Click on the down arrow on the menu bar to open the Downloads box.

b. Double click on the file name: export.ris to add the references to the Endnote.

 

By default, the references will go into the Imported References folder in EndNote. They will transfer into the All References folder when new records are imported.

 

Migrating references in a RefWorks folder into a group in EndNote.

You need to transfer the folders one at a time.

1. In RefWorks, click on the title of the folder you want to export (left column) and click Select all.

2. Repeat steps 3 to 5 above.

The references will go into the Imported References folder in EndNote.

3. In EndNote, create a group. You may wish to give it the same name as the folder in RefWorks.

4. Click on the Imported References folder to display the list of the newly imported references from RefWorks

5. Select all the references and drag and drop them into the newly created group.

Note

  • You cannot automatically transfer file attachments (e.g. PDF files) from RefWorks into EndNote. You have to do it manually.

Tip. A  fast way to add PDF documents to your references is to use the PDF Auto-Import Folder. For more information, refer to the Managing PDFs page.

Citations in a Word document

If you have inserted citations into a Word document using RefWorks, you will not be able to insert citations in the same document using EndNote. It is advisable to continue using RefWorks or create a new document using EndNote.

To import references from Legacy RefWorks into EndNote, you need to save your RefWorks references as a .txt file. You can then import them into EndNote using the RIS import option.

This video, Export RefWorks citations (1:23 mins) will show you how to save references and folders in Legacy RefWorks as a .txt file.

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To import the references into EndNote Desktop.

1. In EndNote, on upper left of screen, select File > Import > File

2.. Select Choose to locate the .txt file of RefWorks records you have saved and select the Reference Manager RIS Import Option (Mac users: choose the RefMan RIS Import Option.)

3. Click Import and the references will be added to your EndNote Library into the Imported References folder. 

Guide: How to move citations from (Legacy) Refworks to EndNote. Includes instructions on moving the contents of Legacy RefWorks folders into EndNote groups.

Note

You cannot transfer file attachments automatically from RefWorks into EndNote. You have to do it manually.

Tip. A  fast way to add PDF documents to your references is to use the PDF Auto-Import Folder. For more information, refer to the Managing PDFs page.

If you have inserted citations into a Word document using RefWorks, you will not be able to insert citations in the same document using EndNote. It is advisable to continue using RefWorks or create a new document using EndNote.

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