Converting to or from Other Bibliographic Management Software

  1. How do I import references from my EndNote database?
  2. I'm trying to import records from an EndNote database, but the author names are all truncated. How do I fix this?
  3. Can I move my RefWorks database into another database program?
  4. In order to import references from Procite, RefWorks asks for an RIS.pos filter. Where can I get this?

 How do I import references from my EndNote database?

Below are two sets of conversion instructions – one for EndNote version 8 or higher users and the other for version 7 or lower users.

Converting EndNote databases (version 8 or higher):

  1. Log into your RefWorks account
  2. Select ReferencesImport EndNote V8 Database
  3. Click the Browse button and locate your EndNote .enl file
  4. Specify a folder to import the references to (this is optional; your references will automatically appear in the Last Imported Folder)
  5. Click the Import button.

Converting EndNote databases (version 7 or lower):

  1. In EndNote, choose the correct Output Style for the export. Select FileOutput Styles
  2. From the list of output styles, select RefMan (RIS) Export; if you do not see this format, open the Style Manager and check the RefMan format, then close the Style Manager and repeat steps 1 and 2
  3. Select the references you want to export
  4. Choose ReferenceShow Selected (or Show All if you wish to export the entire database)
  5. Select FileExport
  6. A dialog box appears for you to select the location where you want to save the file; type a file name and select a location for importing into RefWorks (make sure you select "Text" as your "Save As" type_, then click Save.
  7. In RefWorks, select ReferencesImport
  8. Select Desktop Biblio. Mgt. Software as your Import Filter and EndNote as your Database
  9. Browse for and select the file you just created from EndNote .
  10. Click Import.

Note: When importing large amounts of references, we recommend you import no more than 2500 records (or 3MB of files) at a single time. This will ensure a successful import.

I'm trying to import records from an EndNote database, but the author names are all truncated. How do I fix this?

You will need to edit EndNote's RefMan (RIS) Export filter to export the full names in your database instead of truncating to initials.

  1. In EndNote, select FileOutput StyleOpen Style Manager
  2. Scroll through the alphabetical list of style names, click once on RefMan (RIS) to highlight it, put a check in the left-hand box, then click on the Edit button
  3. On the Bibliography folder, select Author Names, then under Name Format, change the "Initials" option to "Full Names"
  4. Close both style manager windows and when prompted, save your changes
  5. Export your records

Can I move my RefWorks database into another database program?

RefWorks offers several export options that you can use with other programs. These options (available in ToolsExport References) are:

  • Bibliographic Software (e.g, EndNote, ProCite, Reference Manager): saves the database in a tagged format that you can then import into another bibliographic management program. It is the format sometimes called the "RIS Format" or "Reference Manager Format" and can be imported into Reference Manager, ProCite, EndNote, or any other program that supports the RIS Format.
  • BibTeX – RefWorks ID: saves the database in the file format for use with the LaTeX document preparation system.
  • Citation List: creates a list to use when writing your paper offline. The format includes the RefID, Authors Primary, Title Primary, and Publication Year only. This format is probably not usable by another bibliography manager.
  • RefWorks Tagged Format: saves the database in a format similar to the bibliographic management software format. This is a tagged format. The data layout, however, is patterned after the RefWorks database as opposed to tags that match with other bibliographic programs. Use this format for backup purposes and for sharing data with other RefWorks users.
  • Tab Delimited: saves all your data in an organized manner with each field separated by a tab. It may then be loaded into other programs that are designed to read this type of format.
  • XML: use this format to create your export file in an XML format.

In order to import references from Procite, RefWorks asks for an RIS.pos filter. Where can I get this?

Right-click on RIS.pos and save the file to your computer.

For instructions on importing Procite references into RefWorks, see the RefWorks Help pages.



Last updated May 1, 2007 cb

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