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EndNote 101: Importing

Everything you need to get started with EndNote.

From RefWorks

Import RefWorks Citations into EndNote

In RefWorks

  1. Login to your RefWorks database if you have not already done so.
  2. Click on References and Export at the top of the screen.
  3. Click in the radio button for All References or References From: to specify a folder.
  4. Select Bibliographic Software (EndNote, Reference Manager, ProCite) from the Export Format: choices.
  5. Click on Export to Text File...
  6. Click on File and Save As.
  7. Type your disk drive, the filename in the File Name box.
  8. Select Text from the Save As Type dropdown menu.
  9. Click on Save.

In EndNote

  1. Open your EndNote Library and click on File and Import.
  2. Click on Choose File at Import Data File: and select your text file.
  3. Select Refman RIS from the Import Option: drop down menu.
  4. Click on Import

Between EndNote and EndNote Online

Share/Export Records and Groups

Sharing EndNote Online Groups

You can share your folders with anyone who has an EndNote Online account.

  1. Click Organize at the top of the screen.
  2. Click on Manage My Groups
  3. Click on Share GRoup to the right of the desired group.
  4. Enter the desired email address(es) for sharing.
  5. Click on Apply.

Export EndNote Online records to EndNote desktop, another EndNote Online account or RefWorks

If you have EndNote X or above you can transfer references to and from libraries with EndNote installed on your desktop. Transfers are initiated through EndNote. Refer to the EndNote documentation for detailed instructions.

Exporting references

  1. Click in the box to the left of desired records
    Or
    Click on All or Page.
  2. Select Copy to Quick List.
  3. Click on Format tab.
  4. Click on Export References.
  5. Select Quick List from the References: drop down menu.
  6. Select EndNote Export from the Export Style drop down menu.
  7. Click on Save and save the file with a .txt extension filename
    Example: myfile.txt

Importing EndNote Online Records into EndNote Desktop

  1. Follow the directions above for exporting references in EndNote Online.
  2. Go to EndNote desktop and open your EndNote library.
  3. Click on File and Import.
  4. Click Choose File to select your exported EndNote Online text file.
  5. Select EndNote Import from the Import Option drop down menu.
  6. Click on Import.
Importing EndNote Online Records into RefWorks
  1. Follow the directions above for exporting references in EndNote Online.
  2. Login to your Refworks account.
  3. Click on References and Import.
  4. Select EndNote View from the Import Filter/Data Source drop down menu.
  5. Click Browse at the Import Data from the following Text File to select your exported EndNote Online text file.
  6. Click on Import.
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