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EndNote Desktop

RefWorks to EndNote

Notes on the Transfer Process

When you transfer references from RefWorks to EndNote, you need to recreate your RefWorks folder structure as groups in EndNote before you start. Additionally, if you have any file attachments, they will not transfer with your references. You will either need to download them and attach them separately or use the NYMC Access button within EndNote to find and attach the document.

Setting Up Groups

See the Use EndNote Desktop Functions page for more details on creating and managing your groups.

Exporting from RefWorks & Importing into EndNote

1. In RefWorks, navigate to the folder you want to transfer.

2. Click on the Share button in the top navbar.

3. Select the "Export references" option from the drop-down menu.

4. In the From section, select the "All references in..." option.

5. In the Format section, select the "RIS Format" option.

6. Click on the Export button to generate your .ris file.

7. In EndNote Desktop, click on the File tab in the menu bar.

8. Select the "Import..." option from the drop-down menu.

  • PC: Use the "Choose..." button to select your .ris file from your downloads, and change the "Import Option:" field to Reference Manager (RIS).

  • Mac: Use your Finder window to select the .ris file from your downloads, and use the Options button to change the "Import Option:" field to Reference Manager (RIS).

9. Click on the Import button.

10. Click on the "Imported References" tab in the left sidebar.

11. Highlight all of the newly added references and drag them into the appropriate group in the left sidebar.

12. Repeat steps 1-11 for each folder in each of your projects.

PDF Attachments

Set up a new folder on your desktop or in your Documents folder to house all of your RefWorks PDFs. Once you've download each PDF attachment and placed it in the newly created folder, you can follow the steps outlined on the Use EndNote Desktop Functions page to import your PDFs.

Notes on the Transfer Process

When you transfer references from RefWorks to EndNote, you need to recreate your RefWorks folder structure as groups in EndNote before you start. Additionally, if you have any file attachments, they will not transfer with your references. You will either need to download them and attach them separately or use the NYMC Access button within EndNote to find and attach the document.

Setting Up Groups

See the Use EndNote Desktop Functions page for more details on creating and managing your groups.

Exporting from RefWorks & Importing into EndNote

1. In RefWorks, navigate to the folder you want to transfer.

2. Click on the References button in the top navbar.

3. Select the "Export" option from the drop-down menu.

4. In the References to Include From section, select the "All in List" option.

5. In the Select an Export Format section, select the "Bibliographic Software (EndNote, Reference Manager, ProCite)" option.

6. Click on the "Export References" button.

7. The system will open a new window with your file.

8. Right click on the page and select "Save as..." from the drop-down menu.

9. Save the references as a text file (.txt).

10. In EndNote Desktop, click on the File tab in the menu bar.

11. Select the "Import..." option from the drop-down menu.

  • PC: Use the "Choose..." button to select your .ris file from your downloads, and change the "Import Option:" field to Reference Manager (RIS).

  • Mac: Use your Finder window to select the .ris file from your downloads, and use the Options button to change the "Import Option:" field to Reference Manager (RIS).

12. Click on the Import button.

13. Click on the "Imported References" tab in the left sidebar.

14. Highlight all of the newly added references and drag them into the appropriate group in the left sidebar.

15. Repeat steps 1-14 for each folder in each of your projects.

PDF Attachments

Set up a new folder on your desktop or in your Documents folder to house all of your RefWorks PDFs. Once you've download each PDF attachment and placed it in the newly created folder, you can follow the steps outlined on the Use EndNote Desktop Functions page to import your PDFs.