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From RefWorks to EndNote

Before you move your content

  • Complete all current, ongoing documents in which you refer to references in your RefWorks account before you move your references to EndNote
  • Download and install EndNote on your computer
  • Create an EndNote library (EndNote database) and save it to your computer locally. EndNote recommends you NOT to save your EndNote library to any cloud storage (Dropbox, SharePoint, Box Sync, Google Drive, iCloud etc.)
  • Tidy up your references in RefWorks
  • Save any attached PDF files in RefWorks to your computer
  • Consider how you are going to export your references:
    1. move all references in your RefWorks database to EndNote or
    2. move the content from your folders in RefWorks to folders in EndNote

It is only the references that you will actually be moving. Any attached PDF files will not be included. If you also want to move your PDF files over to EndNote, you will need to reattach the PDF for each individual reference subsequently (drag & drop).

If you have used any user-defined fields in RefWorks (Personal Notes or User Fields), this data will not be transferred when exporting your references. If you would like to keep the fields you will need to copy the content of the individual fields and put them into equivalent fields in EndNote. 

1. Move all references in your RefWorks database to EndNote

Use this method if you:

  • have not grouped your references into folders in RefWorks or
  • do not wish to keep your folder structure

1. Open RefWorks --> select View --> All References.

2. Move the mouse/cursor over References and select Export.     

 

3. Alongside Select an Export Format choose Bibliographic Software (EndNote, Reference Manager, ProCite) and then click Export References

4. Your file of exported references will either be shown as text in your browser, or you will be able to save the file to your computer. This depends on your browser. If you see your references in the browser, you should save the text as a .txt file. You can do this by right-clicking in the browser window and selecting Save as

5. Open EndNote and select File --> Import --> File

Alongside Import File: navigate to the .txt file you have just saved on your computer
Alongside Import Option: choose Reference Manager (RIS). Select Other filters: if the RIS option is not visible.
Click Import

6. Your references have now been transferred to EndNote and can be located in All References, as well as in the temporary folder Imported References

2. Move content from folders in RefWorks to folders in EndNote

Use this method if you would like to retain the folder structure you have been using in your RefWorks database.


1. Open RefWorks and select the folder you wish to export content from (e.g. from the folder view on the right-hand side)

2. Move the mouse/cursor over References and select Export    

3. Check that the folder you wish to export content from is displayed alongside References To Include From and that All in List is selected

4. Alongside Select an Export Format choose Bibliographic Software (EndNote, Reference Manager, ProCite) and then click Export References

5. Your file of exported references will either be shown as text in your browser, or you will be able to save the file to your computer. This depends on your browser. If you see your references in the browser, you should save the text as a .txt file. You can do this by right-clicking in the browser window and selecting Save as.

6. Open EndNote and select File --> Import --> File.

Alongside Import File: navigate to the .txt file you have just saved on your computer Alongside Import Option: choose Reference Manager (RIS). Select Other filters: if the RIS option is not visible Click Import 

7. Your references have now been transferred to EndNote and can be located in All References, as well as in the temporary folder Imported References. In order to move the references to a similar folder in EndNote, you must create the folder (group)

 

8. Right-click on My Groups in EndNote and select Create Group. Rename the folder/group

9. Go to the temporary folder Imported References, mark all the references by clicking Ctrl+A (Command+A on a Mac)) and drag & drop the references into the newly created folder/group

10. Complete steps 1-9 for all the folders you have in RefWorks  

Once your content has been moved

Once your references have been moved from RefWorks to EndNote, you can start using the EndNote tab in Word in your new documents and refer to your references, which are now in EndNote. Read more about EndNote and find links to guides.

If you have current documents referring to references in your RefWorks account, you can continue writing in the documents once you have moved your content from RefWorks to EndNote. However, it requires that you convert your Word document so that you use EndNote and not RefWorks as a reference tool. See EndNote's guide - under the heading "Converting a Document".