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Citation Managers

Endnote to...

... RefWorks

Migrating from EndNote to RefWorks

... Zotero

It's easy to use EndNote and Zotero together and take advantage of the best features of each, or to share Zotero libraries with colleagues using EndNote or vice versa. Both programs can read and write a standard citation file format called RIS, which means references can be converted back and forth with a few clicks.

PDFs and other attachments do not export between programs, however; only citation information.

To export your EndNote library for use in Zotero, click "File" and then "Export." Set the output style to "RefMan (RIS) Export" and save it as a text file.

In Zotero, click the button that looks like a gear and choose "Import." Just double-click the file you exported from EndNote. The new references will be added to a collection named "Imported" followed by the date and time.

RefWorks to...

... Endnote

If your RefWorks folder structure is important to you, you will need to export citations "folder by folder".  If you aren't using a folder structure in RefWorks, you can export the entire file.  In both instances, do the following:

Legacy RefWorks

  1. Select the folder with the references to be exported -- if applicable.
  2. From the "Reference" menu, select "Export"; if you have selected a folder, you will see that by default it will export citations from that folder.
  3. Set "Select an Export Format" to "Bibliographic Software (EndNote, Reference Manager, ProCite)"
  4. Click the "Export References" button.
  5. If a new tab doesn't open, displaying the list of exported references, click on the "click here" link that displays in the "Completed" dialog box.
  6. Using your browser's "save as" function, save this page as a text file.
  7. Open EndNote and select a "Library", if appropriate.
  8. From the "File" menu, select "Import" --> "File"
  9. Click on the "Choose" button to navigate to the location of the RefWorks file you exported.
  10. Change "Import Option" to "Reference Manager (RIS)", if applicable.
  11. Click the "Import" button.
  12. The imported references will display; you can then select all of them and drag them to the appropriate folder (Group) in EndNote.

New RefWorks

  1. Select the folder with the references to be exported -- if applicable.
  2. From the "Share and Export" icon, select "Export References"; if you have selected a folder, you will see that by default it will export citations from that folder.
  3. Select "RIS Format" and click the "Export" button.
  4. Click the "Export References" button.  This action will create and download a file named "export.ris".  Make sure this file is saved in a location where you can find it.
  5. Open EndNote and select a "Library", if appropriate.
  6. From the "File" menu, select "Import" --> "File"
  7. Click on the "Choose" button to navigate to the location of the RefWorks file you exported.
  8. Change "Import Option" to "Reference Manager (RIS)", if applicable.
  9. Click the "Import" button.
  10. The imported references will display; you can then select all of them and drag them to the appropriate folder (Group) in EndNote.

More information can be found at the EndNote Support site.

... Zotero

To export your RefWorks library for use in Zotero, click "References" and then "Export." Choose which references to export and set the output style to "BibTex - RefWorks ID" and click "Export to Text File". It should come up as a webpage, so in the browser window click "File" then "Save as" and save it as a text file.

In Zotero, click the button that looks like a gear and choose "Import." Just double-click the text file you exported from RefWorks. The new references will be added to a collection named "Imported" followed by the date and time.

Zotero to...

... EndNote

  1. Open Zotero. 
  2. Click on the File menu and select Export Library. 
  3. Under Format select Endnote XML (Check Export Notes and Export Files) 
  4. Click OK. 
  5. Save the file to your computer in the preferred location. Exported file would be saved in a folder named 'Exported Items' 
  6. Close Zotero. 
  7. Open EndNote. In this instance, we recommend that you create a new library (Click on File>New and give a name to your library and click on Save). 
  8. Click on the File menu and select Import File. 
  9. For Import File, select the file you have exported from Zotero and click Open. 
  10. For Import options, choose EndNote Generated XML from the drop down list. 
  11. Click on Import. 
  12. Click on File menu>Exit. 

Now open the Exported Items folder (created when you export from Zotero). You will see a PDF folder within Exported Items folder. Open the PDF folder. Here, you can see sub folders created with numbers randomly. Copy all the subfolders. 

Now go the location where your EndNote library is saved. Here you will see the .enl file and .Data folder. For example, if your EndNote library name is My EndNote Library, then you will see My EndNote Library.enl file and associate My EndNote Library.Data folder. 

Open the .Data folder (My EndNote Library.Data) and create a PDF folder within the .Data folder. Once you create the PDF folder, open the PDF folder and paste the sub folders you copied from Exported Items folder. 

Now open the EndNote library. It will index the PDFs. Once it is done. You should be able to see the PDFs attached to the library. 

Transferring from Zotero to EndNote6 Video

 

 

... RefWorks

Migrating from Zotero to RefWorks

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