Answered By: Cindy Schmidt
Last Updated: Jan 03, 2018     Views: 236

First, do you really need/want to start using EndNote?  Both RefWorks and EndNote are available to UNMC faculty, staff and students. If you use RefWorks, you may retain all citations and access to the software after you graduate or separate from UNMC. If you use EndNote, your account is tied to UNMC: access to the software and your citations will not be available after you graduate or separate from UNMC. 

The following instructions for moving Refworks records to EndNote are based on my knowledge of EndNote X8. Please, do let me know if you find that the process is not identical in your version of EndNote.

There are three parts to this process. You must first export a RIS format file from RefWorks. You must then edit the RIS format file you've saved. Finally, you will have to import the edited file into EndNote.

A. Export a RIS format file

If you are exporting from a RefShare folder:
1. Go to the Refshare folder
2. Select the references you wish to export. You can export several references from a single page, a whole page, or the whole list. To export a whole page, click the "Page" radiobutton above the "Add to My List" and "Export" buttons. To export the whole list of references, click the "adjacent "All in list" radiobutton.
3. Click on the Export button. The "Export" page will appear.
4. On the "Export" page, click the "Bibliographic Software (EndNote,Reference Manager,ProCite)" radiobutton
5. Make sure pop-up blockers are disabled.
6. Hit the "Export to a text file" button at the bottom of the page.
7. The records will appear in RIS format in a new window. Use the browser "File" menu to "Save As" the file type should be set on "Text File (*.txt)". If it isn't, select "Text File (*.txt)", name the file, click the "Save" button and proceed to part "B". below

If you are exporting directly from your Refworks account
1. Log into your RefWorks account

2.  If you wish to export a single folder's contents, click on the folder link to view that folder's contents.
2. Click the "Export" link in the "Quick Access" box on the right-hand side of the RefWorks window.
3. For "References to include," select the references you wish to export ("All in List", "Page", or "Selected".)
4. For "Export Format," select " Bibliographic Software (EndNote,Reference Manager,ProCite)
5. Click the "Export References" button.
6. A "please wait" message may appear.
7. A new webpage containing "RIS Format" references will either open on its own or you may have to click a link to open the new page. I've pasted an example of a RIS format reference below.

ID - 298
T1 - Long-term campaign. Nursing: the power to make a difference
Y1 - 2007
Y2 - 07
VL - 23
IS - 4
SP - 18
KW - Career Choice*
KW - Persuasive Communication*
KW - Marketing/*methods
KW - Nurses/*supply & distribution
KW - Education, Nursing
KW - Focus Groups
KW - Humans
KW - North Carolina
AB - Although many recruiting campaigns focus on quick results, an effort by the North Carolina Center for Nursing is taking a decidedly long-term approach. Posters are directed at middle school students and even elementary-grade kids.
N1 - Language: English. Date Created: 20070907. Date Completed: 20071003. Update Code: 20071207. Publication Type: Journal Article. Journal ID: 101279978. Publication Model: Print. Cited Medium: Print
A3 - Anonymous
SN - 1931-9592
JF - Profiles In Healthcare Communications
JA - Profiles Healthc Commun
UR -
M1 - Journal Article
ER -

8. Save the webpage as a .txt document.
9. Depending on your browser, the file may be named automatically (with a name beginning with your RefWorks account username) and added to your "Downloads" folder or you may be given a chance to name and locate the file.

B. Edit the RIS format file you've saved

1. Open the saved file from part A.
2. If the file is large, I would recommend copying the entire contents of the file and pasting the copied contents into a Word document for editing. Why? "Replace all" edits as described in steps 3 and 4 of these instructions can stall out in programs like Word Pad or Notepad. If you do choose to do the editing in Word, when the editing process is complete, use Word's "File" menu to select "Save as" and then you will have to choose "Plain text (*.txt) from the "Save as type" drop-down menu before saving the edited file.
3. Use the "Edit" menu to select "Replace." Then have the program find

AB -

(there are two spaces between the B and the hyphen)
and replace it with

N2 -

(there are two spaces between the 2 and the hyphen)
Wait for the replacement process to complete. This step will insure that the abstract is placed in the abstract field in EndNote.
4. Use the "Edit" menu to select "Replace." Then have the program find

EP -

(there are two spaces between the P and the hyphen)
and replace it with


Wait for the replacement process to complete.
This step should result in the insertion of a hyphen and then the end page number after the start page number in the EndNote "pages" field.
5. Save the edited file as a .txt file.

C. Import the edited file into EndNote
1. Open the EndNote library  to which you wish to add your RefWorks references. **If you haven't already imported journal abbreviation lists into your EndNote Library, you should do this before bringing any references into your Library.** (at least this was an important step in setting up libraries in EndNote 8 and earlier. Use the "Tools" menu to "Open Term Lists" and selecting "Journals."  Select the "Medical.txt" file or other relevant journal name file. 
2. Use the EndNote "File" menu to select "import" and then "File."
3. When the "Import" dialog box appears, use the "Choose ..." button to locate the revised file saved in step B.5. above.
4. Use the "Import Option" drop-down menu to select "Other filters." The "Choose an Import Filter" box should appear eventually. Scroll down to find and select the "RefMan RIS" filter. Hit the "Choose" button. The "RefMan RIS" filter should now be chosen in your "Import" dialog box and will appear among the short list of filters in the "Import dialog box's "Choose an Import Filter" drop-down menu in the future.
5. Leave the other settings on their defaults ("Import all" and "No translation")
6. Click the "Import" button.
7. A list of the newly imported references will appear. To see these as part of the entire list of references in your library, you will have to use the EndNote "References" menu to "Show all references."

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