Differences

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--- kb:importing_records_from_endnote [2017/11/22 14:47] – [Exporting Your Library from EndNote] bwiernik
+++ kb:importing_records_from_endnote [2018/06/12 15:54] – [Importing into Zotero] dstillman
@@ Line 8: / Line 8: @@
 It may be necessary, with older EndNote libraries, to convert figures to attachments before you export to a RIS file. This is done by going to the References menu > Figure and selecting "Convert Figures to File Attachments..."
-  * If you wish to export a subset of your EndNote library, select the entries you wish to export.
+  - If you wish to export a subset of your EndNote library, select the entries you wish to export.
-  * Go to the File menu -> Export. A dialog box will pop up asking you where to save the export file.
+  - Go to the File menu -> Export. A dialog box will pop up asking you where to save the export file.
-  * Navigate to your EndNote data directory (typically, My Documents\endnote.Data). This directory contains a 'PDF' folder, but you should be sure to select the data directory rather than any sub-directory.
+  - Navigate to your EndNote data directory (typically, My Documents\endnote.Data). This directory contains a 'PDF' folder, but you should be sure to select the data directory rather than any sub-directory.
     * **This is important!** Zotero will look for file attachments in a directory relative to the location of the exported XML file. If you save this file in the wrong spot, file attachments won't be included when you import into Zotero.
-  * For "Save as type:", choose "XML".
+  - For "Save as type:", choose "XML".
-  * If you only want to export a subset of your library, check the "Export Selected References" box. Otherwise, make sure it is unchecked.
+  - If you only want to export a subset of your library, check the "Export Selected References" box. Otherwise, make sure it is unchecked.
-  * Click "Save".
+  - Click "Save".
-  * Close Endnote.
+  - Close Endnote.
 ===== Importing into Zotero =====
@@ Line 28: / Line 28: @@
 Note, if Zotero encounters any fields in the Endnote XML data that it does not support (e.g., custom fields, author address, author affiliation), it will add these data to a note attached to the imported item. These notes will be tagged with "_EndnoteXML import". If the import adds many of these notes, Zotero's performance can be negatively impacted. You should review each of these notes to determine if the data need to be retained (you can also move these data to the Zotero "Extra" field). Any unnecessary notes can be deleted. Additionally, you should check these notes to determine if any data could be migrated to proper Zotero fields (this is particularly important if you were using Endnote fields in non-standard ways).
-You can quickly display all of the notes generated during import by clicking on the "_EndnoteXML import" tag in the tag selector in the lower-left corner of the Zotero window. You can quickly delete all of these notes by selecting the tag in the tag selector, typing Ctrl/Cmd+A, and then right-clicking and choosing "Delete Selected Items from Library…".
+You can quickly display all of the notes generated during import by clicking on the "_EndnoteXML import" tag in the tag selector in the lower-left corner of the Zotero window. You can quickly delete all of these notes by selecting the tag in the tag selector, clicking in the items list and typing Cmd+A (Mac) or Ctrl+A (Windows/Linux) to select all matching items, and then right-clicking on a selected item and choosing "Delete Selected Items from Library…".
 ===== Getting Further Help =====
 If you have any issues related to importing and exporting references, feel free to ask for help on the [[/forums|Zotero forums]].
+===== RIS format (alternative) =====
+Instead of Endnote XML, it is also possible to export items from Endnote using RIS. The only benefit of RIS over XML is that the Endnote database ID can be retained for each item. If this is required, then, in Zotero, open the Advanced pane of [[preferences|Zotero preferences]] and click the "Config Editor" button on the "General" tab. Search for "RIS.import.keepID" and double-click to set it to **true**. If you want data for unknown fields to be retained in notes (as described above), also search for "RIS.import.ignoreUnknown" and set this option to **true**.
+In Endnote, export your library as above, setting "Save as type:" to "Text file (.txt)". Set "Output style:" to "RefMan (RIS)". Navigate to your Endnote data folder (as described above), save the export file, then import into Zotero as described above.
+With this setup, RIS will retain Endnote database IDs, but any italics, bold, or other formatting set in fields will be lost. XML should always be used unless Endnote database IDs are needed for a specific reason.
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