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kb:importing_records_from_endnote [2019/08/23 04:02] – Fix EndNote capitalization dstillman | kb:importing_records_from_endnote [2020/06/30 15:24] (current) – bwiernik | ||
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- | ====== How do I import from EndNote? ====== | + | See [[kb:endnote_import|Endnote |
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- | Many people coming to Zotero already have extensive collections stored in other reference management software. The following information describes how to make the move from EndNote to Zotero, but the same basic steps apply to many other reference management systems. For other programs, the BibTeX or RIS formats generally produce good results. A [[kb:mendeley_import|direct Mendeley importer]] is also available. | + | |
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- | ===== Exporting Your Library from EndNote ===== | + | |
- | Zotero can't directly import " | + | |
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- | 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 " | + | |
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- | - 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. | + | |
- | - Navigate to your EndNote data directory (typically, My Documents\endnote.Data). This directory contains a ' | + | |
- | * **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:", | + | |
- | - If you only want to export a subset of your library, check the " | + | |
- | - Click " | + | |
- | - Close EndNote. | + | |
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- | ===== Importing into Zotero ===== | + | |
- | If you are not importing into an empty library, we **highly recommend** [[/ | + | |
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- | You should also temporarily disable automatic sync in Zotero' | + | |
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- | In Zotero, click "Import…" in the " | + | |
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- | Note, if Zotero encounters any fields in the EndNote XML data that it does not support (e.g., custom fields, author address, author affiliation), | + | |
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- | You can quickly display all of the notes generated during import by clicking on the " | + | |
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- | ===== Getting Further Help ===== | + | |
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- | If you have any issues related to importing and exporting references, feel free to ask for help on the [[/ | + | |
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- | ===== RIS format (alternative) ===== | + | |
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- | 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 " | + | |
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- | In EndNote, export your library as above, setting "Save as type:" to "Text file (.txt)" | + | |
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- | 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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- | {{tag>kb entry}} | + |