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kb:importing_records_from_endnote [2019/08/23 04:01]
dstillman [Getting Further Help]
kb:importing_records_from_endnote [2019/08/23 04:02] (current)
dstillman Fix EndNote capitalization
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   - 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 ===== ===== Importing into Zotero =====
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 In Zotero, click "​Import…"​ in the "​File"​ menu. A dialog box will appear asking you to select the file to import. Navigate to the location where you exported your EndNote library (if you followed the above instructions,​ this should be My Documents\endnote.Data) and select the XML file. Click Open. In Zotero, click "​Import…"​ in the "​File"​ menu. A dialog box will appear asking you to select the file to import. Navigate to the location where you exported your EndNote library (if you followed the above instructions,​ this should be My Documents\endnote.Data) and select the XML file. Click Open.
  
-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).+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, 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…"​. 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…"​.
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 ===== RIS format (alternative) ===== ===== 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 **false**.+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 **false**.
  
-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.+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. ​+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. ​
  
 {{tag>kb entry}} {{tag>kb entry}}
kb/importing_records_from_endnote.txt · Last modified: 2019/08/23 04:02 by dstillman