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Citation Management Migration Guide

Steps to migrate information from RefWorks to EndNote basic

1. Log into EndNote basic.

2. To import your file, select "Import references" in the "Collect" list. 

3. Next you need to choose your saved RefWorks file and select "RefWorks Import" from the import option drop-down menu.

4. Select a destination for your information, either by choosing an already-existing folder, or creating a new one. Press "Import".


Moving Over Notes and Other Fields

The only fields that transfer over from RefWorks to EndNote basic are:

  • Bibliographic Information
  • Notes
  • DOI

If you wish to move over any other information, best practice would be to copy the information, paste it into the RefWorks Notes field and label it to be moved into different fields once migrated to EndNote basic.