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Citation Management Migration Guide

Cleaning Up Your RefWorks

  1. Before you export:
    • Clean up and organize your references before exporting from RefWorks. Use the "Organize & Share Folders" option to clear folder contents and delete unwanted folders.
    • If you have PDFs attached, make sure to save them to your computer before exporting.
       
  2. Determine how you want to export your references:
    • Migrating all references at once (no folders are preserved)
    • Migrating individual folders

Important information:

  • It is not recommended that you export more than 500 references at a time from RefWorks. If your library is larger than 500 references, you should create folders and export them one at a time (use the "Migrating Individual Folders" instructions) to ensure the integrity of the references.
     
  • Any file attachments (e.g. PDFs) that you have connected to your RefWorks references will not be exported to EndNote, Mendeley or Zotero. These files can be saved manually to your computer and then added to the correct EndNote, Mendeley or Zotero reference later.
     
  • If you have used any of the RefWorks customizable "User Fields" or "Personal Notes", this information will not be moved. However, if you place the contents of these fields in the RefWorks "Notes" field, then this information will carry over to the Mendeley or Zotero "Notes" field or EndNote basic "Pages" field. 
     
  • Any URLs or DOIs in the "Links" field will transfer.
     
  • If you have inserted citations in documents with RefWorks' Write-N-Cite, they cannot be used with Mendeley's Cite-o-Matic or EndNote or Zotero's Word plugins. You will need to either finish the document you are working on and generate its bibliography with RefWorks Write-N-Cite, or start over with Mendeley, EndNote, or Zotero. If you choose to complete a project in RefWorks, it must be finished by December 31, 2017. 

Exporting from Legacy (Old) RefWorks

You have the Legacy (old) version of RefWorks if your log in screen looks like this:

  1. Sign in to RefWorks. Make sure that all of your references are visible by choosing View from the top menu and then clicking on All References. 


     
  2. Once all of your references are visible, click on References from the top menu, and then choose Export. 


     
  3. The pop-up box will show you the name of the folder being exported. 

    For Mendeley: Choose "Bibliographic Software (EndNote, Reference Manager, ProCite)" as your Export Format, and then click on Export References

    For Zotero or EndNote Desktop: Choose either "Bibliographic Software (EndNote, Reference Manager, ProCite)" OR "BibTeX - RefWorks ID" as your Export Format, and then click on Export References

    For EndNote basic: Choose "RefWorks Tagged Format" as you Export Format and the click on Export Refrences.

    NOTE: if you have a lot of references, this may take a long time.

  4. Once the export is complete, you may get a pop-up prompting you to download your file (depending on your browser, or whether pop-ups have been disabled).



    If you are not prompted to download your file, you should get the message above in the bottom right of your screen. Click on the first "click here" option to open the file in a new window. Save this as a .txt file.

  1. Open RefWorks and make sure that you are viewing the contents of the first folder you wish to migrate by clicking on it from the Folders list on the right side of the screen. Once you are viewing your folder, select References from the top left and choose Export.


     
  2. ​The pop-up box will show you the name of the folder being exported. 

    For Mendeley: Choose "Bibliographic Software (EndNote, Reference Manager, ProCite)" as your Export Format, and then click on Export References

    For Zotero or EndNote Desktop: Choose either "Bibliographic Software (EndNote, Reference Manager, ProCite)" OR "BibTeX - RefWorks ID" as your Export Format, and then click on Export References


    For EndNote basic: Choose "RefWorks Tagged Format" as you Export Format and the click on Export Refrences.

  3. Once the export is complete, you may get a pop-up prompting you to download your file (depending on your browser, or whether pop-ups have been disabled).



    If you are not prompted to download your file, you should get the message above in the bottom right of your screen. Click on the first "click here" option to open the file in a new window. Save this as a .txt file.


     
  4. Repeat steps 1-3 for each of your folders in RefWorks. This means you will end up with one .txt file for every folder. 

    NOTE 1: If you have some references that you have not yet put in folders, make sure to export your "Not in Folder" list as well, or you will lose those items. 

    NOTE 2: If a citation is in more than one folder, then it will be exported multiple times, once for each folder that it is in. This will create duplicate citations when you import the files into a different citation manager, but most can manage the duplicate items for you. 
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Exporting from ProQuest (New) RefWorks

You have the (new) ProQuest version of RefWorks if your log in screen looks like this:

1. Sign in to RefWorks. Make sure that all of your references are visible by selecting All Documents from the left-hand navigation menu. *NOTE: only documents that YOU have added to RefWorks show up in this view. If you use any shared folders, you will need to export them each individually, following our instructions on Migrating Individual Folders.

New RefWorks: all documents highlighted

2. Once your references are visible, click the Select All checkbox at the top left hand corner of the screen:

3. Click the Share & Export button, and remember this will only export the things that YOU have added to RefWorks:

4. Select the Export references option:

5. Select the appropriate file type option (for Mendeley choose RIS Format; for Zotero or EndNote Desktop choose BibTeX or RIS Format; for EndNote basic choose BibTex), and then click on Export.

6. Save your file with a descriptive file name:

And now you're ready to import your references into another citation management software. For how-tos, see the instructions provided on this guide (in the menu on the left).

1. Sign into RefWorks, and select the folder you wish to export:

2. Once you've chosen which folder you will be exporting, click the Select All checkbox at the top left hand corner of the screen:

3. Click the Share & Export button to export everything from this folder:

4. Select the Export references option:

5. Select the appropriate file type option (for Mendeley choose RIS Format; for Zotero or EndNote Desktop choose BibTeX or RIS Format; for EndNote basic choose BibTex), and then click on Export.

6. Save your file with a descriptive file name:

And now you're ready to import your references into another citation management software. For how-tos, see the instructions provided on this guide (in the menu on the left).

 

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