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EndNote Guide

Import Legacy RefWorks data to EndNote

1. Login to your EndNote account using your UTA email address.

2. How to create a Group

  • Hover over the Organize tab from the toolbar in EndNote and click on Manage My Groups.
  • On the Manage My Groups page you can create, rename, or delete groups.
  • Click on New Group and a pop up box will appear asking you to name the new group:

Screenshot of How to Create a Group in EndNote

3. How to import references from "legacy" RefWorks

  1. Hover over "Collect" and click on the "Import References" link that appears in the drop-down menu.

Use RefWorks Import format to import from legacy RefWorks.

  1. Click on the "Browse..." button and locate the .txt file you’ve saved in the previous step, and select it. The file name will appear in the File box.
  2. In the Import Option dropdown menu, choose RefWorks Import.
  3. In the To: dropdown menu, choose [unfiled] if you do not want to put the citations in a group, or choose an existing Group, or choose New group as in the screen shot below. If you choose New Group, You’ll be prompted to name the Group before importing the file.

Select RefWorks Import option in the dropdown.


  1. Once you click the Import button, EndNote will display the number of references successfully imported.