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EndNote Guide: Migrating from RefWorks to EndNote

Notes

  • There are two different versions of RefWorks: the older "legacy" RefWorks and the more recent "new" RefWorks. If you use "legacy" RefWorks, start with Step 1A: In "legacy" RefWorks, and then proceed directly to Step 2: In EndNote. If you use "new" RefWorks, start with Step 1B: In "new" RefWorks, and then proceed to Step 2: In EndNote. In other words, you will complete either Step 1A or Step 1B, depending on your version of RefWorks, but will will not complete both of them.
  • Please be aware that folders in RefWorks cannot be moved to EndNote, only the references themselves can be. Also, what RefWorks refers to as "folders" are called "groups" in EndNote. If you wish to preserve the folder structure that you have in RefWorks, you will need to create new groups in EndNote that correspond to your RefWorks folders. Then, you will need to migrate citation data one folder at a time into the new groups in EndNote.
  • File attachments cannot be transferred from RefWorks to EndNote. You may, however, save the attachments on your computer and then add them to EndNote manually by either dragging the PDF to the appropriate citation or adding it as an attachment to the citation.
  • The "Personal Notes" and "User" fields also cannot be transferred from RefWorks to EndNote. This information may be copied and pasted into another field manually.
  • The EndNote Cite-While-You-Write plugin cannot be used in a document that contains citations or bibliographies formatted by RefWorks Write-N-Cite.