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Research Guides@Tufts

EndNote: the Basics

Migrating to EndNote desktop

Latest version of RefWorks

Step 1: 

  1. Login to your RefWorks account and select the references you want to migrate to EndNote.
  2. Then choose the Share option and then select Export References.
  3. Select the RIS Format option and select Export.
  4. Save the .ris file onto your computer.

Step 2: 

  1. Open an EndNote library. Then, go to File and select Import >>File...
  2. Under Import File, browse for and select the .ris exported from RefWorks. Under Import Option, select Reference Manager (RIS). Select Import.
  3. The references should now appear in your EndNote library.

Legacy version of RefWorks

Step 1: 

  1. Login to your RefWorks account and select the references you want to migrate to EndNote.
  2. In the command bar on the upper left-side of the screen, select References >> Export
  3.  Under Export Format, select RefWorks Tagged Format.
  4. Select Export to Text File. A new window or tab will open displaying references in text format.
  5. From your web browser*, select File >> Save Page As...>> name and save the text file.

*If using Safari: select the "email to you"  option in the green pop-up  window option; a text file will then be sent to your email

Step 2:

  1. Open an EndNote library. Then, go to File and select Import >>File...
  2. Under Import File, browse for and select the .txt exported from RefWorks. Under Import Option, select Other Filters... and select RefWorks Import. Select Import.
  3. The references should now appear in your EndNote library.

Migrating to EndNote Online/EndNote Basic

Latest version of RefWorks

Step 1: 

  1. Login to your RefWorks account and select the references you want to migrate to EndNote Online/EndNote Basic.
  2. Then choose the Share option and then select Export References.
  3. Select the RIS Format option and select Export.
  4. Save the .ris file onto your computer.

Step 2: 

  1. Log into your EndNote Online/EndNote Basic account. On the toolbar, go to Collect and select Import References.
  2. Under File, browse for and select the .ris exported from RefWorks. Under Import Option, select RefMan (RIS). Select a group in which to import the references and then select Import.
  3. The references should now appear in your account.

Legacy version of RefWorks

Step 1: 

  1. Login to your RefWorks account. Go to the References pull-down menu, select Export.
  2. Select which references to include and then choose the Bibliographic Software option and click Export References
  3. The exported file will open in a web browser* window. Save the file to your computer. In your web browser, go to File and select Save Page As. You may rename the file, but be sure to but keep the txt extension.

*If using Safari: select the "email to you"  option in the green pop-up  window option; a text file will then be sent to your email

Step 2:

  1. Log into your EndNote Online/EndNote Basic account. On the toolbar, go to Collect and select Import References.
  2. Under File, browse for and select the .txt exported from RefWorks. Under Import Option, select RefMan (RIS)Select a group in which to import the references and then select Import.
  3. The references should now appear in your account.