Database Vendor

Refworks Instructions

EndNote Instructions

Database Vendor

Refworks Instructions

EndNote Instructions

1. When you are at the search results screen, click on the "RefWorks" link.
2. Select either "Marked References" or "Use Records from the Current Search."
3. Click on the "Export to RefWorks" button.
4. When prompted, log into your RefWorks account. Your references should appear in the "Last Imported" folder.

1. Select references
2. Click on Save/Print/Email blue oval button
3. Select "Full record - Omit refs" from the Show menu
4. Select the proper file format (PC or Mac)
5. Save file to local disk as a text file.
6. Go to EndNote
7. Import the file, using the appropriate database filter ending with "(CSA)," e.g., "PsycINFO (CSA)." If you do not have the ncessary filter, check the EndNote Filter site.

Troubleshooting tip: If a filter isn't available for the particular CSA database you're using, try exporting the citations into RefWorks instead. You can then export the references from RefWorks in "Bibliographic Software" format as a text file. You should then be able to import the references into EndNote using the Reference Manager (RIS) filter.

Library Catalog
(Vendor)

Refworks Instructions

EndNote Instructions

1. Use the "Save Marked Records" or "Save All On Page" buttons to save references. When viewing a single item in the Catalog, use the "Save Record" button to save it to your list.
2. Click on "E-mail/Print Saved Records" button.
3. Choose "Full Display" and save the records to "Local Disk."

1. Go into RefWorks and click "Import."
2. Select "Innovative Interfaces INNOPAC" as your import filter and "Dartmouth College Library Catalog (Full Display)" as your Database.
3. Browse for and select your saved file.
4. Click Import

NOTE: Library Locations and Call Numbers are not imported..

Another option for getting references from the Catalog into RefWorks is to search the Catalog directly using RefWorks. After you've logged into your account, use the following menu path: Search > Online Catalog or Database. Once you are at the search screen, choose DARTMOUTH from the list of available databases. After you get your search results, mark the citations for transfer into RefWorks and click the "Import" button.

1. Use the "Save Marked Records" or "Save All On Page" buttons. When viewing a single item in the Catalog, use the "Save Record" button to save it to your list.
2. Click on "E-mail/Print Saved Records" button.
3. Choose "MARC" and email the records to yourself.
   N.B. The records MUST be emailed - if yousave them as a file to your computer, you will not be able to import the references.
4. Open the email and save the message to your computer as a text file.

1. Open an EndNote Library and select Import under the File menu
2. Choose the file to import and set the import options to Dartmouth Catalog (MARC). You will need to download a copy of the filter: Macintosh filter ; Windows filter.
3. Set the Text Translation to Latin-1.
4. Click Import

NOTE: Library Locations and Call Numbers are not imported.

Another option for getting references from the Catalog into EndNote is to use a connection file. Instructions and connection files can be found in the EndNote Help for the Library Catalog. An advantage to using the connection file is that it imports Library Location, Call Number, and Status information.

Database Vendor

Refworks Instructions

EndNote Instructions

1. Select references by clicking on the "Add" folders to the right of the individual references.
2. Click on the "Folder has items"
3. Select the items using the check boxes.
4. Click on the "Export" link.
5. Set the radio button to "Direct Export to RefWorks" and click the "Save" button. You will be prompted to log into RefWorks and your references will be imported automatically.

Manually Importing if Direct Export fails:

1. Instead of choosing "Direct Export to RefWorks," choose "Generic bibliographic management software."
2. Click the "Save" button.
3. Your browser will display your references in tagged format. Select your results and copy them to your clipboard.
4. Log into your RefWorks account.
5. Under the "References" menu, choose "Import."
6. Set the Import Filter/Data Source to EBSCOhost. Set the Database to the appropriate EBSCOhost database.
7. Click the radio button "Import Data from the following Text"
8. Leave the "Encoding" thing alone. It is set at "Latin-ANSI I"
9. Paste the references from your clipboard into the text box and click the "Import" button.

1. Select references by clicking on the "Add" folders to the right of the individual references.
2. Click on the "Folder has items"
3. Select the items using the check boxes.
4. Click on the "Export" link.
5. Set the radio button to "Direct Export to EndNote..." and click the "Save" button. EndNote will launch and you will be prompted to choose the EndNote Library. The references will then be added to the EndNote Library you've chosen.

The above procedure uses the "Direct Export" option, which is wonderful when it works. If it doesn't, try this:

Steps 1 through 4, above, and then:

Database Vendor

Refworks Instructions

EndNote Instructions

1. Mark the references you want to export
2. Click Export Citations (found either at the top or the bottom of the list of citations) Choose all documents or the ones you marked. Choose Citation or citation and abstract.
3. Export citations in the RIS format; a file will be downloaded to your desktop.

Import your references into RefWorks:

1. Go to RefWorks, Choose Import
2. Select ScienceDirect RIS format, GeoBase as the database
3. Select Import and Choose File; browse for the file that was saved and hit the Import button

TRAP: IF you also have EndNote on your computer, the export command will open EndNote and prompt you to locate an EndNote library in which to download the information.

1. Mark the references you want to export
2. Click Export Citations (found either at the top or the bottom of the list of citations) Choose all documents or the ones you marked.
3. Export citations in the RIS format
4. Click Export; ScienceDirect provides a DirectExport to EndNote.

Database Vendor

Refworks Instructions

EndNote Instructions

1. Mark the references you want to export
2. Choose the format, "Detailed Record."
3. Click the "Download" button.
4. Choose "RefWorks direct import.
5. Log into RefWorks when prompted and the citations will import automatically.

1. Mark the references you want to export
2. Choose the format, "Detailed Record."
3. Click the "Download" button.
4. Choose "RIS, EndNote..." as the export format.
5. Your Web browser will give you the option of saving the file to your computer or to open it with an application. Use this option to choose EndNote. It will then open EndNote, which will ask you to choose the EndNote library. After you have chosen an EndNote Library, the citations will import automatically.

Database Vendor

Refworks Instructions

EndNote Instructions

1. Perform a search and mark the records you want. Click on the EXPORT icon.
2. Use the radio buttons to export your references to RefWorks.
3. Click on the Export button.
4. When prompted, log into your RefWorks account. Your references should appear in the "Last Imported" folder.

1. Perform a search and mark the records you want. Click on the EXPORT icon.
2. Use the radio buttons to export your references to EndNote.
3. Click on the Export button.
4. When prompted, choose the EndNote library where you want the citations to go.

Database Vendor

Refworks Instructions

EndNote Instructions

1. View the abstract of a Journal or Magazine
2. Click Download Citation in the file format for ISI ResearchSoft (for EndNote, Procite, Reference Manager)
3. Name and save file to your computer with the .jsp extension

Import your saved references into RefWorks:

1. Go into RefWorks and click Import
2. Select Desktop Biblio. Mgt. Software as your Import Filter and Reference Manager (RIS Format) as your Database
3. Browse for and select your file
4. Click Import

TRAP: IF you also have EndNote on your computer, the export command will open EndNote and prompt you to locate an EndNote library in which to download the information.

1. View the abstract of a Journal or Magazine
2. Click Download Citation in the file format for ISI ResearchSoft (for EndNote, Procite, Reference Manager)
3. Select File Format ISI ResearchSoft for EndNote....
4. Click Download; IEEE provides a direct export to EndNote so you just have to select an EndNote library in which to download the citation.

Database Vendor

Refworks Instructions

EndNote Instructions

Save your records as follows:

1. To save all references in your list, click the "email entire list" button on the right side of the results page. To save selected references, click the "mark" button for each relevant citation and then click the "marked list" button in the left column.
2. Email the references to yourself in "download format."
3. Open the email message with the references and save them to your computer as a text file.

Import the records into RefWorks using these settings:

1. Set the "Import Filter/Data Source" pop-up menu to "Ingenta."
2. Set the "Database" menu to "<Multiple Databases>."
3. Click on the "Browse" button to select the file to be imported.
4. Click the "Import" button.

Save your records as follows:

1. Email the references to yourself in "download format."
2. Save the emailed references to your computer as a text file.

Import the records into EndNote using these settings:

1. Set the "Import Options" menu to "UnCover (Ingenta)."
2. Set the "Text Translation" to "No Translation."
3. Click on the "Choose File" button to select the file to be imported.
4. Click the "Import" button.

Database Vendor

Refworks Instructions

EndNote Instructions

1. Perform a search and mark the references you want to export.
2. Click "Submit" in the box labelled "Mark."
3. Go to the Marked List.
4. Select the fields to download.
5. Use the default "Field Tagged" popup menu and click the "Save to File" button.

Import your saved references into RefWorks:

1. Go to your RefWorks account. Under the References menu, chose Import.
2. Select "ISI (Institute for Scientific Information)"as your Import Filter and "Multiple Databases" as your Database.
3. Select your file using the Browse button.
4. Click Import.

1. Perform a search and mark the references you want to export
2. Click "Submit" in the box labelled "Mark."
3. Go to the Marked List.
4. Select the records to download.
5. Leave the popup menu to "Field Tagged" and click "Export to Reference Software."
6. When prompted, choose the desired EndNote Library that you wish to save references to. The will import automatically.

If you have not downloaded the Export Plug-In from ISI:

1. Save the citations as a text file by leaving the popup menu to "Field Tagged." Click the "Save to File" button.
2. Open the desired EndNote Library.
3. From the FILE menu, choose "Import."
4. Set the filter to ISI-CE and choose the file to import.
5. Click the "Import" button.

Database Vendor

Refworks Instructions

EndNote Instructions

1. Each citation in your search results has a link, "Save Citation." In addition, at the begining of the citations is a link, "Save All Citations On This Page." Once you have finished saving your citations, click on the link, "View Saved Citations."
2. Export citations as a text file in citation-manager format.
3. Save the citations as a text file and assign a name to it.

Import the saved records into RefWorks:

1. Log into your RefWorks account.
2. Click on the "Import" button.
3. Set the "Import Filter / Data Source" menu to "JSTOR."
4. Click on the "Browse" button to select the file to be imported.
5. Click the "Import" button.
   Additional instructions are available from JSTOR

1. Each citation in your search results has a link, "Save Citation." In addition, at the begining of the citations is a link, "Save All Citations On This Page." Once you have finished saving your citations, click on the link, "View Saved Citations."
2. Export citations in a new window in citation-manager format.
3. Save the file as a text file and assign a name to it.

Import your records into EndNote using these settings:

1. Set the "Import Options" menu to "JSTOR"
2. Set the "Text Translation" menu to "No Translation."
3. Click on the "Choose File" button to select the file to be imported.
4. Click the "Import" button.
   Additional instructions are available from JSTOR, along with a link to the JSTOR EndNote filter

Database Vendor

Refworks Instructions

EndNote Instructions

1. Select the references you want to export.
2. See the "Results Manager" on the left.
3. Select "Complete Reference" in the Fields section.
4. Select "Direct Export" in the Result Format section.
5. Click the Save button in the Actions section.
6. Select "Export results to RefWorks" and then click Continue.
7. A RefWorks login screen should come up.
8. Provide your login name and password...

1. Select Ovid as the Import Filter
2. select MEDLINE as the database
3. Click the “Browse” button so that you can select the text-file you just saved.
4. Leave the “Encoding” option at ANSI – Latin I
5. Click on the red-outlined “Import” button

1. Select the references you want to export.
2. See the "Results Manager" on the left.
3. Select "Complete Reference" in the Fields section.
4. Select "Direct Export" in the Result Format section.
5. Click the Save button in the Actions section.
6. Select "Export results to Endnote..." and then click Continue.
7. Depending on your computer, your browser, and various "versions" of things, you will witness the computer opening EndNote and asking you which EndNote library should be the recipient of the downloading references...

The "Direct Export" method is wonderful, but if it doesn't work, try this:
Steps 1 through 3, as above...

Database Vendor

Refworks Instructions

EndNote Instructions

1. Mark desired references.
2. Click on marked list tab
3. Click on export citations
4. Export directly to RefWorks.

TIP: Note the problems in author field, and year field.

1. Mark desired references.
2. Click on marked list tab
3. Click on export citations
4. Click on Export directly to ProCite, EndNote or Reference Manager.
5. You should soon get a dialog box asking about which EndNote library (database)

TIP: Note the problems in author field, and year field.

Database Vendor

Refworks Instructions

EndNote Instructions

1. Select references.
2. Use the pulldown menu to change display from Summary to MEDLINE.
3. Use the pull down menu to change the SEND option to FILE.
4. Save the file to the desktop (Don't open it).
5. Go to RefWorks and click on IMPORT (under the REFERENCES drop-down menu).
6. Import Filter data source should be NLM PubMed.
7. Database should be PubMed.
8. Click on the BROWSE button and select the file you saved to the desktop in step 4.
9. Leave the "Encoding" settings alone. It is set at Latin-ANSI I.
10. Click the IMPORT button.

1. Select references.
2. Use the pulldown menu to change display from Summary to MEDLINE.
3. Use the pull down menu to change the SEND option to FILE.
4. Save the file to the desktop (Don't open it).
5. Open the EndNote library into which you want to import the references.
6. Under the FILE menu option, select IMPORT.
7. Click on the CHOOSE button and select the file you saved to the desktop in step 4.
8. Your Import Option should be PubMed (NLM).
9. Click on IMPORT.

Database Vendor

Refworks Instructions

EndNote Instructions

1. Perform a search and mark the references you want to export
2. Save as Tagged Format (*.txt)
3. Name the file and put it in a folder you can locate later
4. Select Options from the Save box to select marked or all records, and to choose which fields to import.

1. Go into RefWorks and click Import
2. Select CAS SciFinder as your import filter and CAPlus or Medline as your Database
3. Browse for and select your file
4. Click Import

NOTE: you cannot download Registry database records, chemical structures and structure information into RefWorks. You can save these as text however.

1. Perform a search and mark the references you want to export
2. Save as Tagged Format (*.txt)
3. Name the file and put it in a folder you can locate later
4. Select Options from the Save box to select marked or all records, and to choose which fields to import.

1. Open an EndNote Library and select Import under the File menu
2. Select SciFinder CAS as your Import Option (if not already showing, go to Other Filters to find it), Import All, No Translation
3. Choose File to locate your saved text file
4. Click Import

NOTE: you cannot download Registry database records, chemical structures and structure information into EndNote. You can save these as text however.

Database Vendor

Refworks Instructions

EndNote Instructions

1. Perform a search and mark the records you want. If you wish to save all of the references, it is not necessary to mark them. Then click the "Print Email Save" button.
2. Click "Save Options " menu.
3. Indicate which records you wish to save.
4. Choose "All Citation Fields."
5. Set the format to "Format for exporting to Bibliogaphic Software."
6. The citations will display in a new window. Save the citations to your computer.

Import your saved references into RefWorks:

1. Go into RefWorks. Choose "Import" from the "References" menu.
2. Select "H.W. Wilson "as your Import Filter and "All Databases" as your Database.
3. Browse for and select your file.
4. Click Import.

1. Perform a search and mark the records you want. If you wish to save all of the references, it is not necessary to mark them. Then click the "Print Email Save" button.
2. Click "Save Options " menu.
3. Indicate which records you wish to save.
4. Choose "All Citation Fields."
5. Set the format to "Format for exporting to Bibliogaphic Software."
6. The citations will display in a new window. Save the citations to your computer.

Import your saved references into EndNote:

1. Open the desired EndNote Library.
2. Choose "Import" from the "File" menu.
3. Choose "WilsonWeb" at the Import Option.
4. Text translation should be set to ANSEL.
5. Click the "Import" button.