Importing existing reference lists Lorraine Beard & Martin Snelling DRAFT: May 2007

Importing references In previous sections of these materials you have looked at importing references using a variety of methods –Manually typing them in –Using connection files –Using import filters –Directly exporting from online databases

Importing existing reference lists However many of us have our reference list as a formatted Word document. If this is you, there are three options 1.Enter them manually 2.Copy and paste each reference from Word into EndNote 3.Rearrange the reference data using Word and Excel If you only have a few references you may want to consider option 1 or 2 These learning resources cover option 3.

Importing Reference Types in batches Import reference types in batches avoiding mixing reference types For example, import Journal Articles separate from Books If you import different reference types in the same batch you will need to manually change them in EndNote

5 steps… Option 3. has 5 steps Our recommended route for transferring references from Word into Endnote involves 5 steps 1.Preparing your text in Word and saving as a text file 2.Importing this data into an Excel spreadsheet 3.Tidying up and adding field names in Excel and saving as a ‘tab delimited text file’ 4.Adding extra text in Notepad and saving as a text file 5.Importing the text file into EndNote You must follow the 5 steps in order

1. Preparing your text in Word and save as a text file Taking out stray characters and punctuation Inserting a tab between each of the "fields"

2. Importing the data into an Excel spreadsheet Importing the Word data into Excel as a tab delimited file

3. Tidying up, adding field names, save as tab delimited text file in Excel Insert a new row containing EndNote fieldnames

4. Adding extra text in Notepad and saving as a text file Type *Reference Type e.g. *Journal Article, at the top of the text document

5. Importing the text file into EndNote Click File, then Import… Find your file and click Open Under Import Options: select Tab Delimited and click Import

The next step… Now work through ‘Tutorial: Importing References’