VCU Libraries

Research Guides

Use RefWorks

In RefWorks

Transferring references from RefWorks to EndNote is a two-step process. First, you will export your references from RefWorks using the simple process, which will not maintain the existing folder organization (if any), or the multi-step process to retain your folder structure. Then you will import the references into EndNote, again either in one step or multiple steps to reconstruct your folder organization from RefWorks.

Export References from RefWorks - simple export (folder structure NOT maintained)

  1. From your RefWorks account, click on the References buttom on the top left of your account and select Export. 
  2. Specify which references you would like to export: selected, page, or all in list. 
  3. You will be presented with options for the Export Format. Choose "Bibliographic Software (EndNote, Reference Manager, ProCite).
  4. Once the exported file is ready, you will see a Completed box in the bottom right of your screen. Click on the link to have the file emailed to you
  5. Now you have your references ready to import into EndNote.

Export References from RefWorks - multi-step export (folder structure maintained). This process involves exporting the references one folder at a time from your RefWorks account.

  1. From your RefWorks account, go to the Organize & Share Folders tab to view your folders. For the first folder you would like to export, click the folder icon (without an arrow) and select Export, and then select the appropriate format for the export file, i.e. ("Bibliographic Software (EndNote, Reference Manager, ProCite).
  2. Once the exported file is ready, you will see a Completed box in the bottom right of your screen. Click on the link to have the file emailed to you
  3. Repeat these steps for each folder you have. You may want to rename the files you are exporting to the folder names to help with organizing them when you import these individual files into EndNote.
  4. Now you have your references ready to import into EndNote.

Best practice: Select a few of your more complicated references, e.g., video format, customized fields, personal notes and use them as a sample export. You will immediately see which fields transfer seamlessly into EndNote and which ones will require editing.

In EndNote (desktop version)

Import References into EndNote (desktop version) - simple (no folder structure)

  1. In EndNote, click File, then Import, and then File. 
  2. Once the Import File dialog box opens, Browse for the file you downloaded from RefWorks - this file will have a the .txt extension. 
  3. For Import Option, select Reference Manager (RIS).
  4. Click Import
  5. Now your references are in EndNote

Import References into EndNote (desktop version) - multi-step export (folder structure maintained). This process involves importing the references one folder at a time into your EndNote account.

  1. In EndNote, click File, then Import, and then File. 
  2. Once the Import File dialog box opens, Browse for one of the files you downloaded from RefWorks - files will have the .txt extension. 
  3. Repeat these steps for each folder you have. 
  4. Now your references are in EndNote desktop.

In EndNote Basic (online)

Import References into EndNote Basic (online)

  1. Once in your EndNote Online Account, go to the Collect menu and select Import References.
  2. Choose (one of) the file(s) you downloaded from RefWorks - file will have the .txt extension.
  3. For Import Option, select RefMan RIS.
  4. Now your references are in EndNote Basic.