Thursday, June 21, 2007

Porting EndNote references from ver. 7 to ver. 8

The source of the problem is that EndNote 8 and later export the data as a UTF-8 Unicode document, not as traditional ANSI text. Reference Manager, ProCite, and earlier versions of EndNote are not Unicode compatible, so they need the document to be plain ANSI text. To resolve this problem, do the following:

1. Export the EndNote 8 or later library to a plain text file (.txt) using the Refer Export format:
a. Open the library in EndNote 8 or later and make sure all references are showing.Select "Refer Export" as the output style by going to Edit->Output Styles (if Refer Export is not available, add it by clicking on Open Style Manager and selecting it for edit. Then, instead of editing it, just exit that form)
b. Select File->Export..., enter a file name, and save the file to a convenient location such as your desktop as plain .txt file.

2. Open the text file you exported from EndNote in Microsoft Word. When Word prompts you for the encoding option, select "Other Encoding" and "Unicode (UTF-8)" as the options.

3. In Word select "File > Save As" and save the document with a new name as plain text with Windows-default as the encoding option.

4. Import the Refer Export text file into the earlier version of EndNote:
a. In the older version of EndNote create a new library or open an existing one. Select File->Import. Click the "Choose File" button and select the text file you just created. Under "Import Option" select "Refer/BibIX"
b. Click the "Import" button.

More documentation available here and here.

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