How to import references: Difference between revisions

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Import the references per type: Book, Book section, Edited book, Journal article, Report, Other.
Import the references per type: Book, Book section, Edited book, Journal article, Report, Other.
# Export the references from Endnote: File=>export.  
# Export the references from Endnote: File=>export.  
#* Choose as output style: tab delimited export. If this style is not present in your endnote, you must create it. The style is a customized style based on tab delimited style. You can define the elements per type.  
#* Choose as output style: tab delimited export. If this style is not present in your endnote, you must create it. The style is a customized style based on tab delimited style. You can define the elements per type, see [[#Headers per type]] for the specific elements.  
#* Choose as as type: txt format.
#* Choose as "as type": txt format.
# Open the file in Textpad and make sure that all data of a reference record are on the same line
#* In Textpad you can remove newlines where the next line does not start with a number as follows:
#* Find with regular expression is checked: \n\([^0123456789]\)  and replace with: , \1
#* Check the result and save
# Read the textfile into excel with the import text function. Note: take care of the columns with numeric data, declare these as text, otherwise excel may turn some values into dates.  
# Read the textfile into excel with the import text function. Note: take care of the columns with numeric data, declare these as text, otherwise excel may turn some values into dates.  
# Insert an empty column at the left ( first column)
# Insert an empty column at the left ( first column)
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#* Author column: Author
#* Author column: Author
#* Year column: Year
#* Year column: Year
# Use the parseReference macro to generate the labels
# Open excels developers window (alt F11) and import parseReference.bas with the parseReference macro
# Labels must be unique, so check labels that are ambiguous
# run the macro to generate the labels
# Check labels on:
#* duplicates
#* parse errors
#* double names
# Compare the labels of the new references with the existing publications. If the label exists and the publications are different,append a character to the label, e.g. Den Elzen et al., 2015c
# Rename the header of the first column Label to Title
# Rename the header of the first column Label to Title
# Per type the headers must be assigned the correct values see the section Headers per type.
# The headers  of the other columns must be assigned the correct values see the section [[#Headers per type]].
# Make sure empty columns are removed
# Save the file Unicode text.
# Save the file as comma separated csv file. Check the ',' separator. If columns are separated by a ';' then change the list separator in the additional settings of the 'Region and language' dialog  of the control panel.
# IMPORTANT! Open the file in Textpad or Notepad++. Check the encoding, it should be UTF8. Replace the tabs "\t" with "," and save as .csv file
# In Special pages choose: Import CSV, Browse to the created csv file and start the import.
# In Special pages choose: Import CSV, Browse to the created csv file, select "utf8", select the skip option and start the import.


===Headers per type===
===Headers per type===

Revision as of 16:38, 16 June 2017

Steps

Import the references per type: Book, Book section, Edited book, Journal article, Report, Other.

  1. Export the references from Endnote: File=>export.
    • Choose as output style: tab delimited export. If this style is not present in your endnote, you must create it. The style is a customized style based on tab delimited style. You can define the elements per type, see #Headers per type for the specific elements.
    • Choose as "as type": txt format.
  2. Read the textfile into excel with the import text function. Note: take care of the columns with numeric data, declare these as text, otherwise excel may turn some values into dates.
  3. Insert an empty column at the left ( first column)
  4. Insert an empty row at the top and fill in as header:
    • first column: Label
    • Author column: Author
    • Year column: Year
  5. Open excels developers window (alt F11) and import parseReference.bas with the parseReference macro
  6. run the macro to generate the labels
  7. Check labels on:
    • duplicates
    • parse errors
    • double names
  8. Compare the labels of the new references with the existing publications. If the label exists and the publications are different,append a character to the label, e.g. Den Elzen et al., 2015c
  9. Rename the header of the first column Label to Title
  10. The headers of the other columns must be assigned the correct values see the section #Headers per type.
  11. Save the file Unicode text.
  12. IMPORTANT! Open the file in Textpad or Notepad++. Check the encoding, it should be UTF8. Replace the tabs "\t" with "," and save as .csv file
  13. In Special pages choose: Import CSV, Browse to the created csv file, select "utf8", select the skip option and start the import.

Headers per type

For each PublicationType you can also add a header 'Free text' with additional information.

  • Note:Types are case sensitve!
  • Note: the header line may not contain any spaces!

Book

  • ReferenceTemplate[PublicationType] with values 'Book'
  • ReferenceTemplate[Author]
  • ReferenceTemplate[Year]
  • ReferenceTemplate[Title]
  • ReferenceTemplate[PBL-link]
  • ReferenceTemplate[DOI]
  • ReferenceTemplate[Volume5]
  • ReferenceTemplate[Publisher]
  • ReferenceTemplate[City]
  • ReferenceTemplate[ISBN]

Book section

  • ReferenceTemplate[PublicationType] with values 'Book section'
  • ReferenceTemplate[Author]
  • ReferenceTemplate[Year]
  • ReferenceTemplate[Title]
  • ReferenceTemplate[PBL-link]
  • ReferenceTemplate[DOI]
  • ReferenceTemplate[BookTitle]
  • ReferenceTemplate[Editor]
  • ReferenceTemplate[Publisher2]
  • ReferenceTemplate[City2]
  • ReferenceTemplate[Volume]
  • ReferenceTemplate[Pages]
  • ReferenceTemplate[ISBN2]

Edited book

  • ReferenceTemplate[PublicationType] with values 'Edited book'
  • ReferenceTemplate[Author]
  • ReferenceTemplate[Year]
  • ReferenceTemplate[Title]
  • ReferenceTemplate[PBL-link]
  • ReferenceTemplate[DOI]
  • ReferenceTemplate[Editor2]
  • ReferenceTemplate[SeriesTitle]
  • ReferenceTemplate[Volume4]
  • ReferenceTemplate[Publisher3]
  • ReferenceTemplate[City3]
  • ReferenceTemplate[ISBN3]

Report

  • ReferenceTemplate[PublicationType] with values 'Report'
  • ReferenceTemplate[Author]
  • ReferenceTemplate[Year]
  • ReferenceTemplate[Title]
  • ReferenceTemplate[PBL-link]
  • ReferenceTemplate[DOI]
  • ReferenceTemplate[Editor3]
  • ReferenceTemplate[Institution]
  • ReferenceTemplate[ReportNumber]
  • ReferenceTemplate[SeriesTitle2]
  • ReferenceTemplate[Publisher5]
  • ReferenceTemplate[City5]

Journal

  • ReferenceTemplate[PublicationType] with values 'Journal article'
  • ReferenceTemplate[Author]
  • ReferenceTemplate[Year]
  • ReferenceTemplate[Title]
  • ReferenceTemplate[PBL-link]
  • ReferenceTemplate[DOI]
  • ReferenceTemplate[Journal]
  • ReferenceTemplate[Volume2]
  • ReferenceTemplate[Issue]
  • ReferenceTemplate[Pages2]

Conference proceedings

  • ReferenceTemplate[PublicationType] with values 'Conference proceedings'
  • ReferenceTemplate[Author]
  • ReferenceTemplate[Year]
  • ReferenceTemplate[Title]
  • ReferenceTemplate[PBL-link]
  • ReferenceTemplate[DOI]
  • ReferenceTemplate[ConferenceName]
  • ReferenceTemplate[Volume6]
  • ReferenceTemplate[Pages4]

Other

  • ReferenceTemplate[PublicationType] with values 'Other'
  • ReferenceTemplate[Author]
  • ReferenceTemplate[Year]
  • ReferenceTemplate[Title]
  • ReferenceTemplate[PBL-link]
  • ReferenceTemplate[DOI]
  • ReferenceTemplate[SecondaryTitle]
  • ReferenceTemplate[SecondaryAuthor]
  • ReferenceTemplate[Publisher4]
  • ReferenceTemplate[City4]
  • ReferenceTemplate[Volume3]
  • ReferenceTemplate[Pages3]
  • ReferenceTemplate[Date]

Links

http://unisa.libguides.com/content.php?pid=224578&sid=2908837 for exporting references http://www.ehow.com/how_12014808_open-tab-delimited-files-excel.html

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