How to import references

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