How to import references

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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 and as type: rtf format
  2. Read the rtf file in wordpad and save it as a text file. These steps preserve the non-ANSI codes.
  3. 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
  4. Read the textfile into excel with the import text function
  5. Remove the column with the reference numbers
  6. Insert an empty column at the left ( first column)
  7. Insert an empty row at the top and fill in as header:
    • first column: Label
    • Author column: Author
    • Year column: Year
  8. Use the parseReference macro to generate the labels
  9. Labels must be unique, so check labels that are ambiguous
  10. Rename the header of the first column Label to Title
  11. Per type the headers must be assigned the correct values see the section Headers per type.
  12. Make sure empty columns are removed
  13. 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.
  14. In Special pages choose: Import CSV, Browse to the created csv file 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]

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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