You can import references from other reference management applications into Bookends. The key is to export the information from the other application in a tagged format that Bookends can import. This is especially easy for EndNote, Papyrus, and Reference Manager because these programs include tagged styles you can use for export. For EndNote use the EndNote Export (or Refer) style to save a text file, and in Bookends use the EndNote Export (Refer) filter to import. For Papyrus, exporting references in the BibTeX format and then importing them into Bookends with the BibTeX import filter usually gives satisfactory results. For Reference Manager, export using the RIS format and import with the RIS filter. You can also import references from ProCite, either by moving them to/from EndNote, or by direct export/import using a template/filter we provide.

Perform these steps to transfer references from EndNote to Bookends

EndNote 7 or later:

In EndNote:

• Select the references you want to transfer.
• Choose File -> Export…
• Select XML from the pop-up menu, then click Save.

In Bookends:

• Choose File -> Import References…
• Select XML (EndNote 7) or XML (EndNote 8 and 9) from the pop-up menu, then click on OK.
• Use the Get File dialog to select the file exported from EndNote, then click Open.

Note: You can also drag and drop the exported file onto a Bookends reference window.

Note: if your EndNote library has attachments, such as pdfs, you can have Bookends recognize them by moving (or copying) them to the Bookends attachment folder (assigned in Bookends Preferences).

EndNote 6 or earlier (also works for EndNote 7 or later):

In EndNote:

• Examine the Edit -> Output Styles menu.
• If “EndNote Export” is not listed, select Open Style Manager…
• Find the "EndNote Export” style and check it ON. Close this window.
• Make sure that “EndNote Export” is now checked in the Edit -> Output Styles menu.
• Select the references you want to transfer.
• Choose File -> Export…
• Make sure you are exporting the references as Text Only, then click on OK.

In Bookends:

• Make sure the "EndNote Export (Refer)" import filter is active (it should be checked in the Import Filters dialog box).
• Choose File -> Import References…
• Select EndNote Export (Refer) from the pop-up menu, then click OK.
• Use the Get File dialog to select the file exported from EndNote, then click Open.

Note: If you have custom fields in EndNote, you may want to edit the Bookends import filter to place them in the closest corresponding field. You may want to edit the field name in Bookends to match the name you used in EndNote.

Note: Other Refer export styles can be called Refer Export and Refer Export with Records.

Note: You can also drag and drop the exported file onto a Bookends reference window.


Alternative drag and drop method:

In EndNote:

• Set the out style to "Endnote Export", as above
• Drag and drop references onto a Bookends window with the Option key held down.

In Bookends:

• Select EndNote Export (Refer) from the pop-up menu, then click OK.

Note: the drag and drop method works best for a small number of references (< 200).

Perform these steps to transfer references from Papyrus to Bookends

In Papyrus:

• If BibTeX is not already in your format list, open the Windows -> Formats window.
• Click on the Open… button.
• Find the file "BibTeX formats" (you may have to download this file from the Research Software Design web site).
• Drag "BibTeX output" to the Formats window and drop.
• Close these windows, then select the references you want to export.
• Select the File -> Print/Export menu item.
• Click on the Format button and choose "BibTeX output".
• Set Print/Export dialog to create a new text document in plain text.
• Save the file.

In Bookends:

• Make sure the "BibTeX" import filter is active (it should be checked in the Import Filters dialog box).
• Choose File -> Import References…
• Select BibTeX from the pop-up menu, then click on OK.
• Use the Get File dialog to select the file exported from Papyrus, then click Open.

Note: You can also drag and drop the exported file onto a Bookends reference window.

Important: The Papyrus BibTeX export automatically converts extended ASCII (e.g., accented characters) to their BibTeX equivalents, which you may not want imported into Bookends. If the Papyrus database contains extended ASCII characters, duplicate the Papyrus “BibTeX output” format and rename it so that the first word is not “BibTeX” (for example, “Bookends BibTeX output”). When you use this format for exporting, Papyrus will output extended ASCII characters without conversion.

Perform these steps to transfer references from Reference Manager to Bookends

In Reference Manager:

• Select the references you want to transfer.
• Export the references in "RIS" format (make sure you are exporting the references as Text Only).

In Bookends:

• Make sure the "RIS" import filter is active (it should be checked in the Import Filters dialog box).
• Choose File -> Import References…
• Select RIS from the pop-up menu, then click on OK.
• Use the Get File dialog to select the file exported from Reference Manager, then click Open.

Note: You can also drag and drop the exported file onto a Bookends reference window.



Perform these steps to transfer references from ProCite to Bookends

For ProCite 5, open the library in EndNote 7 or 8 (the demo version will work) and then follow the instructions above for importing from EndNote.

For ProCite 4 (Macintosh version), detailed instructions with templates/filters have been kindly contributed by Gijs Kessler: the Procite 4 to Bookends Migration Kit.

This page was last modified: Tuesday April 22, 2008 at 21:03