Merging Zotero and Endnote reference lists in a Word document
Hi All
I've now worked on a couple of different research papers with colleagues who use EndNote, and we usually end up with two reference lists.
Short of importing the EndNote references into my Zotero library and then individually changing the citation codes in Word, does anyone know some cheeky work-arounds to merge the EndNote/Zotero referencing into one list/format?
Many thanks in advance!
I've now worked on a couple of different research papers with colleagues who use EndNote, and we usually end up with two reference lists.
Short of importing the EndNote references into my Zotero library and then individually changing the citation codes in Word, does anyone know some cheeky work-arounds to merge the EndNote/Zotero referencing into one list/format?
Many thanks in advance!
One thing to try could be RTF Scan: https://www.zotero.org/support/rtf_scan but I don't think it's quite reliable enough to work well and I believe the Endnote equivalent requires some type of citation number, so you couldn't insert citations from Zotero.
Unless somebody else steps in, the best I can do is add a feature to Reference Extractor to do step 1 (extracting item metadata from EndNote fields in Word documents), per the GitHub issue above. You'd then still have to do steps 2 and 3 by hand, though.
Dan, Simon, do you think there is any place in the official word processor plugins for a feature as described above, to automate the conversion EndNote/Mendeley citations to Zotero citations? As long as there is no cross-compatibility between citation fields from the various reference managers, it would be nice if Zotero had a way to migrate citation fields in word processor documents to the Zotero format.
I am assuming you are using MS word with the Endnote plugin.
1. Make sure Zotero and Endnote have the same citations loaded- easy to do, export Zotero library in XML format and Import into Endnote.
2. Load the document with mixed formatting from Zotero and Endnote.
3. Select 'instant formatting on' in the Endnote X8 menu in word
4. For each reference opening up in the dialogue window, delete all information except author name and year. Endnote will find the appropriate matching references in its database which you can now assign.
5. Thats it.... Another way is to write a macro in word to find all formatting with the curly brackets and remove all information except the author name and year.
Let me know if it works/doesn't work for you.
If you are using an author-date style, then just insert citations with both programs. At the end, remove all field codes from the document, then merge the reference lists together by putting all of the lines of references together and using Word's Sort feature.
Otherwise, I recommend importing your Endnote library to Zotero (https://www.zotero.org/support/kb/importing_records_from_endnote) then reinserting the citations with Zotero.
https://www.zotero.org/support/dev/citation_styles/style_editing_step-by-step
Has the generall instructions. All you need to do is to find
<layout prefix="(" suffix=")" delimiter="; ">
(might looks slightly different)
and change it to
<layout prefix="{" suffix="}" delimiter="; ">
Note the part about changing ID and title.
You can do the same in the visual editor
https://support.clarivate.com/Endnote/s/article/EndNote-Transferring-References-from-Zotero-to-EndNote?language=en_US