Exporting from Endnote 7 to Zotero

Jane Cooper · June 1, 2018

We are testing Zotero for wider use in our research think tank. I tried exporting an existing Endnote library, via an XML file, and a couple of the fields did not line up. Perhaps the most problematic, the issue number has not come across into the issue field. The error says "The following values have no corresponding Zotero field: number: 3" We are using Endnote v.7.8 (bld 11583). It doesn't offer the option of an RIS export. Any ideas?

noksagt · June 1, 2018

https://endnote.com/downloads/style/reference-manager-ris-export

bwiernik · June 1, 2018

More recent versions of Endnote use “issue” for the journal issue, not “number”. Is that field available in your version of Endnote? Otherwise, can you open your library in a more recent version of Endnote and export?

noksagt · June 2, 2018

We sure about Endnote's practice here? People have had recent problems importing our XML into Endnote:
http://community.thomsonreuters.com/t5/EndNote-Styles-Filters-and/No-suitable-import-filter-for-Zotero-library/td-p/136587

Endnote XML has sometimes been a moving target that contradicts past versions (like RIS). Chris Putnam's 'bibutils' treats 'number' and 'issue' that it sees when reading in Endnote XML the same. Perhaps we should too?

https://sourceforge.net/u/horst-hettrich/bibutils/ci/master/tree/lib/endxmlin.c

lauracchavez · June 11, 2018

Hello, I'm having the same problem as @"Jane Cooper". None of the "journal issue numbers" exported. I am using Endnote X7.8

@bwiernik The journal field in Endnote that isn't exporting properly is called "Issue".

I haven't tried the RIS download suggested by @noksagt (https://endnote.com/downloads/style/reference-manager-ris-export)

Did that solve the problem?
Thanks!

bwiernik · June 12, 2018

I see that you mean Endnote X7 (17), not Endnote 7. It looks like the Endnote import/export behavior has changed.

@adamsmith @zuphilip

bwiernik · June 12, 2018

@Jane%20Cooper @lauracchavez Until this is fixed, you can workaround the issue by open the Endnote XML file in a text editor (like Notepad or TextEdit) and using find-and-replace to replace issue> with number>.

zuphilip · June 12, 2018

Okay, that should be easy to fix. Can someone share an minimal example of Endnote XML with this problem? Then I can look into it and fix it.

lauracchavez · June 12, 2018

Thanks everyone!

@zuphilip Here's a dropbox folder link with a minimal example of EndnoteX7 XML: https://www.dropbox.com/sh/tro7ivgawzts2yb/AAD28bKzcCpTs7HA88QjmPkpa?dl=0

lauracchavez · June 12, 2018

@bwiernik @Jane%20Cooper @zuphilip

Endnote's XML already shows "number". So I tried to replace "number" with "issue" since Zotero uses issue. But i got an error message when I tried importing the modified XML into Zotero. Error message: "The selected file is not in a supported format."
So I used both Notepad++ (on a PC) and TextEdit (on a Mac) to edit (find-replace) the XML and both worked fine up to when I tried to import to Zotero, then I got the same error message, and wasn't able to import the library.

bwiernik · June 12, 2018

Did you replace both the opening <number> and closing </number> tags? If yes, can you post your XML as edited somewhere?

lauracchavez · June 12, 2018

Thank you @bwiernik that did the trick!

Jane Cooper · June 12, 2018

I replaced both opening and closing, but I still get the same problem.

lauracchavez · June 12, 2018

@bwiernik

I'm having an issue following the instructions for erasing the "_EndnoteXML import" notes from the instructions in: https://www.zotero.org/support/kb/importing_records_from_endnote
They state: "You can quickly display all of the notes generated during import by clicking on the “_EndnoteXML import” tag in the tag selector in the lower-left corner of the Zotero window. You can quickly delete all of these notes by selecting the tag in the tag selector, typing Ctrl/Cmd+A, and then right-clicking and choosing “Delete Selected Items from Library…”."

The issue comes in typing "Ctrl/Cmd+A", I tried the combination of those three keys and then just Control+A and also then Command+A. None work. Any suggestions? (I have 5086 items when I highlight that tag)

dstillman · June 12, 2018

Ctrl/Cmd+A just means Ctrl+A on Windows/Linux and Cmd+A on a Mac. It's referring to the standard Select All keystroke. You have to click in the items list first.

I've clarified the instructions.

lauracchavez · June 12, 2018

Thanks @dstillman My keyboard has both Ctrl and Cmd keys. I use Mac.

I figured out what the missing instruction is: After selecting the "_EndnoteXML import" on the lower-left corner, one has to click on one of the error notes in the list of items. Then click Ctrl/Cmd+A which will highlight all the similar error notes. Then left click to move to trash. Just sharing this in case anyone else had the issue and then maybe that calls for an update to the instructions on: https://www.zotero.org/support/kb/importing_records_from_endnote

dstillman · June 12, 2018

You just have to click anywhere in the items list to focus it. Then Select All will highlight the items that match the search (in this case the selected tag). Non-matching items will be shown in gray.

lauracchavez · June 12, 2018

Thanks @dstillman !

zuphilip · June 24, 2018

The number field in EndNote XML for journal articles and magazine articles is now imported as issue in Zotero. Your Zotero Connector should auto-update within 24 hours, or you can update manually by clicking Update Translators in the Advanced pane of the Zotero Connector preferences.