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Zotero: Migrating from RefWorks to Zotero

An introduction to Zotero and how to use it.

Migrating from RefWorks to Zotero

Migrating from RefWorks to Zotero can be done in just a few short steps. Before you begin log-into your RefWorks account and make sure you have Zotero open if you use Zotero Stand alone. 

If you have a large library in RefWorks sorted into multiple folders exporting 1 folder at a time is recommended so you can preserve your organization in Zotero. If you have a small library and are not concerned with preserving your original organization you can export all of your references at once.

Step 1: (not illustrated)

 Select or create a folder in Zotero where you want your citations to go. 

Step 2: 

Navigate to the RefWorks folder you wish to export or select all your references. Once you are in the folder you wish to export, mouse over the "References" link in the toolbar and click "Export" 

Screenshot of RefWorks showing the references drop-down menu.

Select "All in List" after "References to Include...", and select "Bibliographic Software (EndNote,Reference Manager,ProCite)" from the "Select an Export Format" drop-down. 

Screenshot of Export References menu in RefWorks.

Step 3:

A new tab or window should open with text formatted like the below illustration. 

Screenshot of exported citations.

Click the folder icon in the browser toolbar (circled in red in the above illustration). A pop-up will open. Click "Select All", and then "OK".  

Screenshot of Zotero Item Selector.

Your items should now be imported into Zotero! Double Check your Zotero library to make sure they transferred. 

If you are importing more than one folder into Zotero from Refworks follow steps 1 - 3 again with each folder you wish to import.