EtoB
You can import references from other reference management applications into Bookends. The key is to export the information from the other application in a format that Bookends can import.

Here are instructions for moving references and PDFs from EndNote, Sente, Papers, Zotero, and Mendeley to Bookends.

From EndNote to Bookends

From EndNote 7 or later, including all versions beginning with X:

There are two options for importing from EndNote:

1. Import from EndNote via AppleEvents

Note
: There is a bug in EndNote that causes Unicode (accented) characters to be garbled. If you have such characters in your references, use the method immediately below to import a file exported from EndNote.

In EndNote:

• Launch EndNote and open the reference library you want to import.
• If you want to import a subset of EndNote references, select those references in the library window.

In Bookends:

• Choose File -> Import References From EndNote -> All References or Selected References

Note: EndNote attachments will be copied to the "EndNote Attachments" folder in the default Bookends attachments folder (the EndNote file/folder organization will not be preserved). If you are done with EndNote, you can delete them from the EndNote attachments folder. If a PDF with the same name is already in the Bookends folder called "EndNote Attachments", the EndNote PDF not be moved and the existing PDF will be considered the attachment.

Note: You can import references to a specific Bookends group by selecting the Bookends group to use before importing.

2. Import a file exported from EndNote

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 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 library 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), or assigning the folder in which EndNote put the attachments as the Bookends default attachment folder.


From 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 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 library window.

From Sente to Bookends

There are two options for importing from Sente:

1. Import from Sente via AppleEvents

In Bookends:

• If you want to import to a specific static group, select it. If not, select All.
• Use File -> Import References -> From Sente. If Sente is running, it will come to the front.

In Sente:

• Select the references you want to import (Command-A selects all). When finished, press Command-Y. You may also see this dialog in Sente:

sentedialog

Clicking Send is the same as pressing Command-Y. Note that due to limitations in Sente's support for AppleEvents, clicking the Cancel button is the same as clicking Send.

In Bookends:

• Bookends will return to the front and the references and their attachments will be imported.

Note: Sente attachments will be copied to the "Sente Attachments" folder in the default Bookends attachments folder. If you are done with Sente, you can delete them from the Sente attachments folder.

Note: You can preserve Sente collections by importing them individually to Bookends groups (select the Bookends group to use before each import).

Note: If you take too long to select the references in Sente, Bookends will timeout. If this happens, repeat the import process.

Note: Images stored in Sente notes will not be imported.


2. Import a file exported from Sente

In Sente:

• File -> Export the references to disk in SenteXML format.

In Bookends:

• Use File -> Import References -> From File or Clipboard and select the XML file, or drag and drop the XML file onto the Bookends library window.
• The Sente XML import filter will automatically be selected, click Open.

Note: Collection (group) names will not be exported/imported, just references.

Note: Images stored in Sente notes will not be imported.

Note: If your attached PDFs are not found in Bookends, you must tell Bookends where they are. Either move the PDFs from where Sente stored them to the Bookends default attachment folder, or in preferences set the default attachment folder location to the folder where they are currently stored.


From Papers to Bookends

In Papers:

• File -> Export the references to disk in EndNote XML format.

In Bookends:

• Use File -> Import and select the XML file, or drag and drop the XML file onto the Bookends library window.
• The XML (EndNote or Sente) import filter will automatically be selected, click Open.

Note: Collection (group) names will not be exported/imported, just references and the names of attached files.

Note: If the attached PDFs are listed but not found by Bookends, you must tell Bookends where they are. Either move the PDFs from where Papers or Sente stored them to the Bookends default attachment folder, or in Bookends preferences set the default attachment folder location to the folder where they are currently stored.

Note: In some cases the PDFs are stored in the database bundle itself. In this case, right-click on the Papers or Sente library in the Finder and select “Show Package Contents”. The attachments may be in a folder with a name like Attachments. If so, as instructed above, move that folder to the Bookends default attachment folder or tell Bookends (in preferences, General tab) to look in that folder for attachments.


From Zotero to Bookends

In Zotero:

• Export the Zotero library using File -> Export Library.
• Select RIS as the export format and tick the Export Files checkbox.
• Zotero will export the references in RIS format to a folder along with all associated attachments (pdfs) to a subfolder called "files".

In Bookends:

• Make sure the "RIS" import filter is active (i.e. checked in the Import Filters dialog box).
• Set File -> Import Text Encoding to “UTF-8”.
• Choose File -> Import References or drag and drop the file "My Library.ris" that was exported by Zotero ("My Library" will be the name of the Zotero library).
• Bookends will import the references and attach any pdfs associated with them. A copy of the pdf will be moved to the default Bookends attachment folder. Once you have assured that the process went well, you can Trash the pdfs and the .ris file exported by Zotero.


From Mendeley to Bookends

In Mendeley Desktop:

• Select the references to export and choose File -> Export.
• Select EndNote XML as the export format and click Save.
• Mendeley will export the references to a text (.xml) file and associated attachments (pdfs) to a folder with the name of your database and the extension “.Data”.

In Bookends:

• If you want to import to a specific static group, select it. If not, select All.
• Drag and drop the .xml file onto the library window, then click OK to import the references.
• Drag the contents of the “.Data” folder (or the folder itself) to the Bookends default attachment folder.