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Interface 9: Can I share my customized reference type table with another EndNote user?

Answer: It is possible to share customized reference types. Please note, however, that this will replace the recipient's reference type table and overwrite all the changes to his/her current table.

EndNote X1 and later Instructions

First, export the reference type table you wish to share:
  1. From the donor’s user account, start EndNote.
  2. In Windows, from the Edit menu, choose Preferences. In OS X, from the EndNote menu, choose Preferences.
  3. Click the Reference Types option in the list of preferences.
  4. Under Reference Type Table, click Export to display a file dialog.
  5. Name the file, select a folder where you will be able to find it later, and click Save. EndNote will append an .xml suffix to the file name.
  6. Copy the exported .xml file to the recipient’s computer.
Then, import the table for a different user:
  1. From the recipient’s user account, start EndNote.
  2. In Windows, from the Edit menu, choose Preferences. In OS X, from the EndNote menu, choose Preferences.
  3. Click the Reference Types option in the list of preferences.
  4. Under Reference Type Table, click Import to display a file dialog.
  5. In the file dialog, locate, highlight, and Open the .xml file that was previously exported.

EndNote 8, 9 or X Instructions

Windows

Copy the RefTypeTable.xml file from the following location on the donor's user account:

Windows XP or 2000:
C:\Documents and Settings\[Username]\Application Data\EndNote

Windows Vista/7:
C:\Users\[Username]\AppData\Roaming\EndNote

Username in this case would be your computer login name.

Note: If you cannot find the specified folder, your Windows preferences may be set to hide the folder. In the window go to Tools / Folder Options / View tab (if you do not see the menu on Vista/7, press the ALT key to see the menu) and make sure that "Show hidden files and folders" is selected.

Place that file in the corresponding location in the recipient's user account.


Macintosh

Copy the RefTypeTable.xml file from the following location on the donor's user account:

Users:[your login name with the house icon]:Library:Application Support:EndNote

Place that file in the corresponding location in the recipient's user account.  

This page was last modified June 14, 2010

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