Steps involved in tranferring a version 9 endnote library down to version 7.

This back-transfer procedure IS NOT a back-conversion: specifically record numbers of the original Endnote 9 library will NOT be the same in the final Endnote 7 library unless you follow the instructions indicated below in steps 2 and 11

1. IN ENDNOTE version 9:
2. IF RECORD NUMBERING IN the 7 LIBRARY MUST BE IDENTICAL TO the 9 LIBRARY (otherwise go to step 3):
   • Download (by rightclicking > save target as) THIS ENDNOTE STYLE (Refer Export-recnum(9).ens) to your Endnote 9 Style directory
   • If Endnote 9 is opened, close Endnote 9
   • Open Endnote 9 again and open the library that you want to transfer to Endnote 7
   • Menu References > Sort References
   • In the first bar choose Record Number (instead of default Author)
   • Click OK
   • Choose Edit Menu > Output Styles > Open Style Manager
   • Tickle the "Refer Export-recnum(9)" Style
   • Close Box (click the X)
   • Choose Edit Menu > Output Styles > Choose the "Refer Export-recnum(9)" Style
   • Go to step 7
3. Choose Edit Menu > Output Styles > Open Style Manager
4. Tickle the "Refer Export" Style
5. Close Box (click the X)
6. Choose Edit Menu > Output Styles > Choose the "Refer Export" Style
7. Choose File Menu > Export (Choose a Name and a Folder Location)
8. Select "Text File (*.txt)" in the "Save as Type" bar
9. Click OK
10. (Close ENDNOTE 9)
11. IF RECORD NUMBERING IN the 7 LIBRARY MUST BE IDENTICAL TO the 9 LIBRARY (otherwise go to step 12):
    • Open the .txt file in a word processor (preferrably Notebook (=fast), but Word may be used as well)
    • The point now is to insert dummy records between records with nonconsecutive numbers (i.e. one has to insert a dummy record between records #20 and #22, if there is no #21 in between them, and three dummy records between records #45 #49). It is NOT necessary to number the dummy record(s) itself as long as in the end for every X : record number X is the Xth record in the .txt file*). If you have to insert many dummy records, it is recommended to copy a dummy record text block and paste this on the right position in the text every time you need it. Here is a textblock you may apply as such (Note the importance of %0 (zero) as start tag and %O (capital o) as final tag and the fact that records must be separated with at least one blank line):
      
      %0 Start dummy record
      %A 0001
      %D 0001
      %T 0001
      %O END
      
      
    • Save and close the .txt file (as text file, NOT as e.g. a Word document!!)
12. IN ENDNOTE 7:
13. Create a new Reference Library
14. Choose File Menu > Import
15. In the dialog box press the Choose button and select the .txt file exported from version 9
16. In the Import Option bar choose the "Endnote Import" import filter
17. Click OK

*) If huge files (500+) must be back-transferred it is advised to make as well a tab-delimited export first to e.g. an excel file: In excel one can easily find 'missing' numbers in a consecutive list. With one eye on the excel sheet and the other in the exported .txt file one is able to quickly find 'missing' record numbers and insert dummies instead.

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