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Import RIS File

Summary: This page outlines how to add resources into a list using the RIS Import feature.

Note : This documentation shows how to reject a resource request with the Enhanced Requests feature enabled. Click here to access the legacy search documentation.

Introduction

While resources can be added into a list individually, the Import RIS feature makes it easier to quickly add multiple resources into the list. This can be done by using a file with citations formatted into the RIS format, which can be easily exported from your preferred citation manager application, such as Zotero, Endnote or Mendeley.

Please note that some resources added via this method may require review by library staff for copyright compliance and won’t be available immediately for students. If the system detects a resource being imported matches an existing resource, it will locate the existing file to use for the request. This is to assist with preventing the creation of duplicates.

Importing Resources

Please ensure that you have a RIS file prepared with the resources you want to use in your list. Once ready, use the following steps to import those resources into your list.

  1. Navigate to your list, then click the Add button. The discover page will automatically open.
    The Add button in the faculty list toolbar
    Figure 1 : The 'Add' button
  2. On the right-hand side of the search bar, click Import.
    The Import button to the right side of the search bar.
    Figure 2 : The 'Import' button
  3. Underneath the 'Citations file' section, click the Select A File button. This opens your file explorer on your computer.
    The Select a File button on the left side, under the Citations file section
    Figure 3 : The 'Select a File' button
  4. Locate your prepared RIS file. Select the file , then click 'Open'. The 'Your citations file' field will now be populated with the file name.
    The selected file's name has been populated in the file field
    Figure 4 : The selected file's name has been populated in the file field
  5. In 'Scheduling Details', select a Reading Importance for the resources. The selected importance will be automatically applied to ALL of the imported resources. Note that the reading importance for resources can be edited individually anytime with the Edit Readings option.
    The reading importance buttons under Scheduling Details section
    Figure 5 : The Reading importance selection
  6. (Optional) You can add a note for library, which library staff can see when reviewing and processing any of the imported requests. This cannot be changed after submission.
    The Notes for Library field under the Scheduling details section
    Figure 6 : The 'Notes for Library' field
  7. (Optional) You can include a note for students, which clearly displays on ALL imported resources in the student view. Note that the student notes for resources can be edited individually anytime with the Edit Readings option.
    The Notes for Faculty field under the Scheduling details section
    Figure 7 : The 'Notes for Students' field
  8. Click Submit to process the File.
    The Submit button is found on the top right side of the page
    Figure 8 : The 'Submit' button
    You will receive an email once the import process has been completed. Depending on the number of resources, it may take some time to process every request. As they are imported, all of the imported resources will be placed in the Ungrouped folder, ready to be curated.
Any requests with the status 'needs review' requires your review. Click the Edit Reading button to review any missing details for the resource.
The 'Edit Reading' option, which is on the right-hand side of a resource with the 'Needs Review' status
Figure 9 : The 'Edit Reading' button for a resource with the 'Needs Review' status
All missing required details will be marked for your attention. Once your review is complete, please click Submit to update the resource details and associated request.
The review page for a resource that is missing required details. This link-based resource is missing a URL. The Submit button is on the top right of the page once completed.
Figure 10 : The review page for a resource that is missing required details