Procedure: Uploading a RIS file

Before you begin

• You need to have created a RIS file using your specific reference manager system (e.g. RefWorks, EndNote, Mendeley).

• You need to have exported the RIS file from the reference manager system and saved it to your computer.

When uploading a RIS file, the Scholarly Outputs module checks for UCT authors in the records and add in staff numbers for those authors which are recognised by the system. However, these may not always be correct due to the author information in the RIS file not necessarily being unique. It is therefore important when moderating to check each author to ensure that the system assigned the correct staff number, if applicable.

See also: Overview: Working with RIS files

Procedure

1. Log in to the UCT Research Portal website with your UCT network credentials.

2. Click Scholarly Outputs.

2. The Scholarly Outputs – Home  page loads.

3. Click Upload.

3. The Scholarly Outputs – Upload Results page opens.

4. Click Browse in the RIS File field.

4. The File Upload dialog box opens.

5. Navigate to the location of your saved RIS file.

6. Select the RIS file to upload.

7. Click Open.

5. The Scholarly Outputs – Upload page reopens.

6. If your RIS file contains keywords, select the Keywords check box.

7. Click Upload.

6.  The Scholarly Outputs – Upload Results page reopens listing information about the uploaded RIS file:

   •     The file name of the RIS file uploaded.

   •     The Number of Scholarly Outputs Uploaded.

   •     The Number of Scholarly Outputs Omitted.

   •     In the Reasons for Omission section:

   1. •     If applicable, Exact Duplicates.

      •     If applicable, Record Incomplete.

      •     If applicable, Unknown File Type.

   •     Any Potential Duplicates For This Upload and Potential Duplicates in Total.

   •     The Number of Scholarly Outputs to Moderate For This Upload and Number of Scholarly Outputs to Moderate in  Total.

• Either open one of the following procedures to view or moderate any omitted records:

• If applicable, View Exact Duplicates.

• If applicable, View Incomplete Records.

• If applicable, View Unknown Scholarly Output Types.

• Review Potential Duplicates

• Moderate Scholarly Outputs

• If applicable, check the author information of added scholarly outputs to ensure that any staff numbers added are done so correctly.

• Or open one of these expanding tasks to cancel, upload another or close:  

• Cancel Upload

  • Click Cancel Upload.

  7. A warning dialog appears: "This will delete all records uploaded in this session. Proceed?"

  • Click OK.

  8. The Scholarly Outputs – Upload page reopens.

   

• Upload Another File

  • Click Upload Another File.

  • Continue from Step 3.

• Close

  • Click Close.

  7. The Scholarly Outputs – Home page reopens.