Export, import and merge database records
Export complete records from Scopus, Web of Science, PubMed and others, load them into the Studio and merge several databases without duplicates.
Different analyses need different fields, and the default export settings of most databases leave out the most important one: the cited references. A few extra clicks at export time decide which analyses you can run later, so it is worth getting right.
Which fields each analysis needs
| Analysis | Fields needed |
|---|---|
| Annual production, sources, authors | Authors, title, source, year |
| Citation indicators (h-index, most cited) | Times cited |
| Keyword analyses and thematic maps | Author keywords, Keywords Plus or index keywords, abstract |
| Countries, institutions, collaboration | Affiliations, corresponding author address |
| Co-citation, coupling, historiograph, RPYS, local citations | Cited references |
Scopus
- Select all results and click Export, then choose CSV (BibTeX and RIS also work).
- Select every field group: citation information, bibliographical information, abstract and keywords, funding details and References.
- Export. For more than 20,000 records, split the search by year and export each part.
Web of Science
- Search the Core Collection (other databases on the platform export fewer fields).
- Click Export and choose Plain text file (tab-delimited also works).
- Set the record content to Full Record and Cited References.
- Export in batches of 1,000 records (1–1,000, 1,001–2,000 and so on).
PubMed and other sources
In PubMed, choose Save, all results, format PubMed (a MEDLINE-tagged text file with MeSH terms and affiliations). Dimensions, Lens.org and OpenAlex export CSV files; Lens and OpenAlex give references as identifiers, which supports local citations and coupling but not reference labels. Reference managers (Zotero, Mendeley, EndNote) and databases such as IEEE Xplore, EBSCO and ProQuest export RIS or BibTeX, usually without cited references.
Import and merge your own exports
- Export your search from Scopus (CSV, all information including references) or Web of Science (plain text, full record and cited references).
- Drop all the files onto the Import data page at once.
- Read the import summary: records per file, duplicates removed by DOI and by title plus year.
- No export yet? Use the demo data to follow the rest of the course.
Importing and merging
Drop every export file onto the Import data page at once: several Web of Science batches, or a Scopus file and a Web of Science file together. The Studio detects each format automatically, reads the records into one collection and removes duplicates. Matching uses the DOI first, then the normalised title together with the publication year for records without a DOI. When a document is found in two databases, the more complete record is kept and its gaps are filled from the other (for example, Web of Science cited references with Scopus keywords). The import summary reports how many records each file contributed and how many duplicates were removed; these numbers go into the PRISMA diagram.
A warning about mixed reference formats
Scopus and Web of Science write cited references in different formats (Scopus gives full author lists and titles, Web of Science a short “first author, year, journal, volume, page” label). After merging, the same cited work can appear under two labels, which splits its co-citation counts. If co-citation analysis is central to your study, run it on a single database, or report that references were not harmonised across databases.
Your data stays with you
All parsing happens in your browser; the files are not uploaded. That matters when you work with licensed database content. Use Save project in the Studio, or keep the raw export files, so you can rebuild the collection at any time.
Common export problems
- No references in co-citation analysis: the export did not include cited references. Re-export with the full record.
- Missing affiliations or countries: some document types and older records lack them; check the Data completeness page.
- Garbled characters: export with UTF-8 encoding where offered; the Studio reads UTF-8 and most common encodings.
- Too many records: split by year and drop all parts together.
Key takeaways
- Always export the full record with cited references.
- Use Scopus CSV or Web of Science plain text for the most complete data.
- Drop all files together: records are merged and de-duplicated by DOI, then by title and year.
- Mixing databases can split cited references; run co-citation on one database if it is central.
Check your understanding
Answer each question to see the explanation. Finishing the quiz marks this lesson as complete.