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Switching Citation Managers

This guide will outline how to switch to a new citation manager like RefWorks, Endnote, Zotero, or Mendeley

Overview

Endnote is designed to be a research manager like Mendeley which handles primarily PDFs. There are some drawbacks to Endnote, which may cause some users to want to switch to another citation manager, like perhaps Mendeley, Zotero, or RefWorks.

On this page, we will outline the steps that you need to go through in order to transfer your Endnote library to another citation manager.

Exporting your citations from Endnote

To export your citations from Endnote, you need to follow these steps. But also keep in mind different citation managers prefer different output formats from Endnote. Consult this table to see which you should choose:

New Citation Manager Output format
RefWorks Endnote Library
Zotero XML
Mendeley XML
  1. Open Endnote
  2. If you're exporting to RefWorks, then simply click on the Save a Copy option because RefWorks can import your Endnote library directly. Like so: Clicking File then Save a Copy to save a copy of your Endnote Library to import into RefWorks
     
  3. If you're exporting to another citation manager, then click on the Export option in Endnote. Like so:
    Clicking File then Export to save a copy of your Endnote Library to import into Zotero or Mendeley
  4. Now for the next window, the output style section is not important. But you do need to be sure to select the XML type under the Save as type section. Like so:
    Selecting the XML file type when you export your Endnote Library

Now you have your references ready to import into the new citation manager!

Importing your citations into RefWorks

  1. Log in to your RefWorks account
  2. Click on References and then select Import
    Selecting References then Import in RefWorks to import citations from Mendeley
  3. Make sure you select the From Endnote Database option. Browse for the file that you saved from Endnote. Then click Import to import your citations.
    Selecting the From Endnote Database to import your Endnote citations into RefWorks

Importing your citations into Mendeley

  1. Open Mendeley and select File then Import then Endnote XML - Endnote x8, X1 to X3 (*xml). Like so:
    Selecting File then Import then File in Endnote to import citations from Mendeley
  2. Choose the file that that you exported from Endnote and then click on Open.

Importing your citations into Zotero

  1. Open Zotero and click on the Gear icon and select Import. Like so:
    Selecting the Gear Icon then Import to import references from Endnote into Zotero
  2. Select the file that you exported from Endnote and click open