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Citation Managers: Switching From EndNote

Citation Management

Transitioning From Endnote

The EndNote platform citation manager may be discontinued at Marshall University. If that happens, please use this guide to transition to a free citation manager, and also migrate your data if you desire. We recommend using Zotero, Mendeley, Refworks, or even EndNote Basic.  Instructions are provided below.  Additionally, a simple comparison chart is included to help you make an informed decision. 

  • For questions about Zotero and Mendeley, please contact the Health Sciences Library at To schedule a small group or individual session with HSL Librarian Anna Hughes, please use this form to sign up for a session if you are interested: Note you may need to enter your MU credentials, and your session may be recorded to afford those not able to meet online access to instructions and discussions.
  • For questions regarding RefWorks please contact Marshall Libraries at (304) 696-2320.
  • For more information and short video tutorials, check out the HSL Reference Manager Libguide at 

Anna Hughes, M.A., M.L.I.S
Health Sciences Librarian Marshall University

Exporting to Zotero

Transferring References from EndNote to Zotero ***

  1. Within EndNote, designate the references you wish to transfer or opt to select all if migrating your entire library.
  2. Navigate to File > Export and specify a destination to store the exported file.
  3. From the dropdown menu labeled "Save as type," opt for XML (*.xml) as the file format.
  4. Confirm that the Output style is configured to EndNote XML Export.
  5. Execute the export process by clicking Save.
  6. In Zotero, proceed to File > Import and locate the previously exported file.
  7. Choose whether to incorporate the references into an existing collection or create a new one.
  8. Confirm the action by selecting OK to finalize the importation process.
  9. Congratulations! You have effectively transitioned your data from EndNote to Zotero.

For further assistance:

Exporting to Mendeley

Exporting Data from EndNote to Mendeley ***

  1. Within EndNote, highlight the references intended for export. Utilize Ctrl+A to select all references or Ctrl+click for multiple selections.
  2. Click on File > Export and specify a name and destination for the export file. Adjust the Save as type option to RIS - Research Information Systems (.ris) or EndNote XML (.xml).
  3. In Mendeley, access File > Import and choose the appropriate format, RIS - Research Information Systems (.ris) or EndNote XML (.xml), matching the exported file format from EndNote.
  4. Locate the exported file and initiate the import process by clicking Open. Mendeley will seamlessly import your references, including any available PDF attachments from your EndNote library.

For further guidance:

Exporting to RefWorks

Transferring References from EndNote to RefWorks ***

  1. Open your EndNote library and select the desired references for export, be it all references or specific groups or folders.
  2. Navigate to File > Export and specify a destination and name for the exported file. Ensure that the output style is set to RefMan (RIS) Export and the file type is Text File (*.txt).
  3. Save the file and subsequently close EndNote.
  4. Log in to your RefWorks account and proceed to References > Import.
  5. Select RIS Format as the import filter and your database as the data source. Browse and locate the exported file from EndNote.
  6. Initiate the import process and await completion, verifying the successful importation of references.
  7. Review your imported references within RefWorks, managing any necessary edits or corrections.

For further assistance:

  • RefWorks
  • Please contact Marshall University Libraries at (304) 696-2320.

Other Options

Switching to EndNote Basic From EndNote ***

  1. Visit the EndNote website and log in to your account.
  2. Navigate to the "My Account" or "Subscription" section.
  3. Look for the option to switch to EndNote Basic or EndNote Online.
  4. Follow the prompts to convert your account to EndNote Basic.

For further assistance:

Switching from an Institutional EndNote Account to a Personal Account ***

  1. Access EndNote: Log in to your EndNote account using your institutional credentials.
  2. Navigate to Account Settings: Look for an option like "Account Settings" or "Profile Settings." It's typically located in the top-right corner of the EndNote website interface.
  3. Check Subscription Status: In the account settings, find the section related to your subscription or account type. Confirm that your institutional account is indeed expiring.
  4. Locate Upgrade or Change Plan Option: Look for an option to upgrade or change your account plan. This might be labeled differently based on your current account status.
  5. Select Personal Plan: Choose the option to switch to a personal account. It may prompt you to confirm this change.
  6. Update Payment Information (if necessary): If you need to provide payment details for the personal plan, you'll be prompted to enter them. Make sure to fill in the required information accurately.
  7. Review Changes: Before finalizing the switch, review the changes to ensure that you're moving from the institutional account to the personal one successfully.
  8. Confirm Changes: Once you're satisfied with the changes, confirm your decision. You might need to accept terms and conditions or agree to the new subscription terms.
  9. Verify Account Update: After confirming, double-check that your account has been updated to a personal plan. You should have access to all the features associated with a personal account.
  10. Save Confirmation: Save any confirmation emails or messages you receive regarding the change in your account status. This documentation may be useful for future reference.

By following these steps, you should be able to transition your EndNote account from an institutional one to a personal one seamlessly. If you encounter any issues during the process, don't hesitate to reach out to EndNote support for assistance.

***No matter what, make sure to export and save your most up-to-date EndNote Library. Watch the videos and follow the instructions carefully.***

EndNote Account Comparison: Personal vs. EndNote Basic:

 The difference between a personal EndNote account and an EndNote Basic account lies primarily in the features and capabilities they offer:

Personal EndNote Account:

• A personal EndNote account typically comes with a subscription fee.

• It offers more advanced features and capabilities compared to EndNote Basic.

• Users can access additional citation styles, storage space, and collaboration tools.

• Personal EndNote accounts often provide integration with more reference databases and tools for organizing and managing references efficiently.

• Users may have access to advanced features like PDF annotation, group sharing, and customizable search options.

EndNote Basic Account:

• EndNote Basic is the free version of EndNote.

• It offers basic reference management features, including the ability to organize references, create bibliographies, and cite references in documents.

• EndNote Basic accounts typically have limited storage space compared to personal accounts.

• The number of citation styles available may be restricted compared to personal accounts.

• EndNote Basic accounts may have limited or no support for advanced features like PDF annotation, group sharing, or integration with certain databases.

In summary:

While both a personal EndNote account and an EndNote Basic account serve the purpose of reference management, the personal account offers more features, flexibility, and support, albeit at a cost, whereas EndNote Basic provides essential functionalities for free with some limitations.