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Citation Management

Need help learning EndNote and RefWorks? Not sure what Citation Management is? You've come to the right place.

EndNote or RefWorks to Zotero and Mendeley

See the Mendeley and Zotero guides.

Mendeley to EndNote Library

In Mendeley:

  1. Select the records you wish to export. You can click Edit > Select All if you want your entire database.
  2. Click on the File menu > Export
  3. Change Save As Type option to "EndNote XML"
  4. Pick a name and location for the file and Save.
You will end up with a file titled "My Collection.xml" and a folder titled "My Collection.Data."
In EndNote:
  1. Click the File menu > New to create a new library.
  2. Click on the File menu > Import File.
  3. Click Choose and browse to the "My Collection.xml" file you downloaded and click Open.
  4. Change the Import option to EndNote generated XML.
  5. Click Import.
  6. Click the File menu > Exit
  7. Open the "My Collection.Data" folder.
  8. If there is a PDF folder, copy it to the new .Data folder created with your EndNote Library. If you created a library titled "My EndNote Library," there will be a "My EndNote Library.Data" folder.
When you open the library in EndNote again, you will have the working attachments.

Convert Mendeley to EndNote in Word Document

EndNote's support page has instructions for this process; however, some steps seemed confusing and unnecessary. After having tried this in practice, here are Sandra Riggs' modified instructions.

  • Transfer all the references used in the paper from Mendeley Desktop to the EndNote library that you will now be using for the paper. See prior section.
  • With Mendeley Desktop open, download the "Mendeley-to-Endnote-Title.csl" file -- you will open the zip file to get to it. Open your styles with the path: View > Citation Styles > More Styles... (Citation Styles window below)
  • You can drag and drop the the file on the style list in the Installed tab. Here I've moved the Finder downloads window next to a resized Mendeley window so I can see both.

Drag and drop Mendeley to EndNote csl file

Now open Word.

  • Click the References tab, find the drop-down list of Styles and

Zotero to RefWorks

You can easily import your Zotero into your RefWorks account:

  1. Log in to your Zotero account.

  2. Select references. 

  3. Right-click and choose Export Selected Items. Choose RIS. Save the file.

  4. In RefWorks, click the Add a reference icon , then select Import References

  5. Drag and drop the saved file into RefWorks into the box, or use the link to “select a file from your computer” and upload it.