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Citation Management

Sunsetting EndNote Support

The Caltech Library is sunsetting the EndNote desktop subscription when the license expires on August 24, 2017. Downloads will no longer be available from the IMSS software site after that date. Based on IMSS download data, the Library will provide a perpetual and transferrable licensed copy of EndNote to all Caltech Faculty and Staff Scientist EndNote users. EndNote Web will remain available for at least a year after the end of our Desktop Client license. Additionally, any user may purchase discounted copies of EndNote from online sellers -- see below for more information.

By August 25, 2017 EndNote users who have not received an individual copy from the Library are required to remove the software client from their computers, per the vendor's legal agreement. Users with replacement copies will be able to simply update their current EndNote without the need to migrate data.

The Caltech Library is pleased to be launching the Zotero reference management system beginning fall 2017. Zotero is a well-established open source tool with powerful features that EndNote does not have, including seamless integration with the Overleaf platform, which many Caltech authors now use for writing and publishing. You may find more information about Zotero and download the software at no charge from

If you wish to continue using EndNote after August 25, you may purchase your own copy of EndNote directly from the producer, Clarivate Analytics. Discounted versions are also available from various resellers, and students can take advantage of even higher discounts. In addition, EndNote Web will remain available through 2018 (note that this version of the product has fewer features than the desktop client).

Please let us know at if you would like a demo of Zotero. The Library will begin offering Zotero classes in August 2017, both on request and in scheduled workshops. Additional information about the transition will be forthcoming over the summer.

You are welcome to preview the Caltech Library's new Zotero Guide under development: Library staff are available to help Caltech EndNote users migrate their libraries and associated EndNote files to their own copy of EndNote or to Zotero. Please email your help request to and a live librarian will be in touch to offer assistance. We even make house calls!

To export an EndNote library for use in Zotero:

1. In EndNote, click "File" and then "Export".
2. Set the output style to "RefMan (RIS) Export" and save it as a text file.

3. In Zotero, click the button that looks like a gear and choose "Import".

4. Double-click the file that was exported from EndNote (the "RefMan (RIS) Export" file).

5. The new references will be added to a collection in Zotero named "Imported" followed by the date and time.


Related Links

From EndNote to Zotero in 3 Steps

How to Import Your EndNote Library to Zotero (YouTube video)