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Information on getting started with EndNote at Caltech

Sunsetting EndNote Support

The Caltech Library is sunsetting the EndNote desktop subscription when the license expires on September 25, 2017. Downloads will no longer be available from the IMSS software site after that date. The Library will provide a perpetual and transferrable licensed copy of EndNote X7 or X8 to all Caltech Faculty EndNote users and their associated research groups. 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.

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

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)