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Citation Management : How to Switch Citation Managers

A guide for all things citation management.

Export From RefWorks

If you need to move all your references out of RefWorks, you have two options: 1) export all references and 2) export references by folder.

1. Export all references

The method described here will export all of your citations without the folders that are present in your RefWorks account.

1. Log into your RefWorks account
2. On the top menu bar, select References then select Export.
3. In the dialog box, specify whether you want to export only selected references, all the references in the page, or all references.
4. Select the output option that matches the manager that you are moving to (see box below). Note: A new browser window may open containing your references. You can disregard this window and move to the next step.
5. When ready, RefWorks will display a green box that reads Completed at the bottom right of the screen, with a link to download or a link to email the file.

2. Export references by folder

When exporting all your citations from RefWorks, you may want to preserve your folder structure. The method described here will export your citations by folder.

1. Log into your RefWorks account.
2. Click on the Organize & Share Folders tab in your References list.
3. From the listing of folders, click on the folder icon (to the right of the folder name at the end of the row) and select the option to Export.
4. Select the output option that matches the manager that you are moving to (see box below). Note: A new browser window may open containing your references. You can disregard this window and move to the next step.
5. Repeat these steps for each folder. You may want to rename your export files to their original folder names so you can keep them organized.
6. When ready, RefWorks will display a green box that reads Completed on the bottom right of the screen, with a link to download or a link to email the file.

Export formats needed by citation manager

Import to: Format required:

Endnote

Bibliographic Software (EndNote,Reference Manager, Procite)

F1000 Workspace

BibTeX - RefWorks ID

Mendeley

BibTeX - RefWorks ID

Zotero

Bibliographic Software (EndNote,Reference Manager, Procite)

 

Export From Zotero

If you need to move all your references out of Zotero, you can export and save all your references from the desktop application.

1. Open Zotero.
2. Go to File then select Export Library.
3. In the dialog box, select RIS format. This format is the most compatible with all the other citation managers, so it's best to use this format.
4. Select Export Notes and/or Export Files.
5. Select OK.
5. In the next dialog box, select where you want to save the file.
7. Your references are now ready to import into a new citation manager.

Export from Mendeley

If you need to move all your references out of Mendeley, you can export and save all your references from the desktop application.

1. Open Mendeley.
2. Select all the references in your library by selecting Edit and then Select All. Note: You can also select Control + A (Windows) or Command + A (Mac).
3. Go to File then select Export.
4. Select where you want to save the file.
5. In the save dialog, select dropdown box labeled Save as type and choose RIS - Research Information Systems (*.ris). This format is the most compatible with all the other citation managers.
6. Your references are ready to be imported into another citation manager.

Export from EndNote

If you need to move all your references out of EndNote, you can export and save all your references from the desktop application.

1. Open Endnote.
2. Go to File then select Export.
3. In the save dialog, select dropdown box labeled Save as type and choose XML (*.xml). Note: Output style does not need to be modified.
4. Your references are now ready to import into a new citation manager.