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Citation Management
Sampler
An overview of popular citation management tools
January 28, 2014
Gumberg Library’s status
• Our subscription to RefWorks will expire on June 30, 2014.
• Variety of citation management tools available, both free and at
cost.

• We will offer assistance with transitioning to several in the coming
months.

• Which one should you use?
RefWorks (Institutional Subscription)
• The current citation management system supported by Gumberg Library
• Web-based
• Stores references
• Formats them in hundreds of different styles
• Generate bibliographies

• Need to download and install the Write-N-Cite feature
• Format a paper with in-text citations and bibliography
Transitioning to Other Citation Management
Tools from Current RefWorks Account
• You CAN export your RefWorks database to other Citation Management
Software.

• You CANNOT export your Attachments; you will have to do that
manually.

• If exporting to a non-RefWorks alternative, you must take extra steps to
maintain your folder structure.
4 Citation Management Alternatives
• RefWorks (Individual Subscription)
• Zotero
• Mendeley

• EndNote
RefWorks (Individual Subscription)
• Costs $100/year
• Same features as RefWorks (Institutional Subscription) EXCEPT:
• Attachments is NOT a feature for Individual Subscriptions
• The Find It link to full text in Duquesne databases will NOT appear
RefWorks (Individual Subscription)
Pros
• Most of the same features and
strengths of RefWorks
(Institutional)

Cons
• Cost = $100/year
• No Attachments feature available
• No Find It link available
• Same weaknesses as RefWorks
(Institutional)
Zotero
• Web-based
• Free
• Download to your browser

• Works with Firefox, Chrome, and Safari
Zotero
• Can add a Zotero “connector” to Firefox, Chrome, and Safari
• Features
• Stores sources
• Formats them in a variety of styles
• Generates a bibliography

• With a free account, can sync with your other devices
Zotero Pros/Cons
Pros

•
•
•
•
•

Free
Web-based

Easy to add sources
Plug-ins for Word/Open Office
Syncs with Zotero cloud and
other devices

Cons

• Must install browser connector to
capture database/DuCat citations

• Not user-friendly with IE, which
is the DU default browser

• Must install Zotero Stand Alone
software on any computer you
use
Mendeley
•
•
•
•
•
•

Free and web-based
Focused on community, research sharing
“Crowd sourced literature discovery”
Tools for annotation
“Find relevant papers based on what you are reading”
Great for collaboration
Mendeley Pros/Cons
Pros

•
•
•
•
•
•
•
•

Free
Web-based w/ Desktop Version
Web Import, Drag & Drop

Ease of adding PDFs
Social Media for Research
Plug-ins for Word/OpenOffice
Made to interface with Google Scholar

Mobile access

Cons

•
•
•
•
•

Syncing
Exporting (catalogs & databases)

Less intuitive than Zotero, RefWorks
Renders citations poorly
Cannot generate bibliographies
independently
EndNote
•
•
•
•
•
•

Installed on desktop, but can access and manage from anywhere
Stores large number of sources
Creates bibliographies in over 5,000 styles
Can format paper with Cite While You Write (like Write-N-Cite)
Opens, annotates, and searches PDF files
Can share references
EndNote
Pros
• Best option for storing large
libraries

• Formats papers and bibliographies
in thousands of styles

• Allows storage and annotation of
PDFs

Cons
• Not web-based; has to be installed
on computer

• Cost
Citation Generators
•
•
•
•

Meet the citation needs of many undergrads
Generate citations and immediate bibliographies (in MLA or limited styles)
Not always correct, but give a place to start

EXAMPLES:
• EasyBib
• BibMe
• NoodleBib
Comparison of Features
• Comparison Chart handout
• RefWorks and EndNote are citation tools
• Zotero and Mendeley are research tools that include a citation manager as
one of their features
Demos
Further Exploration
•
•
•
•
•

RefWorks

• Choosing a Citation Manager, University of Washington

Zotero

• Citation Managers: Comparison of Features, UWM

Mendeley
EasyBib
EndNote

• Tool Comparisons, Harvard Library
• Comparison of Reference Management Software, Wikipedia
• Link to Research Guide for Comparison (Gumberg)
The Right Tool for You
• Review the different options available
• Select the software that meets YOUR needs
• Gumberg Library will be providing resources and training to help you make
the transition
Questions?

Emily Cantin, MLIS
cantine@duq.edu
412.396.6133

Leslie Lewis, MLIS
lewisl1146@duq.edu
412.396.5342

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Citation Management Software Sampler

  • 1. Citation Management Sampler An overview of popular citation management tools January 28, 2014
  • 2. Gumberg Library’s status • Our subscription to RefWorks will expire on June 30, 2014. • Variety of citation management tools available, both free and at cost. • We will offer assistance with transitioning to several in the coming months. • Which one should you use?
  • 3. RefWorks (Institutional Subscription) • The current citation management system supported by Gumberg Library • Web-based • Stores references • Formats them in hundreds of different styles • Generate bibliographies • Need to download and install the Write-N-Cite feature • Format a paper with in-text citations and bibliography
  • 4. Transitioning to Other Citation Management Tools from Current RefWorks Account • You CAN export your RefWorks database to other Citation Management Software. • You CANNOT export your Attachments; you will have to do that manually. • If exporting to a non-RefWorks alternative, you must take extra steps to maintain your folder structure.
  • 5. 4 Citation Management Alternatives • RefWorks (Individual Subscription) • Zotero • Mendeley • EndNote
  • 6. RefWorks (Individual Subscription) • Costs $100/year • Same features as RefWorks (Institutional Subscription) EXCEPT: • Attachments is NOT a feature for Individual Subscriptions • The Find It link to full text in Duquesne databases will NOT appear
  • 7. RefWorks (Individual Subscription) Pros • Most of the same features and strengths of RefWorks (Institutional) Cons • Cost = $100/year • No Attachments feature available • No Find It link available • Same weaknesses as RefWorks (Institutional)
  • 8. Zotero • Web-based • Free • Download to your browser • Works with Firefox, Chrome, and Safari
  • 9. Zotero • Can add a Zotero “connector” to Firefox, Chrome, and Safari • Features • Stores sources • Formats them in a variety of styles • Generates a bibliography • With a free account, can sync with your other devices
  • 10. Zotero Pros/Cons Pros • • • • • Free Web-based Easy to add sources Plug-ins for Word/Open Office Syncs with Zotero cloud and other devices Cons • Must install browser connector to capture database/DuCat citations • Not user-friendly with IE, which is the DU default browser • Must install Zotero Stand Alone software on any computer you use
  • 11. Mendeley • • • • • • Free and web-based Focused on community, research sharing “Crowd sourced literature discovery” Tools for annotation “Find relevant papers based on what you are reading” Great for collaboration
  • 12. Mendeley Pros/Cons Pros • • • • • • • • Free Web-based w/ Desktop Version Web Import, Drag & Drop Ease of adding PDFs Social Media for Research Plug-ins for Word/OpenOffice Made to interface with Google Scholar Mobile access Cons • • • • • Syncing Exporting (catalogs & databases) Less intuitive than Zotero, RefWorks Renders citations poorly Cannot generate bibliographies independently
  • 13. EndNote • • • • • • Installed on desktop, but can access and manage from anywhere Stores large number of sources Creates bibliographies in over 5,000 styles Can format paper with Cite While You Write (like Write-N-Cite) Opens, annotates, and searches PDF files Can share references
  • 14. EndNote Pros • Best option for storing large libraries • Formats papers and bibliographies in thousands of styles • Allows storage and annotation of PDFs Cons • Not web-based; has to be installed on computer • Cost
  • 15. Citation Generators • • • • Meet the citation needs of many undergrads Generate citations and immediate bibliographies (in MLA or limited styles) Not always correct, but give a place to start EXAMPLES: • EasyBib • BibMe • NoodleBib
  • 16. Comparison of Features • Comparison Chart handout • RefWorks and EndNote are citation tools • Zotero and Mendeley are research tools that include a citation manager as one of their features
  • 17. Demos
  • 18. Further Exploration • • • • • RefWorks • Choosing a Citation Manager, University of Washington Zotero • Citation Managers: Comparison of Features, UWM Mendeley EasyBib EndNote • Tool Comparisons, Harvard Library • Comparison of Reference Management Software, Wikipedia • Link to Research Guide for Comparison (Gumberg)
  • 19. The Right Tool for You • Review the different options available • Select the software that meets YOUR needs • Gumberg Library will be providing resources and training to help you make the transition
  • 20. Questions? Emily Cantin, MLIS cantine@duq.edu 412.396.6133 Leslie Lewis, MLIS lewisl1146@duq.edu 412.396.5342

Notas do Editor

  1. Web based with stand alone desktop downloadFree, but can upgrade storage space for a monthly fee (300 MB of free storage, 2 G for $20/month – one plan example)You can download a plug-in for your browserZotero works with Firefox, Chrome and Safari
  2. Zotero connector installs to your browser. When an item is available for capture, an icon will show in the browser address bar. Zotero can automatically create an item of the appropriate type and populate the metadata fields when you click on this icon.