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Bibliographic Management Software: Help and Tutorials

EndNote   |   RefWorks   |   QUOSA   |   Zotero   |   Comparisons of Programs


EndNote

EndNote automates the creation of bibliographies. Writers can save hours of typing and interpreting journal and other style requirements by simply selecting the publication or style by name and generating a prefectly formatted document. The EndNote support site includes new and updated import filters and output styles to download. UCB students, staff, and faculty may purchase EndNote at Scholar's Workstation at the Cal Student Store.
NOTE: Information on how to set up EndNote to include the PMCID in your references is available from EndNote. This helps fulfill a requirement of the NIH Public Access Policy.

EndNote Tip Sheets and FAQs are the best places to start when you are learning EndNote or have problems

Using UC-eLinks with EndNote (UCB Bioscience Library) UC-eLinks icon

EndNote Knowledge Base (Adept Scientific): Answers to dozens of EndNote questions. Adept also host the EndNote email list archive

EndNote FAQs from University of Technology - Answers to dozens of EndNote questions

EndNote X2 Exercise Set (PDF; UCB Public Health Library, April 2009)

EndNote X2 handout (PDF; UCB Public Health Library, April 2009)

RefWorks

RefWorks is a web-based tool that allows users to create their own personal database by importing references from text files or online databases. You can use these references in writing papers and automatically format the paper and the bibliography in seconds. Web-based means you can access RefWorks from any computer with Internet access. Access to Refworks is provided by the UCB Library to UCB students, staff, and faculty. To use RefWorks, you first must register as a new user. Once you are registered, you can log in at any computer with Internet access.

RefWorks Tutorial Movie: Creating Bibliographies (UCB Bioscience Library)

RefWorks Tutorial Movie: Importing Records from PubMed (UCB Bioscience Library)

RefWorks: Importing References from Bioscience Databases and the Melvyl Catalog: Database-specific instructions for importing records into RefWorks.

QUOSA

QUOSA is a software tool that automatically retrieves full text articles from PubMed, Web of Science, BIOSIS, CAB Abstracts, and more. It has several other features including tools to organize, search, and export articles and citations to EndNote or RefWorks. QUOSA is helpful primarily because of its ability to retrieve full text and PDF articles from database searches. Access to QUOSA is provided by the UCB Library to UCB students, staff, and faculty.

QUOSA Information Manager Support (UCB Bioscience Library)

Zotero

Zotero is a (free) Firefox extension that helps manage documents found online through the browser. It collects metadata (including citation information) and stores PDFs, files, images, links, and whole web pages for easier retrieval. Zotero can store a "snapshot" of the document, which may actually be the PDF of the document. Zotero is bound to the installation of Firefox, although those using multiple computers may install Zotero on a portable version of Firefox and travel with their Zotero library on a USB drive.

Zotero Quick Start Guide

Zotero Support: Numerous help topics, basic and advanced.

Comparisons of Programs

Tabular Comparison of Features:

Tool
Cost
$69.99 at TSW
Paid for by UC Berkeley Library
Paid for by UC Berkeley Library
Free and open source
Can use on both Mac and PC?
Yes
Yes
Yes
Yes
Integrates with MS Word to create/format in-text citations and reference lists?
Yes
Yes; requires download of Write-N-Cite utility
No; need to export database to EndNote or RefWorks
Yes
No. of citation styles
3546
1384
n/a
About 100
No. of import filters
698
"Over 800"
Only works with PubMed, Web of Knowledge, and Ovid databases
247 "translators;" other sources captured as web page
Web based?
No; single computer install
Yes; can use on any computer with Internet access
Integrates with browser; tied to a computer
Browser (Firefox) based; can use Portable Firefox
Duplicate record detection?
Yes; fully customizable
Yes; 2 options for detecting duplicates
Removes duplicates automatically as citations saved to a folder
Coming with future version
Can capture web page and create record?
No
Yes, with the RefGrab-It utility
No
Yes
Sharing possible?
Difficult
Can create a shared logon
No
Coming with future version


Bibliography Management Software: with a Detailed Analysis of Some Packages: Head-to-head comparison between EndNote, Reference Manager, RefWorks, and others. Extensive evaluation grids comparing the many features of bibliographic management software.

Comparison of reference management software (Wikipedia): Comparisons of over 20 commercial, free, and open-source, desktop-based, server-based and web-based tools. Includes charts on how they stack up on integration with word processors, supported platforms, import and export capabilities, citation styles and more.


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