EndNote, RefWorks, Zotero, Mendeley Help

EndNote   |   RefWorks   |   Zotero   |   Mendeley   |   Comparisons of Programs   |   EndNote/RefWorks/Zotero Workshops

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.

• Offers sophisticated, flexible tools for organizing references and PDFs and for creating bibliographies
• Offers most comprehensive array of citation output styles
• Link EndNote records to PDFs and other types of documents saved on your hard drive
• In EndNote version X2 and higher: download article PDFs automatically
• Use UC-eLinks to find the full text of the article from within EndNote
• EndNote software must be purchased and installed onto your computer
• EndNote is not very intuitive, but is not difficult with training
• Best option for large research projects
• Current version of EndNote Web is not recommended

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.

» Tutorial: Import PubMed Citations into EndNote X4 (3 min.)
» Tutorial: Import PubMed Citations into EndNote X3 (3 min.)
» EndNote: Importing References from Bioscience Databases and Library Catalogs: How to import records into EndNote
» Using UC-eLinks with EndNote (UCB Bioscience Library)
» EndNote Knowledge Base (Adept Scientific): Answers to dozens of EndNote questions. Adept also hosts the EndNote email list archive.
» EndNote FAQs (University of Technology, Sydney): Answers to dozens of EndNote questions.
» EndNote X4/RefWorks Exercise Set (PDF; UCB Public Health Library, Oct. 2010)
» EndNote X4/RefWorks handout (PDF; UCB Public Health Library, Oct. 2010)
» EndNote X2 Exercise Set (PDF; UCB Public Health Library, April 2009)
» EndNote X2 handout (PDF; UCB Public Health Library, April 2009)

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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.

• Available to UC Berkeley users without cost
• Web-based, so it can be used on all operating systems, at any computer connected to the Internet
• Format bibliographies in Word
• Import citations from RSS feeds
• Full-text access to most articles is easy: UC-eLinks works inside RefWorks
• Good for collaborative projects because it allows for sharing of citation databases
• Easy to learn and use
• Does not offer as many output styles as EndNote

• 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.
• To use RefWorks from off-campus, log using the Proxy Server or VPN, or you can log in with the UC Berkeley Group Code (Requires CalNet ID authentication).

» Tutorial: Import PubMed Citations into RefWorks (3 min.)
» Tutorial: Import NLM TOXLINE Citations into RefWorks (4 min.)
» Tutorial: Import CSA TOXLINE Citations into RefWorks (2 min.)
» EndNote X4/RefWorks Exercise Set (PDF; UCB Public Health Library, Oct. 2010)
» EndNote X4/RefWorks handout (PDF; UCB Public Health Library, Oct. 2010)
» RefWorks Exercise Set / Handout (PDF; UCB Public Health Library, 2011)
» RefWorks Help (RefWorks)
» RefWorks Tutorial (RefWorks)
» Quick Start Guide (PDF; RefWorks)
» Tutorial: Creating Bibliographies (UCB Bioscience Library)
» Tutorial: Importing Records from PubMed (UCB Bioscience Library)
» RefWorks: Importing References from Bioscience Databases and Library Catalogs: How to import records into RefWorks
» RefMobile: RefWorks for your smart phone, cell phone, or PDA
» RefWorks 2.0: Preview, tutorials, and more (RefWorks)

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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 a document, which may actually be the PDF of the document. Zotero is currently bound to the installation of Firefox, although those using multiple computers may synctheir Zotero database between computers and may share citations within a work group.

• Free Firefox extension that helps manage citations found online through the browser
• Automatically capture citation information from web pages
• Import citations from other citation managers
• Store PDFs, files, images, links, and whole web pages for easy retrieval
• Zotero is bound to the installation of Firefox on your computer, but you can install it on a portable version of Firefox on a USB drive to allow for traveing with your Zotero library
• Create bibliographies in Word and OpenOffice
• Zotero has a relatively fewer citation output formats compared to RefWorks or EndNote

» Introduction to Zotero (PDF; UCB Environmental Design Library)
» Zotero Quick Start Guide
» Zotero Support: Numerous help topics, basic and advanced.

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Mendeley

Mendeley is a free online service that allows you to index and organize your PDF documents, collaborate with fellow researchers and share information via shared and public collections, and discover new research through the Mendeley research network. In addition, you can create reference lists and bibliographies in Word (Windows only) or OpenOffice (all platforms).

• Free software/web hybrid for PC, Mac, Linux
• Organizes and manages the pdfs that are already on your computer
• Introduces social networking tools to collaborate with fellow researchers, including sharing lists of references and collaborative tagging of documents
• Sync PDFs to your web account for access to them anywhere you are online
• Annotate PDFs
• Search within the text of all of your PDFs
• Good way to capture citations from the PDFs on your computer and export them into EndNote

» How It Works: the basics of downloading and using Mendeley.
» Getting Started with Mendeley: includes links to support.

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Comparisons of Programs

Bibliography Management Software with a Detailed Analysis of Some Packages: Head-to-head comparison between EndNote, Reference Manager, RefWorks, and others. Extensive comparison grid compares 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.

Zotero vs. EndNote: Feature-by-feature comparison of these two softwares, from The Chronicle of Higher Education.

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