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Using Reference Managment
Tools: Endnote and Zotero
Diarmuid Stokes
University College Dublin
What is reference management software ?
Reference management software, citation management
software or personal bibliographic management
software is software for scholars and authors to use for
recording and utilising bibliographic citations
(references). Once a citation has been recorded, it can
be used time and again in generating bibliographies,
such as lists of references in scholarly books, articles
and essays. (Wikipedia)
Reference management software. (2014, April 10). In Wikipedia, The Free Encyclopedia. Retrieved 14:20, April 22, 2014, from
http://en.wikipedia.org/w/index.php?title=Reference_management_software&oldid=603615486
What’s it good for?
• Write article or book
• Work collaboratively
• Share references
• Curate collection of references
Reference Management Tools
Free Reference Management Tools*
* May have some limitations.
Today Endnote Web & Zotero
Endnote Web & Zotero Compared
Criteria Zotero EndNote Web
Web based? Yes, works with Firefox browser and can
sync with online account; connectors for
Chrome and Safari available
Yes
Must be online? No Yes
Cost Free for basic account, some cost for more
online storage space
Depends on options
Word-processor compatibility MS Word, LibreOffice, Google Docs MS Word
Import from databases Yes Yes
Import citation info from web pages Yes, also archives the page and you can add
annotations
Yes, with Web Capture tool
Storage capacity Unlimited local storage and data syncing;
100MB free Zotero file syncing (larger
syncing plans available for purchase); or
can use WebDav
50,000 or unlimited
Attach associated files (PDFs, etc.) Yes, with option to attach automatically Yes
Search full text of PDFs Yes No
Create group or shared libraries Yes Yes
Create bibliography with different styles Yes Yes
Automatic citation extraction from PDFs Yes No
Other features Sync library with multiple computers
Use tags to organize/search
Share Groups with other registered users
Ipad and Iphone Apps
Endnote Web: The options
Endnote Web
Collecting references
3 ways to bring
references onto your
library
• New Reference to
manually create
references
• Online search to
search catalogues
and selected
databases
• Import references
to bring references
in from databases
‘Collect Bonus’ by Frédéric Bisson, https://www.flickr.com/photos/zigazou76/8522717632/. Licence at
http://creativecommons.org/licenses/by/2.0.
Organising your references
Manage & Share
your groups
Locate and delete
duplicate
references
Manage
attachments
‘Done!!’ by Yvonne Eijkenduijn, https://www.flickr.com/photos/yvestown/298760755/. Licence at
https://creativecommons.org/licenses/by-nc-nd/2.0/
Formatting References
Use Format tab to:
• Create bibliographies
• Get Cite While you Write
• Format Paper
• Export references
‘bibliography’ by papertrix, https://www.flickr.com/photos/papertrix/38028138/. Licence at
https://creativecommons.org/licenses/by-nc/2.0/.
Use the Cite While You Write
Toolbar to:
• Insert citations
• Edit citations
• Change referencing styles
• Merge documents together
‘Lego on Facebook’ by amarois , https://www.flickr.com/photos/amarois/6731246141/. Licence at
http://creativecommons.org/licenses/by-nc-sa/2.0/.
Using Reference Management Tools: EndNote and Zotero
http://www.zotero.org/
Adding References to
Ways to add reference
• Manually
• via Browser
• From Databases
• by Identifier
• import webpage
details
‘Gathering Up the Pine Cones’ by Arielle Nadel, https://www.flickr.com/photos/bunnyrel/7461043566/.
Licence at https://creativecommons.org/licenses/by-nc-nd/2.0/.
Organising references in
Manage & Share
your groups
Locate and delete
duplicate
references
Manage
attachments
Create
Bibliography
‘Life's More Fun When You're Organized’ by Adam Rifkin, https://www.flickr.com/photos/ifindkarma/92240723/.
Licence at https://creativecommons.org/licenses/by/2.0/.
Use the toolbar to:
• Insert citations
• Edit citations
• Change referencing styles
• Merge documents together
When you need support.
Endnote
http://www.endnote.com
ENDNOTE@JISCMAIL.AC.UK
Zotero
Zotero.org
@ZoteroSupport
Who wins?
‘Winner’ by Kreg Steppe, https://www.flickr.com/photos/spyndle/2500303479/. Licence at
https://creativecommons.org/licenses/by-sa/2.0/
Thank you
Diarmuid Stokes - Liaison Librarian, UCD
Diarmuid.stokes@ucd.ie
01 7166572@dstokes01
http://www.ucd.ie
styles and connections available
within Endnote Basic
Connections available within
Endnote Basic
Styles available within
Endnote Basic
• PubMed (NLM)
• British Library
• Library of Congress
• Crossref
• Lista (EBSCO)
• BNT (Author--‐Date)
• ABNT (Citation--‐Order)
• ACS
• Annotate
• APA 6th
• Author--‐Date
• Chicago 16th Footnote
• Chicago 16th Author--‐Date
• Cite Them Right--‐Harvard
• CSE Style Manual C--‐S
• CSE Style Manual N--‐Y
• IEEE
• JAMA
• MLA
• NLM
• Numbered
• Refman RIS
• Science
• Turabian Bibliography
• Turabian Reference List
• Vancouver

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Using Reference Management Tools: EndNote and Zotero

  • 1. Using Reference Managment Tools: Endnote and Zotero Diarmuid Stokes University College Dublin
  • 2. What is reference management software ? Reference management software, citation management software or personal bibliographic management software is software for scholars and authors to use for recording and utilising bibliographic citations (references). Once a citation has been recorded, it can be used time and again in generating bibliographies, such as lists of references in scholarly books, articles and essays. (Wikipedia) Reference management software. (2014, April 10). In Wikipedia, The Free Encyclopedia. Retrieved 14:20, April 22, 2014, from http://en.wikipedia.org/w/index.php?title=Reference_management_software&oldid=603615486
  • 3. What’s it good for? • Write article or book • Work collaboratively • Share references • Curate collection of references
  • 5. Free Reference Management Tools* * May have some limitations.
  • 6. Today Endnote Web & Zotero
  • 7. Endnote Web & Zotero Compared Criteria Zotero EndNote Web Web based? Yes, works with Firefox browser and can sync with online account; connectors for Chrome and Safari available Yes Must be online? No Yes Cost Free for basic account, some cost for more online storage space Depends on options Word-processor compatibility MS Word, LibreOffice, Google Docs MS Word Import from databases Yes Yes Import citation info from web pages Yes, also archives the page and you can add annotations Yes, with Web Capture tool Storage capacity Unlimited local storage and data syncing; 100MB free Zotero file syncing (larger syncing plans available for purchase); or can use WebDav 50,000 or unlimited Attach associated files (PDFs, etc.) Yes, with option to attach automatically Yes Search full text of PDFs Yes No Create group or shared libraries Yes Yes Create bibliography with different styles Yes Yes Automatic citation extraction from PDFs Yes No Other features Sync library with multiple computers Use tags to organize/search Share Groups with other registered users Ipad and Iphone Apps
  • 10. Collecting references 3 ways to bring references onto your library • New Reference to manually create references • Online search to search catalogues and selected databases • Import references to bring references in from databases ‘Collect Bonus’ by Frédéric Bisson, https://www.flickr.com/photos/zigazou76/8522717632/. Licence at http://creativecommons.org/licenses/by/2.0.
  • 11. Organising your references Manage & Share your groups Locate and delete duplicate references Manage attachments ‘Done!!’ by Yvonne Eijkenduijn, https://www.flickr.com/photos/yvestown/298760755/. Licence at https://creativecommons.org/licenses/by-nc-nd/2.0/
  • 12. Formatting References Use Format tab to: • Create bibliographies • Get Cite While you Write • Format Paper • Export references ‘bibliography’ by papertrix, https://www.flickr.com/photos/papertrix/38028138/. Licence at https://creativecommons.org/licenses/by-nc/2.0/.
  • 13. Use the Cite While You Write Toolbar to: • Insert citations • Edit citations • Change referencing styles • Merge documents together ‘Lego on Facebook’ by amarois , https://www.flickr.com/photos/amarois/6731246141/. Licence at http://creativecommons.org/licenses/by-nc-sa/2.0/.
  • 16. Adding References to Ways to add reference • Manually • via Browser • From Databases • by Identifier • import webpage details ‘Gathering Up the Pine Cones’ by Arielle Nadel, https://www.flickr.com/photos/bunnyrel/7461043566/. Licence at https://creativecommons.org/licenses/by-nc-nd/2.0/.
  • 17. Organising references in Manage & Share your groups Locate and delete duplicate references Manage attachments Create Bibliography ‘Life's More Fun When You're Organized’ by Adam Rifkin, https://www.flickr.com/photos/ifindkarma/92240723/. Licence at https://creativecommons.org/licenses/by/2.0/.
  • 18. Use the toolbar to: • Insert citations • Edit citations • Change referencing styles • Merge documents together
  • 19. When you need support. Endnote http://www.endnote.com ENDNOTE@JISCMAIL.AC.UK Zotero Zotero.org @ZoteroSupport
  • 20. Who wins? ‘Winner’ by Kreg Steppe, https://www.flickr.com/photos/spyndle/2500303479/. Licence at https://creativecommons.org/licenses/by-sa/2.0/
  • 21. Thank you Diarmuid Stokes - Liaison Librarian, UCD Diarmuid.stokes@ucd.ie 01 7166572@dstokes01 http://www.ucd.ie
  • 22. styles and connections available within Endnote Basic Connections available within Endnote Basic Styles available within Endnote Basic • PubMed (NLM) • British Library • Library of Congress • Crossref • Lista (EBSCO) • BNT (Author--‐Date) • ABNT (Citation--‐Order) • ACS • Annotate • APA 6th • Author--‐Date • Chicago 16th Footnote • Chicago 16th Author--‐Date • Cite Them Right--‐Harvard • CSE Style Manual C--‐S • CSE Style Manual N--‐Y • IEEE • JAMA • MLA • NLM • Numbered • Refman RIS • Science • Turabian Bibliography • Turabian Reference List • Vancouver