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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 perfectly formatted document. The EndNote support site includes new and updated import filters and output styles to download.

EndNote Knowledgebase, FAQs, and the Tutorials Library 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) UC-eLinks icon
» 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 X7 Advanced Exercise Set (PDF; UCB Public Health Library, Apr. 2014)
» EndNote X7 Advanced Handout (PDF; UCB Public Health Library, Apr. 2014)
» EndNote X7/RefWorks Exercise Set (PDF; UCB Public Health Library, Jan. 2014)
» EndNote X7/RefWorks Supplement to Exercise Set handout (PDF; UCB Public Health Library, Jan. 2014)
» EndNote X7 Online User Guide (EndNote.com)
» EndNote X6 Getting Started Guide (EndNote.com)
» EndNote X6 Help User Guide (469-page PDF; EndNote.com)
» EndNote X5/RefWorks Exercise Set (PDF; UCB Public Health Library, Apr. 2012)
» EndNote X5/RefWorks handout (PDF; UCB Public Health Library, Apr. 2012)
» EndNote X5 Getting Started Guide (96-page PDF; EndNote.com)
» EndNote X5 Help User Guide (469-page PDF; EndNote.com)
» EndNote X4/RefWorks Exercise Set (PDF; UCB Public Health Library, Oct. 2010)
» EndNote X4/RefWorks handout (PDF; UCB Public Health Library, Oct. 2010)
» EndNote X4 Getting Started Guide (90-page PDF; EndNote.com)
» EndNote X4 Help User Guide (487-page PDF; EndNote.com)
» 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.

» Tutorial: Import PubMed Citations into RefWorks (3 min.)
» Tutorial: Import NLM TOXLINE Citations into RefWorks (4 min.)
» RefWorks/EndNote X7 Exercise Set (PDF; UCB Public Health Library, Jan. 2014)
» RefWorks/EndNote X7 Supplement to Exercise Set handout (PDF; UCB Public Health Library, Jan. 2014)
» RefWorks Help (RefWorks)
» RefWorks Tutorials (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

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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 also available in a stand-alone (downloadable) version. Those using multiple computers may also sync their Zotero database between computers and may share citations within a work group.

» Getting Started with Zotero (UCB Library)
» 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).

» 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

Tabular Comparison of Features:

Tool EndNote RefWorks Zotero Mendeley
Cost Student discount available; call Cal Student Store: 845-1226 ext 8470. Limited online version freely available. Paid for by UC Berkeley Library Free and open source Free and paid versions available
Can use on both Mac and PC? Yes Yes Yes Yes
Can use on mobile device? iPad app available Via mobile website Third party apps - Blog posting iPhone, iPad app
Integrates with MS Word to create/format in-text citations and reference lists? Yes; also works with OpenOffice Yes; requires download of Write-N-Cite utility Yes; also works with OpenOffice Yes; also works with OpenOffice
No. of citation styles 4500+ 1000+ Small number pre-loaded; nearly 7000 available for download from Zotero Over 1180
No. of import filters 700+ "Over 870" 247 "translators;" other sources captured as web page About 50, + COinS, + integrates with Zotero's "translators"
Web based? EndNote Web available with EndNote purchase or sign up from a Web of Knowledge database (e.g., Web of Science) Yes; can use on any computer with Internet access Browser (Firefox) based; can use Portable Firefox; can also "sync" to Zotero server. Stand-alone version also available Desktop- and Web-Based
Duplicate record detection? Yes; fully customizable Yes; 2 options for detecting duplicates Coming with future version Limited
Can capture web page and create record? No Yes, with the RefGrab-It utility Yes; can also capture bibliographic data from a web page Yes; can also capture bibliographic data from a web page
Sharing possible? EndNote Web Can share database/folder. Can create a shared logon for a UCB group Can create groups and share databases Can share database, comments, and more
Open source? No No Yes No

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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