Bibliographic Management Software: Help and Tutorials - Sheldon Margen Public Health Library

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.

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.

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.

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.

Comparisons of Programs

Tabular Comparison of Features:

Tool	EndNote	RefWorks	QUOSA	Zotero
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
Open source?	No	No	No	Yes

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.