Manage your References:
Using RefWorks, Endnote
Mendeley & Zotero
Fall Term 2012
Helen B. Josephine
helenj@stanford.edu
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Citation Management Tools
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Zotero
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EndNote X5 and X6
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Available via Web of Knowledge to Stanford
community
RefWorks
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Purchase software at bookstore
EndNote Web
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Free on the web, desktop client download
Zotero for Firefox, Zotero Standalone
Site license available on campus to Stanford
community
Mendeley
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Free on the web, desktop client download
Join the Stanford Mendeley Group
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Why use a citation manager?
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Organize and tag citations AND documents.
Create instant bibliographies in standard
formats.
Create personal citation database of articles
on your topics.
Format papers with in-text citations and
bibliographies in standard formats.
Share your database of citations/articles with
others.
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Zotero
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Free to everyone--on the web (Center for History
and New Media).
Mozilla Firefox extension--minimum requirement
Firefox 3.0-- browser plug-in or Standalone
Cite from within Word or Open Office documents-requires word processing plug-in.
Store and search PDF’s, store images and web
pages. 100MB free storage/1 GB $20/yr
Capture articles from the web as you read them.
Take rich text notes in any language.
Interface available in 30 languages.
Create groups to share content.
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Zotero Hints
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Many online catalogs, databases and websites
integrate—look for the BOOK icon or ARTICLE
icon or FOLDER icon in the web search bar.
Use BibTex format option from databases –
check the items to download.
Google Scholar, use the ARTICLE icon for
multiple downloads
Zotero 3.0 for Mac, Windows, Linux
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researchers can now download and install a version
of Zotero that runs fully independently of the Firefox
browser
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EndNote X6 (Desktop)
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Purchase from bookstore ($84.95) or free 30 day trial.
Storage for an unlimited number of references and articles.
Includes 5,000 bibliographic styles.
“Cite While You Write” option to add citations to text and create
bibliographies.
Collaborate with EndNote Web and share with groups or
individuals.
Search internet databases and bibliographic databases including
Web of Science, Ovid, PubMed, the Library of Congress, and
university library catalogs from EndNote.
Connect to data sources worldwide—EndNote provides MARC
formats that support native language libraries around the world.
Export references directly from Web of Science, Highwire Press,
Ovid, OCLC, ProQuest and more.
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EndNote X6 Hints
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EndNote X6 will locate and download full text for
you—no additional steps required.
Select one or more references, a group, or your
entire library and have EndNote X6 scan for full text
available to you.
When the full text is found, EndNote X6 downloads
and links it to the appropriate reference
automatically.
CAUTION: Systematic downloading of full-text will
cause data base vendors to cut-off access to
Stanford users.
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EndNote Web
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Free as part of Stanford Libraries subscription to
Web of Knowledge (login to create your account).
Storage limited to 10,000 items.
Import from databases and library catalogs.
Integrate with EndNote X6 (and older versions).
“Cite while you Write”--requires word processing
plug-in.
Use EndNote Web toolbars in Microsoft Internet
Explorer and Mozilla Firefox to access your
reference library in one click, and capture citation
data easily--requires browser plug-in.
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EndNote Web Hints
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Share content with other EndNote Web users.
Must re-synch EndNote Web subscription every
year; login to Web of Knowledge
EndNote Web presents users with links to Times
Cited, Related Records® and the full record for
one-click access to the latest information on a
reference article.
Easily transfer references to and from EndNote
(EndNote X.0.2 and up) and export/import to
previous versions.
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RefWorks 2.0
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Site License paid for by Stanford University Libraries
(SULAIR).
Create your own account while on campus:
Sign up for an Individual Account
Search databases and mark citations for download
in RefWorks format.
Storage limited to 3GB
RefGrab-It for web searching is available as a
bookmarklet or as a plug-in to your browser.
“Write-n-Cite” option—requires plug-in for Word.
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RefWorks Hints
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Can share your database of articles via public url.
Manage Alerts – RefWorks has incorporated an
RSS feed reader to import data directly into
RefWorks.
Ref Mobile—search, add, manage folders on your
mobile device.
www.refworks.com/mobile
All alumni of subscribing academic institutions will
have life-long access to RefWorks. Access will
continue to be available to an institution’s alumni as
long as that institution continues to subscribe.
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Mendeley
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Free download from the web; web and
desktop client.
Compatible with Mac, Windows, Linux
Free storage and backup of your papers
(1GB) additional storage with Stanford Group
Citation styles for +1000 journals
Generate citations and bibliographies in
Microsoft Word, OpenOffice, and LaTeX.
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Desktop client and personal web space
Compatible with Mac, Windows, Linux
Storage and backup of your papers and
citations (7GB)
Create public and private groups to share
papers and citations (10 private groups/15
users per group)
Citation styles for +1000 journals
Generate citations and bibliographies in
Microsoft Word, OpenOffice, and LaTeX.
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Join Mendeley @ Stanford
Group
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Increased storage (7GB) for free
Find it at Stanford links activated for faster
full-text access
Discover colleagues at Stanford with your
research interests
Create a private group to share articles,
comments on PDFs
Create your own research profile to highlight
your articles
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Mendeley Hints
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Add and Organize: Import and organize PDFs
from your computer, EndNote, Papers or Zotero.
Collaborate: Connect with colleagues; securely
share your papers, notes and annotations.
Explore research trends and statistics
"auto watches" a specific folder(s)- save a PDF
to that folder, it is automatically imported into
your library (with metadata).
Backup, Sync, and Mobile: Access your
papers on the web, iPhone or iPad.
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Mendeley Hints
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Add and Organize: Import and organize PDFs from
your computer, EndNote, Papers or Zotero.
Use Mendeley Tool bar to select multiple items to add
to your library.
Collaborate: Connect with colleagues; securely share
your papers, notes and annotations.
Explore research trends and statistics
Search for papers within Mendeley, see what you are
missing
"auto watches" a specific folder(s)- save a PDF to that
folder, it is automatically imported into your library (with
metadata).
Backup, Sync, and Mobile: Access your papers on the
web, iPhone or iPad.
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Mendeley Hints
Seven Ways to add documents
1. Single document (drag & drop)
2. Create “watch” folder on desktop
3. Folders (drag & drop)
4. Import Endnote library
5. Synch with Zotero
6. Use web import tool bar
7. Search your topic in Mendeley
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Citation Management Tools
@ Stanford
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From the Education Library:
http://www.stanford.edu/group/cubberley/services/tutorials#endnote
EndNote, RefWorks, Zotero
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From the Engineering Library:
https://lib.stanford.edu/engineering-library/citation-management-tools
EndNote, RefWorks, Zotero, Mendeley
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From the Stanford University Libraries:
http://library.stanford.edu/research/bibliography-management
EndNote, RefWorks, Zotero, Mendeley
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Additional Help
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Zotero Tutorial from the Information
Center at Green Library
Join the “Reference Manager Users” list
at Stanford
https://mailman.stanford.edu/mailman/listinfo
/reference-manager-users
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Other Tools
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Papers (http://mekentosj.com/papers/) for MAC only
Configuring Papers for Library Remote Access
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From PAPERS menu, choose PREFERENCES.
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From Papers Preferences choose the Sources tab and:
1. Leave the Authentication URL blank
2. Set the Library Proxy to:
http://ezproxy.stanford.edu/login?url=%@
Close Preferences and restart Papers. The next time you
double-click on a reference to access full-text, you'll be
asked to authenticate with your SUNet ID and password.
Assuming Stanford subscribes to the journal, you should
be able to access, download and link the PDF to the
reference within Papers.
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EXAMPLES
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Google Scholar
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http://scholar.google.com/scholar_preferences
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Questions/Comments?
helenj@stanford.edu
http://englib.stanford.edu
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