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Switching Citation Managers

This guide will outline how to switch to a new citation manager like RefWorks, Endnote, Zotero, or Mendeley


We at the Health Sciences Library encourage all our students to use citation managers to help them store citations, keep notes, and insert properly formatted citations and bibliographies into their papers. Whether you use RefWorks, Endnote, Zotero, or Mendeley, citation managers can make the research and writing process easier.

But each citation manager has its strengths and weaknesses. If you need help picking a citation manager, then please consult the table below which provides an overview of each citation manager. The time may come when you feel that another manager will better suit your needs. This guide will outline the steps that you need to go through in order to switch from one citation manager to another. Since the process for switching from one to another is generally very simple, there is no downside to choosing the perfect product for you.

Comparing reference managers

HSL Guides to learn more Endnote RefWorks Mendeley Zotero
Classes at the HSL See here See here    
Cost Under $100 through UNC-CH Free through UNC-CH

Free to everyone
UNC-CH Add-ons

Free to everyone
How do you use it? Full - Your Computer
Basic -Endnote Web
Internet Full - Your computer
Basic - Mendeley Web
Full - Your computer
Basic - Zotero Web
Major citation styles?
Annotation of PDFs
Locate articles using Find@UNC Links to our subscriptions
(See instructions here)

(See instructions here)
Adds citation from a PDF
See instructions here
Sharing options Email libraries to collaborators See group options here Groups
(UNC-CH members have unlimited groups)
See group options here
(groups use the creator's storage space)
Free online storage 13,000+ papers 13,000+ papers 5,000+ papers
(UNC-CH members have more space)
700+ papers
(more space is inexpensive)