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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 Online Guides Endnote Mendeley Zotero F1000Workspace
Classes at HSL See here See here  
Cost Full: Under $100 through UNC-CH
Basic: free via Web

Free to everyone
UNC-CH Add-ons

Free to everyone Free through UNC-CH
How is it used? Full: Your Computer
Basic: Web
Your computer
and the Web
Your computer
and the Web
Major citation styles?
Annotation of PDFs
Locate full-text using UNC-CH subscriptions


Adds citation from a PDF
Sharing options X7 users have sharing options / email compressed libraries UNC-CH members have unlimited groups See group options here
Share unlimited projects and manuscripts
Free online storage Unlimited with X7 5,000+ papers
(UNC-CH members have more space)
700+ papers
(more space can be purchased)
Word Processor Microsoft Word Microsoft Word
LibreOffice (latest)
Microsoft Word
LibreOffice (all)
Microsoft Word
Google Docs