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Switching Citation Managers   Tags: citing, endnote, mendeley, refworks, zotero  

This guide will outline how to switch to a new citation manager like RefWorks, Endnote, Zotero, or Mendeley
Last Updated: May 6, 2014 URL: http://guides.lib.unc.edu/switching Print Guide Email Alerts

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Introduction

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.

 

Pick the right citation manager for you!

Click on the citation manager logos below to go to guides that provide specific information on and assistance with using that citation manager.

HSL Guides to learn more Endnote RefWorks Mendeley Zotero
Classes at the HSL See here See here See here See here
Cost Under $100 through UNC-CH Free through UNC-CH Free to everyone 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? Endnote allows you to cite references while writing in all major citation styles using their Cite While You Write Microsoft Word add-on RefWorks allows you to cite references while writing in all major citation styles using their Write-N-Cite Microsoft Word add-on Mendeley allows you to cite references while writing in all major citation styles using their Microsoft Word add-on Zotero allows you to cite references while writing in all major citation styles using their Microsoft Word add-on
Annotation of PDFs Endnote allows you to open up PDFs inside Endote and highlight, add comments, and add tags to those PDFs while you're reading them Refworks does not provide the ability to highlight, add comments, or add tags to PDFs. Refworks is intended to maintain a list of references rather than help you manage PDFs. Mendeley allows you to open up PDFs inside Mendeley and highlight, add comments, and add tags to those PDFs while you're reading them Zotero does not provide the ability to highlight PDFs, though you can add comments easily to citations stored in it and easily attach PDFs to citations so you can open those PDFs from the program.
Locate articles using Find@UNC Links to our subscriptions With a slight change in your preferences, you can use Endnote to automatically pull PDFs using our subscriptions from citations added to your library
(See instructions here)
In your RefWorks account, a blue Find@UNC button will display beneath any citations in your library so you can easily access the PDF using our subscriptions Mendeley does not currently allow you to automatically pull PDFs from your citations using our databases. It is recommended that you download the PDF to add the citation to your library. Zotero does allow you to edit its preferences to pull PDFs using our subscriptions
(See instructions here)
Adds citation from a PDF Endnote will try to read the PDFs meta data to automatically generate a citation. This does not always work so you may have to do some manual editing of the citation after adding the PDF. RefWorks will try to read the PDFs meta data using the RefGrab-It bookmarklet to automatically generate a citation. This does not always work so you may have to do some manual editing of the citation after adding the PDF.
See instructions here
Mendeley will try to read the PDFs meta data to automatically generate a citation. This does not always work so you may have to do some manual editing of the citation after adding the PDF. Zotero will try to read the PDFs meta data to automatically generate a citation. This does not always work so you may have to do some manual editing of the citation after adding the PDF.
Sharing options Email libraries to collaborators See group options here Setup a group
(limited to 3 people for free)
See group options here
(groups use the creator's storage space)
Free online storage 13,000+ papers 13,000+ papers 5,000+ papers
(more space is costly)
700+ papers
(more space is inexpensive)
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