Switching Citation Managers

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

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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 Sciwheel (formerly F1000), Endnote, Mendeley, or Zotero 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

Mendeley Zotero Sciwheel (formerly F1000Workspace)
HSL Online Guides EndNote Mendeley Zotero Sciwheel (formerly F1000Workspace)
Classes at HSL EndNote Classes Mendeley Classes   Sciwheel Classes
Cost Under $100 through UNC-CH

Mendeley is free
UNC-CH Add-ons

Zotero is free Free through UNC-CH
Notes See EndNote Basic/Online guide for further details on the free online version     Use this link to create account.  Select No, I'm a new user then select password.
How is it used? Computer
+ Web
+ Web
+ Web
Major citation styles?
Annotation of PDFs
Locate full-text using UNC-CH subscriptions
Instructions for EndNote


Instructions for Zotero

Instructions for Sciwheel
Adds citation from a PDF
Sharing options X7 and above 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 X7 and above: unlimited 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
Manuscripts for Mac