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Refworks, Mendeley and Zotero 1 Dean Giustini, UBC Biomedical Branch Librarian, August 2011 Refworks 2.0 – Pros/Cons

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Refworks, Mendeley and Zotero 1 Dean Giustini, UBC Biomedical Branch Librarian, August 2011 Refworks 2.0 – Pros/Cons RefWorks, Zotero & Mendeley: A Three (3) Way Comparison of Tools UBC Library - August 4th, 2011 INTRODUCTION (s) 10 min Eugene Barsky, Reference Librarian Kevin Read, SLAIS Student Dean Giustini, Reference Librarian OVERVIEW TO REFWORKS, ZOTERO, MENDELEY (1:10 - 2:00pm) 50 mins • overview of RefWorks , Zotero & Mendeley for UBC faculty & students • point out features of each • pros & cons / advantages & disadvantages • discuss reference management tools & trends OVERVIEW (2:05pm) 5-10 mins • Handout – three-way comparison Discussion / Q&A time left This handout was developed using this wiki entry: see RefWorks, Mendeley and Zotero 1 Dean Giustini, UBC Biomedical Branch Librarian, August 2011 RefWorks 2.0 – pros/cons Pros • Refworks 2.0 fully supported by UBC Library; full subscriber • Support extends to teaching & troubleshooting • Create bibliographies; organize to folders; make changes • Easy to attach full text and access • Access via the web, and mobile devices Cons • No social features • Not the best functionality on the market • Cannot extract data from pdfs, so does not help you if have a library of pdfs • Can only export one citation at a time from Google Scholar Zotero – pros/cons Pros • Easy to create bibliography feature • Tool is within your browser; convenient • Ease of use when working in groups • Easy import feature located in address bar Cons • Only available by using Firefox • Interface: size limitations; cumbersome notes feature • Keeping interface open limits webpage visibility • Zotero has difficulty importing citation criteria correctly This handout was developed using this wiki entry: see RefWorks, Mendeley and Zotero 2 Dean Giustini, UBC Biomedical Branch Librarian, August 2011 Mendeley ‘at a glance’ http://mendeley.com Details Description of Mendeley Cost Free up to… 1 GB Web space 5 Private groups 10 Users https://www.mendeley.com/upgrade Desktop and web versions Sync desktop & website application Automatic citation extraction • Drag & drop PDFs into Mendeley Desktop from PDFs • Detects subject keywords in PDF • Cross-checks your research library against external databases: CrossRef, PubMed, arXiv, or Google Scholar, DOIs & unique identifiers Share References References can be shared by creating “public” or “shared” (restricted) collections Mobile support iPhone, iPod Touch, iPad Direct import/export Bookmarklet to import http://www.mendeley.com/import/ Citation styles • About 1200 styles • Working on other styles DOI Pulls all citation details (e.g., metadata) Duplicate record detection Detects duplicates in Mendeley 1.0 PDF markup/annotation Annotate, attach notes in PDFs Cite/create bibliographies Generate citations and bibliographies in Word, OpenOffice, Google Docs, LaTeX, and any other text editor Importing from & sync with Imports your existing BibTex, RIS, and EndNote libraries other ref managers Citation style clipboard http://www.mendeley.com/citationstyles/ Browsers Works with Firefox and IE Social networking Yes, private groups, followers, etc. Sharing and collaboration Groups, embed papers into your website features This handout was developed using this wiki entry: see RefWorks, Mendeley and Zotero 3 Dean Giustini, UBC Biomedical Branch Librarian, August 2011 RefWorks, Zotero & Mendeley: A Three (3) Way Comparison (2011) Features RefWorks 2.0 Zotero Mendeley 1.0 http://bit.ly/4r9wVA http://www.zotero.org/ http://www.mendeley.com/ Mission “Online reference “Organize research, collaborate & "See it. Save it. Search it. Cite it." management tool” discover knowledge…” Free desktop version Cost Subscription required Free Firefox plugin & web interface Ease of use Average Mostly easy, Mostly easy, some quirks social groups Web accessible Yes Yes Yes but plug-in required Direct import/export Yes (some require Yes (list of databases supported Yes (list of databases supported) from databases downloading text) (COinS) Auto-download pdfs Yes Yes Yes Source file link Yes Yes Yes # of citation styles ~2500 styles 1550 styles available for 2000+ 1 200+ styles available publications Link to journal on web Yes Yes Yes Format references Write-N-Cite for Cite while you write (CWYW) & into manuscripts Word/OpenDocs Cite while you write (CWYW) rtf-scan feature try One Line cite view Duplicate record Yes Yes No detection Extract metadata No Yes Yes from PDFs PDF No Yes No markup/annotation Web “scraping” ability Uneven Fine scraping feature (some Fine scraping feature (webpage inconsistencies) snapshot, too) Sharing possible Yes Yes Yes Compatibility issues None No mobile version but view cites iPhone & iPad compatible Mobile version(s) Yes on Web anyway Notes 100mb but can request 100 mb free storage increase 1 GB free storage This handout was developed using this wiki entry: see RefWorks, Mendeley and Zotero 4 Dean Giustini, UBC Biomedical Branch Librarian, August 2011 RefWorks: http://hlwiki.slais.ubc.ca/index.php/Bibliographic_citation_software • Web-based reference manager, widely-used in Canadian academic libraries • Accessible from UBC computers; create your own personal database • Import & store citations, format bibliographies & import citations from RSS feeds • link to files (e.g., PDFs, word documents, Excel spreadsheets) • add new citations by importing or manual entering; share citations for collaborative projects • Go to: http://bit.ly/4r9wVA and “Sign up for an individual account” Interface overview • References: add references with pull-down menu • Search: search for citations by access point (i.e. author, descriptor, journal name) • Bibliographies: create bibliographies • Tools: download plugins e.g. RefGrabIt and Write-N-Cite • Tutorial: http://www.refworks-cos.com/refworks/tutorials/basic.html Creating & organizing features: • Select Folders and choose Create … • Give your folder a name; rename or delete as necessary Importing references: This handout was developed using this wiki entry: see RefWorks, Mendeley and Zotero 5 Dean Giustini, UBC Biomedical Branch Librarian, August 2011 • Search PubMed and select citations; choose Send to and select File MEDLINE • Save file as pubmed_result.txt (use “Send to” “File” option) • In Refworks click on References …then Import • From Import Filter/Data Source pull-down menu, select “NLM Pubmed” • Create Folder you want to add references to import pubmed_result.txt file • Use RefGrab-It to capture webpage content. • Download plugin within RefWorks under “Tools” Searching your reference collections: • Your references are all searchable. Choose “Search” then, “Advanced. Ignore “Search Name” • Change your search field from “Descriptors” to “Anywhere” and choose folder to search • Type a keyword into the search box and click on “Search.” Annotating references, adding PDFs & other files: • Click on “Edit” to add comments, keywords, or attachments to a reference • Note the “Attachment” option. Note the “User” fields Creating footnotes & citations in papers: • Download Write-N-Cite Zotero: http://www.zotero.org • Open source, extensible web-based social media tool (shareware really) • Byline: "See it. Save it. Sort it. Search it. Cite." • download Firefox plugin: http://www.zotero.org; Zotero sits at bottom of browser, far right • enhances ability to be social through new Zotero Groups • annotate, tag and organize citations; use notetaking with autosave for enhanced descriptions • gather, organize and cite sources (papers, fulltext pdfs, web pages, images & other objects) • use Collections and Groups to store and share items • to start Zotero on your desktop, click the icon in the lower right of Firefox browser • Preferences allows you to install plugins to search text of PDFs and add metadata Interface overview: • iTunes-like interface “window pane” appears at the bottom of your Firefox browser; collections and groups are listed on the left; titles are in the center; metadata at the right column • “My Library” (left column) contains ALL items; click a folder to see citations in that folder • Add Notes and Tags to individual items This handout was developed using this wiki entry: see RefWorks, Mendeley and Zotero 6 Dean Giustini, UBC Biomedical Branch Librarian, August 2011 Adding items to Zotero: • Click icon in browser address field • Websites such as library catalogues and book vendors that display a “book” icon are indicating Zotero; tool will recognize items and add them to your collection • Add items manually by clicking on the green “New Item” icon Searching: • Use basic search or advanced via magnifying glass icon; search text, tags, terms, etc. • Save searches by clicking magnifying glass icon and clicking on “Save Search” Adding attachments • Example: Highlight an item in the middle column, right click and choose “Add Attachment/Attach Stored Copy of File.” Create bibliographies in Zotero • download Zotero plug-in to add citations while you write ; create bibliographies: highlight references; choose Generate Bibliography from Selected Items and select style type needed • Choose Copy to Clipboard and paste the bibliography into a document • Choose Preferences/Advanced to access fulltext Synching & sharing your Zotero library • Save & back-up items, notes and metadata to Zotero server; access from other desktops. • To save attached files, you are limited to 100 mb of space. More space is available for a fee. • Use “Group Settings” in your Zotero online account to add members to groups you want to share. Be sure to register with Zotero to access these options. Mendeley: http://www.mendeley.com • Free, cross platform reference & document manager
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