Reference Management Tools: EndNote, Zotero & Comparison of Basic Features & Functions

Basics EndNote/EndNote Online Zotero Mendeley Cost SI has institutional license, Free basic account Free basic account so free to SI staff & (fee to upgrade) (fee to upgrade) affiliates Storage EndNote desktop: Free account = 300 MB of Free account = 2 GB of Unlimited references and Web storage Web storage 5GB file attachment ($20/year for 2 GB, ($55/year for 5 GB, storage on Endnote $60/year for 6 GB, $110/year for 10 GB, Online. EndNote Online $120/year for unlimited) $165/year for unlimited) only: 50,000 in reference storage and 2GB file attachment storage. Mobile Apps for Yes, iPad App that allows Yes, created by 3rd parties. Yes, Mendeley created its iPad, iPhone, PFD annotation. Can For info, go to own iPad/iPhone app and Android, smart access EndNote Online on http://www.zotero.org/ Android app phones devices via browser. support/mobile Citation/bibliography Yes – for MS Word, Yes – for MS Word and Yes – for MS Word, plug-ins for word OpenOffice, Apple Pages, LibreOffice OpenOffice, processing programs and LibreOffice BibTeX/LaTeX, and LibreOffice Types of items that Book/article citations, Book/article citations, Book/article citations, can be saved , Text files, webpages PDFs, webpages (URLs + PDFs, webpages (URLs + (URLs only) snapshots), video, images snapshots), video, images Tools to help capture Yes, in EndNote Online – Yes, with Chrome, Safari, Yes – download the Web online items download the Capture extensions – icons Importer bookmarklet button shown in browser bar Accessible from Yes, EndNote can now Yes – Web-based and can Yes – Web-based and can more than one sync across EndNote download Zotero on download Mendeley computer Online and all computers multiple computers Desktop on multiple where you have installed computers EndNote desktop x7/x8 Share your library Yes, in EndNote Online Yes (with or without Yes with others (citations only, not full- attached files) text documents) Pros - Many research databases - User-friendly, esp for - User-friendly. (ex. Web of Science) offer saving online info. Can - Free searchable online export options specifically auto-detect items to save library of & for EndNote. in Chrome and Firefox. citations. - Unlimited # of private or - Good tools for adding public groups. annotations to PDFs. Cons - Not as user-friendly, but - Very limited storage - Only 1 private group (3 improving. space w/free account. members) w/free acct. - Not able to save - Still mainly popular in webpage snapshots. scientific communities. Good choice if you - Manage a massive - Work in multiple groups - Communicate online want to: number of references. and freely share with colleagues. - Collaborative work and resources. - Work in a small group w/ communication. - Easily save webpages + good collaboration tools. snapshots.

Version: Sept 2018

Additional Details

Useful Links Other comparison charts, compiled by university libraries:  MIT: https://libguides.mit.edu/cite-write/citetools  Penn State: https://guides.libraries.psu.edu/CitationStyles/Tools  UW-Madison: https://www.library.wisc.edu/services/citation-managers/comparison-chart/

EndNote  EndNote Version X8 (Windows/MacOS) is available for free download via OCIO from this page: http://prism2.si.edu/OCIO/Pages/ResearchSoftware.aspx.  EndNote Web is accessible via any Internet-connected computer/device, go to www.myendnoteweb.com. Tip: Going to Web of Science to create your EndNote Web account (look for the link at the very tom) will link the two accounts for seamless integration.  EndNote video tutorials: http://www.youtube.com/user/EndNoteTraining  EndNote X8 online guide: https://clarivate.libguides.com/endnote_training/users/enx8

Zotero  Create a free account at Zotero.org. If you use Firefox as your Internet browser, download Zotero for Firefox; Chrome users should add Zotero Connector from the Chrome Web Store. Alternatively, you can download Zotero Standalone to use with any browser.  You also can access your Zotero library via the Internet by logging in at Zotero.org.  Zotero video tutorials: https://www.zotero.org/support/screencast_tutorials  Zotero Quick Start Guide: http://www.zotero.org/support/quick_start_guide

Mendeley  Create a free Web account at Mendeley.com. You will be prompted to download the Desktop version of Mendeley as you are creating your Web account.  Download the Chrome extension here or the Firefox extension here.  Mendeley video tutorials: http://www.mendeley.com/videos-tutorials/  Mendeley Guides: https://www.mendeley.com/guides

Questions?  Smithsonian Libraries’ How Do I…Manage Citations & Bibliographies: https://library.si.edu/research/create-manage-citationsbibliographies (includes a link to this handout)  Still have questions? Contact Ask-a-Librarian by email at [email protected].

Version: Sept 2018